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梦想快实现
·
12-24
微软在这次人工智能的浪潮中好像被遗忘一样；风头让英伟达谷歌给抢去了
微软在这次人工智能的浪潮中好像被遗忘一样；风头让英伟达谷歌给抢去了
# 美股再创新高！年末看好哪些机会？
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coolguy001:
微软的云+AI整合能力还是被低估了，坐等爆发
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紫气东来叶
·
12-24 20:43
$谷歌(GOOG)$
我还没上车， 追不上了[笑哭]
$谷歌(GOOG)$ 我还没上车， 追不上了[笑哭]
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科迪勒拉
·
12-24 14:24
关注周期、应对周期，蒙蒂尔投资信条解读之4
信条六：关注周期。加强对经济，信贷和情绪周期的认识有助于投资。 我的解读： 1 做好准备 周期不会遵从某种自然规律，如潮涨潮落一样。霍华德·马克斯说，我们无法预测周期处于哪个阶段，但必须有所准备。因为周期会导致价值的大幅变动,与价格的严重脱节。 我在各种周期中交过无数的学费。以5年前的那一波为例，2020年疫情后全球大放水，随后通胀飙升、美国激进加息。我当时清晰地感觉到了，依赖融资存活的小市值生物科技股（如XBI指数成分）必将面临巨大抛压。 转向信号如此明显，我却只是“看懂”，仍选择了无动于衷式的死扛。退一步说，哪怕是满仓持股，但买入一些XBI看跌期权对冲，也不会错过在谷底以更低价格积累筹码的机会。 当然，学费没有白花，几年前，我从多项指标如供求关系、流动性，大咖动向等判断出中国地产已经见顶，随后果断地出卖掉了已升值不菲的几套房。当时还被他人说是“卖早了”。但回头来看，那正是对周期的一次理性回应。 2 认真识别 历史总会重复，但方式没有那么简单。过去二十多年，常有周期规律“失灵”之时：例如二十一世纪初的加息周期，美股不跌反涨。为何？因为当时互联网技术扩散切实提升了全行业生产率，企业盈利增长的力量压倒了货币紧缩的周期影响。 这表明，“低买高卖”中的“高”与“低”，并非仅由资金松紧决定，更由行业基本面价值驱动。当科技革命等结构性力量介入时，它会重塑周期运行的逻辑。 3 核心目的 关注周期，不仅是为了识别市场的情绪钟摆，更是为了更精准地评估价值所在，从而在众人非理性抛售时敢于买入，在过度狂热时懂得卖出。它要求我们既尊重周期的普遍性，也保持开放心态，探寻每次周期背后的独特主导因素。 最终，这一切识别及准备，都是为了能在周期的律动中，更稳健地实践那句古老而永恒的投资格言——贱买贵卖
$SPDR S&P Bi
关注周期、应对周期，蒙蒂尔投资信条解读之4
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一雨成烟:
老哥有一只很好的股你看能不能买tmdx。这个是比较确定性的票。
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和时间赛跑zilong
·
12-23
AI是顶级学霸之间的竞争，虽然
$微软(MSFT)$
是个学霸优等生，考985的C9没问题，但目前看下来，
$谷歌(GOOG)$
更可能保送清北。这就是现阶段投资者在人工智能方向的中短期预判
AI是顶级学霸之间的竞争，虽然$微软(MSFT)$是个学霸优等生，考985的C9没问题，但目前看下来，$谷歌(GOOG)$更可能保送清北。这就是现阶段投资...
# 美股再创新高！年末看好哪些机会？
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ElsieDewey:
谷歌这波确实有王者相，微软还是差口气
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冬天的月亮
·
12-24
微软在这次人工智能的浪潮中好像被遗忘一样；风头让英伟达谷歌给抢去了
微软在这次人工智能的浪潮中好像被遗忘一样；风头让英伟达谷歌给抢去了
# 美股再创新高！年末看好哪些机会？
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AndreaClarissa:
微软其实在AI底层布局很深，市场低估了
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躺平躺到地狱了
·
12-22
这么大的一个计划，多么好的抄作业机会啊。如果我们想要抄这份作业，首先要搞清楚三条主线，第一条主线是，谁的算力底座最稳。NVIDIA、AMD、Intel 三颗芯早已是硬通货，政策背书只是再加一道保险。这些公司的确定性最高，当然，他们的估值也最高，适合当“底仓”。第二条主线是模型+云侧“政策护城河”，OpenAI、Anthropic、xAI、Google、Microsoft、Oracle、Palantir、IBM、Accenture 这类同时拿到政府大单，还有很多商业订单的双牌照玩家. 第三条线是一些弹性“新面孔”。
这么大的一个计划，多么好的抄作业机会啊。如果我们想要抄这份作业，首先要搞清楚三条主线，第一条主线是，谁的算力底座最稳。NVIDIA、AMD、Intel 三...
