谷歌明年在 TPU 上应有非常好的表现；上调的 TPU 销量预估是正确的，前提是能生产出足够多的芯片，而这些数量并未包含在此前对明年下半年的预估中，分析师正在跟上。TPU9 延迟是一项风险，不过将供应商分散到博通之外是明智之举；博通仍是定制芯片之王。
逐段跳播
通过转向谷歌。该股本周开盘报349，随后下跌约3.5%，本周收于336。与此同时，自动驾驶汽车公司 Waymo 准备在2028年前于多伦多开始载客运营。CNN 正授予谷歌访问其内容用于 AI 训练的权限。
By switching to Google. The stock started the week at 349, then fell by about 3.5% to close the week at 336. This comes as Waymo, the self-driving car company, prepares to begin its rides in Toronto by 2028.
CNN is granting Google access to its content for AI training.
YouTube 目前正与出版商洽谈一项潜在的有声书服务。我认为这非常令人兴奋。但如果你能作为 YouTube Premium 订阅的一部分获得这项服务，那会很有意思；或者如果你喜欢书，这给了你另一个消费它们的平台。
你可能已经是 YouTube 生态的一部分，我觉得这挺酷的。我甚至可能得通过这个平台弄一本有声书。
YouTube is currently in talks with publishers about a potential audiobook service. I think this is very exciting. But it would be interesting if you got this service as part of a YouTube Premium subscription, or if you like books, this gives you another platform to consume them.
You may already be part of the YouTube ecosystem, and I think that's pretty cool . I might even have to get an audiobook through this platform.
现在，谷歌的 TPU9——其对标英伟达系统的定制加速器——正面临轻微延迟，这一直是谷歌面临的风险。我认为谷歌明智地实现了供应商多元化，而不是仅仅依赖博通。
Now, Google’s TPU9, its custom accelerator that rivals Nvidia’s systems, is facing a slight delay, This has always been the risk that Google faces. I think it was smart of Google to diversify its suppliers instead of relying solely on Broadcom.
它寻求了 Marvell 和另一家名为 MediaTek 的公司的帮助，来开发未来 TPU 单元的版本，包括第9版。
It enlisted the help of Marvell and another company called MediaTek to develop versions of future TPU units, including version 9.
所以我认为这只是谷歌试图实现供应链多元化的又一个例子，但世界上定制芯片的王者只有一个，那就是博通。现在，Evercore 上调了对 Alphabet——谷歌母公司——潜在 TPU 销售的预估。
我同意这个观点：如果他们能够制造足够多的这类单元，这些并未被纳入明年下半年的预估中，至少我上次看谷歌的预估时是这样。我认为分析师们开始跟上这一点了。
So I think this is just another example of Google's attempts to diversify its supply chain, but there is only one king of custom chips in the world, and that is Broadcom. Now, Evercore has raised Alphabet's, Google's parent company, estimates for potential TPU sales.
I agree with this view that if they were able to manufacture enough of these units, they were not included in the estimates for the second half of next year, at least the last time I looked at Google's estimates.
I think analysts are starting to catch up on this.
从 TPU 的角度来看，明年对谷歌来说应该非常不错。该公司还在假日季前发布新设备，推出了售价180美元的 Fitbit 品牌健身追踪器，该品牌是它多年前收购的。
Next year should be very good for Google from a TPU perspective. The company also releases new devices ahead of the holiday season, having launched a $180 fitness tracker under the Fitbit brand , which it acquired many years ago.
谷歌正在一个楔形形态内运行。哇，这个楔形极其狭窄。他们将在11天内公布利润。哇，看看那个楔形。低点抬高，高点降低。这些形态通常倾向于顺着主导趋势的方向突破。但并非总是如此。看看本周中国电动汽车公司的股票。
它们有类似的形态，最终却出现了巨大的下跌红色蜡烛图。所以我们拭目以待，但如果谷歌进一步下跌，会有大量支撑。
Google is moving within a wedge pattern. Wow, this peg is extremely narrow. They will announce the profits within 11 days. Wow, look at that peg. Low peaks, high troughs. These patterns usually tend to break in the direction of the prevailing trend.
Not always. Look at the stocks of Chinese electric vehicle companies this week. They had a similar configuration and ended up with huge red candles to the downside. So we'll see what happens, but there's plenty of support for Google if it drops further.
这个频道对 $GOOGL 的历次判断
The Investor Channel 在这只股票上共 8 条判断，这里只列相邻的几条。