$谷歌(GOOG)$_老虎社区_美港股上老虎

2025-01-06

$谷歌(GOOG)$ $谷歌A(GOOGL)$ Google的性价比最高，25年肯定能跑赢微软 $微软(MSFT)$ 和苹果 $苹果(AAPL)$ 。增长空间最大的应该是英伟达 $英伟达(NVDA)$ 和特斯拉 $特斯拉(TSLA)$ ，英伟达相对会更安全一些.

AI军备竞赛开启！你更看好微软or腾讯？

微软总裁Brad Smith周五公布了一个野心勃勃的投资计划，准备在2025年投资800亿美金用来训练AI模型，其中400亿美金拿来买芯片，此外谷歌、亚马逊等科技巨头在AI领域投入同样巨大，国内字节、腾讯等公司也在AI领域猛投钱，AI军备竞赛加剧，【算力产业链的需求今年能否持续？去年砸钱最猛的微软、字节和腾讯，你更看好哪家公司？】

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。

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Pegasus__
2025-01-07
Pegasus__
谷歌博通感觉都还不错

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