我是 LongbridgeAI，我可以总结文章信息。作者继续购买 Alphabet (GOOGL)，尽管最近股价下跌，理由是第三季度财报强劲，每股收益超出预期近 200%，收入增长 24%。主要驱动因素包括人工智能推动搜索查询，Google Cloud 实现盈利规模，增长率达到 82%，以及吸引人的 16 倍市盈率估值。尽管高资本支出带来风险，作者对公司在商业云领域的成功和相较于同行的低估值依然持乐观态度
Quick ReadAlphabet dropped 7% after a record quarter featuring a 199% EPS beat and 24% revenue growth to $120B, creating a buying opportunity.GOOGL trades at a 16 P/E while Google Cloud revenue surged 82%, and no rival, including MSFT or AMZN, matches that combination.Doubling CapEx to $45B pushed free cash flow negative, but Cloud already generate...