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- 像海像海
  ·05-08
  $谷歌(GOOG)$ 2026年第一季度，谷歌云收入猛增63%，远超Azure的40%和AWS的28%。在我看来，很大一部分增长来自那些等不及OpenAI自研芯片的公司，它们转而投向了谷歌现成可用的基础设施。
  418 评论
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- 像海像海
  ·04-30
  $谷歌(GOOG)$ 哇，三连胜！谷歌、亚马逊，现在微软也来了。
  250 评论
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- 像海像海
  ·04-29
  $谷歌(GOOG)$ 我觉得Google有很大可能实现它的“主权”目标。它或许没法在公开市场“干掉”NVIDIA，但它正在成功打造一个私有的“AI岛屿”。这个方案比竞争对手能买到的任何现成方案都便宜得多，可扩展性也强得多。
  1,328 评论
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- 像海像海
  ·04-23
  $谷歌(GOOG)$ Google的潜力无限，但也不能忽视$亚马逊(AMZN)$ 的AWS和$微软(MSFT)$ 的企业护城河。这三家都将在29号发布财报。
  779 评论
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- 像海像海
  ·04-14
  $谷歌(GOOG)$ 我个人觉得，Google AI看起来会在未来几个月把Alphabet带到新的高度。
  255 评论
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- 像海像海
  ·03-25
  $谷歌(GOOG)$ $谷歌A(GOOGL)$ 已经赢得并正在赢得许多大型云合同。
  1,451 评论
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- 像海像海
  ·03-16
  $谷歌(GOOG)$ Gemini、YouTube、云服务… Google可用的手段依然很多。
  1,485 评论
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- 像海像海
  ·03-04
  $谷歌(GOOG)$ 放轻松，从日线看，$谷歌A(GOOGL)$ 正处于看涨旗形整理阶段。耐心一点会有回报。
  1,438 评论
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- 像海像海
  ·03-04
  我更倾向于认为动荡是短期的，$谷歌(GOOG)$ 是一台永久的盈利机器。
  1,281 评论
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- 像海像海
  ·02-25
  $谷歌(GOOG)$ 搜索业务依然占据主导，AI货币化正在稳步推进，估值也仍然合理。
  761 评论
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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>2026年第一季度，谷歌云收入猛增63%，远超Azure的40%和AWS的28%。在我看来，很大一部分增长来自那些等不及OpenAI自研芯片的公司，它们转而投向了谷歌现成可用的基础设施。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>2026年第一季度，谷歌云收入猛增63%，远超Azure的40%和AWS的28%。在我看来，很大一部分增长来自那些等不及OpenAI自研芯片的公司，它们转而投向了谷歌现成可用的基础设施。","text":"$谷歌(GOOG)$ 2026年第一季度，谷歌云收入猛增63%，远超Azure的40%和AWS的28%。在我看来，很大一部分增长来自那些等不及OpenAI自研芯片的公司，它们转而投向了谷歌现成可用的基础设施。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561855442083872","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559040967229464,"gmtCreate":1777500299000,"gmtModify":1777518894912,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>哇，三连胜！谷歌、亚马逊，现在微软也来了。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>哇，三连胜！谷歌、亚马逊，现在微软也来了。","text":"$谷歌(GOOG)$ 哇，三连胜！谷歌、亚马逊，现在微软也来了。","images":[{"img":"https://static.tigerbbs.com/4539aad42fb17cb9230aae8da276f9a7","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559040967229464","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":558699447853928,"gmtCreate":1777399857000,"gmtModify":1777450183033,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>我觉得Google有很大可能实现它的“主权”目标。它或许没法在公开市场“干掉”NVIDIA，但它正在成功打造一个私有的“AI岛屿”。这个方案比竞争对手能买到的任何现成方案都便宜得多，可扩展性也强得多。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>我觉得Google有很大可能实现它的“主权”目标。它或许没法在公开市场“干掉”NVIDIA，但它正在成功打造一个私有的“AI岛屿”。这个方案比竞争对手能买到的任何现成方案都便宜得多，可扩展性也强得多。","text":"$谷歌(GOOG)$ 我觉得Google有很大可能实现它的“主权”目标。它或许没法在公开市场“干掉”NVIDIA，但它正在成功打造一个私有的“AI岛屿”。这个方案比竞争对手能买到的任何现成方案都便宜得多，可扩展性也强得多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558699447853928","isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556691576807448,"gmtCreate":1776883135000,"gmtModify":1776998721727,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>Google的潜力无限，但也不能忽视<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>的AWS和<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>的企业护城河。这三家都将在29号发布财报。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>Google的潜力无限，但也不能忽视<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>的AWS和<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>的企业护城河。这三家都将在29号发布财报。","text":"$谷歌(GOOG)$ Google的潜力无限，但也不能忽视$亚马逊(AMZN)$ 的AWS和$微软(MSFT)$ 的企业护城河。这三家都将在29号发布财报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556691576807448","isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553693045325888,"gmtCreate":1776175644000,"gmtModify":1776218892025,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>我个人觉得，Google AI看起来会在未来几个月把Alphabet带到新的高度。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>我个人觉得，Google AI看起来会在未来几个月把Alphabet带到新的高度。","text":"$谷歌(GOOG)$ 我个人觉得，Google AI看起来会在未来几个月把Alphabet带到新的高度。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553693045325888","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546534543122472,"gmtCreate":1774453470000,"gmtModify":1774523592625,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 已经赢得并正在赢得许多大型云合同。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 已经赢得并正在赢得许多大型云合同。","text":"$谷歌(GOOG)$ $谷歌A(GOOGL)$ 已经赢得并正在赢得许多大型云合同。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546534543122472","isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543040821965056,"gmtCreate":1773598877000,"gmtModify":1773653217939,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Gemini、YouTube、云服务… Google可用的手段依然很多。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Gemini、YouTube、云服务… Google可用的手段依然很多。","text":"$谷歌(GOOG)$ Gemini、YouTube、云服务… Google可用的手段依然很多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543040821965056","isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539125798531544,"gmtCreate":1772636898000,"gmtModify":1772702220908,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;放轻松，从日线看，<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 正处于看涨旗形整理阶段。耐心一点会有回报。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;放轻松，从日线看，<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 正处于看涨旗形整理阶段。耐心一点会有回报。","text":"$谷歌(GOOG)$ 放轻松，从日线看，$谷歌A(GOOGL)$ 正处于看涨旗形整理阶段。耐心一点会有回报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539125798531544","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538854136197376,"gmtCreate":1772558091000,"gmtModify":1772605596794,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"我更倾向于认为动荡是短期的，<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>是一台永久的盈利机器。","listText":"我更倾向于认为动荡是短期的，<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>是一台永久的盈利机器。","text":"我更倾向于认为动荡是短期的，$谷歌(GOOG)$ 是一台永久的盈利机器。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538854136197376","isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536438071599200,"gmtCreate":1771969183000,"gmtModify":1771990807619,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>搜索业务依然占据主导，AI货币化正在稳步推进，估值也仍然合理。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>搜索业务依然占据主导，AI货币化正在稳步推进，估值也仍然合理。","text":"$谷歌(GOOG)$ 搜索业务依然占据主导，AI货币化正在稳步推进，估值也仍然合理。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536438071599200","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}