哈喽神
04-27
看好谷歌，谷歌的云业务正在高速增长，广告业务在Al赋能的情况下稳健增长。
资本开支虽然高，但主要用于，主要用于TPU芯片、数据中心和AI算力。谷歌的算力仍供不应求，与Anthropic等客户签订长期算力协议，确保未来收入可见性。
谷歌有自研TPU，还有GeminiAl大模型 ,Gemini月活用户超7.5亿，Enterprise付费席位超800万。可以说谷歌现在是美国科技巨头唯一的全栈Al生态链公司。 [爱你] [你懂的]
科技巨头走势分化！该“抄底”or“追涨”？
本周五谷歌大涨10%，Meta重挫超8%，周四盘后发布财报的苹果震荡后涨超2%。【财报后各家巨头走势分化，大家觉得Meta、微软有无抄底机会？谷歌还能继续买吗？】
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。
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LeonaClemens
04-27
LeonaClemens
谷歌生态确实很全啊
什么也没有了～
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