GOOGL 全部观点

更早于 2026-09-02回到最新

GOOGL 这一页 20 条观点条目,其中 0 条方向发生变化。

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Brian Shannon发布 2026-09-11
《Stock Market, Bitcoin, Gold Analysis for Week Ending 9/11/26》
$GOOGL未站边
GOOGL 至多算是中性。

Google 也顶多算是中性。

Um Google just neutral at best as well.

更早的记录
《Stocks Look Fine—But the Market Just Turned Red》
$GOOGL看跌
GOOGL 处于中期下行趋势;相对强度为 49,令人担忧。

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.

更早的记录
Meet Kevin发布 2026-09-10
《EARNINGS as Stocks Slip! ORCL and Adobe!》
$GOOGL看跌
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.

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Schwab Network发布 2026-09-10
《GOOGL v. META: Way AI Buildout Present New Mag 7 Opportunities》
$GOOGL看涨
Google 相比 Meta 更受青睐;凭借强大的生态系统以及超过 80% 的云业务增长,这一观点得以支撑,尽管资本开支正在上升(明年 325-350B 美元)。

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.

他说在等
未来几个季度的云业务收入增速
高于50%(较80%有所放缓)
未来几个季度财报
若增速仍具吸引力,则支撑看涨逻辑;若放缓幅度超出预期,则削弱该逻辑
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InvestAnswers发布 2026-09-09
《🚨 EXIT THE PUMP? Harvesting overbought spikes and Stalking the Kill Zones! 🎯》
$GOOGL看涨
GOOGL 在当前水平是良好的买入机会,因估值具吸引力且安全性高,一年内目标价 430-440。

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.

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Verified Investing发布 2026-09-09
《Google Breaks Its Trend Line: Where Drew Is Buying ($301)》
$GOOGL未站边
GOOGL的趋势线突破尚未确认;等待更深的抛售至约300美元支撑位再买入。

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.

他说在等
价格在300美元心理关口及78.6%斐波那契回撤位附近的反应
在约300美元处反弹或企稳
到10月21日日线价格图
验证计划中的做多入场;若价格未反弹即跌破则削弱该判断
今日K线之后,价格相对上行趋势线的走势
日线出现进一步下探,确认跌破
未来几天日线价格图
确认跌向300美元的看跌动能;若价格守在趋势线上方则削弱该判断
更早的记录
Benzinga发布 2026-09-09
《Can $100 Oil Break This Market? Futures Slip | PreMarket Playbook | September 9, 2026》
$GOOGL看涨
论点:GOOGL尽管技术面疲软,但受SpaceX持股和中期广告顺风支持,是良好的长期买入。

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.

他说在等
相对于50周均线的价格走势
若失守50周均线,支撑位下移至约275(20个月)
近期技术图表分析
削弱了立即“买入”的理由,但若守住更高支撑或跌至275,则支持长期累积观点。
更早的记录
Verified Investing发布 2026-09-09
《Oil Continues To Surge, Yields Nearing Major Breakout As Investors Start Dumping Stocks》
$GOOGL看跌
预测若GOOGL跌破上升趋势线,则预示显著的多月下行,目标价约为272。

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.

他说在等
日收盘价相对于上升趋势线
收盘跌破趋势线
今日交易时段市场收盘数据
收盘跌破支持看跌下行预测;持稳于其上则削弱
Benzinga发布 2026-09-08
《Oil Tops $99! Iran, CPI Fears Hit Stocks | PreMarket Playbook + T3 Live | September 8, 2026》
$GOOGL未站边
GOOGL 未来前景强劲,但相对于 TSLA 等竞争对手的优势因 AI 叙事转变而收窄。

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.

New Money发布 2026-09-06
《The SaaSpocalypse Isn't What Investors Think.》
$GOOGL未站边
GOOGL面临因潜在数据中心减记导致的短期下行风险至约150美元,尽管相对于债券的长期前景积极。

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.

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Invest with Henry发布 2026-09-06
《This LEAPs Option Trading Strategy Will Make Millionaires (Full Guide)》
$GOOGL看涨
GOOGL到2027年夏季达到400美元,将使以70美元买入的LEAP期权获得约50%的回报。

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.

他说在等
股价达到400美元
到2027年夏季达到400美元
2027年夏季市场价格
确认看涨论点并实现50%回报;若价格未达到400美元则失败
Ale's World of Stocks发布 2026-09-06
《Without Buffett, Berkshire is FINALLY Going All-In on AI!》
$GOOGL看涨
谷歌是长期持有标的;尽管近期股价上涨且资本支出高,其市盈率相对盈利增长比率仍低于行业平均水平。

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 .

Ticker Symbol: YOU发布 2026-09-05
《98% of Investors Miss The REAL AI Winners (My Full Map)》
$GOOGL看涨
强烈推荐投资谷歌,因其拥有庞大的AI用户基础且近期股价表现强劲。

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.

Schwab Network发布 2026-09-04
《Alphabet (GOOGL): Diversified Growth and AI Powerhouse》
$GOOGL看涨
GOOGL是一项强劲的长期投资;尽管近期市场疲软,其核心基本面依然稳固。

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.

Meet Kevin发布 2026-09-04
《Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️》
$GOOGL看跌
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.

《Stock Market Stalls Near All-Time Highs—Why Covered Call Traders Love It》
$GOOGL看跌
GOOGL处于下行趋势,尽管从200日均线反弹,但不宜买入。

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.

《Something Has Gone Terribly Wrong》
$GOOGL看涨
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.

更早的记录
Parkev Tatevosian, CFA发布 2026-09-03
《Does Tesla or Alphabet Have the Winning Approach to Driverless Car Technology? | TSLA, GOOG》
$GOOGL看涨
Alphabet凭借现有用户基础拥有获客成本优势,且其估值倍数低于特斯拉。

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.

《5 Interesting Value Bets From Investing Quadrant》
$GOOGL看跌
GOOGL是高风险押注;因报告利润虚高(估值收益)和云客户不盈利,应避免在当前价格买入。

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.

Financial Education发布 2026-09-02
《This Stock is the next Nvidia‼️》
$GOOGL看涨
说话者看好谷歌,认为其盈利,且作为股东获得了丰厚回报。

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?

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