刘成岗
· 北京
回复@茅台赶紧给我腰斩鸭: 有大企业，但从财报电话会议的口气来看，应该不多（没有大吹特吹）。
24Q4：
【First, Google Cloud. Our AI-powered Cloud offerings enabled us to win customers such as Mercedes-Benz, Mercado Libre and Servier. In 2024, the number of first-time commitments more than doubled, compared to 2023. We also deepened customer relationships. Last year, we closed several strategic deals over one billion dollars. And the number of deal
@刘成岗 :下调$谷歌A(GOOGL)$ 中期增速1个百分点，理由是青黄不接期可能比预想中的要长。
上调$谷歌A(GOOGL)$ 中期净利润率2个百分点，理由是Google Cloud终于开始贡献有质量的收入了（过去10个季度的EBIT margin是：2.6%, 4.9%, 3.2%, 9.4%, 9.4%, 11.3%, 17.1%, 17.5%, 17.8%, 20.7%），收入占比也来...
上调$谷歌A(GOOGL)$ 中期净利润率2个百分点，理由是Google Cloud终于开始贡献有质量的收入了（过去10个季度的EBIT margin是：2.6%, 4.9%, 3.2%, 9.4%, 9.4%, 11.3%, 17.1%, 17.5%, 17.8%, 20.7%），收入占比也来...
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