03/24/2025, 04:43 PM UTC
Alphabet：收购Wiz不会改变AI剧情Alphabet: Wiz Doesn't Change The AI Plot
1. Alphabet在网络安全领域以320亿美元收购Wiz，虽然价格昂贵，但不会对业务产生重大影响。2. 尽管资本支出巨大，但谷歌强劲的现金流和资产负债表足以应对Wiz交易，无需动用现金储备。3. 谷歌的股价下跌超过20%，尽管每股收益预期上升，但交易价格处于历史低位，提供了买入机会。1. Alphabet's $32 billion acquisition of Wiz in cybersecurity is seen as expensive but won't significantly impact the business. 2. Despite heavy capex spending, Google's strong cash flows and balance sheet can handle the Wiz deal without dipping into cash reserves. 3. Google's stock has dropped over 20%, presenting a buying opportunity as it trades at historically low multiples despite rising EPS estimates.
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