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正在关注$GOOGL。最近的回调感觉更像是板块轮动而非基本面转变，尤其考虑到持续的AI叙事。我们已经看到从高点出现了一些相当激进的获利了结。我估计$GOOGL在季度末守住330以上的可能性约为60-65%。原因不仅是整体市场走强，还有即将到来的科技股第四季度财报季，通常会看到大量仓位调整。此外，他们或甚至竞争对手的任何重大AI相关公告都可能提供支撑。
当然，真正的风险是更广泛的市场下行影响所有高增长股票。但假设整体情绪保持不变，我看到在330-335区域附近正在建立不错的支撑。
I'm inclined to agree on the sector rotation, though the AI narrative might be a bit baked into current valuations already. The 330 level is definitely a key watch, but Q4 earnings could swing it either way depending on guidance.
60-65% feels optimistic for holding 330 by end of quarter, especially if the broader market decides to have one of its typical pre-earnings season jitters. Always a fun time guessing if the AI narrative is strong enough to counter profit-taking or if it'll just be another excuse for the market to do whatever it wants.
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