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范小明:卖掉2倍做多Google品种后,市场就迎来大力度冲击
Xin Lang Cai Jing· 2025-10-11 15:15
来源:市场资讯 (来源:明哥夜谈) 1 在文章《我的守正账户、出奇账户,分别是什么?》中,我提到:除了在面向国内市场的账户中投资跟 踪纳斯达克100指数的ETF,我还于2024年8月份创建了一个面向美国资本市场的账户,不再约束只投资 纳斯达克100指数ETF,而是可直接投资具体的上市公司股票,以及具有多倍杠杆效应的衍生品。 背后的投资价值观是:相信自己对科技、消费、金融、医药等行业的深入研究能力和广泛涉猎能力,追 求超越指数的个股和行业机会。 至于这个账户是在国内以收益互换的形式创建的账户,还是直接在境外券商开设的账户,抑或仅仅是一 个模拟账户,我就不便透露了。 不得不说,我在2025年迎来了运气最好的日子。 如果你是常年跟踪我文章的读者,一定记得,在试图追求出奇收益率的这个账户中,我在2025年2月5 日,当Google母公司公布了2024年第四季度财报后迎来-7.29%的调整幅度后,卖掉了Google股票,便开 启了逐步买入2倍做多Google的证券品种(GGLL)的历程。 Google公司的股票价格,遭遇了四重的错误解读而明显下跌: 主流舆论认为AI问答产品将颠覆掉传统搜索引擎; Google公司对AI ...
How Google Is Walking the AI Tightrope
WSJ· 2025-10-11 09:30
Core Insights - The tech giant is attempting to balance its expectations regarding the performance of its search business [1] Group 1 - The company is navigating a complex landscape in the search market, trying to project positive growth while addressing potential challenges [1]
英国新监管机构首次介入,锁定谷歌搜索业务为监管铺路
Huan Qiu Wang Zi Xun· 2025-10-11 04:44
来源:环球网 针对此次监管动态,谷歌方面回应称,对CMA的认定及可能引发的监管措施表示关注,认为此类监管 举措若实施不当,有可能对英国本土的科技创新活力造成损害。(纯钧) 【环球网科技综合报道】10月11日消息,据路透社报道,英国竞争与市场管理局(CMA)近日正式确 认谷歌搜索业务在英国市场占据"战略性地位"。这是英国首次启用新监管机构对科技巨头展开专项评 估,标志着该国在规范大型科技企业市场行为方面迈出重要一步,也为后续可能实施的针对性监管干预 铺平道路。 CMA在评估报告中明确指出,谷歌在英国通用搜索领域拥有"显著且根深蒂固的市场主导地位"。数据 显示,长期以来,其他通用搜索引擎的市场规模与谷歌存在明显差距,即便存在微软必应等竞争对手, 过去15年间,尚无任何一款搜索引擎能在市场占有率上超越谷歌,这种市场格局的稳定性进一步凸显了 谷歌的领先优势。 值得注意的是,CMA强调此次"战略性地位"的认定,并不等同于判定谷歌存在违法行为,短期内也不 会对其施加新的运营要求。不过,这一评估结果为英国监管部门后续针对谷歌市场行为采取针对性干预 措施提供了关键法律依据。按照监管规划,未来相关部门可依据此次认定,进一步规范 ...
谷歌面临英国监管机构更严厉审查
Xin Lang Cai Jing· 2025-10-10 19:48
美股周五尾盘,谷歌A类股(GOOGL)下跌1.7%。该公司面临英国监管机构更严厉审查,搜索引擎可 能接受监管。英国竞争与市场管理局(CMA)周五发布声明称,根据英国新的数字市场竞争制度,确 认Alphabet旗下谷歌在搜索服务领域具有"战略市场地位"。 来源:环球市场播报 ...
X @TechCrunch
TechCrunch· 2025-10-10 13:30
The CMA has designated Google as having "strategic market status" in the search and search advertising markets, which means the company has such "a substantial and entrenched" position that it requires special regulations to ensure fair competition. https://t.co/ome780scWQ ...
Google search comes under renewed scrutiny in UK: Here's what to know
CNBC Television· 2025-10-10 11:00
Google facing a tougher scrutiny from the UK's antitrust watchdog. The company has been labeled with what it's called strategic market status. It's the first company to receive that designation.The UK watchdog saying it's worried about the tech giant's market power in search and search advertising. The strategic market status label could open the door now for more in enforcement um and penalties. Joe, coming up, uh, denim prices are rising.We're going to hear from Levi Strauss next. But as we head to break, ...
Google given special status by watchdog that could force it to change UK search
The Guardian· 2025-10-10 10:53
Google faces enforced changes to its UK search business after the competition watchdog conferred a special status on the company that puts it under tighter regulation.The Competition and Market Authority (CMA) confirmed that Google has “strategic market status” (SMS) in search and search advertising, a term that means the company has such market power that it requires a special regulatory regime.The watchdog now has the power under new digital laws to order changes to how Google operates in those areas. Fri ...
Warren Buffett’s Biggest Investment Regret Will Surprise You
Yahoo Finance· 2025-10-02 11:10
Warren Buffett is famous for his winning investment picks, but even the Oracle of Omaha has some massive regrets. The surprising part? His biggest mistakes weren’t bad investments. Instead, they were great companies he completely ignored. Find Out: Warren Buffett’s Berkshire Hathaway Bought Over $73 Million in Shares of This Tech Company — Here’s Why Read Next: 7 Luxury SUVs That Will Become Affordable in 2025 At Berkshire Hathaway’s 2018 annual meeting, Buffett made the admission about one of the most su ...
Will Agentic Shopping Be Good News For Affirm, Buy Now, Pay Later Firms?
Investors· 2025-10-01 11:57
BREAKING: Futures Fall With Government Shutdown Underway As artificial intelligence changes how consumers shop on the internet, a wide range of companies have skin in the game, including "buy now, pay later" consumer loan providers such as Affirm Holdings (AFRM). There could be upside for Affirm stock if Chief Executive Max Levchin is right about how things will play out. OpenAI on Monday released a new feature that enables ChatGPT users to purchase items directly within the chatbot interface. Merchants wil ...
Google's AI Mode adds images as search giant tries to keep pace with rivals
CNBC· 2025-09-30 13:00
The company's updated visual results will provide users with a whole new set of use cases for AI Mode, especially since some queries aren't suited for text-based answers, said Robby Stein, vice president of product management at Google Search.Google has been racing to find ways to integrate generative AI into its search engine since OpenAI rocked the tech sector with the launch of its chatbot ChatGPT in late 2022. As its AI rivals have changed how users can seek information online, Google has had to keep up ...