$GOOGL · Financial Education · 2026-11-04
Google 是他在 Mag 7 中第三看好的买入标的，他非常喜欢：这轮抛售幅度巨大，他认为并不合理。他从未如此乐观——搜索业务依然表现良好，YouTube 表现出色，Android 仍主导移动平台，Google Cloud 增长非常惊人，其支出回报清晰。
逐段跳播
这是我心目中Mag Seven（Mag 7）里第三值得买入的。Google McDougall。Google McDougall。我真的很喜欢它。它遭遇了大规模抛售，而我认为这不该发生。
我从未像现在这样对Google乐观，因为Google搜索作为一门生意依然表现很好。人们表现得好像它的重要性已经下降了。它依然运转得很好。YouTube肯定也做得很好，对吧？Android在移动平台上仍然保持领先地位。
And this is the third best buy among Mag Seven (Mag 7). Google McDougall. Google McDougall. I really like it. It was a massive sellout and I don't think it was supposed to be. I've never been more optimistic about Google than I am , because Google Search as a business is still doing well.
People act as if its importance has diminished. It's still working great. YouTube is definitely doing great too, right ? Android still holds the leading position among mobile platforms.
但当我审视Google时，我其实看的是Google Cloud，那里的增长真的惊人。所以这是一个他们花钱、我理解他们为什么花、以及他们如何从中获得回报的领域。所以Google，我真的很喜欢它，对吧？我真的很喜欢。相当喜欢。
But when I look at Google, I actually look at Google Cloud and the growth there is really amazing. So this is an area where if they spend, I understand why they are spending and how they are getting ROI from it.
So Google, I really like it, right ? I really like it. Quite.
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