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← @hanking66

$QQQ

BULLISH2025-11-17
Price around the call
↑ 2025-11-17
By horizonMaturing · ~0 trading days to go
1d
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5d
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21d
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Original post
美股仙人 · 2025-11-17

谷歌夜盘直接新高,这就是巴菲特的力量吗?😂😂 我还记得半年前谷歌的pe还在16,这个pe对比谷歌的营收简直离谱,可是尽管如此,谷歌还是墙倒众人推,反垄断调查,拆分风险,搜索引擎被openai挑战,就连人工智能都被人嘲笑起了个大早赶了个晚集。那个时候谷歌股东走在路上都会被人嫌弃。。。😅😅😅 没想到谷歌下半年成为了七姐妹中涨幅最大的,甚至超越了英伟达,这就是人类认知的局限,对自己不了解的事情容易人云亦云,通过印象去下判断,这在投资上是极其错误的。🥲🥲🥲 谷歌应该还有不错的潜力,他手握大把的AI应用生态,这应该是他区别所有竞争对手最大的优势,另外因为布局够早,算力储备和模型能力现在看都不是问题。资金就更是谷歌的优势了。和openai还要到处要饭完全不是一个概念。现在巴菲特赋能了,感觉谷歌还可以再涨十年😅😅 顺便说一下,现在最遭人嫌弃的应该就是meta和特斯拉了,会不会有那一天突然高攀不起呢?这似乎是一个轮回。🤪🤪🤪 说到最后,解决认知不足的关键还是buy the dip,长期持有~✊✊✊ $tsla $qqq $nvda #musk #马斯克 #特斯拉 #tesla #美股

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