永久买入并持有 Alphabet；核心业务带来的强劲现金流，加上 AI、云及其他科技领域的多个增长引擎，支撑这一论点。
逐段跳播
第二个是Alphabet，也就是Google。我在买入并永久持有，因为它占据主导地位的搜索和广告业务产生了巨额现金流，同时其领导层以及AI、云、YouTube和其他新兴技术为它提供了多个长期增长的引擎。
Number two is Alphabet or Google. I'm buying this and holding forever because its dominant search and advertising business generates enormous cash flow while its leadership and AI, cloud, YouTube, and other emerging technologies gives it multiple engines for long-term growth.
最有趣的部分之一是，除了搜索和YouTube之外，你还能获得对几家潜在未来巨头的敞口。Whimo，这是Alphabet的自动驾驶公司，已经在运营商业机器人出租车服务，并正在向更多美国城市和欧洲扩张。
SpaceX，Alphabet持有4.2%的股份，使其成为SpaceX最大的股东之一。Anthropic，Alphabet对这家Claude AI公司进行了重大投资，让Google间接获得了对另一家潜在AI巨头的敞口。
Isomorphic Labs，Alphabet的AI驱动药物发现公司，利用DeepMind技术进军制药研究和药物开发。Google DeepMind，从技术上讲是Alphabet的一部分，而不是一项单独的投资，但随着AI的进步，它可能是该公司最有价值的长期资产之一。
One of the most interesting parts is that you're getting exposure to several potential future giants beyond search and YouTube. Whimo. This is Alphabet's autonomous driving company already operating commercial robo taxi services and expanding into more US cities in Europe. SpaceX. Alphabet has a 4.2% stake making it one of SpaceX's largest shareholders. Anthropic. Alphabet has made major investments in the claude AI company, giving Google indirect exposure to another potential AI powerhouse. Isomorphic Labs, Alphabet's AIdriven drug discovery company, using DeepMind technology to attack pharmaceutical research and drug development. Google DeepMind, technically part of Alphabet rather than a separate investment, but potentially one of the company's most valuable long-term assets as AI advances.
大约一两年前Google大幅下跌时，我告诉我的私人群我正在大量买入，他们中很多人也这么做了。最近它涨了不少。既然它涨了，我就回到了定投，不再每个月额外加仓更多，因为现在它看起来估值更合理了。
When Google dropped a bunch about a year or two ago, I was telling my private group that I'm buying a lot now and a lot of them did too. And most recently, it's gone up a bunch. And since it's gone up, I've just gone back to just dollar cost averaging, not adding extra extra more to it each and every month because at this point it seems more fair valued.
这个频道对 $GOOGL 的历次判断
Investing Simplified - Professor G 在这只股票上只有这一条判断。