Joseph Carlson After Hours 对 $GOOGL 的判断变化

频道资料 →本频道有 2 位标注的说话人：Michael Burry、Wall Street Journal article共 4 条

2026-10-01看涨

《Google And Meta Will Beat OpenAI And Anthropic》

我将解释为什么我认为 Google 和 Meta 是最有希望在人工智能领域胜出的两家公司。Sundar 本人昨天公布了 Google 的 Gemini 4 原型。它还发布了性能测量结果，显示其相对于其他领先人工智能模型具有相对优势。

And I will explain why I believe that Google and Meta are the two companies best positioned to win in the field of artificial intelligence. Sundar himself announced Google's Gemini 4 prototype yesterday.

It also released performance measurement results showing its relative superiority compared to other leading artificial intelligence models.

看原视频00:21

2026-09-28

《Google Has Fallen Behind》

GOOGL 为持有评级；估值合理（远期市盈率 25 倍），尽管存在 AI 竞争担忧，业务增长依然强劲。

我们对谷歌有一些重大疑问。它们今年没什么动作。

We have some big questions around Google. They haven't done much this year.

今天总体排名第一的是谷歌。Meta确实有几天跳到了谷歌之上，但Meta在下跌。Meta今天跌了约4%，上一个交易日跌了几个百分点。所以Meta已经回吐了约8000美元的收益，把自己拉低了，但你可以看到它们有多接近。

而谷歌这边，我赚了18000美元，其中很多收益都是在过去几年里实现的。

In rank number one today overall, it's Google. Now, Meta did jump up above Google for a couple days, but Meta's it's going down. Meta went down like 4% today and a couple percent uh the last market day.

So Meta has given up about $8,000 in gains, bumping itself down, but you can see how close these are. And with Google, I'm up $18,000 and a lot of these gains have been made in just the past couple of years.

看原视频00:08

2026-09-03看涨

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2026-08-24

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