Meet Kevin 对 $GOOGL 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 2 条
2026-09-10看跌
《EARNINGS as Stocks Slip! ORCL and Adobe!》
搜索需求正在恶化;Google 当前的强势可能通过提高对现有用户的变现而掩盖了这一下滑。

谷歌今天其实是上涨的。看看那个。谷歌在这边徘徊在331,这是周线图。让我先看一下日线图。对,就是这样。当它突破这里的400时,大约404左右。那突破了我们的顶部线。天哪,如果它跌破331,下一站要一直到2263。

还有很长的路要走。我的意思是,你知道,这是一家好公司。我个人认为搜索业务正在被摧毁,他们通过压榨现有搜索客户、收取更多费用来掩盖这一点。但是,你知道,那是我的看法。我可能错了。

Google's actually having a green day. Look at that. Google uh hanging out over here at 331 and uh that's the week chart. Let me go to the day chart for a moment. Yeah, there we go.

When it broke through 400 over here, 404ish. Uh that was through our top line. And boy, uh if it loses 331, next stop isn't until 2 263. It's got a while to go. I mean, I you know, it's a good company.

I I personally think search is getting destroyed and they're covering it up by squeezing more and charging more out of their existing search customers. But, you know, that's my opinion. I I could be wrong about that.

2026-09-04看跌
《Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️》
对谷歌的增长率极度悲观,因谷歌IO事件后token增长二阶导数崩塌。

谷歌和英伟达将从台积电获得多少产能?

How much capacity will Google and Nvidia get from TSM?

我们一直在报道,通过谷歌 IO 活动,代币增长的第二导数已经崩溃,对吧?我们对增长率非常悲观。

we've been covering that the second derivative of token growth via Google IO event has collapsed, right? We're massively negative on on the rates of growth.