$GOOGL · David Lin · 2026-11-03
说话者长期看多 Google——上周抛售后他大量买入，并预计其10年后价值将远高于现在——但短期看空：他表示 Google 尚未跌完，未来四五个月内可能从约277.5下跌30-40%。
逐段跳播
显然，在 Google 市值蒸发 5000 亿美元之后，可以定投 AI 股票。
Obviously, DCA into AI stocks after Google crashed by $500 billion in market cap.
上周的股市行情真是一场血洗。Google 下跌了 12%。
Last week's uh stock market move that was a real blood bath. Google was down 12%.
我想你上周在 Google 身上已经看到了。我认为 Google 还没有跌完。
I think you saw it with Google last week. I don't think Google's yet done going down.
Intel 下跌 43%，Google 下跌 19%，Coree 下跌近 40%，AMD 下跌 17%，Nvidia 下跌 10%，TSMC 下跌 11%。
Intel lost 43%, Google down 19%, Coree down almost 40%, AMD down 17%, Nvidia 10%, TSMC 11%.
我只是看看 Google 现在的走势。是的，在上周大幅下跌之后，它似乎有所企稳，维持在每股 277.5 左右。
Uh I'm just taking a look at what Google's doing right now. Yeah, it seems to be uh st somewhat stabilizing after the uh big drop last week. Uh staying around 277.5 a share.
我会因为恐慌而抛掉我的 Google 或 Nvidia 吗？不会。我正打算加仓并做对冲，因为我预计十年后它的价值会远高于今天。
am I going to panic out of my Google or my Nvidia? No, I'm not. I'm looking to buy more and hedge it because I expected 10 years from now to be worth a lot more than this today.
但从现在到未来四五个月之间，如果它从这里再跌 30% 或 40%，我也不会感到意外。
But between now and the next four or five months, I wouldn't be surprised to see it go down 30 or 40% from here.
上周，当 Google、AMD 和 Intel 遭遇大规模抛售时，我买入了大量 Google 股票。
Last week when we had the major selloff across Google, AMD and Intel, I bought a lot of stock in Google.
这个频道对 $GOOGL 的历次判断
David Lin 在这只股票上共 5 条判断，这里只列相邻的几条。