看好谷歌，谷歌的云业_老虎社区_美港股上老虎

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”？

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。

推荐
最新

LeonaClemens
·04-27
谷歌生态确实很全啊
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":558154953590400,"tweetId":"558154953590400","gmtCreate":1777300055075,"gmtModify":1777300058948,"author":{"id":3569643701206332,"idStr":"3569643701206332","authorId":3569643701206332,"authorIdStr":"3569643701206332","name":"哈喽神","avatar":"https://static.tigerbbs.com/fd7d95e51f52763b03c658192cabacbe","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[{"themeId":"ce9475fb74174670803352ffbd11690a","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"科技巨头走势分化！该“抄底”or“追涨”？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ce9475fb74174670803352ffbd11690a}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/361eb9e82b38badf55f5eab7ee16736c"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>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。\n<br>\n 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。\n<br>\n 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]</body></html>","htmlText":"<html><head></head><body>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。\n<br>\n 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。\n<br>\n 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]</body></html>","text":"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]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/558154953590400","repostId":0,"isVote":1,"tweetType":1,"viewCount":785,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["YMAG","SOCL","GOOGL","MAGY","XDAT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":346,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":558163699704968,"commentId":"558163699704968","gmtCreate":1777302136342,"gmtModify":1777368016552,"authorId":9000000000000509,"author":{"id":9000000000000509,"idStr":"9000000000000509","authorId":9000000000000509,"name":"LeonaClemens","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":558154953590400,"objectIdStr":"558154953590400","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"谷歌生态确实很全啊","text":"谷歌生态确实很全啊","html":"谷歌生态确实很全啊","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}

评论（1）

热议股票