一追再追
01:30
$Alphabet(GOOG)$ 我買入GOOG主要基於以下核心理由:其一,其在AI領域的領先地位,從Gemini模型到搜尋與雲服務的整合,將鞏固護城河並開拓新收入。其二,廣告業務根基穩固,經濟復甦中將直接受益。其三,雲服務(Google Cloud)持續增長,是關鍵的第二曲線。其四,公司擁有極強的現金流與財務穩健性,利於長期投資與股東回報。我視其為兼具成長性與韌性的科技核心資產,適合長期持有。
GOOG
03-04 01:26
USAlphabet
SidePrice | FilledRealized P&L
Buy
Open
301.21
30
+0.77%
Holding
Alphabet
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Comments

  • wubbie
    13:05
    wubbie
    AI和廣告雙引擎,GOOG穩了!
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