Alphabet 估值偏低（“再度便宜”），凭借强劲现金流和 AI 领先地位具备韧性；仍为最大持仓。
逐段跳播
我在YouTube上就Nvidia这家公司跟你们讲过。我也讲过，关于AMD这家公司。我讲过无数次，Google是最大的公司，也许我跟你们讲过，在Amazon那边，它们现在是我更大的两个投资中心。Nvidia是我前五大投资中心之一。
I told you that on YouTube regarding the company Nvidia. I have told you That is, with regard to the company " AMD. It has I told you that in cases Countless, Google is The largest company, perhaps I told you about it, to Amazon side, which They are now bigger Two investment centers I have.
Nvidia One of the top five I have investment centers.
但就Alphabet、Amazon、Nvidia、AMD和Broadcom而言，这些是真实的业绩和现金流，实际现金流持续实现同比增长。即使它们现在没有得到足够的上涨，它们最终会在未来得到。
But with Alphabet Amazon, Nvidia, AMD and Broadcom, these Real results and flows Actual cash flow continues in Year-on-year growth. Even if they don't get it Sufficient appreciation now, They will get it in The end result of the future.
Amazon和Google处于蓄势阶段。是的，这是对的。我喜欢这一点。我同意这个观点，Patrick。
Amazon and Google in Assembly stage. Yes, this correct. I like that. I agree With this opinion, Patrick.
Alphabet，是吗？你认为它们现在在意利率水平吗？你认为它们在意通过霍尔木兹海峡的石油桶数吗？两者，对它们来说一切照常运转。
Alphabet, is it? You think they care At the interest rate level now? Do you think they They care about the number of barrels Oil that passes through The Strait of Hormuz? both, Work is proceeding as usual For them.
Nvidia的走势，以及Microsoft、Apple和Alphabet，在大盘指数上涨或下跌中的权重，将比标普500或纳斯达克400的股票重得多。
That Nvidia's moves, and Microsoft and Apple And Alphabet will have Much heavier weight in The rise of the general index or Its decline compared to the stock Number 500 or arrow number 400.
Amazon 12%，Google Alphabet 10%，Microsoft 10%，以及Meta 10%。
Amazon 12%, Google Alphabet 10%, Microsoft 10%, and Meta 10%.
当涉及Alphabet、Amazon和Meta这类公司时，许多人把他视为投资者。而且我认为Alphabet也越来越接近宣布一种特殊类型的产品，其中包含面向消费者的人工智能代理。
人们总是想贬低另一家公司，然后它又更强地回来。Alphabet曾经非常落后。然后突然它变成了“Gemini”。它是有史以来最好的，表现超过ChatGPT，并超越了Claude可能做到的，以及类似的东西。Google处于世界之巅。
Many people view him as investors when It concerns companies Such as Alphabet and Amazon, And Meta. And I think that Alphabet is also getting closer to Announcing a special type It contains intelligence agents Artificial for consumers .
People always want Dropping the other company, Then she comes back stronger. She was Alphabet is very late. Then suddenly it became "Gemini". It is the best ever Outperforming ChatGPT, And surpassing what is possible That Claude should do, and what Something similar. Google At the top of the world.
我们正在看Alphabet。它看起来又便宜了。人们问：“好吧，‘Muse’现在出来了，所以，如你所知，对Google来说，研究的时代结束了。”各位，看在上帝的份上！你们。你们是认真的吗？
你们是认真的吗？你们现在真的在卖出Alphabet的股票吗？
We are looking at Alphabet. It looks Cheap again. People ask: "Well, 'Muse' is now out, So, as you know, it's over. The age of research for "For Google." Guys, for God's sake! Upon you.
Are you serious? Are you serious? Do You are selling Alphabet shares Really, right now?
但如果我是像Alphabet这样的公司，它是一家软件或技术公司，不拥有需要运输的实体产品，那么它很可能受到的影响要小得多。
But if I was a company like "Alphabet", It is a software company or Technology that does not possess A physical product that needs For shipping, it is likely that It is affected much less.
再说一次，正如我之前提到的，Alphabet 并不在意有多少桶石油通过霍尔木兹海峡。对吧？Alphabet 不关注发生的这些事情和障碍，因为这对它的利润没有影响。它们有充足的现金流。
它们不是一家被巨额有息债务压垮的公司。价格可能达到 7% 的利率。这不会影响它们的预算。从这个角度看，明白吗？
Again, as I mentioned before Few, Alphabet doesn't care By the number of barrels of oil Which passes through the strait Hormuz. Good? Alphabet Don't pay attention to some of these The things and obstacles that It happens, because it has no effect.
On its profits. They have Sufficient cash flow. They They are not a company that is drowning in Huge interest-bearing debts Variable. Prices may reach Interest to 7%. It will not affect That's on their budget Private public from This perspective, okay?
这是前十名。第一个目前就在我的钱包里。领先地位没有变化，Alphabet 仍然是我最大的持仓。
This is Top ten The first one is inside my wallet in The current time. no A change in the lead, where Alphabet remains the largest My property.
然而，当我看 Broadcom、Nvidia，以及……AMD 和 Alphabet、Amazon 时，从各方面衡量，这都是一家根基稳固的公司，对吧？
However, When I look at " Broadcom, Nvidia, and... AMD and Alphabet Amazon, it is a company Firmly established by all measures, Good?
这个频道对 $GOOGL 的历次判断
Mark Roussin, CPA 在这只股票上共 2 条判断，这里只列相邻的几条。