美东时间 7 月 24 日盘后,$谷歌-A(GOOGL.US) $谷歌-C(GOOG.US) 发布了 2025 年二季度财报。因搜索份额和反垄断诉讼争议,谷歌估值一直被压制,明显低于其他 Mag 7。实际来看,或许未来侵蚀风险仍然存在,但谷歌先尝到了 AI 的甜头,使得管理层自信上提 Capex 全年指引,体现转型决心。具体来看核心信息:1. 搜索又担忧过头了?:搜索业务一直是近两年造成预期差的...
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