《2 Undervalued Stocks to Buy Right Now》
Alphabet 是强力买入;近期股价下跌因估值有利及在 AI 基础设施方面的竞争优势而构成机会。
今天它便宜是因为市场担心谷歌的AI概览或ChatGPT这类AI聊天机器人正在窃取或带走Reddit网站的流量,而Reddit自己也表示他们看到搜索流量、谷歌流量有所下降。
Well, it's cheap today because the market fears that well, uh Google AI overviews or ChatGPT, these types of AI chatbots are stealing traffic or are taking traffic away from Reddit's website, and Reddit themselves have said that they've seen search traffic, Google traffic come down a little bit.
显然,将这些数据出售给Alphabet这样的公司,无意冒犯,会带来大量前期现金。Reddit的流量在很大程度上依赖于Alphabet(或者说谷歌,它归Alphabet所有)如何索引其链接。
Obviously, you know, selling that data to the likes of Alphabet, no pun intended, provides a lot of upfront cash Reddit's traffic relies a lot on how Alphabet indexes its links, or Google, I should say, owned by Alphabet.