{"id":45920,"date":"2026-04-30T02:56:41","date_gmt":"2026-04-30T02:56:41","guid":{"rendered":"https:\/\/www.vtmarketsmy.com\/cn\/uncategorized\/%e8%b4%a2%e6%8a%a5%e5%90%8e%e4%bb%85alphabet%e4%b8%8a%e6%b6%a8%ef%bc%8cmeta%e3%80%81%e4%ba%9a%e9%a9%ac%e9%80%8a%e5%92%8c%e5%be%ae%e8%bd%af%e8%99%bd%e8%b6%85%e9%a2%84%e6%9c%9f%e5%8d%b4%e5%9c%a8\/"},"modified":"2026-04-30T02:56:41","modified_gmt":"2026-04-30T02:56:41","slug":"%e8%b4%a2%e6%8a%a5%e5%90%8e%e4%bb%85alphabet%e4%b8%8a%e6%b6%a8%ef%bc%8cmeta%e3%80%81%e4%ba%9a%e9%a9%ac%e9%80%8a%e5%92%8c%e5%be%ae%e8%bd%af%e8%99%bd%e8%b6%85%e9%a2%84%e6%9c%9f%e5%8d%b4%e5%9c%a8","status":"publish","type":"post","link":"https:\/\/www.vtmarketsmy.com\/cn\/live-updates\/%e8%b4%a2%e6%8a%a5%e5%90%8e%e4%bb%85alphabet%e4%b8%8a%e6%b6%a8%ef%bc%8cmeta%e3%80%81%e4%ba%9a%e9%a9%ac%e9%80%8a%e5%92%8c%e5%be%ae%e8%bd%af%e8%99%bd%e8%b6%85%e9%a2%84%e6%9c%9f%e5%8d%b4%e5%9c%a8\/","title":{"rendered":"\u8d22\u62a5\u540e\u4ec5Alphabet\u4e0a\u6da8\uff0cMeta\u3001\u4e9a\u9a6c\u900a\u548c\u5fae\u8f6f\u867d\u8d85\u9884\u671f\u5374\u5728\u76d8\u540e\u4e0b\u8dcc"},"content":{"rendered":"

Alphabet \u662f\u5468\u4e09\u53d1\u5e03\u8d22\u62a5\u540e\uff0c\u76d8\u540e\u4ea4\u6613\u552f\u4e00\u4e0a\u6da8\u7684\u201c\u7f8e\u80a1\u4e03\u5de8\u5934\u201d\uff08Magnificent 7\uff0c\u6307\u7f8e\u56fd7\u5bb6\u5927\u578b\u79d1\u6280\u9f99\u5934\u80a1\uff09\u80a1\u7968\u3002\u5c3d\u7ba1 Meta Platforms\u3001Amazon \u548c Microsoft \u8fd9\u56db\u5bb6\u516c\u53f8\u90fd\u8d85\u51fa\u5206\u6790\u5e08\u5bf9\u76c8\u5229\u4e0e\u8425\u6536\u7684\u9884\u6d4b\uff0cMeta\u3001Amazon \u4e0e Microsoft \u4ecd\u4e0b\u8dcc\u3002<\/p>\n

Alphabet \u80a1\u4ef7\u76d8\u540e\u4e0a\u6da8 5.8%\uff0c\u4ece\u63a5\u8fd1 350 \u7f8e\u5143\u5347\u81f3 370 \u7f8e\u5143\u3002Meta \u4e0b\u8dcc\u903e 6%\uff0cMicrosoft \u4e0e Amazon \u5404\u8dcc\u7ea6 2%\u3002<\/p>\n

