---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/35967452.md"
description: "$Alphabet(GOOGL.US) Let me highlight another positive factor that I think is not fully priced in. I mentioned it briefly before. In the US, the signs of AI's integrated software-hardware alliances are becoming increasingly obvious. Google + Apple, NVIDIA + OpenAI plus half of Microsoft. AWS and Facebook are still trying hard to become the third pole, or at least an independent variable."
datetime: "2025-11-04T09:41:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/35967452.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/35967452.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/35967452.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/35967452.md) | [繁體中文](https://longbridge.com/zh-HK/topics/35967452.md)


# $Alphabet(GOOGL.US) Let me highlight another posit…


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## 评论 (10)

- **人送外号川渝美食家 · 2025-11-04T14:27:24.000Z**: However, there is a doubt that the first entry point for future AI might be the OS of AI phones, so shouldn't Android and iOS be at daggers drawn?
  - **晓风 morning_wind** (2025-11-04T15:26:24.000Z): Google and Google have always had a solid foundation for business cooperation (search). The duopoly of mobile OS is actually a good equilibrium state.
  - **人送外号川渝美食家** (2025-11-04T16:21:54.000Z): Thanks for the reply, got it, but there's a typo😊
- **爱吃菠萝包的猫 · 2025-11-04T11:14:03.000Z**: Bullish on Google
- ***烟火声* · 2025-11-04T09:56:56.000Z**: Bullish on Google
- **晓风 morning_wind · 2025-11-04T09:49:08.000Z · 👍 2**: Meta is still trying to prove its model works, and AWS is still trying to prove its chips work. If their efforts fail, they will likely take sides. Claude is somewhat unique in this—on one hand, it is clearly the opposite of OpenAI, and on the other, it has accepted capital and resources from both A
  - **石来运转** (2025-11-04T09:56:31.000Z): Once you start using claude, you can't put it down, but max is too expensive, and now max has token limits too
  - **夏风吹过少年城** (2025-11-04T10:19:35.000Z): Has Google been sold?
  - **晓风 morning_wind** (2025-11-04T10:25:16.000Z): No
- **十五五拿住了 · 2025-11-04T09:44:17.000Z · 👍 1**: From this perspective, Apple should be considered as not fully priced (by AI elements)?