# 美股再创新高！年末看好哪些机会？
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起飞。:
nvda估值都在天上了 intc纯纯的垃圾东西全靠政策 政策一跑十块都不值
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等也是一种策略 如何等在哪里等
·
12-23
彼得·蒂尔指出：人工智能芯片终将商品化。 这就是我避开英伟达 (NVDA) 的原因。 英伟达曾通过将 GPU 的价格提高 10 倍赚取巨额利润，而其他厂商则不得不为此买单，因为当时的替代品性能不足。 如今，替代品的性能已经足够好了。 AMD 的硬件性能已经赶上了英伟达，而 ASIC 芯片凭借其高效率，也展现出了意想不到的竞争力。 谷歌 (GOOG) 完全使用 TPU 来训练 Gemini 3 模型，而 Anthropic 则在 Trainium 集群上运行了相当一部分训练和推理工作负载。 随着替代品性能的不断提升，英伟达的利润率和销量将会下降，利润来源也将从硬件转移到应用层。
彼得·蒂尔指出：人工智能芯片终将商品化。 这就是我避开英伟达 (NVDA) 的原因。 英伟达曾通过将 GPU 的价格提高 10 倍赚取巨额利润，而其他厂商...
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勇敢_小虎
·
12-22
如果必须选那我选择：
$英伟达(NVDA)$
、
$美国超微公司(AMD)$
、
$谷歌(GOOG)$
、
$Palantir Technologies Inc.(PLTR)$
,这个是人工智能的扛把子
如果必须选那我选择：$英伟达(NVDA)$、$美国超微公司(AMD)$、$谷歌(GOOG)$、$Palantir Technologies Inc.(PL...
# 美股再创新高！年末看好哪些机会？
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fishhhh:
选的都是AI尖子生啊，稳了！
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龙龙行天下
·
12-22
$谷歌(GOOG)$
问题不大的，会继续升
$谷歌(GOOG)$ 问题不大的，会继续升
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上山抓牛股
·
12-22
$谷歌(GOOG)$
自动驾驶系统的小故障很快就会解决，不过是成长过程中的必经之路。行业大佬已经明确表态，现在进入紧急备战状态！
$谷歌(GOOG)$ 自动驾驶系统的小故障很快就会解决，不过是成长过程中的必经之路。行业大佬已经明确表态，现在进入紧急备战状态！
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王博雅投资
·
12-24 18:43
纳指科技调仓已完成：速看最新成分股权重分布图
1 引言2025年纳指科技指数（NDXTMC，国内追踪基金：159509）的最新调仓已于本周一（12月22日）正式生效。受制于指数特有的“15/60”封顶规则，本次调整不仅带来了西部数据等3张新面孔，更对头部持仓进行了一场“小手术”。数据显示，前十大成分股中，Meta成为了本次调仓的最大赢家，权重激增至8.83%，而谷歌和博通则成为了主要的“输血者”。为了帮大家看清最新的市场格局，我对比了调仓前后的详细数据，整理出这份最新的权重分布图，供大家查看。2 分析与讨论首先上图。在下图中：彩色柱状图代表的是2025年12月19日成分股权重；灰色柱状图代表的是2025年12月18日成分股权重；蓝色的折线代表的是累计的权重，对应底部坐标轴。本次调仓的主要变化有：（1）共有3只股票被移出指数，它们在12月18日的权重均较小。ON (ON Semiconductor)：原权重 0.16%CDW (CDW Corp)：原权重 0.16%GFS (GlobalFoundries)：原权重 0.15%（2）共有3只股票新进入指数，且进入后的权重明显高于被剔除的股票。