$Alphabet(GOOG)$ 我打算分段買入GOOG,核心是看好它AI全栈落地+業績穩健+估值合理。搜索與YouTube廣告基本盤堅固,現金流充沛;雲業務增速強勁、利潤率持續提升,TPU自研算力與Gemini大模型形成商業閉環。AI逐步滲透核心場景,長期增長確定性高。當前估值具備安全邊際,短期波動不改長期價值,是適合持有的科技核心資產。
GOOG
02-12 01:38
USAlphabet
SidePrice | FilledRealized P&L
Buy
Open
312.20
30
-2.04%
Holding
Alphabet

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  • chocoee
    ·02-12
    支持买入!GOOG长线稳赚,AI潜力大。
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