$META · The Acquirers Podcast · 2026-11-05
说话者已大幅加仓 Meta、Google 和 Amazon，认为 Meta 颇具吸引力、值得持有；他还表示，与他所对比的那家公司相比，Meta 的盈利路径更强，利用人工智能的基础也更扎实。
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我认为，它们的盈利路径以及利用人工智能的基础，都不如 Amazon、Meta 和 Alphabet 这类全球公司那样扎实。
I don't think their path to profitability and the foundations for leveraging artificial intelligence are as strong as those of companies like Amazon, Meta, and Alphabet around the world.
我可以告诉你，我已经大幅加仓了大多数超大规模计算公司。Meta、Google、Amazon。我觉得这非常有吸引力。Google 的云计算业务增长了100%。他们的营收增加了，你想想看。
这简直难以置信。那家公司规模巨大。营收增长25%。还有，再看看 Meta。我认为，在这个世界上，对我来说没有多少公司比 Amazon 更值得持有。所以，我认为这些公司确实很有吸引力。
I mean, I can tell you that I have strengthened my positions strongly in most of the ultra-large-scale computing companies. Meta, Google, Amazon. I thought it was very attractive.
I mean, Google's cloud computing activity has grown by 100%. They've increased their revenue, think about it. This is unbelievable, man. That company is huge. Revenue growth of 25%.
Also, when you look at "meta" as well. I mean, I don't think there are many companies better than Amazon for me to own in this world. So, I think these companies are really compelling.
这个频道对 $META 的历次判断
The Acquirers Podcast 在这只股票上共 5 条判断，这里只列相邻的几条。