WDC (Western Digital)：新权重 0.47%（直接排到第30名）STX (Seagate Technology)：新权重 0.44%（排第33名）MPWR (Monolithic Power Systems)：新权重 0.35%（排第37名）（3）权重显著增加的有：Meta：涨幅最大，权重从 7.04% 暴涨至 8.83%（增加1.79%），排名从第7升至第4。英伟达：权重从 11.27% 增至 12.94%（增加1.67%），超越苹果成为第一大权重股。微软：权重从 10.81% 增至 12.49%（增加1.68%），超越苹果成为第二大权重股。（4）权重显著被砍的有：谷歌：两类股票合计权重被大幅削减。GOOGL 从
纳指科技调仓已完成：速看最新成分股权重分布图
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三市波段笔记
·
12-19
忘了在老虎社区发文了，但是在“绿泡泡”上发了，和老虎社区一样的名字。今天有事出门，就不在老虎社区补了。
$谷歌(GOOG)$
$英伟达(NVDA)$
忘了在老虎社区发文了，但是在“绿泡泡”上发了，和老虎社区一样的名字。今天有事出门，就不在老虎社区补了。 $谷歌(GOOG)$ $英伟达(NVDA)$
# 2026年有色畅想：金、银、铜你最看好？
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Mess0M:
谷歌和英伟达今天走势如何？关注中
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林正盈
·
12-26 19:43
英伟达暂停测试≠英特尔转型失败！更是机会！
这篇文章来的有点晚，但值得持有英特尔的朋友一看。 今天休息，和几位投行的朋友喝茶闲聊，好不自在！正好聊到了英特尔这次的利空消息，巧的是我们都持看多观点，接下 来我就来给拿不定主意的牛牛圈的朋友拆解一下我为什么看多英特尔。 12月24日盘前，
$英特尔(INTC)$
因“英伟达暂停18A制程测试”的消息下跌5%，市场恐慌消息满天飞，英特尔这是怎么了，我要不要卖。 我个人的观点是不需要惊慌，我本人在7月份的时候分三次下单英特尔，成本在控制在20.6，一直拿到现在没动过，现在盈利75%，之前40多的时候我也是坚持没卖，在那个时候我已经知道他要迎来翻倍行情了。 我们首先要明白，
$英伟达(NVDA)$
暂停测试不代表18A技术不合格，更不会改变英特尔制程突破的既定事实。市场之所以过度解读这一消息，本质是对英伟达作为行业标杆的路径依赖，但忽略了两个关键前提： 一是半导体制程测试本就是多轮验证的过程，客户基于自身产品节奏调整测试进度是行业常态，并非对技术的否定。 二是英特尔官方已明确表态18A制造技术进展顺利，而从客观数据来看，其18A制程的良率正以每月7%的速度稳步爬升，当前已达到55%的可量产水平，预计年底将提升至70%的盈利线，这一爬坡节奏完全符合先进制程的产业化规律。 更核心的支撑在于，英特尔18A技术已获得比英伟达更具分量的顶级客户背书：
$苹果(AAPL)$
的深度验证。相较于 $英伟达 (NVDA.US)$ 的测试阶段合作，苹果与英特尔已正式签署保密协议，不仅拿到18A制程PDK 0.9.1GA核心技术文件，更在性能、功耗、面积（PPA
英伟达暂停测试≠英特尔转型失败！更是机会！
# 2025投资主线：AI+贵金属！你都抓住了吗？
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GeraldAdela:
英特尔转型给力，50目标稳了！
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AaronHy
·
12-18
粉丝们都赚钱了么 [害羞] 美光 闪迪 的多单 谷歌的空单 今晚差不多就要平多了 部份留到明天平 周五收盘前做坚定的空
$美光科技(MU)$
$谷歌(GOOG)$
$特斯拉(TSLA)$
$苹果(AAPL)$
$英伟达(NVDA)$
粉丝有问必答。静待今晚cpi公布。
粉丝们都赚钱了么 [害羞] 美光 闪迪 的多单 谷歌的空单 今晚差不多就要平多了 部份留到明天平 周五收盘前做坚定的空$美光科技(MU)$ $谷歌(GOO...
