The Investor Channel 对 $GOOGL 的判断变化

2026-09-18看涨

《AI Doom Threatens Stocks | Meta MUSE Hits | Amazon x 1,000》

预计GOOGL明年将超出营收/利润预期，原因是TPU销售尚未被定价，以及其在实用AI应用领域的强势地位。

这些年来，我们看到过针对 Meta、Google、Microsoft 以及所有这些公司的判决，以及它们全都输掉的数十亿美元的诉讼。

We have seen judgments against Meta, Google, Microsoft and all these companies over the years, and billions of dollars in lawsuits that they have all lost.

我只知道，这为像 Meta、Google、Microsoft、Nvidia、SpaceX 这样理性、以商业为导向的公司，或者任何数量众多、可能进入这里的此类公司，大大敞开了大门。

All I know is that this opens the door wide for rational, business-minded companies like Meta, Google, Microsoft, Nvidia, SpaceX, or any number of such companies that could come in here.

看原视频15:19

2026-09-11

《$3000 iPhone !!!! | OpenAI Cuts $200 Plan! | Meta MUSE POPS!》

GOOGL 目前处于关键的技术支撑位（200 日均线），若能守住该水平并继续走高，则被视为看涨。

接下来看Google。本周开盘报332。与Amazon类似，先下跌，然后U型回升。本周收涨约1%，收于335。

Moving on to Google. Started the week at 332. Similar to Amazon, went down and then U-shaped back up. Finished the week maybe about a percent. Finished the week at 335.

该公司正在Windows PC上推出自己的Gemini原生应用。此前ChatGPT等也这样做过，它们在各自生态内都有专属应用，无论是Macintosh，还是某些情况下的Linux，或者本例中的Windows PC。

看起来这有点过了它的黄金期，但从不嫌晚，或者说晚做总比不做好。

The company is launching their own Gemini native app on Windows PCs. This follows chatblad and others which have dedicated apps inside of the ecosystems whether it's Macintosh or in some cases Linux or in this case Windows PC.

Seems like it's a little past its prime but never late or better late than never.

看原视频13:38

2026-08-28看涨

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2026-08-21看涨

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