The Investor Channel 对 $GOOGL 的判断变化

2026-09-25
《META MUSE | Amazon Robots | TESLA Roadster Recap Show》
Google 的市场预期偏低,大概率能达到标准,若 Gemini 4 超出预期则存在上行空间。

像 OpenAI、Gemini 等公司将从这一经验中受益

Companies like OpenAI, Gemini and others will benefit from this experience

至于 Google,本周开盘报每股 350 美元,本周下跌约 2.3% 至 341 美元。这与该公司发布 Gemini 3.8 flash TTS 处理器同时发生。

As for Google, it started the week at $350 per share, and has fallen by approximately 2.3% this week to $341. This comes in conjunction with the company's unveiling of Gemini 3.8 flash TTS processors.

这些公司会使用 Google Forms。所有小型灯具模型都会这么做。庞大的开发者社区,以及 YouTube 上的极客们,包括我自己,不会欣赏甚至不会使用这些模型,但将把它们整合进自己设备的是 LG 和 Samsung。

Well, these companies will use Google Forms. This is what all small lamp models will do . The large developer community, and the geeks here on YouTube, including myself, will not appreciate or even use these models, but it is LG and Samsung that will integrate them into their devices.

2026-09-18看涨
《AI Doom Threatens Stocks | Meta MUSE Hits | Amazon x 1,000》
预计GOOGL明年将超出营收/利润预期,原因是TPU销售尚未被定价,以及其在实用AI应用领域的强势地位。

这些年来,我们看到过针对 Meta、Google、Microsoft 以及所有这些公司的判决,以及它们全都输掉的数十亿美元的诉讼。

We have seen judgments against Meta, Google, Microsoft and all these companies over the years, and billions of dollars in lawsuits that they have all lost.

我只知道,这为像 Meta、Google、Microsoft、Nvidia、SpaceX 这样理性、以商业为导向的公司,或者任何数量众多、可能进入这里的此类公司,大大敞开了大门。

All I know is that this opens the door wide for rational, business-minded companies like Meta, Google, Microsoft, Nvidia, SpaceX, or any number of such companies that could come in here.

2026-09-11
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2026-08-21看涨
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