Joseph Carlson After Hours 对 $META 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Wall Street Journal article共 5 条
2026-09-28看涨
《Google Has Fallen Behind》
Meta 仍被低估;企业业务扩张带来未来上行空间。

Meta 最近大涨。

Meta has taken off recently.

Meta 确实有几天跳到了 Google 之上,但 Meta 在下跌。Meta 今天下跌了约 4%,上一个交易日下跌了几个百分点。所以 Meta 回吐了约 8000 美元的涨幅,把自己往下推,但你可以看到这两者有多接近。

Now, Meta did jump up above Google for a couple days, but Meta's it's going down. Meta went down like 4% today and a couple percent uh the last market day. So Meta has given up about $8,000 in gains, bumping itself down, but you can see how close these are.

2026-09-21看涨
《Amazon Blocks Meta: The Agentic Wars Have Started》
Meta 是强力买入标的,理由是其宽阔的护城河、快速增长、低估值,以及 Muse AI 成功发布带来的市场情绪转向。

至于 Meta,其股价正在持续上涨。该股今天上涨了 8%,使我在 Meta 股票上的当前盈利达到 11,000 美元。这是一家我们在短短 30 天内从亏损 30,000 美元变为盈利 11,000 美元的公司。

As for Meta, its shares are in a continuous rise . The stock rose 8% today, bringing my current earnings in Meta stock to $11,000. This is a company where we went from a $30,000 loss to a $11,000 profit in just 30 days.

情绪的转变如今正朝着有利于 Meta 的方向发生。一个新的故事已经开始展开。我们有消息称,Meta 的新产品“Meta Muse”表现平平。同时,已有银行开始上调 Meta 的股票评级,翻开新的一页,称该股被显著低估。

The shift in sentiment is now happening in Meta's favor. A new story has begun to unfold . We have news that Meta's new product, "Meta Muse," is underwhelming. And we have banks that have started to upgrade Meta's stock rating, turning over a new leaf, saying that the stock is significantly undervalued .

2026-09-14看涨
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