Pershing Square Holdings on GOOGL (GOOGL)
公司名称：Alphabet Inc.
详细生意模式：美国
护城河：AI Overviews覆盖2B+用户，Gemini-Apple合作，Cloud $70B run-rate(+30%)。
估值水平：🟢强
EV/Market Cap：~16x EV/EBITDA
网络观点：AI战略多管齐下，云加速增长，Apple合作扩大触达。
AI观点：具有分布优势、数据优势和基础设施优势。Cloud +30%证明企业AI需求真实。但已是成熟公司，缺乏爆发性。基础稳健。
原文日期：2026-02-11
作者简介：顶级对冲基金
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