META 全部观点

更早于 2026-09-17回到最新

META 这一页 20 条观点条目,其中 1 条方向发生变化。

在本页筛选
The Motley Fool发布 2026-09-22
《OpenAI vs Anthropic IPO: Either, Neither, or Both?》
$META看涨
Meta 因营收超过 2000 亿美元、增长 30% 且核心业务盈利,成为更受青睐的投资标的。

这一点我们稍后会谈到一些关于 Meta 的内容,但这差不多就是 Meta 想做的事,不是吗?它的意思是:“各位,把你们所有的购物、生意和事务都做了,我们会从你们在我们平台上完成的这些购买中抽取一定比例。”

This is something we'll get into a bit about Meta in a little while, but this is kind of what Meta is trying to do, isn't it? It is, "Hey guys, do all your shopping, business, and affairs, and we will take a percentage of those purchases that you make on our platform."

是的,因为,我的意思是,你刚才说 Meta 我觉得它更简单。难道不是这样吗?因为他们拥有这些平台:Instagram、Messenger、WhatsApp、Facebook。你在上面投放广告。

你可以在上面创建电商店铺。所以,这说得通。我在他们的平台上花时间。你在他们的平台上投放广告。我通过他们的平台买东西。那么,你抽取一小部分分成。

Yes, because, I mean, you just said with Meta I think it's simpler. Isn't that so? Because they own the platforms: Instagram, Messenger, WhatsApp, Facebook. You advertise on it.

You can create an e-commerce store on it. So, well, that makes sense. I spend time on their platform. You are advertising on their platform. I buy things through their platform. Well, you're taking a small share.

更早的记录
Schwab Network发布 2026-09-22
《Bull v. Bear: META Muse Tops App Downloads, Faces Strong Competition》
$META看涨
META 因近期上涨而技术面超买(RSI 约 78),但强劲的消息动能与 AI 盈利前景支撑看多立场,并通过期权进行管理。

华尔街对 Meta 的乐观情绪正在升温。该股在前一日上涨两位数之后,今日小幅走高。新的人工智能平台 Spark 的需求正在不断增长。自其推出以来,Meta 的市值已增加超过 2000 亿美元。

Wall Street's optimism about Meta is growing. Its shares made slight gains today after rising by double digits the previous day. Spark, a new artificial intelligence platform, is experiencing increasing demand.

Since its launch, Meta's market capitalization has increased by more than $200 billion .

更早的记录
Schwab Network发布 2026-09-22
《Slide in Crude Oil, Yields "Extremely Attractive" for Stocks, Mag 7 Lead Momentum》
$META看涨
Meta 股价在 AI 工具 Muse 提升盈利能力与资本开支回报的推动下向历史高点攀升。

我看到 MetaPlatforms 的股价隔夜上涨。现在,它已经回落至持平。我们会看看它在日间表现如何,不过他们有一些消息,我们稍后会谈到。

I saw MetaPlatforms' shares rise overnight. Now, it has declined to become unchanged. We'll see how it performs during the day, but they have some news that we'll talk about shortly.

那 Meta 呢?昨天关于 Meta 有一些正面评论,涉及 Muse 的人工智能及其潜力。我们手头有几件事正在发生。我们来谈谈这个。

What about "Meta"? You know, there were positive comments about Meta yesterday regarding Muse's AI and its potential. We have a few things happening. Let's talk about that.

更早的记录
Schwab Network发布 2026-09-22
《Bulls Hold Momentum as Crude Oil Taps $90, META Maintains Muse AI Rally》
$META看涨
META 受 AI 应用普及与良好技术面推动,基本面动能强劲,但需收于 760 美元上方才能完全确认看涨趋势。

MetaTrader 昨天突破了 660 美元关口,随后我们看到强劲的跟进走势,涨幅超过 11%。

MetaTrader broke above the $660 level yesterday, and we saw strong follow-through with gains exceeding 11%.

对于 Meta 来说,一部分原因在于消息面,不是吗?它冲上了应用商店榜首。我们正看到小幅回落,而人们本希望 Meta 能延续此前的表现。

For "Meta", part of it is about news, isn't it? It jumped to the top of the app store. We are seeing a slight decline when you would have liked to see continued performance for "Meta".

他说在等
周收盘价相对760美元水平的表现
收于760美元上方并在本周结束前维持该水平
本周市场数据
支撑看涨逻辑;若无法守住则显示疲软
更早的记录
Jose Najarro Stocks发布 2026-09-21
《AMD Hits $1 Trillion — And the AI CPU Boom Is Just Starting!!》
$META看涨
持有META;看好其通过出售token/智能来变现AI算力的能力,并将其视为主要收入驱动力。

我们谈到的三只股票是 AMD、Meta Platforms 和 Qualcomm。Meta 为什么仍然能创造可观的收入?我认为接下来会发生什么?

the three stocks we talked about were AMD, Meta Platforms, and Qualcomm. Why does Meta still generate significant revenue? What do I think will happen next?

当时,我谈到 Meta Platforms 股价时为 670。现在,该股稳定在 741。

At that time , I talked about Meta Platforms stock at a price of 670. Now, the stock is settling at 741.

