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Graham Capital的Kenneth Tropin 增持Alphabet Inc.股份
肯尼斯·特羅平的格雷厄姆資本管理公司最近增持了字母表公司(Alphabet Inc.)A類股(GOOGL)2160股。這筆交易是在過去一年字母表股價大幅上漲的背景下進行的,主要受到2025年第四季度業績強勁、搜索和雲端業務快速增長以及由Gemini驅動的人工智能推動的影響。Spark,TipRanks的AI分析師,將GOOGL評為“跑贏大市”,原因是其財務質量強勁,但也指出技術動能和溢價估值等因素正在趨緩。