Alphabet \u8d22\u62a5\u4e0e\u76d8\u540e\u53cd\u5e94<\/h3>\n

Alphabet \u516c\u5e03\u6309 GAAP\uff08\u4e00\u822c\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\uff0c\u5c5e\u4e8e\u6cd5\u5b9a\u4f1a\u8ba1\u53e3\u5f84\uff09\u8ba1\u7b97\u7684\u6bcf\u80a1\u76c8\u5229\uff08EPS\uff0c\u5373\u201c\u6bcf\u80a1\u8d5a\u591a\u5c11\u94b1\u201d\uff09\u4e3a 5.11 \u7f8e\u5143\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u4f30\u7684 2.67 \u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u8425\u6536\u4e3a 1099 \u4ebf\u7f8e\u5143\uff0c\u6bd4\u5e02\u573a\u4e00\u81f4\u9884\u671f\u9ad8\u7ea6 30 \u4ebf\u7f8e\u5143\u3002<\/p>\n

\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f\u903e 80%\uff0c\u4e3b\u8981\u6765\u81ea\u201c\u672a\u5b9e\u73b0\u6536\u76ca\u201d\uff08unrealised gains\uff0c\u5373\u8d26\u9762\u589e\u503c\u3001\u8fd8\u6ca1\u5356\u51fa\u6240\u4ee5\u672a\u5151\u73b0\uff09\u2014\u2014\u4e0e\u201c\u975e\u4e0a\u5e02\u80a1\u6743\u8bc1\u5238\u201d\uff08nonmarketable equity securities\uff0c\u6307\u672a\u5728\u516c\u5f00\u5e02\u573a\u4ea4\u6613\u7684\u80a1\u6743\u6295\u8d44\uff09\u76f8\u5173\u3002\u8fc7\u53bb\u4e00\u5e74\uff0c\u8fd9\u7c7b\u8d44\u4ea7\u7684\u8d26\u9762\u4ef7\u503c\u63a5\u8fd1\u7ffb\u4e86\u4e09\u500d\uff0c\u8fbe\u5230\u63a5\u8fd1 370 \u4ebf\u7f8e\u5143\u3002<\/p>\n

Google Cloud \u8425\u6536\u540c\u6bd4\u589e\u957f 63% \u81f3 200 \u4ebf\u7f8e\u5143\u3002\u641c\u7d22\uff08Search\uff09\u8425\u6536\u589e\u957f 19% \u81f3 604 \u4ebf\u7f8e\u5143\u3002<\/p>\n

YouTube \u5e7f\u544a\u8425\u6536\u540c\u6bd4\u589e\u957f 11% \u81f3\u63a5\u8fd1 100 \u4ebf\u7f8e\u5143\u3002\u8ba2\u9605\u3001\u5e73\u53f0\u4e0e\u8bbe\u5907\uff08Subscription, platforms and devices\uff09\u8425\u6536\u540c\u6bd4\u589e\u957f 19% \u81f3 124 \u4ebf\u7f8e\u5143\u3002<\/p>\n

\u671f\u6743\u4ed3\u4f4d\u4e0e\u4ea4\u6613\u601d\u8def<\/h3>\n

Other Bets\uff08\u201c\u5176\u4ed6\u4e1a\u52a1\u201d\uff0c\u5982\u957f\u671f\u5b9e\u9a8c\u9879\u76ee\uff09\u4e0e Google Network\uff08Google \u7684\u5e7f\u544a\u7f51\u7edc\u4e1a\u52a1\uff09\u8425\u6536\u5c0f\u5e45\u4e0b\u6ed1\u3002<\/p>\n

