$META · Schwab Network · 2026-10-27
META 持续下滑,本周结束前必须守住 630 关口,否则图表有技术性破位并进一步下跌的风险。该股先下跌,因 Nvidia 等公司需求的消息短暂回升,随后再度走低,表明该消息并未带来真正的需求。
逐段跳播
我们今天上午正在关注 Nvidia 和 Meta。当然,我们这里有这笔交易,而且看起来他们将在 Muse 方面深化合作关系,这是 Meta 昨天宣布的 950 亿美元增资计划的一部分。
We are monitoring Nvidia and Meta this morning. We have this deal here, of course, and it appears they will deepen their relationship regarding Muse, as part of the $95 billion capital increase that Meta announced yesterday.
但“Meta”今天上午的跌幅较小。是的,如你所知,由于有关其一些同行在这一领域投资的消息,Meta 并没有吸引到真正的需求。
but "Meta" is less down this morning. Yes, as you know, Meta did not attract real demand because of this news about some of their peers investing in this area here.
但 Nvidia 将在 Meta 的股票发行中向 Meta 投资 30 亿美元,这次发行昨天再次修订,或者至少是昨天宣布的,规模达到 975 亿美元。
But Nvidia will invest $3 billion in Meta as part of the share offering that was revised again yesterday, or at least announced yesterday, to reach $97.5 billion here.
目前,两家公司将继续在 Muse 产品系列和 Muse 模型系列方面展开合作。也有传言称,他们未来将开发一些开源模型。
Now, the companies will continue to collaborate regarding the Muse product offerings and the Muse model family at this time. There are also rumors that they will be working on some open-source models in the future.
此外,Meta 还将在 Vera CPU 之外扩大对 Nvidia 的 Vera Rubin 处理器的部署,使 Muse 不仅在训练端,也能在推理端进行计算。
Now, Meta will also expand its deployment of Nvidia's Vera Rubin processors in addition to Vera CPUs, so that Muse can perform computing not only on the training side, but also on the inference side here.
所以,我并不是说这是全天候融资,但话说回来,这里既有投资,在购买硬件方面也有某种与之挂钩的其他交易。但看看“Meta”,它又一次继续下滑。
So, I'm not saying this is round-the-clock financing, but again, there is an investment and there is also some other kind of deal when it comes to purchasing hardware that will be tied to that.
But when you look at "Meta", it is once again continuing to slide downwards.
不幸的是,它确实需要在本周末前守住 630 这一水平,Sam,否则我们将在图表上看到技术性破位,甚至是进一步的技术性破位。
Unfortunately, it really needs to hold the 630 level by the end of this week, Sam, otherwise we're going to see a technical breakdown, and even a further technical breakdown on the chart .
是的,昨天 Meta 宣布这一消息时的反应很有意思。起初股价下跌,但当他们表示有来自 Nvidia 等公司的需求时,股价略有回升,随后在盘中再次下跌。
Yes, and it was interesting to observe the reaction yesterday when Meta announced this news. Initially, the stock declined, but it recovered slightly when they indicated there was demand from companies like Nvidia , before declining again during the session.
所以,这值得关注,而且我知道其他一些交易员和技术专家也在关注我提到的某些水平。
So, it is something worth watching, and I know that some other traders and technical experts are watching some of the levels I mentioned.
这个频道对 $META 的历次判断
Schwab Network 在这只股票上共 34 条判断,这里只列相邻的几条。