GOOGL 未来前景强劲,但相对于 TSLA 等竞争对手的优势因 AI 叙事转变而收窄。
逐段跳播
天哪,EKS,你宁愿拥有 Google 还是 Tesla?两者价格相近。不管价格是否相近,我认为对我来说的想法是每家公司将要做什么?他们的未来前景如何?他们都有很好的未来前景。
所以,我只是随便选一个。我的意思是,会是其中一个。我认为它们都很好。我会说 Google 可能更好,但你知道,我认为它们都很好。
>> Um gosh, EKS, would you rather own Google or Tesla here? Both close to similar prices. Regardless if they're similar prices, I think the the thought here for me is what's each company going to do? What's their future outlook look like? And they both have great future outlooks. So, I mean, I just throw a dart in the wall and I'll get it. I mean, it's gonna be one or the other. They're I think they're both great. I'd say Google probably better, but I, you know, I think they're both great, you know.
当然,Google。我想我会选择那个。尽管我仍然会同等购买 Tesla。如果你三个月前问我,13,我甚至不会考虑这个。我会立即回答 Google,并且不会多想。但在看了 SpaceX,思考了 SpaceX AI、AI 主题以及所有这些如何融入其中之后,我现在实际上有点不同的想法。
Tesla 显然也参与其中。你谈到了 Tesla 的 teraab、芯片设计、乐观情绪。我们已经谈到了这里的所有这些东西。对我来说,情况在改变。我不确定它是否像我以前认为的那样容易选择 Google。
Sure, Google. I I would just go with that, I guess. Even though I would still buy a Tesla equally. >> If you had asked me three months ago 13, I wouldn't have even thought about this. I would have just answered Google immediately and and not thought about it. But I I actually think a little bit differently now after watching SpaceX, after thinking about SpaceX AI, the AI theme, all of that stuff and how the SpaceX just a lot of this kind of plays into this. Tesla obviously, you know, um in that as well. You've talked about the Tesla terraab, the chip design, the optimism. We've talked about all of the stuff here. To me, changing. I'm not I'm not sure that it's just as easily Google as I thought before.
这个频道对 $GOOGL 的历次判断
Benzinga 在这只股票上只有这一条判断。