Meta 的 Muse 业务最终应会带来更多收入，因为其模式与消费级应用不同、摩擦更小；该业务应会实现显著的收入增长，且其成本模式也不同，因为 Meta 可以自行管理，而不必依赖风投支持的代币。
逐段跳播
今天我们获得了关于 Meta 公司状况的最新消息。它将在收盘后公布季度业绩。我们来看看华尔街的预期。我们关注的是营收超过630亿美元。每股收益预计将达到3.45美元。
Today we get an update on Meta's company status. It will announce its quarterly results after the market closes . Let's review what Wall Street expects. We are looking at revenues exceeding $63 billion. Earnings per share are expected to reach $3.45.
我认为，他们发布这个消息时，我首先想到的是，这是对某些批评者的回应。当 Mark 带着团队、由 Alex 来领导这项任务时，我想你看到了一些头条新闻说：“哇，这么少的人却对应这么大的一个数字。”
再看看股价的初步反应。所以，如你所知，他们把这笔投资放大了大约13倍。
Well, I think the first thing I thought about when they released it was that it was a response to some critics. When Mark brought the team and Alex to lead that mission, I think you saw headlines saying, "Wow , that's a very large number for a very small number of people."
And look at the initial reaction to the stock price. So, as you know, they have multiplied this investment approximately 13 times.
因此，我认为，当你把 Muse 看作 Meta 的一项业务时，它的商业模式与其他面向消费者的应用不同。因此，我认为这将是一个非常强劲的指标，而且摩擦会更少，这最终应该会为 Meta 带来更多收入。
Therefore, I think when you think of Muse as a business for Meta, it's a different business model than what you see in other consumer-oriented apps. Therefore, I think it will be a very strong indicator and there will be less friction, which should ultimately generate more revenue for Meta .
我认为你会看到它带来显著的收入增长。我认为成本模式也不同。如你所知，目前许多领先的面向消费者的技术都由风险投资公司和大型成长期公司支持，而这里不同，因为这是 Meta 可以自己管理的事情，而不是那种由风险投资公司支持的代币。
I think you will see significant revenue growth from it . I think the cost model is different as well. As you know, right now, a lot of leading consumer-oriented technologies are backed by venture capital firms and large growth-stage companies, and this is different because this is something Meta can manage on its own, not something where tokens are backed by venture capital firms.
这个频道对 $META 的历次判断
Schwab Network 在这只股票上共 26 条判断，这里只列相邻的几条。