GOOGL · Alphabet,谷歌的母公司
GOOGL — 带来源的观点和研究笔记,按原话记录。不是投资建议。
过去 14 天内已发表研究对 GOOGL 说了什么
在此窗口内,没有任何被追踪的研究机构把 GOOGL 作为文章的主要标的。
关于 GOOGL 的方向性表态,有据可查
每一行都是一个带日期的事实:某个具名来源对 GOOGL 表达了一个方向。若研究机构转述的是某券商的评级变动,原始发声方列在“经由”一列。这些都不是 Quant Data 的推荐;记录下来,是为了日后能对照价格实际走势加以检验。
| 日期 | 研究机构 | 经由 | 表态 | 表态内容 |
|---|---|---|---|---|
| 2026-10-21 | TMT Breakout | Mizuho | 看空 | Cut Alphabet's valuation multiple to 23x from 30x on search risk. |
| 2026-10-01 | TMT Breakout | Citi | 看多 | Buy, price target $447, saying Gemini 4 Argon is first on 14 of 19 core benchmarks and removes an AI overhang. |
| 2026-10-01 | FundaAI | FundaAI | 看多 | Bullish on GOOGL after Gemini 4 Argon, provided broader use confirms the benchmark gains; no valuation or target given. |
提及 GOOGL 的研究笔记
- 2026年10月22日 — Eight research pieces from five publishers: Tech and AI infrastructure face liquidation, Meta's funding plans spark concern, and Western Digital beats expectations
- 2026年10月21日 — Quant Data Daily Research Notes: 10 pieces from 6 publishers covering SpaceX, Netflix, and Meta earnings
- 2026年10月20日 — Ten research notes from six publishers: Citrini runs an autonomous drug design campaign, FundaAI reviews OCP 2026 timelines, and TMT Breakout tracks credit default swap spreads
- 2026年10月15日 — Ten research pieces from six publishers: ASML and TSMC earnings reviews, Anthropic's Q3 revenue debate, and a deep dive into ASML's secret hybrid bonding tool
- 2026年10月12日 — Seven research notes from four publishers: Meta launches Muse Wonder, CPU prices rise, and a wave of software rating changes
- 2026年10月6日 — Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets
- 2026年10月1日 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- 2026年9月9日 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- 2026年9月8日 — Eight notes from five publishers: OpenAI's Astra reshapes the AI capex debate, GS/Citi TMT conference recaps, and a wave of sell-side rating changes
带来源的观点和研究笔记,按原话记录。不是投资建议。
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