[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-alphabet-stock-is-up-26-5-over-the-past-year-still-a-buy-at-320-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":186,"relatedPosts":192,"suggestedPosts":272},{"id":152,"title":153,"date":154,"modified":154,"excerpt":155,"content":156,"wordCount":157,"lang":158,"uri":159,"slug":160,"cloudinaryAssetId":161,"featuredImageOriginalUrl":162,"featuredImageMetadata":163,"author":166,"editor":172,"categories":177,"relatedPosts":183,"seo":184},145194,"Alphabet股价过去一年上涨26.5%。在320美元价位仍值得买入吗？","2026-10-25T15:24:57","\u003Cp>Alphabet股价在一年内上涨了27%，但仍比5月份创下的403美元历史高点低21%。800亿美元的股票出售计划和2050亿美元的资本支出计划解释了这一差距。\u003C\u002Fp>","\u003Ch2 class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Alphabet 股价过去一年上涨 26.5% 至 $320.21，但仍较其 5 月 13 日创下的 $402.62 收盘纪录低 20.5%。\u003C\u002Fli>\n\n\n\n\u003Cli>自 5 月以来的下跌，源于 6 月宣布的 800 亿美元股权融资计划，以及 7 月将 2026 年资本支出指引上调至 1950 亿至 2050 亿美元，导致股价在 7 月 23 日下跌 7.13% 至 $317.69。\u003C\u002Fli>\n\n\n\n\u003Cli>分析师仍预计营收将从 2026 年的 5001.4 亿美元增长至 2027 年的 6268.2 亿美元。\u003C\u002Fli>\n\n\n\n\u003Cli>第三季度业绩将于 10 月 28 日（周三）公布。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Alphabet (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=11311662&ref=q2enxr\">GOOGL\u003C\u002Fa>)\u003C\u002Fstrong> 股价自 2025 年 10 月下旬以来上涨了 26.5%，于 10 月 23 日收于 $320.21，但过去五个月的大部分时间里，走势却截然相反，这始于 Alphabet 开始通过发行新股和今年已两次上调的资本支出预算来为其 AI 建设提供资金。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这就是一年期涨幅数字背后的矛盾。Alphabet 股价在 5 月 13 日创下 $402.62 的收盘纪录，因此根据我的计算，周五的价格较该峰值低 20.5%，也较过去一年的平均收盘价 $332.77 低 3.8%。\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-how-alphabet-stock-climbed-to-a-403-record\" class=\"wp-block-heading\">Alphabet 股价如何攀升至 $403 的纪录\u003C\u002Fh3>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1120\" height=\"742\" data-public-id=\"images\u002Fimage-595_1451962f757\u002Fimage-595_1451962f757.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1120,h_742,c_scale\u002Ff_webp,q_auto\u002Fv1792935591\u002Fimages\u002Fimage-595_1451962f757\u002Fimage-595_1451962f757.png?_i=AA\" alt=\"alphabet GOOGL Stock Price: 1-Year (TIKR)\" class=\"wp-post-145194 wp-image-145196\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792935591\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792935591\u002Fimages\u002Fimage-595_1451962f757\u002Fimage-595_1451962f757.png?_i=AA 1120w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792935591\u002Fimages\u002Fimage-595_1451962f757\u002Fimage-595_1451962f757.png?_i=AA 300w\" sizes=\"auto, (max-width: 1120px) 100vw, 1120px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">GOOGL 股价：1 年走势 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">年初股价为 $253.08，即图表上的低点，大部分涨幅出现在春季。在 3 月底跌至 270 多美元中段后，股价因 Alphabet 的 \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F0001652044\u002F000165204426000043\u002Fgoogexhibit991q12026.htm\">4 月 29 日第一季度报告\u003C\u002Fa> 而转向。营收增长 22% 至 1099 亿美元，Google Cloud 增长 63% 至 200 亿美元，云业务积压订单在一个季度内几乎翻倍，超过 4600 亿美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">次日股价跳空高开，并持续攀升至 5 月 13 日的纪录。两天后，\u003Cstrong>伯克希尔·哈撒韦 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=255251&tid=2594156&ref=q2enxr\">BRK.B\u003C\u002Fa>)\u003C\u002Fstrong> 披露其在第一季度 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fberkshire-hathaway-increases-alphabet-nasdaq-googl-stock-stake-to-make-google-parent-its-7th-largest-holding\">将其 Alphabet 持股增加了 224%，使这家谷歌母公司成为其第七大持仓，价值 166 亿美元\u003C\u002Fa>。