如果 META 回落至 700 以下，尤其是 650 或更低，将是非常好的买入机会；财报将在 5 天内公布。
逐段跳播
最好还是像我们一贯那样，从 Meta Platforms 开始。各位，我们这周开盘时是741。今天是周五。这是我们推出这个节目的第六年。我只想表达我有多感谢大家这些年一直关注我们。Meta 本周收跌超过4%，收于709。
It's best to start as we always do with Meta Platforms. We started the week at 741, guys. It's Friday. This is our sixth year of offering this program . I just want to express how much I appreciate you all for following us over the years.
Meta closed the week down more than 4% to end the week at 709.
他们发布了两款新的 AI 模型，“Muse Wonder”和“Muse Wonder Full”。公司选的名字挺有意思、也挺好玩。我认为“Wonder”是一款日常使用的模型，而“Wonderful”被描述为一款旗舰模型，能像其他旗舰模型一样执行复杂的现实任务。
现在“Muse Wonder”的价格很不错，至少从比较的角度看是非常低的价格。至于“Wonderful”，也没有公布公开价格。它还需要 Muse Code 订阅，而如果你有 Muse Code 订阅，你很可能也在用其他 AI 模型。
They launched two new AI models, " Muse Wonder" and "Muse Wonder Full". The company chose interesting and fun names. I think "Wonder" is a model for everyday use, while "Wonderful" has been described as a flagship model that can perform complex real-world tasks just like other flagship models.
And now , the "Muse Wonder" is at a great price, a very low price at least from a comparative perspective . As for "Wonderful," no public price has been revealed for it either.
It also requires a Muse Code subscription, and if you have a Muse Code subscription, you are likely using other AI models as well.
那么，这意味着什么？这意味着 Meta，以及两家原本没人预料会走到一起的公司，本周展开了合作——Meta 和 Apple 联手，让开发者可以在 Mac Ultra Studio 机器上运行开源版本的 Muse Spark。
Now, what does this mean? This means that Meta, and two companies whose meeting was not expected, have collaborated this week as Meta and Apple come together to allow developers to run an open- source version of Muse Spark on Mac Ultra Studio machines.
而现在，Meta Mews 的整体采用率仍在持续上升。MetaMuse 是一款可以下载到手机上的应用，但他们说整体评分很低。这些东西最初出现过一波需求激增。我在9月24日就说过这一点。
所以，我们回到差不多整整一个月前。我说过，围绕“Muse”的热度会像“Open Court”一样迅速消退。平台 X 是个泡沫。字面上根本没人用“muse”。
And now, Meta Mews continues to achieve an overall increase in adoption rates . MetaMuse is an app that you can download to your phone, but what they say is that the overall ratings are low.
There was an initial surge in demand for these things. I said this on September 24th. So, we go back in time almost a full month. I said the hype around "Muse" would fade away as quickly as " Open Court".
Platform X is a bubble. No one uses "muse" literally.
Meta Muse 是个很棒的产品。它运行得非常好，但字面上就是没人会用。会有一波人一开始涌来使用它。他们会给它分配一些任务，但最终——我经常这么说，如果你以前没听我说过——我认为人工智能是我们见过的、对雄心勃勃的人来说最被低估的工具。
问题在于，大约95%的社会成员并不雄心勃勃。他们只想朝九晚五打卡上班，然后下班回家打开 Netflix，或者安静地过个晚上。天哪，我有时候真希望能那样。但对于想把事情推到极限的雄心勃勃的人来说，人工智能真的很酷，可这个市场非常有限，它确实是个泡沫。
Meta Muse is a great product. It works very well, but literally nobody will use it. There will be an initial rush of people to use it. They will assign it some tasks, but ultimately, and I say this often, if you have n't heard me before, I think artificial intelligence is the most underrated tool for ambitious people that we have ever seen.
The problem is that about 95% of society are not ambitious. They just want to clock in at their nine- to-five jobs and then leave and turn on Netflix or have a quiet evening. Oh my God, I wish I could do that sometimes.
But for ambitious people who want to push things to the limit, artificial intelligence is really cool, but the market is very limited there, and it is really a bubble.
当你在 X 上、在这些社交媒体平台上时，另一件你该意识到的事是，他们把这些算法微调得如此精准，以至于你以为所有人都在谈论 MetaMuse。不，现实是 Twitter、Instagram 和 YouTube 在用这个话题上所有可能的内容淹没你。
绝大多数人根本不在乎它，不知道它是什么，或者也许下载过一次就再也没打开过。我们生活在一个由算法驱动的世界里，当你拉开距离、理解它们如何运作时——我不指望那些二十多岁的年轻分析师能搞懂它们是怎么运作的。
他们以为自己在“X”平台上看到的、或者 YouTube 算法推给他们的，就是全世界都在乎的东西。
When you're on X and when you're on these social media platforms, the other thing you should be aware of is that they've fine-tuned these algorithms so precisely that you think everyone is talking about MetaMuse.
No, the reality is that Twitter, Instagram and YouTube are flooding you with all possible content on this topic. The vast majority of people do not care about it, have no idea what it is, or perhaps they downloaded it once and never opened it again .
We live in a world driven by algorithms, and when you distance yourself and understand how they work, I don't expect these young analysts in their twenties to grasp how they operate.
They think that what they see on the "X" platform or what the YouTube algorithm shows them is what the whole world cares about.
我们还没在 Meta Muse 这件事上谈过这一点，但在我看来，增长放缓的原因之一是所有人都在屏蔽 Meta Muse。
We haven't talked about this in relation to Meta Muse, but one of the reasons for the slowdown in growth, in my opinion, is that everyone is blocking Meta Muse.
接下来，Meta 将公布财报。哦，哇，就在5天内。我之前没意识到。公司正经历小幅下滑。我真的、真的很希望能有机会在700以下再次买入 Meta。如果 Meta 股价回到700以下，特别是650或更低，我认为那会是非常好的买入机会。
Now, Meta will announce its earnings. Oh, wow, within 5 days. I didn't realize that. The company is experiencing a slight decline. I would really, really like to have the opportunity to buy Meta again below 700.
If Meta stock comes back below 700, specifically below 650 or less, I think it would be a very good buying opportunity.
这个频道对 $META 的历次判断
The Investor Channel 在这只股票上共 8 条判断，这里只列相邻的几条。