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兔司机不开车:
[龇牙]，这次跟上操作啦，超开心！！！港股的话，可以看看长飞光纤能长拿嘛？总觉得它和A股粘太近了
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红杉树森林
·
12-19
$谷歌(GOOG)$
用户增长带来的潜在销售额增量在50-60亿区间，这还没算上人工智能云业务的想象空间
$谷歌(GOOG)$ 用户增长带来的潜在销售额增量在50-60亿区间，这还没算上人工智能云业务的想象空间
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RobinLee2021:
贵了点 还是下来点更安全啊
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淘金书生AI
·
12-18
$谷歌(GOOG)$
谷歌一定会变成Ai总龙头🐲！
$谷歌(GOOG)$ 谷歌一定会变成Ai总龙头🐲！
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价值投资为王
·
12-18
从历史上看，美联储降息周期中，标普500指数的走势并不好，比如2000年和2008年。 而然，这一规律在今年的降息中不适用，标普500指数保持了牛市。 为什么会这样？ 我觉得最主要的原因就是AI这个变量。 由于AI前景极其诱人，投资者疯狂追捧相关股票，包括英伟达、谷歌、台积电、博通等。 这些公司是美股巨头，在指数中的权重较高，因此，AI繁荣带领美股延续了3年的牛市。 未来，一旦AI见顶，美股大跌将随之而来，这次的跌幅，必然会超过2022年。 留点仓位，耐心蹲一个史诗级机会！
$英伟达(NVDA)$
$谷歌(GOOG)$
$博通(AVGO)$
$台积电(TSM)$
$微软(MSFT)$
从历史上看，美联储降息周期中，标普500指数的走势并不好，比如2000年和2008年。 而然，这一规律在今年的降息中不适用，标普500指数保持了牛市。 为...
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empennage:
希望暴风雨早点来 [开心] [开心]
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ZhiyingHu
·
12-17
$谷歌(GOOG)$
一有集资就不看好
$谷歌(GOOG)$ 一有集资就不看好
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口罩哥KZG
·
12-20
Polymarket最新赔率：Alphabet登顶全球市值第一概率升至33%
Polymarket最新数据显示，Alphabet在2026年12月前成为全球市值第一的概率已升至33%，仅次于英伟达的37%。 考虑到两者目前的市值差距——英伟达4.2万亿美元，Alphabet 3.7万亿美元——这一赔率本身已传递出明确信号：市场正在重新评估谷歌的AI竞争力。 推动这轮rerating的核心逻辑在于Alphabet的软硬件协同能力。 Gemini 3在关键benchmark上已超越ChatGPT，而其背后的TPU芯片不仅支撑内部训练需求，更开始以云服务形式对外输出算力，这意味着谷歌正从英伟达的客户转变为潜在竞争者。 DataTrek Research联合创始人Jessica Rabe指出，这种排名变化对Alphabet"极为利好"。 2025年至今Alphabet股价涨幅已超60%，成为Mag 7中表现最强标的。上月其市值超越微软升至全球第三，距离登顶仅差两个身位。 尽管短期内超越英伟达仍需跨越约5000亿美元的gap，但预测市场的定价已表明：这不再是不可想象的情景，谷歌最近是蓄力呢？
Polymarket最新赔率：Alphabet登顶全球市值第一概率升至33%
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12-17
$GOOG 20251219 315.0 PUT$
$GOOG 20251219 315.0 PUT$
# 晒晒更赚钱
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公司名称
谷歌
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NASDAQ
成立日期
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公司网址
http://www.abc.xyz
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公司概况
Alphabet Inc.是谷歌(Google)及谷歌旗下各个子公司的控股公司，于2015年进行重组成立。谷歌于1998年9月4日在加利福尼亚成立，于2003年8月在特拉华州重新注册成立。Alphabet涉足各个领域，包括技术，生命科学，资本投资和研究。其子公司包括Google，Calico，GV，Google Capital，Google Fiber等等。谷歌公司致力于互联网搜索、云计算、广告技术等领域，开发并提供大量基于互联网的产品与服务。
2024-01-18
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2024-01-18
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2024-01-12
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2024-01-10
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2024-01-03
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2024-01-03
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2024-01-03
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-12-29
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-12-29
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-12-21
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-12-21
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-12-12
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-12-07
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-12-07
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-12-01
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
分时
5日
日
周
月
数据加载中...
最高
316.56
今开
315.92
量比
0.33
最低
313.72
昨收
315.67
换手率
0.06%
热议股票
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