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">随后 Alphabet 开始为 AI 建设买单\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1116\" height=\"742\" data-public-id=\"images\u002Fimage-594_1451951835a\u002Fimage-594_1451951835a.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1116,h_742,c_scale\u002Ff_webp,q_auto\u002Fv1792935586\u002Fimages\u002Fimage-594_1451951835a\u002Fimage-594_1451951835a.png?_i=AA\" alt=\"alphabet GOOGL Stock Price Close (High, Low and Mean): 1-Year (TIKR)\" class=\"wp-post-145194 wp-image-145195\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792935586\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792935586\u002Fimages\u002Fimage-594_1451951835a\u002Fimage-594_1451951835a.png?_i=AA 1116w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792935586\u002Fimages\u002Fimage-594_1451951835a\u002Fimage-594_1451951835a.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792935586\u002Fimages\u002Fimage-594_1451951835a\u002Fimage-594_1451951835a.png?_i=AA 300w\" sizes=\"auto, (max-width: 1116px) 100vw, 1116px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">GOOGL 收盘价（最高、最低及均值）：1 年走势 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">6 月 1 日，Alphabet 公布了筹集 800 亿美元股权的计划，其中包括来自伯克希尔的 100 亿美元以及第三季度开始的 400 亿美元\"随市发行\"计划。承销的 A 类股票 \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F0001652044\u002F000119312526254490\u002Fd110089dfwp.htm\">定价为 $355.1982\u003C\u002Fa>，较 5 月 13 日的纪录低 11.8%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F0001652044\u002F000165204426000066\u002Fgoogexhibit991q22026.htm\">7 月 22 日的第二季度报告\u003C\u002Fa> 在营收方面表现强劲：营收增长 24% 至 1198 亿美元，Google Cloud 增速加快至 82%，达到 248 亿美元。但 Alphabet 同时将其 2026 年资本支出指引从 1800 亿至 1900 亿美元上调至 1950 亿至 2050 亿美元，且 449 亿美元的季度资本支出导致自由现金流转为负值。股价在 7 月 23 日下跌 7.13% 至 $317.69。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">到 8 月 4 日反弹 18.9% 至 $377.65 的涨幅在几天内消退，Alphabet 股价在 8 月下旬和 9 月期间在 330 多美元至 350 多美元中段之间徘徊。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Google Cloud CEO Thomas Kurian 在 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=29096&tid=11311662&e=2017264539&ts=3822288&ref=q2enxr\">高盛 9 月 8 日的 Communacopia + 技术大会\u003C\u002Fa> 上阐述了回报逻辑：\"我们 AI 服务器的总体投资回收期不到 2 年，使用我们自研芯片的回收期是前者的一半。\"他补充说，大多数基础设施合同都是长期的五年期承诺。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-tracks-50-analysts-on-alphabet-how-many-say-buy\" class=\"wp-block-heading\">\u003Cstrong>TIKR 追踪 50 位分析师对 Alphabet 的看法。有多少人给出\"买入\"评级？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在一个地方查看 Alphabet 的买入、持有和卖出评级的完整细分，以及华尔街的营收和盈利预测。超过 50 万投资者使用 TIKR 研究此类股票。\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看 Alphabet 的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-october-pulled-anthropic-into-alphabet-s-story\" class=\"wp-block-heading\">10 月，Anthropic 成为 Alphabet 故事的一部分\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Alphabet 股价在 10 月 13 日收于 $353.78，并在接下来的八个交易日下跌了 9.5%。在同一时期，路透社在 10 月 15 日报道称，一些 Anthropic 投资者正在讨论约 1.5 万亿美元的 IPO 估值，低于此前约 2 万亿美元的估值，原因是该 AI 实验室的季度环比营收增长放缓至 45%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这对 Alphabet 有双重影响。股权投资的收益增加了报告盈利：Alphabet 在第二季度记录了 990 亿美元的股权证券净收益，这帮助每股收益增长了 294% 至 $9.11。此外，据路透社援引加拿大丰业银行的估算，Anthropic 据称已承诺向 Google Cloud 投入约 1110 亿美元，约占该部门已披露积压订单的 22%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">抛售在 10 月 22 日加剧，Alphabet 下跌 3.15% 至 $324.22，此前一天 \u003Cstrong>Meta Platforms (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscripts?cid=20765463&tid=126910337&ref=q2enxr\">META\u003C\u002Fa>)\u003C\u002Fstrong> 上调了其资本支出预测的低端，并宣布发行新的无投票权股票类别以帮助为 AI 支出融资。