$META · Schwab Network · 2026-11-02
Meta 是说话者长期持有、目前仍持有并看好的仓位；相比之下它表现相当不错，但比较基准未指明。问题在于像许多大型科技公司一样在 AI 上投入巨大，这几乎摧毁了它原本干净的资产负债表；其股价为612，已从779的高点回落。
逐段跳播
除了少数例外，我们总是谈论Meta，还有一两个其他的。
With a few exceptions , we always talk about meta, and there are one or two more.
说到Meta，他们没达成目标，对吧？不过，Meta做得不错，他们还在谈论筹集大量资金。你持有Meta很久了，真的是从第一天起就持有。
Speaking of meta, they didn't achieve their goals , right? However, Meta has done well , and they still talk about raising large amounts of capital. You've been holding the meta for a long time , literally since day one.
我来告诉你它现在的交易价格。我相信你时刻都在关注。它现在是612，从峰值779跌下来了。我认为相比之下它的表现相当不错。但Meta的问题在于，和许多大型科技公司一样，他们正在花很多钱。
他们几乎毁掉了自己干净的资产负债表，去投资AI领域。
Let me tell you how much it is trading for right now. I'm sure you follow it every moment. It is at 612, down from its peak of 779. I think its performance is quite good in comparison.
But the problem for Meta is that, like many big tech companies, they are spending a lot of money. They have practically destroyed their clean balance sheets to invest in the AI sector.
我们仍然持有Meta，而且我们喜欢Meta。实际上，相比之下Meta做得相当不错。
we still hold Meta, and we like Meta. Actually, Meta is doing quite well in comparison.
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。