五年一个周期
10-01
$谷歌(GOOG)$
如果谷歌最终在模型算法上赢了其他人,对英伟达的GPU和AI基建生态会形成本质的威胁。在最高级竞争层面,目前看来主要是英伟达领衔的生态和谷歌生态之间的竞争。
7巨头展望:Q4该“追高”谷歌,还是“抄底”亚马逊?
谷歌三季度涨38%、创2005年来最大季度上涨;微软三季度涨4.30%,守住二季度涨32.73%的表现;特斯拉三季度涨40%;苹果三季度反弹24.23%;亚马逊三季度微涨0.08%;Meta三季度微跌0.46%。【大部分Mag 7三季度表现优异,大家Q4更看好哪只股票呢?你会选择“追高”涨得多的,还是“抄底”涨幅小的?】
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