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-the-street-still-expects-from-googl\" class=\"wp-block-heading\">华尔街对 GOOGL 仍有何期待\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1112\" height=\"740\" data-public-id=\"images\u002Fimage-596_14519771303\u002Fimage-596_14519771303.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1112,h_740,c_scale\u002Ff_webp,q_auto\u002Fv1792935611\u002Fimages\u002Fimage-596_14519771303\u002Fimage-596_14519771303.png?_i=AA\" alt=\"alphabet GOOGL Revenue Estimates: 2026-2028 (TIKR)\" class=\"wp-post-145194 wp-image-145197\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792935611\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792935611\u002Fimages\u002Fimage-596_14519771303\u002Fimage-596_14519771303.png?_i=AA 1112w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792935611\u002Fimages\u002Fimage-596_14519771303\u002Fimage-596_14519771303.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792935611\u002Fimages\u002Fimage-596_14519771303\u002Fimage-596_14519771303.png?_i=AA 300w\" sizes=\"auto, (max-width: 1112px) 100vw, 1112px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">GOOGL 营收预测：2026-2028\u003Cstrong> (TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">分析师并未预测增长放缓。共识预期是营收将从 2026 年的 5001.4 亿美元攀升至 2027 年的 6268.2 亿美元，增幅 25.3%，并在 2028 年达到 7547.6 亿美元。标准化每股收益预计将从 $11.89 升至 $15.36，再到 $18.16，根据我的计算，两年内增长 52.7%。第二季度 $9.11 的 GAAP 每股收益占全年标准化预测值 $11.89 的 76.6%，但这两个数字不能直接比较：季度 GAAP 盈利包含了 990 亿美元的税前股权证券净收益。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1116\" height=\"736\" data-public-id=\"images\u002Fimage-597_145198729ad\u002Fimage-597_145198729ad.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1116,h_736,c_scale\u002Ff_webp,q_auto\u002Fv1792935631\u002Fimages\u002Fimage-597_145198729ad\u002Fimage-597_145198729ad.png?_i=AA\" alt=\"alphabet GOOGL Normalized EPS Estimates: 2026-2028 (TIKR)\" class=\"wp-post-145194 wp-image-145198\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792935631\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792935631\u002Fimages\u002Fimage-597_145198729ad\u002Fimage-597_145198729ad.png?_i=AA 1116w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_198,c_scale\u002Ff_webp,q_auto\u002Fv1792935631\u002Fimages\u002Fimage-597_145198729ad\u002Fimage-597_145198729ad.png?_i=AA 300w\" sizes=\"auto, (max-width: 1116px) 100vw, 1116px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">GOOGL 标准化每股收益预测：2026-2028 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Alphabet 股价需要从 10 月 28 日得到什么\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Alphabet 将于 10 月 28 日（周三）公布第三季度业绩。华尔街对 2026 年 $500.14 billion 的预测意味着，在 2297 亿美元的上半年营收之后，下半年需达到 2704.4 亿美元，即平均每季度 1352.2 亿美元。这比第二季度的 1198 亿美元高出 12.9%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Alphabet 股价从纪录高点回落，恰逢其 6 月的股权融资和 7 月的资本支出上调，尽管营收增长在加速。投资者还面临着对 Gemini 延迟和 AI 领域竞争的担忧。因此，周三最重要的数字是 Alphabet 关于 2027 年资本支出的任何说法，这需要与上季度增速达 82% 的云业务增长进行权衡。如果云业务持续加速且积压订单（超越 Anthropic 的承诺）持续增长，那么当前的价格在我看来像是一次过度修正。如果再次出现一个没有附带投资回收期数字的、开放式的资本支出上调，那么要弥合这个估值差距将更加困难。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-alphabet-stock-actually-worth\" class=\"wp-block-heading\">\u003Cbr>那么 Alphabet 股票的实际价值是多少？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-so-what-is-name-stock-actually-worth\">\u003Cbr>TIKR 让你在一分钟内预测任何股票的未来价格。只需在 TIKR 的估值模型中输入几个假设，就能看到 GOOGL 股票可能的价值。可以从华尔街共识预测开始，或者调整输入参数以反映你对业务的看法。免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">免费为 Alphabet Inc. 