\u80a1\u4ef7\u76d8\u540e\u5347\u81f3 370 \u7f8e\u5143\uff0cAlphabet \u7684\u671f\u6743\u5f88\u53ef\u80fd\u51fa\u73b0\u660e\u663e\u7684\u201cIV crush\u201d\uff08\u9690\u542b\u6ce2\u52a8\u7387\u4e0b\u8dcc\uff0c\u901a\u5e38\u5728\u8d22\u62a5\u516c\u5e03\u540e\u4e0d\u786e\u5b9a\u6027\u4e0b\u964d\uff0c\u671f\u6743\u4ef7\u683c\u4f1a\u88ab\u538b\u4f4e\uff09\u3002\u5728\u8d22\u62a5\u524d\u5356\u51fa\u770b\u8dcc\u671f\u6743\uff08puts\uff0c\u62bc\u6ce8\u4e0d\u5927\u8dcc\u3001\u5e76\u6536\u53d6\u6743\u5229\u91d1\uff09\u6216\u505a\u7a7a\u201c\u5bbd\u8de8\u5f0f\u7ec4\u5408\u201d\uff08short strangle\uff0c\u540c\u65f6\u5356\u51fa\u4ef7\u5916\u770b\u6da8\u4e0e\u770b\u8dcc\u671f\u6743\uff0c\u62bc\u6ce8\u4ef7\u683c\u4e0d\u4f1a\u5927\u5e45\u6ce2\u52a8\uff09\u7684\u4ea4\u6613\u8005\uff0c\u53ef\u80fd\u56e0\u4e0d\u786e\u5b9a\u6027\u6d88\u9000\u800c\u5f55\u5f97\u8f83\u5927\u76c8\u5229\u3002\u5e02\u573a\u7126\u70b9\u4f1a\u4ece\u8d22\u62a5\u524d\u7684\u62bc\u6ce8\uff0c\u8f6c\u5411\u8d22\u62a5\u540e\u7684\u8d8b\u52bf\u4e0e\u52a8\u80fd\u3002<\/p>\n

\u5e02\u573a\u504f\u597d\u5df2\u66f4\u6e05\u6670\uff0c\u672a\u6765\u51e0\u5468\u5bf9 GOOGL \u91c7\u7528\u504f\u591a\u7b56\u7565\u66f4\u6709\u5438\u5f15\u529b\uff0c\u4f8b\u5982\u4e70\u5165\u770b\u6da8\u671f\u6743\uff08call options\uff0c\u62bc\u6ce8\u80a1\u4ef7\u4e0a\u6da8\uff09\u6216\u5efa\u7acb\u201c\u725b\u5e02\u770b\u6da8\u4ef7\u5dee\u201d\uff08bull call spread\uff1a\u4e70\u5165\u8f83\u4f4e\u6267\u884c\u4ef7\u770b\u6da8\u3001\u540c\u65f6\u5356\u51fa\u8f83\u9ad8\u6267\u884c\u4ef7\u770b\u6da8\uff0c\u4ee5\u964d\u4f4e\u6210\u672c\u4f46\u9650\u5236\u6700\u9ad8\u6536\u76ca\uff09\uff0c\u76ee\u6807\u53ef\u770b 400 \u7f8e\u5143\u8fd9\u4e00\u201c\u5fc3\u7406\u5173\u53e3\u201d\uff08psychological level\uff0c\u5373\u6295\u8d44\u8005\u7279\u522b\u5173\u6ce8\u7684\u6574\u6570\u4f4d\uff09\u3002\u641c\u7d22\u4e0e\u4e91\u4e1a\u52a1\u8868\u73b0\u5f3a\uff0c\u6709\u52a9\u4e8e\u652f\u6491\u80a1\u4ef7\u52a8\u80fd\u3002<\/p>\n

\u672c\u5b63\u8d22\u62a5\u51fa\u73b0\u660e\u663e\u5206\u5316\uff0c\u9002\u5408\u505a\u201c\u914d\u5bf9\u4ea4\u6613\u201d\uff08pairs trading\uff1a\u540c\u65f6\u505a\u591a\u5f3a\u52bf\u6807\u7684\u3001\u505a\u7a7a\u5f31\u52bf\u6807\u7684\uff0c\u4ee5\u964d\u4f4e\u6574\u4f53\u5e02\u573a\u6ce2\u52a8\u5f71\u54cd\uff09\u3002\u53ef\u8003\u8651\u4e70\u5165 GOOGL \u770b\u6da8\u671f\u6743\uff0c\u540c\u65f6\u4e70\u5165\u7ade\u4e89\u5bf9\u624b\uff08\u5982 Meta\uff09\u7684\u770b\u8dcc\u671f\u6743\uff08puts\uff09\u3002\u8be5\u7b56\u7565\u62bc\u6ce8 Alphabet \u7ee7\u7eed\u8dd1\u8d62\u540c\u4e1a\u201c\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u201d\uff08hyperscaler\uff0c\u6307\u63d0\u4f9b\u5927\u89c4\u6a21\u4e91\u8ba1\u7b97\u7684\u5de8\u5934\uff09\uff0c\u5e76\u5728\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u964d\u4f4e\u5927\u76d8\u7cfb\u7edf\u6027\u98ce\u9669\u5bf9\u7ec4\u5408\u7684\u5f71\u54cd\u3002<\/p>\n

