The Motley Fool 对 $GOOGL 的判断变化

2026-09-28看涨
《4 Stocks to Buy and Hold for the Long Term!》
GOOGL 是一家顶级科技公司,也是安全的长期持有标的;搜索和云业务增长正在加速,AI 产品获得大规模采用,且估值相对同业具有吸引力。

第一家公司是Alphabet,也就是Google。大多数人都知道Google。它是地球上最大的公司之一。每当我们想到科技或互联网时,我们大概都会想到Google。

The first company is Alphabet, Google. Most people know Google. It is one of the largest companies on Earth. Whenever we think about technology or the internet, we probably think of Google.

Google的有趣之处在于,一年或一年半以前,人们认为这家公司已经完了。ChatGPT两年前出现,当时有人说搜索,也就是他们的“金鹅”,将会消失,对吧?我们无法想象一个人们不再使用Google搜索来查找东西的世界。

The interesting thing about Google is that a year or a year and a half ago, people thought this company was finished. ChatGPT appeared two years ago, and it was said at the time that the search, their " golden goose" , would disappear, right?

We cannot imagine a world where people stop using Google search to find things.

2026-09-25
《Mark Zuckerberg’s Second Act?》
Waymo 的高成本构成障碍,但模型改进与技术成熟可能带来出人意料的长期盈利能力。

这里我想到的是 Google,以及它今年晚些时候推出由 Gemini 技术驱动的智能助手的可能性。许多人使用 Google 的 Gmail 和 Google 日历等服务,这使得各项服务之间可以无缝整合。这是他们已经拥有的信息和数据。

Here I am thinking of Google, and the possibility of it launching a smart assistant powered by Gemini technology later this year. Many people use Google for services like Gmail and Google Calendar, which allows for seamless integration between the services.

This is information and data that they already have .

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