$谷歌(GOOG)$ Berkshire Hathaway再次大幅加碼 Alphabet,將其擠身為前五大核心重倉股。目前谷歌的交易價格正處於巴老大幅建倉的成本區間下方,意味著一般投資者現在能以「股神折扣價」進場,享有極高安全邊際。

谷歌擁有全球最頂級的搜尋與 YouTube 廣告現金牛,提供極度穩健且源源不絕的自由現金流。更重要的是,市場短線對其 AI 資本支出的擔憂,忽視了谷歌在 AI 生態系中獨一無二的垂直整合壁壘——從自研 TPU 晶片、Gemini 大模型,到 Google Cloud 終端商業化,實現了「自用晶片降本、基礎設施變現」的完整生態閉環。

在估值砸出機會、獲得頂尖機構重倉背書的當下,買入 GOOG 意味著以極高性價比,同時擁抱穩健的現金流防禦力與龐大的 AI 增長紅利。
GOOG
08-31 22:34
USAlphabet
SidePriceRealized P&L
Buy
Open
334.26-0.25%
Holding
Alphabet
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  • snugglo
    ·08-31 23:52
    AI投入能否變現,要看Cloud和Workspace轉化效率
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  • QQWong
    ·08:38
    [微笑]
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  • KikiW
    ·08:28
    [微笑]
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  • KikiW
    ·08:28
    [微笑]
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  • allenip
    ·08:15
    Respect
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  • 過路人
    ·06:57
    又掃貨
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  • 很有用
    ·00:45

    👍

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  • 很有用
    ·00:44

    👍

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  • 很有用
    ·00:43
    👍
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