估值\u003Cstrong>\u003Cem>→\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">免责声明：\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR 上的文章并非 TIKR 或其内容团队提供的投资或财务建议，也不是买入或卖出任何股票的建议。我们根据 TIKR Terminal 的投资数据和分析师预测创建内容。我们的分析可能未包含近期的公司新闻或重要更新。TIKR 对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>",1089,"zh","\u002Fblog\u002Falphabet-stock-is-up-26-5-over-the-past-year-still-a-buy-at-320","alphabet-stock-is-up-26-5-over-the-past-year-still-a-buy-at-320","images\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792780118\u002Fimages\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars.png?_i=AA",{"altText":164,"imageCredit":165},"Alphabet Stock Is Up 26.5% Over the Past Year. Still a Buy at $320?"," Robert Kneschke via Canva",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Gian Estrada","giantikr","author","",[],{"name":173,"slug":174,"role":175,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":176},"David Hanson","davidtikr","editor",[],[178],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":164,"metaDesc":185,"opengraphDescription":185,"twitterTitle":164,"twitterDescription":185},"Alphabet stock is up 27% in a year, yet sits 21% below May’s $403 record. An $80 billion stock sale and a $205 billion capex plan explain the gap.",{"title":164,"description":185,"twitterTitle":164,"twitterDescription":185,"author":167,"articlePublisher":187,"articlePublishedTime":154,"articleModifiedTime":154,"twitterLabel1":188,"twitterData1":189,"ogTitle":164,"ogDescription":185,"ogUrl":159,"ogImage":162,"ogImageWidth":190,"ogImageHeight":191,"ogImageSecureUrl":162,"ogImageAlt":164,"twitterImage":162},"TIKR.com","预计阅读时间","3 minutes",1200,630,[193,210,227,242,257],{"id":182,"title":194,"date":195,"excerpt":196,"wordCount":197,"uri":198,"slug":199,"cloudinaryAssetId":200,"featuredImageOriginalUrl":201,"featuredImageMetadata":202,"author":203,"categories":207,"relatedPosts":209},"Amkor上涨4.7%，因与英伟达达成13亿美元新协议凸显封装\"关键作用\"","2026-10-25 15:20:00","当英伟达预先付款时，产能必然吃紧",857,"\u002Fblog\u002Famkor-rises-4-7-on-new-1-3-billion-nvidia-deal-highlighting-the-critical-role-of-packaging","amkor-rises-4-7-on-new-1-3-billion-nvidia-deal-highlighting-the-critical-role-of-packaging","images\u002FFEATURED-IMAGE-MAKER-1818\u002FFEATURED-IMAGE-MAKER-1818","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792252365\u002Fimages\u002FFEATURED-IMAGE-MAKER-1818\u002FFEATURED-IMAGE-MAKER-1818.png?_i=AA",{"altText":194},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":206},"Bobby Sankhagowit","bobby",[],[208],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":211,"date":212,"excerpt":213,"wordCount":214,"uri":215,"slug":216,"cloudinaryAssetId":217,"featuredImageOriginalUrl":218,"featuredImageMetadata":219,"author":220,"categories":224,"relatedPosts":226},"Robinhood上涨3.8%，Rosenblatt首予买入评级，称其为\"一代人的增长故事\"","2026-10-25 15:00:00","价格昂贵，这没错，但只要盈利能兑现，这笔账就算得过来",789,"\u002Fblog\u002Frobinhood-gains-3-8-as-rosenblatt-initiates-at-buy-calls-it-a-generational-growth-story","robinhood-gains-3-8-as-rosenblatt-initiates-at-buy-calls-it-a-generational-growth-story","images\u002FHOOD-stock-@Andrew-Neel-from-Pexels-via-Canva-@Bigc-Studio-via-Canva-1\u002FHOOD-stock-@Andrew-Neel-from-Pexels-via-Canva-@Bigc-Studio-via-Canva-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1790754477\u002Fimages\u002FHOOD-stock-@Andrew-Neel-from-Pexels-via-Canva-@Bigc-Studio-via-Canva-1\u002FHOOD-stock-@Andrew-Neel-from-Pexels-via-Canva-@Bigc-Studio-via-Canva-1.png?