The Investor Channel 对 $GOOGL 的判断变化

2026-08-28看涨
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由于TPU快速提升和内部重组,谷歌营收将超预期上行,尽管Gemini目前在AI工具使用上落后。

接下来是谷歌。本周初股价为 343 美元。股价上下波动,但收于 343 美元,持平。联邦贸易委员会可能正在审查 YouTube 的账户暂停和内容政策。特朗普政府可能认为保守派声音或其他声音会被暂停。

作为在这里创作内容的人,我从未遇到过这个问题。敲敲木头。谢天谢地,但我确实同情那些可能在观点上突破界限的人,或者……

Moving on to Google. Start of the week at $343. Shares were up and down, but finished flat at 343. The FTC is potentially scrutinizing YouTube for account suspension and content policies. It's the Trump administration probably contends that maybe conservative voices or other voices get suspensions. I would as somebody that creates content here. I've never run into this issue. Knock on wood. And thankfully, but I do sympathize with people that maybe push the envelope from an opinion or a

2026-08-21看涨
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如果谷歌获得更多芯片交易并向Anthropic等外部公司出售TPU,其2027年下半年的预期可能被低估。

接下来看谷歌。本周初股价为343美元。本周股价没有变动。略有下跌,但随后回升,下跌约0.4%,仅小幅跌至341美元。

Moving on to Google. Start of the week at 343. Shares didn't do anything this week. Drifted lower, but then recovered a down about 0.4% just fractionally to 341.

这发生在Marvell Technologies的背景下。我们不是在谈论漫画书。我们谈论的是定制半导体制造商,它常常落后于博通甚至AMD等公司。然而,Marvell跃居谷歌供应商名单之首,因为他们签署了一项芯片协议,包括向该公司发行认股权证。