$GOOGL · Meet Kevin · 2026-11-05
说话者不喜欢 Google：广告（即搜索加网络站点）占其收入一半以上，而它确实需要抵消这部分，这让他感到不安。他承认 Google 是定位最好的超大规模云厂商，不过 Microsoft、Amazon 和 Meta 的竞争也很扎实，没有哪家明显更强。
逐段跳播
我不喜欢 Google。谢谢那5美元，但我算不上 Google 的粉丝。不过，我挺好奇的，我好奇它今天处在什么位置。282。是的。不，我就是不喜欢 Google。他们确实需要把那块广告业务从搜索里对冲出去，这让我很紧张。
广告占他们营收的一半以上，尤其是把那些网站也算进去的话，也就是那个网络。所以搜索和网络这两块都很重要。
Now, I don't like Google. Thanks for the $5, but I'm not a big fan of Google. Although, I'm curious. I'm curious where it sits today. 282. Yeah. No, I'm just not a fan of Google.
They really need to offset that advertising biz uh from search and makes me nervous. It's over half of their rev especially if you include those websites too which is the network you know. So it's search and network both those matter.
Google 是定位最好的超大规模云厂商。我的意思是，我看不出怎么会不是这样，我认为微软、Amazon 和 Meta 都是非常扎实的竞争对手。我不一定会说其中哪一家明显强于其他几家。
Google the best positioned hyperscaler. I mean, I don't see how I think you have very solid competition from Microsoft, Amazon, and Meta. I wouldn't necessarily say one of them is way better than the other.
这个频道对 $GOOGL 的历次判断
Meet Kevin 在这只股票上共 13 条判断，这里只列相邻的几条。