02/05/2025, 09:37 AM UTC
Alphabet：谷歌云亏损并不像看起来那么糟糕 —— 我正在买入这个回调Alphabet: Google Cloud Miss Isn't As Bad As It Seems - I'm Buying The Dip
1. Alphabet第四季度业绩混合，每股收益超出预期，但收入略低于预期；2. 谷歌云的收入增长放缓至30%年同比增长，低于预期，但运营收入显著改善；3. 谷歌云收入低于预期并非需求不足，而是满足高需求的能力不足；4. Alphabet在AI和基础设施上的高额资本支出可能对短期利润造成压力，但对于长期竞争优势至关重要；5. 尽管近期股价上涨，但GOOG的合理估值和两位数的每股收益增长潜力使得业绩发布后的回调成为长期投资者的买入机会。1. Alphabet's Q4 results were mixed, with EPS beating estimates but revenue slightly missing; 2. Google Cloud's revenue growth decelerated to 30% YoY, missing expectations, but operating income improved significantly; 3. The revenue miss in Google Cloud was due to a lack of capacity to meet high demand, not a lack of demand; 4. Alphabet's heavy CapEx investments in AI and infrastructure may pressure short-term profits but are essential for long-term competitive advantage; 5. Despite recent stock gains, GOOG's fair valuation and double-digit EPS growth potential make the post-earnings dip a buying opportunity for long-term investors.---
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