继续前请同意我们的使用条款、隐私说明及 YouTube 服务条款。

Jose Najarro Stocks 对 $GOOGL 的判断变化

频道资料 →频道引用的来源:ASML、Lam Research CEO、Lumentum CEO Michael、Microsoft CEO、a common short firm、analysts mentioned in episode共 2 条

Jose Najarro Stocks 自 2026-10-28 起在 2 个视频里谈过 $GOOGL,最近一次(2026-10-29)为看涨。

2026-10-29看涨
《Oracle Just Sent a WARNING to Nvidia and AI Stock Investors!!》
AI 摘要 · Google Cloud 首次突破 30 这一关口,同比增长 103%,是增长最快的云业务;第三季度营业利润率为 36.2,高于第二季度的 35.6 和 2026 年第一季度的 32.9,支撑其份额提升。搜索增长为 12%,但正在放缓,AI 概览消耗搜索的速度快于预期,而变现速度更慢;加上连续第二个季度自由现金流为负、约 91 亿,这很可能解释了短期下跌。长期来看 Google 依然非常出色,尤其是在云业务方面。

它刚刚公布了财报,不幸的是,其股价已经下跌了约10%。

Which just announced its earnings, and unfortunately its stock has fallen by about 10%.

好,我们就从 Google 开始吧,好吗?至于 Google Cloud,我们首先看到的是,它首次突破了300亿美元大关。这是103%的同比增长。

Okay, let's start with Google, shall we? As for Google Cloud, the first thing we see is that it has crossed the $30 mark for the first time. This was a 103% year-on-year increase.

这非常令人兴奋,不是吗?这多少说明 Google 在人工智能基础设施上的投资正在见效,不是吗?它奏效了。你们正在经历巨大的营收增长。他们是最快增长的公司之一,目前也是云计算领域增长最快的。

Now, this is very exciting, isn't it? It kind of shows that Google's investment in AI infrastructure is paying off, doesn't it? It works. You are experiencing tremendous revenue growth.

They are among the fastest growing companies, and are currently the fastest growing in the field of cloud computing.

2026-10-28看涨
《Microsoft and Google Earnings!! WILL AI STOCKS BE SAVED??》
AI 摘要 · Google 财报后的抛售反应过度,未来 18 至 24 个月应会消退,因为云业务增长 103% 和 2027 年 TPU 放量将推动业绩,而搜索下滑幅度小于担忧;EPS 不及预期主要源于 87 亿美元的投资亏损。说话者计划在 280 或 285 附近逢低买入,不过他也可能判断错误。

现在有 Andre,接下来是 Tom Lee。在我们进入 Google 和 Microsoft 财报之际,他正在直播。

And now with Andre, here's Tom Lee. He's live right now as we get into Google and Microsoft earnings.

所以 Tom Lee 看好 Microsoft 和 Google,Jose 先生。你觉得 Google 或 Microsoft 今天会像 Meta 那样宣布增发稀释吗?

so Tom Lee is bullish on Microsoft and Google Mr. Mr. Jose, do you think Google or Microsoft will announce dilution like Meta today?