近5年的pe估值百分_老虎社区_美港股上老虎 - 老虎社区

近5年的pe估值百分位达到了百分之91，估值的钱实际上很难赚到了，只能赚利润增长的钱。

@沉穩：$谷歌(GOOG)$ 市场有时低估了 Google 的韧性。虽然在生成式搜寻初期受到挑战，但 2026 年的 Google 已成功将 Gemini 模型全面嵌入 Android 与 Workspace 生态系。买入 GOOG 的理由在于其『数据霸权』与『极具吸引力的估值』。与其他估值冲天的 AI 股相比，Google 的本益比依然相对理性。 YouTube 依然是全球影音流量的王者，其广告收入在 AI 精准投放的加持下正重回高速成长。同时，Google Cloud 已经转亏为盈并成为第二成长曲线，服务于大量需要自研模型的企业客户。Google 拥有从晶片 (TPU)、模型 (Gemini) 到应用端 (Search/Maps) 的完整垂直整合能力。在 AI 泡沫筛选期，这种拥有实际获利与海量用户数据支撑的公司，才是最安全的避风港。

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