$谷歌(GOOG)$

Alphabet Inc.（GOOGL）在AI時代的領先地位，這是入手的好時機。基本面強健，2025年搜索和雲業務收入預計增長14%，淨利潤年增20%，前瞻市盈率僅23倍，低於同儕。Chrome和Android生態鞏固其數據優勢，支撐AI工具如Gemini的創新。

聯儲局利率預期降溫，9月降息25基點概率高達80%，如博斯蒂克所言，這將為Alphabet的資本支出提供低成本資金，加速數據中心擴張。

最新反壟斷案避免分拆，股價9月3日暴漲9.1%至$231.10，創歷史新高，市值增2300億美元。保留Chrome控制權緩解監管壓力，市場樂觀2025年收益。隨著AI競爭加劇，Alphabet的雲合作如與Anthropic的聯盟，將帶來更多機會。這是估值低谷的買入點，預期未來上漲空間巨大。

GOOG

09-05 21:32

USAlphabet

Side	Price	Realized P&L
Buy Open	233.42	+33.50% Holding

Alphabet

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