GOOGL 是值得长期持有的强势标的；不过，相比当前 350 美元的价格，更倾向于在接近 300 美元时买入。
逐段跳播
说到 Google，我常说，它仍然是我最信任的长期投资公司之一。事实上，它理应如此，因为这是我最大的一笔投资。
And when it comes to Google, which I like to say, it remains one of my most trusted long-term investment companies. In fact, it should be, because it's my biggest investment.
如今人们谈起 Google，仍然只讨论搜索引擎。这确实是其业务的一大部分，但 Alphabet 已经成长为全球最庞大的 AI 生态系统之一。它拥有 Google Search，还有 YouTube、Google Cloud、Gemini、WeMo、TPU、广告业务，以及全球规模最大的信息与分发渠道集合之一。
When people talk about Google today, they still only discuss the search engine. It's a big part of the business, but Alphabet has grown into one of the most extensive AI ecosystems in the world.
You have Google Search, as well as YouTube, Google Cloud, Gemini, WeMo, TPU, advertising, and one of the largest collections of information and distribution anywhere in the world.
毫无疑问，Google 必须在 AI 的每一个领域都取得胜利。它拥有多条收入来源，也有许多通过一个已经在服务数十亿用户的生态系统将 AI 变现的机会。
There is no question that Google has to win in every area of AI. It has multiple revenue streams and many opportunities to monetize AI through an ecosystem that is already serving billions of users.
回到我的 Edge 网站，我社区的所有成员都可以访问，我们看到 Alphabet 股价在过去 12 个月上涨了 40% 以上，仅 2026 年就上涨了 11%。
Returning to my Edge website, which is available to all members of my community, we see that Alphabet shares have risen more than 40 percent in the last 12 months, with shares up 11 percent in 2026 alone.
此外，这只股票的 Edge Score 为 70，相当不错。
Additionally, this stock has an Edge Score of 70, which is fairly good.
不过，Alphabet 股价仍远低于其 52 周高点，该高点是在今年年初达到的，目前较该水平下跌约 15%。不过，分析师持乐观态度，为该股设定的 12 个月平均目标价为每股 432 美元，这意味着较当前水平约有 25% 的上涨空间。
However, Alphabet shares are still well below their 52-week high, which was reached at the beginning of the year, down about 15 percent from that level. However, analysts are optimistic and have set a 12-month average price target for the stock of $432 per share, which implies an increase of about 25 percent from current levels.
在今天要讨论的三家公司中，我大概最不担心 Google 的业务质量。但在这里，我也不着急。为什么？因为总体而言，这是我最大的一笔投资，它让我有能力更加耐心。
Of the three companies we'll discuss today, I'm probably the least concerned about Google's business quality. But here too, I'm in no hurry. Why? Because overall, this is my biggest investment, and it gives me the ability to be more patient.
所以，与其在高价回落后的这个价位急于买入 Google，我更想以接近 300 美元的价格买入，不是在当前 350 美元的价位，而是在 300 美元。所以，我正在考虑在 12 月 18 日卖出一份 300 美元的看跌期权。
我喜欢这个价值。我也喜欢那里的技术面。为此，我将赚到约 400 美元。
So, instead of rushing to buy Google at this price drop from a high price, I want to buy it closer to $300, not at the current price of $350, but at $300. So, I am thinking of selling a $300 put option on December 18th.
I like that value. I also like the technical situation there. And for this, I will earn about $400.
如果我不得不接下这些股票，我会很高兴。如果股价真的跌到那么低，我会非常高兴有机会以 300 美元再买入 100 股。但如果没有，那我也从这笔交易中赚了 400 美元。
If I have to take the shares, I will be happy. If the stock price really drops that low, I would be very happy to have the opportunity to buy another 100 shares at $300. But if not, then I made $400 from this trade.
如果 Alphabet 跌到 250 美元，我仍然必须以 300 美元买入。
If Alphabet drops to $250, I still have to buy it at $300.
Alphabet 是 295 美元，
Alphabet is $295,
这个频道对 $GOOGL 的历次判断
Mark Roussin, CPA 在这只股票上只有这一条判断。