【GOOGL突击】巴菲特 43 亿「压舱石」曝光！谷歌 Gemini 爆发：性能反超 OpenAI，自研 TPU 吊打英伟达？5 万亿市值不是梦！

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巴菲特退休前

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他最后一笔43亿美元的投资投给了谁

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勇哥有没有能成为第二家

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市值破5万亿美元的这个公司

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第一家是英伟达啊

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在美股当中

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英伟达曾经破过5万亿市值

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投资不是赌博

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而是一场有准备的出击

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我是福哥家人们啊

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今天来聊一聊啊

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就是呃最近呃比较火的啊

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这个谷歌我给大家好好的啊

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来讲讲啊

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巴菲特投了谁

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那谷歌有没有机会成为5万亿市值的

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这样的一个企业

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以及谷歌后续的一个操作策略

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我们不卖关子了啊

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大家知道啊

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巴菲特退休前的最后一笔

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43亿美元的这个投资

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毫无疑问

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那当然给到了谷歌啊

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大家知道啊

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他巴菲特是在什么时候哪里买的

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据我们从SEC的啊

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最新的一个持仓报告啊

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我们看到了啊

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巴菲特是在第三季度七到9月的时候啊

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可以说首次建仓的这个谷歌啊

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买入了这个1785万股啊

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那么持仓市值是43.4亿美元啊

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可以说位列十大重仓股诶

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那巴菲特怎么会投资谷歌

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他看中了谷歌的什么呢

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那么接下来我们看啊

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那我们的巴菲特他投资一个公司

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他的布局肯定是着眼于中长线啊

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自从巴菲特买入以后啊

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如果大家是有跟过谷歌的时候

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当时我都已经在243244

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我就提醒大家啊去建仓谷歌了啊

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当时我看到巴菲特啊进场谷歌

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我就知道中长线资金进场

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他基本面对吧

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有预期

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还有产品

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第二就这个技术面

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那么它又是上涨趋势当中

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所以谷歌啊从2431直涨到了现在的这个啊

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330啊

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330

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但还有没有空间啊

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接下来我们知道现在谷歌是4万亿市值了啊

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他有没有机会破5万亿市值啊

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接下来我们看看啊

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我给大家讲讲啊

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可能巴菲特呃不好意思说啊

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那我可以说出来

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就是说谷歌肯定会成为第二家

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破5万亿市值的公司

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来听我讲啊

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三个理由啊给到大家

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那谷歌最牛的是什么

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谷歌现在他为什么会突然爆发了啊

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以前都是英伟达

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对不对

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那AI芯片

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那么那谷歌也有AI芯片吗

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还真有啊

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他这个AI芯片啊

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TPU跟这个英伟达的GPU不一样

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那么GPU它就是纯算力的一个芯片

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但是谷歌的这个TPU啊

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它是纯推理的芯片啊

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谷歌生生开了一条路啊

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另一条不同于英伟达的

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一个属于这个谷歌生态的一条路啊

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这谷歌的JENEMY啊

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他的这个AI啊

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这个人工智能啊

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它性能已经赶超这个OpenAI啊这个模型了

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现在jet my啊呃已经月活用户超过6.5亿啊

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流量份额从5.4%

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飙升到18.2%啊

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可以说是自研的GPU芯片啊

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能效比显著啊

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优于英伟达A100训练成本啊

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降60%跌代周期啊

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缩到了40%啊

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可以说对外出租形成了自用商用的算力

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这个闭环

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大家知道MEA是不是也在租用谷歌的它的DU啊

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还有一个苹果跟这个谷歌结盟了

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还有啊大家知道啊

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那谷歌的AI这个JENEMY啊

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可以说深度的嵌入了他的这个谷歌搜索油管

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安卓

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还有他的vers app等高频入口

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AI欧文view啊

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可以说是覆盖了这个整个20亿用户

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所以AI max广告工具提升转化率14%

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油管的啊加EMA精准投放

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转化率飙升40%

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实现了AI技术到收入的高效转化啊

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所以谷歌现在真的是这个生态圈已形成了

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形成了一个全链条的这个壁垒

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构建这个护城河

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从它的芯片TPU到模型的GERMANYI

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到基础设施

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谷歌云到应用层全链路整合70%的啊

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谷歌云客户使用AI工具套件

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1550亿美元中啊

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可以说这个50%到60啊

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来自AI项目

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形成了竞争对手难以复制的技术与商业壁垒

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大家知道啊

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为什么这个巴菲特看好谷歌了吧

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所以谷歌我相信啊

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对它的使用他的产品

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我们的这个网友们的这个渗透啊

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是无与伦比的

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我也用这个JIME的

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哎呀

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我觉得是真好用啊

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ji me用不用这个谷歌的jenny啊

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协助你来办公啊

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一起分享一些趣事啊

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真的是有问有答

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那芯片低估它就是一个推理模型啊

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很有别于一般的这个AI芯片啊

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那么像那个英伟达我刚才讲过了啊

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英伟达就偏重于这个算力效率对吧

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所以呢我们的这个回答啊

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谷歌现在呢

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我觉得就是从巴菲特的这个长线的投资

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还有技术面上啊

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我们的这个谷歌依然是一个上涨趋势啊

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基本面上刚才我也讲了啊

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谷歌它是已经形成了属于自己的呃

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AI垄断生态圈

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所以后续啊万亿市值肯定要破的啊

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今年我们可能就会看到谷歌万亿了啊

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如果它达到5万亿的话啊

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家人们

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那么它的股价应该是多少

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那起码要涨到30%的话

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那起码股价

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那么我们的谷歌它股价应该420才合适啊

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这个不是把奥今年必破啊

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好那么我们再给他一个短线的操作策略

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按照我们惯例

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那么我们知道接下来今天回调

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大家不用担心啊

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321呃

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300啊

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都是呢谷歌的技术面试领域的

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短期的一个我们支撑啊

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回调啊

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其实企稳的话啊

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很快会再再创新高的啊

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所以不用担心好

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那我们给到大家的一个策略啊

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回调啊

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回调如果啊真的是有机会再回调到320

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这300的话

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闭着眼睛买就行了

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或者突破

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那就突破

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突破340~345啊

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都可以买入啊

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买入一成吧

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那我们的目标基本上我们就看到4202啊

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我建议大家呢就做一个中线

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稳稳当当的30%好好

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所以今天的这个谷歌啊

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给到大家的这个呃我的一个看见啊

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不仅仅是我的看见啊

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巴菲特的看见那苹果他的选择

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还有mate的他的其他巨头的选择啊

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还有他们能看见家人们

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谷歌你看到哪里呢

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它的市值能破5万亿市值吗

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好大家也可以留言啊

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在我的这个视频下方

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