David Lin 对 $META 的判断变化

2026-10-02看涨
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Meta 20年期债券收益率超过7%,是一项具有吸引力、可能带来类股权或更优回报的投资。

举个例子,Meta,它目前大概是这些公司里最强的一个,你可以买入其收益率为7%、略高于7%的20年期债券,我实际上认为这是一笔划算的交易。

So, for example, Meta, which was probably the strongest of them right now, you can buy their 20-year bonds yielding 7%, a little over 7%, which I actually think is a good deal,

如果你以7%的收益率买入Meta、也就是Facebook的债券,那相当有吸引力。这几乎是一个接近股票的回报。事实上,我认为它会比股票更好。

if you buy a a Meta Facebook bond at a 7% yield, that's pretty darn attractive. That's that's almost an equity-like return. In fact, I think it'll be better than equity.