


190 before earnings, but not my profit-taking point, waiting for a wilder uptrend 😆
昨天 Google 是自 2 月财报高点以来,第一次收盘站稳在 180 以上,而且突破了 6.10 和 6.30 两次冲击 180 受阻的 181.2。
叠加最近 Google 对 OpenAI 收购 Windsurf 的截胡,Google 收获了 Windsurf 的核心团队以增强其 AI 人才库。自 I/O 大会后,Google 在 AI 竞争上也越来越激进和有攻击性,这是很好的势头
接下来可能会进入财报前的 pre run,看好下周四前突破 190,期待财报带来真正的叙事变化。在此之前不会对 long call 做操作了,下周初计划短 put 买个保险,我等待的不是 190 也不是 200,是 Google 叙事扭转带来的估值变化,走出类似 Meta 和微软的趋势
$Alphabet(GOOGL.US)$Alphabet - C(GOOG.US)
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