对新AI模型的即时表现持怀疑态度，但看好其长期在企业板块的收益以及硬件整合方面的领先地位。
逐段跳播
转向Google，该股本周开盘报340，经历了起伏，但收盘几乎持平。此前，该公司实际上已经发布了“Gemini 4 Argon”，我不认为它真的已经推出，这是其新的高端模型。我查看了一些让它看起来令人印象深刻的标准。
然而，Google内部有员工对Gemini 4的表现提出质疑。
Turning to Google, the stock started the week at 340, experienced ups and downs, but closed almost unchanged. This comes as the company has essentially unveiled the "Gemini 4 Argon," which I don't believe has actually been launched yet, and which is its new high-end model.
I have reviewed some of the criteria that make it seem impressive. However, there are employees within Google who question the performance of Gemini 4.
这个模型需要显著更好，才能吸引企业客户，但最终，Google将在企业领域取得一些进展。它还将在硬件层面取得许多进展。我相信，在整合Android、机器人、手机和其他创新设备方面，他们将在这个领域处于领先地位。
他们在那里将拥有优势，而且很明显，他们也将在消费者层面与Meta展开竞争。
This model needs to be significantly better in order to attract corporate clients, but ultimately, Google will make some gains in the corporate sector. It will also achieve many gains at the hardware level.
I believe they will lead the way in this field when it comes to integrating Android, robots, phones, and other innovative devices. They will have the advantage there, and it is clear that they will also be competing with Meta at the consumer level.
现在，说到设备，他们的一款高端智能手机Pixel 10A的价格已升至599美元，因为内存成本持续上升。入门级类别，即600美元的“基础”手机，仍然代表着一笔不小的金额，但随着内存价格持续上涨，这些机型已经变得不那么昂贵了。
Now, speaking of devices, the price of the Pixel 10A, one of their high-end smartphones, has risen to $599 as memory costs continue to increase . The entry-level category , or " basic" phones at $600, still represents a significant amount of money , but these models have become less expensive as memory prices continue to rise.
Google 将其称为一项长期研究项目的第一步，用他们的话说，就是探索能否把 AI 数据库送入太空，或者把 AI 芯片发射到太空。
Google describes this as the first step in a long-term research project , as they call it, to explore whether you can get AI databases or launch AI chips into space.
Google 和 Amazon 一样，也出现了均线收敛，但同时还形成了这个楔形形态。我们拭目以待 Google 能否做到这一点。
Google , like Amazon, also has converging averages, but you also created this wedge formation. We'll see if Google is able to do that.
这个频道对 $GOOGL 的历次判断
The Investor Channel 在这只股票上共 6 条判断，这里只列相邻的几条。