Daniel Pronk 对 $META 的判断变化

2026-09-30看涨
《Meta Is Up 30% - Is It Too Late To Buy?》
META 被低估,DCF 分析支持继续买入,预计未来三年年增长率为 15-22.6%。

我们为 Brookfield 举办了投资者日,Meta 的股价上涨了约 30%,Meta 还举办了一场“Connect”活动。

We held investor days for Brookfield, Meta's stock rose by about 30%, and Meta hosted a "Connect" event.

Meta 的股价较上月最低点已上涨约 30%,许多人问我,现在这只股票是否看起来太贵了,是否不再是买入机会,或者是否该卖出了。

Meta's stock has risen by about 30% from its lowest point last month, and many have asked me whether the stock looks too expensive now, whether it is no longer a buying opportunity, or whether it is time to sell.

2026-09-11看涨
《4 Undervalued Stocks I Plan to Keep Buying》
META 按约 20 倍远期盈利计算被低估;Meta Muse 的成功表明其未来收入潜力尚未被定价。

我们需要谈论的第一只股票,也是有很多更新即将出炉的,是 Meta。那么,让我向你们展示 Meta 一直在发生什么,以及为什么该股仅在过去一个月里就从低点上涨了大约 19%。

And the first stock that we need to talk about and has a lot of updates coming out is Meta. So, let me show you what has been happening with Meta and why the stock is up roughly 19% from its lows just over the past month.

现在,你可能已经听说过 Meta 正在发生什么,以及该股为何在上涨。但以防你还没听说,这主要是因为 Meta 推出了其 Meta Muse 智能体应用。

Now, you've probably heard what is going on with Meta and why the stock is rallying. But just in case you haven't, it's largely because Meta launched its Meta Muse Aentic app.

2026-09-08看涨
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2026-08-28看涨
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2026-08-21看涨
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