_i=AA",{"altText":211},{"name":221,"slug":222,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":223},"Rexielyn Diaz","rexietikr",[],[225],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":228,"date":229,"excerpt":230,"wordCount":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":237,"categories":239,"relatedPosts":241},"Constellation Energy承诺为谷歌提供890兆瓦的升级电力：满足\"日益增长的能源需求\"","2026-10-25 14:00:00","Constellation能源公司获得谷歌3590兆瓦电力合同并上调业绩预期，但今年股价仍下跌30%。",877,"\u002Fblog\u002Fconstellation-energy-pledges-890-mw-of-uprates-for-google-growing-energy-needs","constellation-energy-pledges-890-mw-of-uprates-for-google-growing-energy-needs","images\u002FCEG-stock_14515211fc7\u002FCEG-stock_14515211fc7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792932577\u002Fimages\u002FCEG-stock_14515211fc7\u002FCEG-stock_14515211fc7.png?_i=AA",{"altText":228},{"name":221,"slug":222,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":238},[],[240],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":243,"date":244,"excerpt":245,"wordCount":246,"uri":247,"slug":248,"cloudinaryAssetId":249,"featuredImageOriginalUrl":250,"featuredImageMetadata":251,"author":252,"categories":254,"relatedPosts":256},"Vistra股价三个月内下跌17%，尽管获得42亿美元核电贷款提议","2026-10-25 13:50:00","Vistra股价较其高点下跌31%，尽管获得了42亿美元的联邦核能贷款支持，并签下了2,609兆瓦的Meta数据中心供电合同。",885,"\u002Fblog\u002Fvistra-slides-17-in-three-months-despite-a-4-2-billion-nuclear-loan-offer","vistra-slides-17-in-three-months-despite-a-4-2-billion-nuclear-loan-offer","images\u002FVST-stock_14515124a59\u002FVST-stock_14515124a59","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792932448\u002Fimages\u002FVST-stock_14515124a59\u002FVST-stock_14515124a59.png?_i=AA",{"altText":243},{"name":221,"slug":222,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":253},[],[255],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":258,"date":259,"excerpt":260,"wordCount":261,"uri":262,"slug":263,"cloudinaryAssetId":264,"featuredImageOriginalUrl":265,"featuredImageMetadata":266,"author":267,"categories":269,"relatedPosts":271},"Nebius从花旗集团获得35亿美元融资，从可转换债券转向担保债务","2026-10-25 13:40:00","Nebius获得花旗35亿美元信贷额度，以担保债务置换可转债稀释风险，当前股价较峰值下跌47%。",900,"\u002Fblog\u002Fnebius-secures-3-5-billion-from-citi-as-it-shifts-from-converts-to-secured-debt","nebius-secures-3-5-billion-from-citi-as-it-shifts-from-converts-to-secured-debt","images\u002FNBIS-stock_145149e6022\u002FNBIS-stock_145149e6022","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792932316\u002Fimages\u002FNBIS-stock_145149e6022\u002FNBIS-stock_145149e6022.png?_i=AA",{"altText":258},{"name":221,"slug":222,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":268},[],[270],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],[273,293,308,323,338],{"id":182,"title":274,"date":275,"excerpt":276,"wordCount":277,"uri":278,"slug":279,"cloudinaryAssetId":280,"featuredImageOriginalUrl":281,"featuredImageMetadata":282,"author":283,"categories":287,"relatedPosts":292},"Meta股价在营收超预期后单日下跌7%。是时候卖出还是加仓？","2026-10-24 20:50:00","Meta营收超出预期，但受AI支出担忧冲击科技股影响，股价单日仍下跌7%。财报电话会议披露了Muse成本下降的具体数据。",995,"\u002Fblog\u002Fmeta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","meta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","images\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852857\u002Fimages\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed.png?