感谢买了谷歌的自己

果然没有看错谷歌！！ $谷歌A(GOOGL)$ 夜盘已经7个点了，股价能在这时候创历史新高，确实是业绩说话，花了最少的资本支出，换来了最好的回报。

当前的估值，按 GAAP EPS $5.11 × 4 = 年化 $20.44 → PE ≈ 17x（极低），但剔除一次性收益后年化约 $13~14 → PE ≈ 25~27x，仍属合理。

横向对比其他几家，还是很强的，但可能现在的风险在于，自由现金流的腰斩、另外营业利润 $397 亿，但净利润高达 $626 亿，差额约 $229 亿来自营业利润以外（目前看到的分析是说多来自于如 Waymo、DeepMind 分拆/估值变化），可持续性存疑。

现在已经跳空突破了，我倾向于等到回踩 $355-365 我再加一点。但如果它直接站稳了 $370 ，我打算买一点点。依据如下：

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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RalapLeopold
04-30 12:02
RalapLeopold
谷歌确实稳

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