---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/34035541.md"
description: "Continue to adjust positions significantly: Increase the position in $Alphabet(GOOGL.US) to an absolute overweight, optimistic about Google Cloud's highest growth rate, bearish on Microsoft Cloud (relatively). In fact, Google Search has already integrated with Gemini to create the most competitive and differentiated product experience (especially for cloud customers, not individual customers).Return to $Li Auto(LI.US), personally experienced the 8.0 update of vla and the new car system. Despite the unfavorable track and fierce competition, the ROI of intelligent investment is not high at present. However, in the long run, at this price, with the potential release of i6, this price offers a certain level of safety."
datetime: "2025-09-15T12:27:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/34035541.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/34035541.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/34035541.md)
author: "[晓风 morning_wind](https://longbridge.com/zh-CN/profiles/6620864.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/34035541.md) | [繁體中文](https://longbridge.com/zh-HK/topics/34035541.md)


# Continue to adjust positions significantly: Increa…


### 相关股票

- [LI AUTO-W (02015.HK)](https://longbridge.com/zh-CN/quote/02015.HK.md)
- [Li Auto (LI.US)](https://longbridge.com/zh-CN/quote/LI.US.md)
- [Alphabet (GOOGL.US)](https://longbridge.com/zh-CN/quote/GOOGL.US.md)
- [Alphabet - C (GOOG.US)](https://longbridge.com/zh-CN/quote/GOOG.US.md)

## 评论 (28)

- **王哪跑啊 · 2025-09-16T17:19:15.000Z**: Can I ask when you bought this Li Auto stock? Around what price? Is it okay to ask?
- **新用户_nuibili · 2025-09-16T15:57:43.000Z**: Is the massage shop going to start falling? Why did you liquidate?
- **浩浩荡荡 · 2025-09-16T14:18:00.000Z**: You cleared Amd
- **浩浩荡荡 · 2025-09-16T14:17:37.000Z**: Hello teacher, I want to bottom-fish AMD, but I'm afraid of getting trapped. It's a dilemma.
- **曾小八 · 2025-09-16T11:11:39.000Z**: @Xiaofeng morning_wind Boss, how high do you think Li Auto can go? My cost is 25, considering going all in
  - **晓风 morning_wind** (2025-09-16T11:18:27.000Z): This sector is quite competitive, the business model is average, not recommended for heavy positions. Not even recommended for long-term holding.
  - **曾小八** (2025-09-16T11:40:02.000Z): Received, how much can be seen in the short term? I'm considering selling.
- ***烟火声* · 2025-09-16T10:01:09.000Z**: nb
- **GenuxA · 2025-09-16T05:19:55.000Z**: How about an alternative to Kingsoft Cloud
  - **晓风 morning_wind** (2025-09-16T06:18:41.000Z): Hard to say
- **保持耐心和勇气 · 2025-09-15T16:14:20.000Z**: Still holding LABU? Bought some recently and it's been falling continuously, feeling a bit panicked...
  - **晓风 morning_wind** (2025-09-16T10:24:53.000Z): Hold. Let's see the performance after the interest rate cut this Thursday.
- **lyhalfway · 2025-09-15T12:46:46.000Z · 👍 3**: Google's narrative has reversed, all that's left is for the valuation to materialize.
  - **晓风 morning_wind** (2025-09-15T12:48:07.000Z): Yes. The good thing about U.S. stocks is that they don't go all at once like A-shares, giving us followers a chance.
  - **夏风吹过少年城** (2025-09-15T17:38:03.000Z): What is a reasonable valuation?
- **龟派投资 · 2025-09-15T12:40:48.000Z · 👍 3**: Support! I made two trades with Google but didn't hold on. My understanding wasn't enough back then, and I was too speculative. Good company stocks shouldn't be treated as a gambling field.
- **韭條悟 · 2025-09-15T12:39:54.000Z**: Brother Feng, are you not afraid of buying GOOG at this high position?🤔
  - **晓风 morning_wind** (2025-09-15T12:46:39.000Z): No. I'm more optimistic than Microsoft.
  - **韭條悟** (2025-09-15T12:57:31.000Z): This has slightly shaken me, a Microsoft fan.
  - **Roger_LV** (2025-09-15T13:05:09.000Z): The best way is to have both
- **熊熊之泪水打湿猪脚饭 · 2025-09-15T12:37:50.000Z**: Requesting Snowball portfolio reference 😢😢
- **晓风 morning_wind · 2025-09-15T12:30:14.000Z · 👍 1**: Almost cleared AMD. Kept a small profit position in the real account as a memento. This wave was mainly interrupted by Broadcom. Positions are reserved for more promising ones.
- **晓风 morning_wind · 2025-09-15T12:27:50.000Z · 👍 5**: Apply for StockPro of Google tomorrow😂
  - **Roger_LV** (2025-09-15T12:29:16.000Z): Hahaha, welcome
  - **石来运转** (2025-09-15T12:29:22.000Z): Absolutely support. Last November, I was still asking why Google didn't have StockPro.
  - **自来也** (2025-09-15T12:33:12.000Z): Good