_i=AA",{"altText":274},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":286},"Wiltone Asuncion","wiltonetikr",[],[288],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":182,"title":294,"date":295,"excerpt":296,"wordCount":297,"uri":298,"slug":299,"cloudinaryAssetId":300,"featuredImageOriginalUrl":301,"featuredImageMetadata":302,"author":303,"categories":305,"relatedPosts":307},"Netflix股价在2026年已下跌近30%。是时候卖出还是加仓？","2026-10-24 20:45:00","Netflix联席CEO表示，其美国剧集在2026年将实现\"二垒打和三垒打\"，而全球市场则需要\"本垒打\"。股价报65.85美元，估值更接近迪士尼而非Spotify，TIKR模型揭示了买家支付的对价。",1008,"\u002Fblog\u002Fnetflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","netflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","images\u002F12-9_144968b5caa\u002F12-9_144968b5caa","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852841\u002Fimages\u002F12-9_144968b5caa\u002F12-9_144968b5caa.png?_i=AA",{"altText":294},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":304},[],[306],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},[],{"id":182,"title":309,"date":310,"excerpt":311,"wordCount":312,"uri":313,"slug":314,"cloudinaryAssetId":315,"featuredImageOriginalUrl":316,"featuredImageMetadata":317,"author":318,"categories":320,"relatedPosts":322},"可口可乐股价在创下52周新高后次日下跌。以下是10月27日印度市场为何重要的原因","2026-10-24 20:40:00","可口可乐在10月23日市场普跌中下跌2.76%，此前一天其股价刚创下52周新高。其上份财报显示，亚太地区销量增长最为强劲，但在印度市场份额有所下滑，这将是10月27日（发布新财报时）需要关注的重点。",879,"\u002Fblog\u002Fcoca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","coca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","images\u002F11-10_14496728c3f\u002F11-10_14496728c3f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852801\u002Fimages\u002F11-10_14496728c3f\u002F11-10_14496728c3f.png?_i=AA",{"altText":309},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":319},[],[321],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},[],{"id":182,"title":324,"date":325,"excerpt":326,"wordCount":327,"uri":328,"slug":329,"cloudinaryAssetId":330,"featuredImageOriginalUrl":331,"featuredImageMetadata":332,"author":333,"categories":335,"relatedPosts":337},"ServiceNow 欲成安全领域头号玩家 其77.5亿美元收购Armis的交易需在10月28日证明什么","2026-10-24 20:35:00","ServiceNow首席执行官表示，公司已成为第八大企业安全供应商，并立志成为行业第一。为实现这一目标进行的收购已对GAAP利润率造成压力，而10月28日将是他发表该言论后的首份财报发布日。",965,"\u002Fblog\u002Fservicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","servicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","images\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852762\u002Fimages\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7.png?_i=AA",{"altText":324},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":334},[],[336],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},[],{"id":182,"title":339,"date":340,"excerpt":341,"wordCount":342,"uri":343,"slug":344,"cloudinaryAssetId":345,"featuredImageOriginalUrl":346,"featuredImageMetadata":347,"author":348,"categories":350,"relatedPosts":352},"艾伯维获FDA批准Skyrizi居家治疗克罗恩病。预计何时将体现在销售额中","2026-10-24 20:30:00","美国食品药品监督管理局于10月23日批准了Skyrizi用于克罗恩病的家庭诱导治疗，这比艾伯维公布第三季度财报早了一周。商业部门负责人杰夫·斯图尔特曾表示，完全付费准入通常需要60至90天，这意味着销售回报将指向2027年初。",914,"\u002Fblog\u002Fabbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","abbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","images\u002F9-14_14496561577\u002F9-14_14496561577","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852734\u002Fimages\u002F9-14_14496561577\u002F9-14_14496561577.png?_i=AA",{"altText":339},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":349},[],[351],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},[]]