Uncle Stock Notes on Alphabet Inc. (GOOGL)
主要经营地 Mountain View, California（美国）
详细的生意模式 同上（另一个作者/角度）
护城河 同上
估值水平 FCF/EV=1.0%；EV/EBITDA=24.1x；P/E=29.2x
EV/Market Cap 0.98x
网络观点 🟡 财报后市场担忧capex压制FCF；作者用DCF说明市场可能过度惩罚短期投入
AI的观点 ✅关键在capex拐点：capex稳定且营收增长→FCF上台阶 ✅核对：capex指引、AI产品商业化、广告增速结构变化 ⚠️若高capex长期化且广告放缓，估值锚下移
作者简介 专业❌否；顶级❌否；13F❌否；回报-10.5% (19 trades)；@Unclestocknotes
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