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GOOGL

Alphabet Inc.
3.5%
Mindshare
+1.00
情绪
2
提及
2
帖子
2
作者
声量趋势 · 近 48h(每小时提及数)

看多论点

  • If you can't stomach $NVDA volatility, $MSFT and $GOOGL give you AI exposure with real cash flows and cheaper multiples.
  • Bullish on big tech AI.
  • Alphabet trades at a discount to peers despite dominant search, YouTube, and a real cloud business.

看空论点

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提及来自哪些 subreddit
r/wallstreetbets
1
r/valueinvesting
1

关联叙事

逼空 / Meme

近 24h 有 3 篇讨论聚焦「逼空 / Meme」,整体偏多(情绪 +0.51)。代表标的:GME、GOOGL、AMC、AI。

价值 / 回购

近 24h 有 6 篇讨论聚焦「价值 / 回购」,整体偏多(情绪 +0.42)。代表标的:NVDA、AAPL、GOOGL、AI、MSFT。

相关讨论

2 篇
2.0k
Wr/wallstreetbets· A u/ai_maxi· 9 小时前DD
MSFT and GOOGL are the safest ways to play AI

If you can't stomach $NVDA volatility, $MSFT and $GOOGL give you AI exposure with real cash flows and cheaper multiples.

270看多★ 高信号NVDAMSFTGOOGLAI价值 / 回购
410
Vr/valueinvesting· G u/graham_disciple· 12 小时前Analysis
Why I think GOOGL is the cheapest mega cap right now

Alphabet trades at a discount to peers despite dominant search, YouTube, and a real cloud business.

70看多★ 高信号GOOGLAI逼空 / Meme价值 / 回购