GOOGL 全部观点
GOOGL 这一页 20 条观点条目,其中 0 条方向发生变化。
Alphabet 更糟。Alphabet 就处在这个小下跌趋势里,中期下跌趋势。他们其实没那么差,但相对强度是49,所以我会有点担心。
Uh, Alphabet is even worse. So, Alphabet is just in this little downtrend, midterm downtrend. U you know, they're not that bad, but the relative strength is 49, so I'd be a little concerned.
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.
我们目前持有,我们目前持有 Google。而且我们实际上仍然认为 Alphabet 或 Google 的持有价值更强。
we currently have holding we were currently in Google. So, um and we still think actually Alphabet or Google has a stronger holding.
这主要是因为它所拥有的整个生态系统,其中显然包括搜索,当然也包括 YouTube。但除此之外,它还包括上个季度实际增长超过 80% 的那一板块,那就是云。所以,它受益于云,因为其他公司基本上必须走出去,在 Google 的 GCP 上实施他们的 AI 战略。
然后显然还要使用 Gemini。而 Gemini 瞄准的更多是企业客户而非消费者,而这正是 Meta 的代理式 AI 目前所瞄准的方向。
And that's mainly because of the the entire ecosystem that it has, which obviously includes um the the search, it includes also, of course, YouTube. But besides that, it includes that segment that actually grew over 80% last quarter, and that's cloud.
So, it benefits from cloud in terms of, you know, other companies having to basically get out there and um and uh implement a their AI strategies on Google's GCP. And then also, obviously, utilizing uh Gemini.
And Gemini, as you know, uh targets more enterprise uh clients rather than consumers, which is, you know, where where Meta's uh agentic AI is uh is currently targeting.
Google,我谈过那个杀伤区。我谈过我在106对Palunteer设的杀伤区。针对各种不同资产的杀伤区。我的笔记都在里面。
Google, I talked about the killbox. I talked about my kill boxes for Palunteer at 106. Killboxes for all the different assets. My notes are in there.
现在,这一只确实有几件事在发生。看跌趋势在往下走,但与此同时,我们几乎已经触及320到325这个杀伤区水平的底部。其实,我的杀伤区没有画在这里。我应该说杀伤区320。
Now, we do have a couple of things happening with this one. The bearish trend is down, but at the same time, we're almost at the floor at that 320 to 325 kill zone level. Actually, my kill zone isn't drawn in here. I should say kill zone 320.
首先,各位,来看 Google。正如你可能说的,就像 Drew 你刚才说的,这些股票波动很大。Google 确实可能波动很大。
First up, guys, looking at Google. Now, as you may say, like Drew, you just said, these stocks move a lot. Well, Google can move a lot.
正如我们在这里看到的,今年 3 月这个低点的价格走势大约在 272 附近,随后我们向上推进,创下 40861 的高点,之后在图表上回落。
As we've seen here, price action at this low of March of this year was right around 272, and we pushed up and made a high of 40861 before coming back in on the charts.
然后是谷歌,我知道Lion,你之前提到过谷歌。我们还没看过它。这是图表的实际样子。天哪,那太难了。所以,谷歌在盘前表现疲软,开盘后也疲软。它在这里试图反弹,但天哪,它无法突破其VWAP。而且它低于其50日和100日均线。
And then Google, I know Lion, you were talking about Google earlier. We never looked at it yet. Here's what the chart actually looks like here. Boy, that's tough. So, Google weak in the pre-market, week out of the open.
It's trying here, but boy oh boy, it can't get above its VWAP there. And it's less than its 50 and it's 100 there.
那么,第一个是谷歌。现在,谷歌很有趣。这里不太是日内交易,但看看这条上升趋势线。现在,这之所以重要,是因为如果这条上升趋势线最终被跌破,这将打开未来多个月份显著下行的陷阱门,可能回落,我想说,大约到272水平。
So, first one, Google. Now, Google's intriguing. It's not so much a day trade here, but look at this ascending trend line. Now, the reason this is important is that if this ascending trend line finally breaks, this opens a trapoor of significant downside over the next multimonth period, potentially back down, I would say, to about the 272 level.
天哪,EKS,你宁愿拥有 Google 还是 Tesla?两者价格相近。不管价格是否相近,我认为对我来说的想法是每家公司将要做什么?他们的未来前景如何?他们都有很好的未来前景。
所以,我只是随便选一个。我的意思是,会是其中一个。我认为它们都很好。我会说 Google 可能更好,但你知道,我认为它们都很好。
>> Um gosh, EKS, would you rather own Google or Tesla here? Both close to similar prices. Regardless if they're similar prices, I think the the thought here for me is what's each company going to do?
What's their future outlook look like? And they both have great future outlooks. So, I mean, I just throw a dart in the wall and I'll get it. I mean, it's gonna be one or the other.
They're I think they're both great. I'd say Google probably better, but I, you know, I think they're both great, you know.
他公布了他的13F模型,并又增持了45%的谷歌股份。所以,他正在用谷歌A类股填满他的投资组合。现在这是他投资组合中的第四大投资。
He released his 13F model, and he added another 45% to his Google stake. So, he's filling his portfolio with Class A Google shares. It's now the fourth largest investment in his portfolio.
这确实压力很大,我认为Greg正试图把钱投资到他非常有信心处于有利位置的地方。为什么不投谷歌呢?他们做得非常出色。
That's a lot of pressure, really, and I think Greg is trying to invest money somewhere he's very confident is in a good position. And why not Google? They've done an amazing job.
