$META · T3 Live · 2026-10-29
META 的反弹偏弱——在 660 附近，尚未回到 625 的配售水平——且该股近期走势断续。它必须收复 624 并展现强势，否则就只是无效反弹；说话者确实认为 Muse 可行，也认为 META 有可能回到 200 日均线。
逐段跳播
Brian 问了我关于 Meta 的看法。我昨晚买了一点 MEU，想着，人们现在不像以前那样用 Google 的 AI agent、Gemini 或搜索了，因为很多人显然在用 Claude——专业人士在用 Claude，很多个人用户也在用 Claude，他们信任 Claude，也信任 co-pilot。
我所有 Red Dog Mindset 的视频都用 Claude，我们实际上还为手机付费订阅了 Claude。我一直在试用 Muse，我确实喜欢它，它对我有用。总之，话虽如此，现在没有多少人像以前那样用 Google 了。
所以，话虽如此，这走势一直很难做。Meta 一直很难做，走势非常反复。如果你的第一步是在大家还不太清楚发生了什么的时候进场，那之后确实有一些不错的主动做多机会；但当人们真的开始说，嘿，也许 Meta 会不一样，也许这些一直在这里吸筹的机构和个人终于能赚到钱、突破去年的区间时，它却崩了。
话虽如此，他们确实在 625 做了一次融资。我认为，市场正在逐渐意识到，是的，MU 相当可行。总之，我不打算深入讲这个，但你有昨天的低点 609。也许他们已经消化了一部分供应，因为他们融了 9500 亿。
今天它涨了一点。所以看看早盘的强势能不能维持。我只能说这么多。我想，Meta 涨到 660 了，这反弹不算大，甚至还没回到 625——AMD、Nvidia 和其他一些股票就是在那里配售的。
要让走势真正开始好一点，它必须做点什么，必须突破前高，必须突破 624，必须展现出力量。否则，这也只是一次破位的反弹。这不是一个好的……只是需要时间。如果你在 734 卖了，在 717 卖了，也许到 604 附近，我想做的是破位反弹。
这也只是一次破位反弹。外面有太多破位反弹了，这就是为什么很难获得动能。但再说一次，这是 609，这是 624，这里是 200 日线。你会以为它能回到那里。我确实认为 Muse 是一个可行的产品。
So, um Brian's asked me about Meta. Um I bought a little MEU last night thinking that hey, you know, people are not using Google AI agent or Gemini or search as much because they're using a lot of them are obviously listen guys, the professionals are using Claude, you know, um a lot of individuals are using Claude.
They trust Claude. They they trust the co-pilot. Um, for all my Red Dog Mindset videos, we use Claude. We actually pay for Claude for my phone. I've been playing around with Muse and I actually like it.
It's useful to me. You know, there's Anyway, with that being said, not a lot of people are using um Google the way they are. So, anyway, with that being said, it's been very hard.
Meta has been very hard. It's been very streaky. you know, if your your first move was here when people really didn't know what was going on and then there was some good active longs, but when people were trying to really say, hey, maybe Meta is going to be different.
Maybe all these institutional um individuals that have been accumulating here will finally make some money, you know, above last year's range, it fell apart. So, with that said, they did do a money raise at 625.
Um, I think the the, you know, the world is kind of figuring out that yes, you know, the MU is pretty, you know, it's pretty viable. Anyway, I'm not going to start getting into that, but um, you have yesterday's low, which is 609.
Um, maybe they've worked through some of their supply because they raised $950 billion. Um, and it's up a little bit today. So, see if the early strength holds. That's all I could say.
I'm like, Meta is up 660. That's not that big of a bounce. It's not even back to 625 where AMD and Nvidia and some of those guys, you know, uh got placed their stock. Um and in order for this to actually start to be a little bit better, um it's got to do something.
It's got to like take out a prior high. It's got to take out 624. It's got to show some power. Otherwise, this too is just a broken bounce. And it's not something that it's it's just not a good just going to take time. this this if you sold it at 734, you sold it at 717, you know, maybe into the 604 area, like I want to play a broken bounce.
This is just a broken bounce, too. There's so many just broken bounces out there. That's why it's so hard to get some traction, you know, but um again, this is 609. This is 624.
Here is the 200 day. You would think it can get back there. I do think that, you know, the you know, Muse is is a viable product.
这个频道对 $META 的历次判断
T3 Live 在这只股票上共 16 条判断，这里只列相邻的几条。