$谷歌(GOOG)$_老虎社区_美港股上老虎

百万手速王

01-29

$谷歌(GOOG)$ $微软(MSFT)$ 个人比较看好谷歌

首先是youtube业务。我比较常看知识分享类视频，近来有很多高质量的内容。同时还有专业类up和Vtuber数量的迅猛增长。

其次是云计算业务。谷歌的gemini据说比GPT4更强，并且cloud比微软的azure用起来更方便，尤其是在数据支持方面。

最后是广告业务。大家都知道临近美国大选了，竞选经费有很大一部分就是在各大平台买广告。谷歌这部分随虽然没有meta那么高，但肯定比X要高的。毕竟搜索业务加视频业务两面收钱，另外目前谷歌比X更受美国左翼的欢迎。

想法不成熟，欢迎补充。（本文不构成投资建议）

还得是微软！“科技七巨头”你会怎么买？

微软收高2.44%，股价再创新高，谷歌A涨约2.4%，亚马逊收涨1.24%，苹果收涨1.09%，META收跌0.75%，英伟达收跌3.24%，特斯拉跌超4.1%。【“科技七巨头”涨跌不一，该怎么买才能赚钱？微软是你长持的股票吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

百万手速王
01-29
百万手速王
还有一点忘了补充， $奈飞(NFLX)$ 的财报很亮眼，这说明视频消费需求旺盛
百万手速王
01-31
百万手速王
大意了 [捂脸]大选是在今年的财报里面。去年Q4没有大选行情。
vision
01-29
vision
我觉得你说的好有道理

发表看法

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