$META · Stock Market Mentor · 2026-10-30
META 自 2012 年以来首次出现自由现金流为负，并将 2026 年资本开支预测上调至约 1500 亿；说话者认为更高的支出并非正面，当前情况非常糟糕，但预计扎克伯格会以某种方式做出改变。
逐段跳播
但关键在于：你必须关注 Alphabet、Meta、Amazon 和 Intel。
But here's the thing: you have to look at Alphabet , Meta, Amazon, and Intel.
好，我们可以看看 Meta。这是自2012年以来首次出现负自由现金流。现在，他们把2026年的资本支出预测上调了，对吧？上调到大约1500亿。当他们上调预期时，你可能会说：“哦，这挺不错的。”
其实不然，因为那意味着他们要花更多的钱。他们只是在说：“嘿，你知道吗？现在情况确实很糟，但我们会继续走下去，并计划一些不同的东西。”你并不想这样，而且正如我一直说的，最终也会被证明是对的：你永远不该跟一个精神病患者对赌。
所以，不管怎样，Zuckerberg 都会做出改变。他下次跟 Joe Rogan 谈话、说自己刚开始用弓打猎时，最终会搞清楚自己用的是什么弓。他并没有。
Okay, we can look at Meta here. Negative free cash flow for the first time since 2012. Now, they've raised their capital expenditure forecast for 2026, okay? To reach approximately 150 billion.
Well, when they raise their expectations, you might say, "Oh, that's kind of great." Not really, because that would mean they spend more money. They're simply saying, "Hey, you know what?
It's really bad right now, but we'll just keep going and plan something different." Well, you don't want to, and like I've always said and it will be true in the end, you should never bet against a psychopath.
So one way or another, Zuckerberg is going to change things up. He'll finally figure out what kind of bow he's using the next time he talks to Joe Rogan and says he's just started hunting with a bow. He did n't.
这个频道对 $META 的历次判断
Stock Market Mentor 在这只股票上共 2 条判断，这里只列相邻的几条。