$GOOGL
这只股票

Joseph Carlson After Hours 对 $GOOGL 的判断变化

频道资料 →本频道有 2 位标注的说话人：Michael Burry、Wall Street Journal article共 2 条
2026-09-03看涨
《Something Has Gone Terribly Wrong》
谷歌避免了广告业务分拆，美国反垄断风险篇章已结束，短期内预计不会进行分拆。

谷歌再次避免了公司被大规模拆分。谷歌两次都成功了。

Google has once again avoided a major breakup of its company. Google succeeds two out of two times .

报道称，微软将首次开始披露其Azure云计算服务的季度收入，让投资者在它与亚马逊的云服务或谷歌的云平台竞争时，能够清晰了解其业务。

The report says Microsoft will begin disclosing quarterly revenue for its Azure cloud computing service for the first time, giving investors a clear picture of its business as it competes with Amazon's cloud services or Google's cloud platform.

看原视频01:14
2026-08-24
《I’m Buying $10,000 Of This Company Next》
谷歌当前价格并不便宜；持有但不买入；买入目标价250美元意味着5年内14.1%的年复合增长率。

谷歌，这是我目前最大的持仓。这是一个27,000美元的仓位，浮盈113,000美元。谷歌今天交易价格约为347美元。所以，在347美元时，它的市盈率是26倍，自由现金流收益率为1.2%。

我不认为谷歌今天便宜。我现在不会买入。我继续持有它，主要是因为它是如此优秀的公司，我相信它的未来是光明的，但总的来说，我不认为它是一只值得立即买入的股票。我为谷歌设定的买入目标价是250美元，比当前价格低约100美元。

Google, which is my current largest position. It's a $27,000 position with $113,000 in the green. Google today trades at around $347. So at 347, it's trading at a 26 Ford PE ratio and a 1.2% free cash flow yield.

I don't believe that Google's cheap today. I'm not buying it right now. I continue to hold it mostly because it's such a good company and I believe the future is bright for it, but overall it's not a company that I think is a screaming buy.

And the buy target that I've set for Google is $250, so around $100 less than its current price.

看原视频03:56
美股听风