看好META，并在其股价下跌时买入，不过其Muse模型的真实收入预计要到2028年初才会出现；在那之前这是一个挑战。现金流已转为负值，且它拥有数据中心合同。
逐段跳播
Meta 发行了股票拆分，创设了两类股份，从而能够筹集更多资金，也让 Zouk 可以出售无投票权股份，以便在加州对他征收高税时支付他的加州税款。如你所知，问题很多。他们需要筹集更多资金。Meta 的现金流已经转为负值。情况很困难。
Meta issued a stock split to create two classes of shares, enabling it to raise more funding and allowing Zouk to sell non-voting shares to pay his California taxes if the state imposes high taxes on him.
As you know, there are many problems. They needed to raise more money. Meta 's cash flow has turned negative. It's a difficult situation.
我们刚刚开始在 Meta 和其他领域录得负现金流。所以，崩塌才真正开始加剧。
We have just started recording negative cash flow in Meta and other areas. So, the collapse really began to intensify.
Meta 还有这些数据中心的合同。我认为他们这么做是因为相信会从他们的 Muse 模型以及向公司出售这些模型、广告等等中赚取巨额利润。但这需要时间来证明。我不认为他们能在 2028 年初之前从这些模型中获得真正的收入。
所以，在那之前，这对 Meta 来说是一个挑战。我对 Meta 持乐观态度。而且，如你所知，我也会在它价格下跌时买入。
Meta also has these contracts for data centers. I think they do that because they believe they will make huge profits from their Muse models and selling these models to companies, advertisements, and so on.
But it will take time to prove that. I don't think they'll generate real revenue from their models until early 2028. So, you know, that's a challenge for Meta until then. I am optimistic about Meta.
And I, too , as you know, will buy it when its price drops.
我对 Meta 持乐观态度。而且，如你所知，我也会在它价格下跌时买入。
I am optimistic about Meta. And I, too, as you know, will buy it when its price drops.
就好像他们经营企业太差，把自己的企业搞垮了，但他们不浪费钱，因为他们不必像 Meta 或 Elon Musk 或其他人大肆浪费钱那样去融资，对吧？
It's as if they're so bad at running businesses that they ruin their businesses, but they don't waste money because they don't have to raise funds like, you know, the likes of Meta or Elon Musk or others who waste money a lot, right?
这个频道对 $META 的历次判断
Meet Kevin 在这只股票上共 23 条判断，这里只列相邻的几条。