如果我们相信谷歌的股价将达到400美元,这里不会有太多利润可以实现。然而,需要注意的是,我认为谷歌在2027年12月之前很久就能达到每股400美元。
If we believe that Google's stock price will reach $400, it won't be There is a lot of profit Which can be achieved here. However, the caveats are I think Google It can reach up to 400 Dollars per share before time Long from December 2027.
是的,如果价格在2027年夏天达到400美元,它内在价值将是80美元,对吧?价格将是400美元。如果执行价是320美元,你赚80美元。
Yes If the price reaches 400 Dollars in the summer of 2027, It will have value within The money (in-the-money) is worth 80 Dollars, right? The price will be $400. And if the execution price $320, you're a winner For $80.
正是在谷歌,交易代码为GOOG和GOOGL,伯克希尔注入了超过160亿美元,将其持股比例惊人地提高了650%,特别是针对交易代码GOOGL。
It was in Google, with the trading symbols GOOG and GOOGL, where Berkshire injected more than $16 billion, increasing their stake by a shocking 650%, specifically for the trading symbol GOOGL.
我说这一巨大变动如此令人惊讶的原因是,从历史上看,当沃伦·巴菲特做出所有决定时,伯克希尔确实以将大部分资金投入我所认为的相当乏味、低增长的公司而闻名——当然,这些公司盈利,但增长相当缓慢。
The reason I say this huge move was so surprising is because, you know, historically, when Warren Buffett was making all the decisions, Berkshire was really known for putting most of its money into what I have always considered, you know, rather boring, low-growth companies—profitable, of course, but rather low-growth .
Google 的 AI 搜索功能每月覆盖数十亿人。
Google's AI search features reach billions of people every month.
在 AI 领域的顶端,我强烈强调需要投资 Google 和 Meta Platforms。但 Google 的股价去年上涨了 45%,是标普 500 指数回报的两倍多。
At the very top of the AI pie , I was strongly emphasizing the need to invest in Google and Meta Platforms. But Google's stock rose 45% last year, more than double the returns of the S&P 500.
Alphabet 在大局中究竟处于什么位置?在您看来,它目前在市场上的地位如何?Alphabet 目前的地位,感谢您的邀请,比几周前您可能看到的要低一些。但对我来说,它是一只长期强势股。
它有着惊人的长期记录,而且坦率地说,它适合任何天气。所以,尽管股价有所回落,我真的不认为业务的核心基本面有所改变,我对此感到非常兴奋。
Where does Alphabet really fit into the big picture? What's its standing in the market at this point in your opinion? Well, you know, Alphabet's standing, and thank you for having me, is is, you know, it's something that's a little bit lower right now than I think you would have seen a few weeks ago.
But to me, it's a powerhouse long-term stock. It's got an amazing long-term record, and frankly, it's built for any weather. So, even though the stock has pulled back, I really don't think the core fundamentals of the business have, and I feel really excited about it.
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.
Alphabet 只是处于下行趋势中。这不是急剧的下行趋势,但这并不足以成为买入 Alphabet 股票的理由。它正在从 200 日均线反弹,这是唯一值得注意的事情。
Alphabet is simply in a downward trend. It's not a sharp downward trend, but it doesn't warrant buying Alphabet shares. It is bouncing off its 200-day average, and that is the only thing worth noting.
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.
那么,让我们来看看Waymo与特斯拉之间这场争端的细节,以及它最终对Alphabet和特斯拉股票投资者意味着什么。
So, let's take a look at the details of this Waymo-Tesla dispute, and what it ultimately means for Alphabet and Tesla stock investors.
然而,Waymo周二还宣布了三个新市场,扩大了其机器人出租车网络,为美国十几个城市的客户提供服务。因此,与特斯拉相比,Waymo在测试车辆数量和提供的出行次数方面明显领先。
However, Waymo also announced three new markets on Tuesday, expanding its robotic taxi network serving customers in more than a dozen U.S. cities. So, Waymo is significantly ahead in terms of the number of vehicles it tests and the number of trips it provides compared to Tesla.
我们讨论了“Google”作为一个赌注,你可以在这里看到它是红色的。Warren Buffett买入,所以当你是一个价值投资者时,你也应该买入。不是在当前价格。市盈率是16,那很便宜。
如果你为“Entropic”或“OpenAI”或他们拥有的任何东西调整它,就不是了。报告的利润仅仅是估值的收益。实际利润高于此。看那个视频。另外,如果你看看他们利润的现实、云增长以及客户是谁,你会发现客户是不盈利的,那是另一个问题。
因此,我在这里把它作为风险赌注的参考。我们将保留它们用于教育目的。这仍然是一个赌博,它可能翻倍。不要误解我,但现在这是一个与一年前完全不同的赌注。
We discussed "Google" as a wager, and you can see it here in red. Warren Buffett buys, so when you're a value-seeking investor, you should buy too. Not at current prices. The price-to- earnings ratio is 16, that's cheap.
Not if you modify it for "Entropic" or "OpenAI" or whatever they own. The reported profits are merely gains in valuation. The actual profits are higher than that. Watch that video.
Also, if you look at the reality of their profits , cloud growth, and who the customer is, you will find that the customers are unprofitable, and that is another problem. Therefore, I am placing it here as a reference for a risky bet.
We will keep them for educational purposes. It's still a gamble, and it could double. Don't misunderstand me, but it's a completely different bet now than it was just a year ago.
请记住,还有其他公司,如谷歌和亚马逊,也销售芯片,它们也在那个名单上。我没有称它们为芯片公司,因为它们还有其他重要的业务,对吧?
And remember, there are other companies like Google and Amazon that sell chips, and they're on that list too. I didn't call them a chip company because they have other significant businesses too, right?