\u8fd9\u79cd\u201c\u53ea\u5956\u52b1\u5c11\u6570\u8d62\u5bb6\u201d\u7684\u53cd\u5e94\uff0c\u4e5f\u8ba9\u4eba\u60f3\u8d77 2025 \u5e74\u5e02\u573a\u4ece AI \u9898\u6750\u70ed\u8f6c\u5411\u66f4\u770b\u91cd\u5b9e\u9645\u4e1a\u7ee9\u7684\u9636\u6bb5\u3002\u5f53\u65f6\u4e0d\u5c11\u516c\u53f8\u8c08 AI \u613f\u666f\uff0c\u4f46\u6295\u8d44\u8005\u66f4\u613f\u610f\u4e3a\u201c\u80fd\u628a\u6280\u672f\u53d8\u6210\u6536\u5165\u4e0e\u5229\u6da6\u201d\u7684\u516c\u53f8\u4ed8\u8d39\u3002\u73b0\u5728\u5e02\u573a\u66f4\u503e\u5411\u628a Alphabet \u89c6\u4e3a\u4e3b\u8981\u53d7\u76ca\u8005\uff0c\u800c\u4e0d\u53ea\u662f\u53c2\u4e0e\u8005\u3002<\/p>\n

Google Cloud \u540c\u6bd4\u589e\u957f 63% \u662f\u4e00\u4e2a\u5173\u952e\u6570\u636e\uff0c\u652f\u6491\u5e02\u573a\u4e50\u89c2\u60c5\u7eea\u3002\u884c\u4e1a\u62a5\u544a\u663e\u793a\uff0c2025 \u5e74\u7b2c\u56db\u5b63 Google \u7684\u4e91\u5e02\u573a\u4efd\u989d\u63a5\u8fd1 15%\uff0c\u76f4\u63a5\u4ece Amazon Web Services\uff08AWS\uff0c\u4e9a\u9a6c\u900a\u4e91\u670d\u52a1\uff09\u624b\u4e2d\u62a2\u5360\u4efd\u989d\u3002\u8fd9\u79cd\u52a0\u901f\u53cd\u6620 Alphabet \u7684 AI \u6295\u8d44\u6b63\u5728\u8f6c\u5316\u4e3a\u4f01\u4e1a\u5ba2\u6237\u5408\u7ea6\uff08enterprise contracts\uff0c\u5373\u5927\u516c\u53f8\/\u673a\u6784\u7684\u5927\u989d\u957f\u671f\u8ba2\u5355\uff09\u3002<\/p>\n

\u521b\u5efa\u4f60\u7684 VT Markets \u771f\u5b9e\u8d26\u6237<\/a>\u00a0\u5e76\u00a0\u7acb\u5373\u5f00\u59cb\u4ea4\u6613<\/a>\u3002<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

\u8d22\u62a5\u540e\u4ec5 Alphabet \u76d8\u540e\u9006\u52bf\u6da8 5.8%\uff1aEPS\u3001\u8425\u6536\u8d85\u9884\u671f\uff0c\u4e91\u4e1a\u52a1\u98d9 63% \u62a2\u4efd\u989d\u3002IV crush \u5229\u597d\u5356\u65b9\uff1b\u540e\u5e02\u504f\u591a\u770b 400\uff0c\u914d\u5bf9\u4ea4\u6613\u505a\u591a GOOGL\u3002<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[129],"tags":[],"class_list":["post-45920","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/posts\/45920","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/comments?post=45920"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/posts\/45920\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/media?parent=45920"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/categories?post=45920"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/tags?post=45920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}