$GOOGL

GOOGL新发行的优先股因转换价相对当前股价过高,是一笔糟糕的交易。

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Meet Kevin发布 2026-10-05 · 2 段内容
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Google 刚刚发行了优先股。你可能没听说过这件事,但它值得了解一下。Google 刚刚发行了优先股。他们融了资,我认为这是一笔非常出色的 6.5% 股票交易,从现在到 2029 年夏天,你可以获得 6.5% 的收益。

所以,他们基本上是在 3 年里每年付给你 6.5%。在那之后,我不确定转股是否是强制性的。这一点我需要核实一下。但基本上,它会转换成价值大约 440 美元左右的 Google 股票。

Google has just issued preferred shares. You may not have heard of this, but it is something worth knowing. Google has just issued preferred shares. They raised money, and I think it was an excellent 6.5% stock deal, where you earn 6.5% between now and the summer of 2029.

So, they are basically paying you 6.5% per year for 3 years. After that, I'm not sure if the transfer is mandatory. I'll need to check that. But basically, it converts into Google shares worth approximately $440 or so.

就我个人而言,我认为这是一笔糟糕的交易,你应该自己去研究一下细节。我认为这是一笔糟糕的交易,因为它的价格高于当前价值。Google 的股价目前在 340 美元左右。如你所见,你已经在积累很大的上涨空间了。

我认为,如果这笔交易是 6.5%、期限 3 年,并有权以 340 美元或 360 美元的股价入场,那会更公平。你知道,就在这个区间内。而不是带着这么大的额外溢价。

Personally, I think this is a bad deal, and you should look into the details yourself. I think it's a bad deal because it's going at a price higher than the current value. Google's stock price is currently around $340.

As you can see, you are already building up a lot of upside possibilities. I think the deal would have been fairer if it had been at 6.5% for 3 years, with the option to enter at a share price of $340 or $360.

You know, within this range. Not with such a huge bonus.

这个频道对 $GOOGL 的历次判断

Meet Kevin 在这只股票上共 4 条判断,这里只列相邻的几条。

2026-10-05看跌本条
Google 刚刚发行了优先股。你可能没听说过这件事,但它值得了解一下。Google 刚刚发行了优先股。他们融了资,我认为这是一笔非常出色的 6.5% 股票交易,从现在到 2029 年夏天,你可以获得 6.5% 的收益。所以,他们基本上是在 3 年里每年付给你 6.5%。在那之后,我不确定转股是否是强制性的。这一点我需要核实一下。但基本上,它会转换成价值大约 440 美元左右的 Google 股票。
2026-09-29看跌
我仍然担心 Google 的搜索业务,因为那是他们收入的大部分,而不是 AI。
原话 10:50 ›
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