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Ken Zhang
Ken Zhang
·
02-04
$谷歌(GOOG)$
谷歌(GOOG) 明早财报：别只看营收，盯着这两个雷！ 谷歌明早发榜，这绝对是本周的重头戏！重点只有一个：转型后的谷歌，能不能同时保住“高增长”和“高利润”？ 你没听错，成年人的世界不做选择，投资人现在既要成长又要利润。 为什么？看隔壁两家就知道了： 苹果做到了，所以这波它吃了肉； 微软搞砸了，花巨资买AI装备却没见到回头钱，直接吓懵了投资人，把去年的收益都吐了出来。 好消息是： 参照Meta Platforms(META) 的炸裂表现，AI对广告的赋能是实打实的。谷歌作为老大哥，广告这块绝对稳，甚至可能很惊艳。 但坏消息（风险）在哪？就在微软踩过的坑里： 1. 烧钱太狠伤利润： 巨额支出的同时，EPS（每股收益）能不能撑住？只要稍微差一点，华尔街就会翻脸砸盘。 2. AI光说不练假把式： 你的AI业务到底开始赚钱了吗？收入少点没关系，但趋势必须是向上的！如果只有支出没有转化的希望，那就是走微软的老路。 结论： 我赌明天是一份漂亮的财报，但股价涨不涨？全看谷歌能不能在上述两点上说服挑剔的华尔街！
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Ken Zhang
Ken Zhang
·
01-03
就算是开门红把
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Ken Zhang
Ken Zhang
·
2025-11-19
哈哈哈一不小心
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Ken Zhang
Ken Zhang
·
2025-11-18
今天偷懒交易一笔
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Ken Zhang
Ken Zhang
·
2025-11-18
🚬🚬一口
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Ken Zhang
Ken Zhang
·
2025-11-12
呵呵没有方向了
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Ken Zhang
Ken Zhang
·
2025-10-29
兄弟们今天收工了！
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Ken Zhang
Ken Zhang
·
2025-10-21
关于“TACO”交易与.SPX反弹持续性的思考 贸易紧张局势降温给美股注入了一剂强心针，三大股指连续两日涨超1%，这让市场对“TACO”交易的后续表现充满期待。但在乐观情绪蔓延时，我们也需保持理性，毕竟本周五（10月24日）美国CPI数据的发布仍可能成为市场的“黑天鹅”或“催化剂”。 从当前.SPX的表现来看，其上涨0.11%，虽涨幅不算凌厉，但在多方因素交织下，这种稳健的走势或许暗示着市场资金的谨慎乐观。不过，我们不能忽视纳斯达克指数（.IXIC）微跌0.17%的信号，这可能反映出成长股与价值股之间的分歧，也为.SPX的反弹持续性蒙上了一层不确定性。 对于操作建议，我认为可以分层次布局： 短期投资者可关注市场对CPI数据的预期变化，若数据前市场情绪持续向好，可轻仓参与.SPX的反弹行情，但务必设置好止损，防范数据发布时的大幅波动。 中长期投资者则可借此次反弹，对持仓进行优化，将资金向业绩确定性强、受宏观环境影响较小的板块倾斜，以应对后续可能的市场分化。 总之，“TACO”交易的反弹能否持续，CPI数据是关键节点。在这之前，保持谨慎乐观，灵活调整策略，或许是应对当前市场的最佳方式。
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Ken Zhang
Ken Zhang
·
2025-10-21
$IREN Ltd(IREN)$
我还在在
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Ken Zhang
Ken Zhang
·
2025-10-21
$福特汽车(F)$
👌刚刚好
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AI光说不练假把式： 你的AI业务到底开始赚钱了吗？收入少点没关系，但趋势必须是向上的！如果只有支出没有转化的希望，那就是走微软的老路。 结论： 我赌明天是一份漂亮的财报，但股价涨不涨？全看谷歌能不能在上述两点上说服挑剔的华尔街！","text":"$谷歌(GOOG)$ 谷歌(GOOG) 明早财报：别只看营收，盯着这两个雷！ 谷歌明早发榜，这绝对是本周的重头戏！重点只有一个：转型后的谷歌，能不能同时保住“高增长”和“高利润”？ 你没听错，成年人的世界不做选择，投资人现在既要成长又要利润。 为什么？看隔壁两家就知道了： 苹果做到了，所以这波它吃了肉； 微软搞砸了，花巨资买AI装备却没见到回头钱，直接吓懵了投资人，把去年的收益都吐了出来。 好消息是： 参照Meta Platforms(META) 的炸裂表现，AI对广告的赋能是实打实的。谷歌作为老大哥，广告这块绝对稳，甚至可能很惊艳。 但坏消息（风险）在哪？就在微软踩过的坑里： 1. 烧钱太狠伤利润： 巨额支出的同时，EPS（每股收益）能不能撑住？只要稍微差一点，华尔街就会翻脸砸盘。 2. 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