$谷歌(GOOG)$_老虎社区_美港股上老虎

韭菜馅饺子的文化

04-14

$谷歌(GOOG)$ $谷歌A(GOOGL)$ Google现在是全球唯一一家在应用、模型、云、芯片四大AI设施上都有t1档布局的公司 (图一)

美区iOS数据，Gemini已经是名副其实老二，虽然跟openai还是有不小差距，但差距在缩小，而且这还是ios数据，android数据理论上会更好。

跟我去年年底重仓的uber和今年年初的unh（都在高位清仓了）相比目前还没到life time opportunity这个层面，如果宏观不变的情况下130-140就非常完美，但现在价格也足够有吸引力

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