$谷歌(GOOG)$

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沉穩
09-17 10:27

$谷歌(GOOG)$ 面對美聯儲可能再度加息的宏觀陰霾與科技股殺估值壓力，谷歌（GOOG）憑藉扎實的搜尋及強勁的雲端業務增長，展現出良好的防禦性。當短期市場情緒導致估值回調時，正是分批佈局優質資產的良機。透過分段吸納，既能有效分散加息帶來的波動風險，又能以合理成本長遠分享AI變現紅利。

GOOG

09-17 07:05

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Side	Price	Realized P&L
Buy Open	341.89	+1.23% Holding

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CaesarHicks
·09-17 11:12
谷歌雲喺AI基建層食到紅利，真正硬嘅仲係搜尋現金流托底
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wslam
·09-17 20:41
Very good
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Ewanchan
·09-17 18:56
Respect
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很有用
·09-17 13:26
👍
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很有用
·09-17 13:23
👍
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很有用
·09-17 13:22
👍
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