$GOOGL · Rich Habits · 2026-11-06
AI 摘要 · Rich Habits
谷歌股价在每股225至250美元时将是颇具吸引力的买入机会；说话者很乐意在该价位买入，并提到沃伦·巴菲特在每股300美元时买入。
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像 Meta、Microsoft、Amazon 和 Google 这样已经在地面上拥有大型运营数据中心的公司，现在拥有真正的护城河。它们现有的布局突然变得更有价值，因为扩建已经建成的设施在政治上比从零开始新建更容易。
Companies like Meta, Microsoft, Amazon, and Google that already have major operating data centers on the ground have a real moat now. Their existing footprint is suddenly worth more because expanding what's already built is politically easier than green field construction and starting over from scratch.
如果我能以每股225到250美元的价格买入 Google，我会非常兴奋，因为我知道 Warren Buffett 是以每股300美元买入的。
If I get Google between 225 and 250 a share, I am thrilled knowing that Warren Buffett bought it at 300 a share.
这个频道对 $GOOGL 的历次判断
Rich Habits 在这只股票上共 3 条判断，这里只列相邻的几条。