Alphabet ($GOOGL) – 拆分 – 2024 年 8 月 13 日

作者： Brad Freeman14 8 月, 2024发布分类：股市洞悉

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Alphabet ($GOOGL) – 拆分 – 2024 年 8 月 13 日

美国司法部正在考虑拆分谷歌。我认为这种可能性很小，但实际发生的可能性正在一点点上升。

谷歌云计算、搜索、YouTube、Waymo 等作为独立实体，其价值总和超过 2 万亿美元，这是很有说服力的。云计算业务和 YouTube 的估值很容易超过 20 倍的远期 GAAP 盈利。但与此同时，我认为谷歌云、搜索和 YouTube 之所以如此强大，部分原因是 它们在一起。将这些资产捆绑在一起所创造的价值不像微软那么明显，但不可否认的是，搜索之王的各项业务相互支持对方的流量和货币化（程度不详）。因此，我认为这并不像其他许多人所认为的那样是一个积极因素。

我得看看实际决定是什么，但如果拆分，我有可能退出这部分持仓。再次强调，我认为这种可能性不大。

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