The Compound 对 $META 的判断变化

2026-10-02看涨
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说话者持有 META 的多头仓位,因超卖而在 560 买入,并认为 Muse 虽延迟但安全地推出是一项积极的战略变化。

但这件事的时机很奇怪,它发生在 Meta 的股价因 Muse 的推出而暴涨的两天之后。

But the timing of that, which came two days after Meta's stock skyrocketed due to the launch of Muse, is odd.

马克·扎克伯格,他推出了 Muse。还记得我们当时都说:“天哪,他们在租用数据中心,却没有自己的产品;这会是一场灾难。”Meta 的股价暴跌,顺便说一句,我买了,因为它被超卖了。

然后他宣布了 Muse,说:“我们之前没有谈过这件事,也没有推出它,因为我们不想在确切知道这个产品是什么、并且解决所有安全问题之前就推出它。”然后他们以一种不符合扎克伯格一贯风格的方式推出了它。

他改变了自己的做法,现在他比平时更慢。这才是正确的做法。我尊重这一点。

Mark Zuckerberg, who launched Muse. And remember when we all said, "Oh my God, they're leasing data centers and they don't have their own product; it's going to be a disaster."

Meta's stock plummeted, which I had bought, by the way, because it was oversold . Then he announced Muse, saying, "We hadn't talked about this, and we hadn't launched it because we didn't want to launch it until we knew exactly what the product was and until we had resolved all the safety issues."

Then they launched it in a way that was uncharacteristic of Zuckerberg. He changed his approach, and now he's slower than usual. That's the right way. And I respect that.

2026-09-22看涨
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Meta的Muse应用发布推动股价飙升28%,并将分析师盈利预期上调20-25倍,标志着估值出现重大积极转变。

最后,Meta 在人工智能领域推出了一款人们一直想要的东西,它实实在在地引发了许多科技公司股价的大幅飙升。9 月 8 日,我相信那是个星期五,Meta 推出了 Muse 应用,立即将其整合进 WhatsApp,并大范围推广,包括推广到 Instagram 和 Facebook,触达了大量受众。

他们还在 NFL 比赛期间投放广告,这非常昂贵。他们倾尽全力投入其中。而且我认为这可能是自 Reels 推出以来该公司最重要的事件,当时他们说:“不,TikTok 不会赢。我们会赢。这就是我们的产品。”

Finally, Meta has launched something people have been wanting in the field of artificial intelligence, and it has literally sparked a massive surge in the stock prices of many technology companies.

On September 8, which I believe was a Friday, Meta launched the Muse app, immediately integrated it into WhatsApp, and rolled it out widely, including to Instagram and Facebook, reaching a large audience.

They also advertise it during NFL games , which is very expensive. They invested in it with all their might. And I think this may be the most important event for the company since the launch of Reels, when they said: "No, TikTok will not win. We will win. Here is our product."

2026-08-28看跌
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