$GOOGL Alphabet Inc. Class A Common Stock

Parkev Tatevosian, CFA发布 2026-10-01

《Better Buy: Microsoft or Alphabet? | MSFT Stock vs. GOOG Stock》

在新增投资上，Alphabet 相较 Microsoft 更受青睐，原因是其估值更优、预期营收增长更高，且 ROIC 与人均营收指标更出色。

Alphabet 和 Microsoft 是我关注了十多年的两家公司。我一直密切关注这两家公司。它们是人工智能组件和人工智能数据中心建设的最大买家之一。

So, Alphabet and Microsoft are two companies I've been interested in for over a decade. I follow these two companies closely . They are among the largest buyers of AI components and AI data center builders.

按市值计算，它们是美国乃至全球最大的公司之一。此外，我持有这两家公司——Microsoft 和 Alphabet——的股票。

They are among the largest companies in terms of market capitalization in the United States and around the world. In addition, I own shares in both companies, Microsoft and Alphabet.

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Schwab Network发布 2026-10-01

《MU Earnings Add AI Muscle, GOOGL Gemini 4 & Leaders Address Global Energy Woes》JPMorgan

$GOOGL未站边

新的 Gemini 模型有助于 Alphabet 重新确立其在 AI 领域的领先地位；此前的延期限制了股价的上涨。

今天早上我们来谈谈Alphabet Google。新的Gemini模型正在发布。是的，Google昨晚发布的新“Argon”模型正试图在一定程度上追赶Meta的“Muse”模型，以及Anthropic和ChatGBT的一些其他模型，尽管ChatGBT推迟了发布。

Okay, let's talk about Alphabet Google this morning. The new Gemini model is being launched. Yes, the new "Argon" model that Google launched last night is trying to catch up a bit with Meta's "Muse" model, and some other models from Anthropic and ChatGBT, although ChatGBT delayed its release.

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The Intrinsic Value Podcast发布 2026-10-01

《The AI Frenzy in Markets, As Understood by Two Value Investors》

$GOOGL看涨

Alphabet 是一项强劲的长期投资（10 年），凭借其现金储备、云与 AI 基础设施转型以及品牌信任，尽管其广告模式在短期内面临来自 AI 智能体的威胁以及自由现金流为负。

这对我们这些在投资组合中持有Alphabet和Amazon这类公司的人来说意味着什么？

What It means for us who We own companies like Alphabet and Amazon in Our investment portfolio?

我刚说过，我想我们两天前在社区里进行过一次讨论，当时他感到疑惑，人们在问，是否有必要给Amazon和Google、Microsoft这样的公司授予倍数，如今情况不同了，因为这些公司变得比以往任何时候都更深地背负债务，但基本上，不是这样吗？

I have I just spoke, I think We had a discussion years in the community before Two days, where he wondered People are asking whether it is from It is necessary to grant companies such Amazon and Google Microsoft multipliers It's different now that These companies became Deeper in debt Ever, but Basically, isn't that right?

他说在等

Google Cloud 的积压订单与客户集中度

云业务积压订单持续增长，尤其关注对 OpenAI/Anthropic 的依赖

季度财报财报

支撑基础设施转型逻辑；若集中度风险显现或增长停滞，则削弱该逻辑。

Google/Alphabet 推出具有竞争力的个人智能体

如果 Google 在数周内推出一款足够优秀、可与 Meta/Muse 竞争的智能体

未来几周产品发布

若其成功转型，则支撑看多逻辑；若无法在智能体领域参与竞争，则削弱该逻辑。

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InvestAnswers发布 2026-09-30

《📊 What a "Green" September ACTUALLY Means for October (21 Charts)》Warren Buffett / Berkshire Hathaway

$GOOGL看涨

GOOGL 走势缓慢但稳健；由于下行风险较低且与 AI 板块相关，预计未来 2-3 个月将继续温和上行。

Google，那是又一次不错的邀请。它跌到 325、326。在那里买入，你就得到了那个卖出信号。它从我们精确识别出的狙击区起步，但在 360 遇到一个奇怪的卖出区，随后回落到 333，现在又回升到 340。

所以，它又会缓慢移动，也许在未来两三个月里朝这个方向走。Google 不是这样；它是一只庞大而沉重的巨兽。因此，它需要很长时间才能移动，但它也非常安全。按沃伦·巴菲特的标准，它是安全的。

这就是为什么伯克希尔买入 Google 股票；他们知道它不涉及下行风险，而且它属于人工智能领域。因此，他们可以对自己的投资感到安心。

Google, that was another good invitation . It dropped to 325, 326. Buy there and you got that sell signal. It started off the sniper zone we identified precisely, but encountered a strange selling zone at 360 and dropped back down to 333, but is now back up to 340.

So, once again, it will continue to move slowly, perhaps in this direction, for the next two or three months. Google is not like that; it's a big, heavy monster. Therefore, it takes a long time to move, but it is also very safe.

It's safe by Warren Buffett's standards. That's why Berkshire buys Google shares; they know it doesn't involve downside risks and that it's part of the artificial intelligence field.

Therefore, they can feel secure in their investments there.

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