目前的主要驱动力是“MetaMuse”,对吧?MetaMuse 在多项指标上超过了 ChatGPT 移动应用早期推出时的表现。Muse 在两大应用商店上线头 12 天内下载量达到 280 万次。

与美国和加拿大的 ChatGPT 在头 12 天相比,Muse 达到 280 万次,而 ChatGPT 为 130 万次。Muse 还创下了美国单日下载量新纪录,9 月 19 日达到 26.4 万次,连续第三天突破 20 万次大关。

ChatGPT 在美国直到推出近一年后才突破单日 20 万次下载量。Muse 在第 10 天时在美国的日活跃用户达到 44.8 万。ChatGPT 用了 49 天才达到这一水平。

到第 12 天,Muse 在美国的移动端日活跃用户为 64.2 万,而同期 ChatGPT 为 23.1 万。

The main driving force right now is "MetaMuse," isn't it ? MetaMuse outperforms the early launch of the ChatGPT mobile app in several metrics. Muse reached 2.8 million downloads in its first 12 days across both app stores.

In comparison with ChatGPT in the US and Canada in the first 12 days, Muse generated 2.8 million while ChatGPT generated 1.3 million. Muse also set a new record for daily downloads in the United States, reaching 264,000 on September 19, marking its third consecutive day above the 200,000 mark.

ChatGPT did not surpass the 200,000 daily download mark in the United States until almost a year after its launch. Muse reached 448,000 daily active users in the United States by day 10.

ChatGPT took 49 days for that. By day twelve, Muse had 642,000 daily active mobile users in the United States compared to 231,000 for ChatGPT during the same period.

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Meet Kevin发布 2026-09-21
《Agentic AI Stocks to Buy! HOLY ROCKETSHIP》
$META看涨
Meta被低估且处于早期增长阶段;基于AI产品的成功与财务状况,目标价约1800美元。

不只是Meta和AMD这两只股票,它们今天的表现非常出色。我们已从Meta股票中赚取了巨额利润,也许是数倍之多。

beyond just Meta and AMD stocks, which performed amazingly today. We have made huge profits, perhaps many times over, from Meta stock.

我们看到价格从传奇的544点位强劲反弹,并突破了下跌趋势。Meta股票走势强劲,上涨了11.4%。我现在正在浏览应用商店,因为我一打开它就看到Metam Muse应用的广告,而且这些广告不断出现。

We have seen a strong bounce off the legendary 544 level, and a breakout from the downtrend. A great move for Meta stock, which rose by 11.4%. I am browsing the app store now because when I open it I find ads for the Metam Muse app, and these ads keep appearing.

更早的记录
Financial Education发布 2026-09-21
《AMD Investors GET READY‼️ The time has come…》
$META未站边
不买入META;预计其将区间震荡(550-750),因未能突破历史高点,且AI变现相对资本开支的证明不足。

Meta 股价今天上涨了近 8 万美元。

Meta stock rose nearly $80,000 today.

其次,我们将在本视频中讨论 Meta 的股票。我现在并没有在积极买入 Meta 的股票。我并没有在积极买入 Meta 的股票。我已经在这些公司里建立了仓位,对吧?

Secondly, we will talk about meta stocks in this video. I am not actively buying Meta stocks right now. I am not actively buying meta stocks. I've already established my position in those companies, right?

但是,有几只股票在我看来是下一个重大机会,就像几年前我在 Meta 或 AMD 上看到的那样,对吧?

But, there are several stocks that I see as the next big opportunity, like I saw with Meta or AMD a few years ago, right?

他说在等
Zuckerberg削减资本支出(CapEx)
支出减少
未来财报/指引财报
支持突破区间的看涨走势;若CapEx维持高位且没有明确ROI,则削弱中性立场
股价触及800关口
突破800上方
未来市场价格走势
若实现,将削弱看空/中性立场;若未能突破,则支持兴奋情绪为时过早的观点
更早的记录
Meet Kevin发布 2026-09-21
《SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!》
$META看涨
Meta 被低估(“极其便宜”),看多逻辑目标价为每股 1,800 美元、有望轻松翻倍,支撑因素包括 Muse 发布成功、自有 GPU 价值上升以及 150 亿美元自由现金流。

Meta 也一路狂飙。我们在 Meta 上有六位数的敞口,对此我们真的非常非常兴奋,但也不至于这么快。这就是我说的,有时候这东西就是涨得这么快。天哪,当天涨了 12.5%。这简直太离谱了。

We've also got meta freaking skyrocketing, dude. Uh, like I mean we got we got six figures of exposure to Meta and we're really really excited about this, but not that fast, bro.

This is what I'm saying. Sometimes, man, this stuff just goes so damn fast. Holy smokes, man. 12 and a half% on the day. That is absolutely ridiculous.

更早的记录
Verified Investing发布 2026-09-21
《Tech Surges as Oil Drops 4%: Key Levels Revealed》
$META看涨
META 具备看涨技术形态;突破 743 美元阻力位后将创下历史新高。

Meta 的 Muse 确实是当天的主角,带动科技股走高,帮助科技板块进一步上行。

Meta's Muse was really the story of the day. rallying tech, helping tech to push up higher.

他说在等
价格走势相对 $743 阻力位的表现
跳空高开或收盘价高于 $743
未来几个交易日日线图
支撑创历史新高的看涨论点;若未能突破则暗示进入盘整
更早的记录
《Amazon Blocks Meta: The Agentic Wars Have Started》
$META看涨
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 .

他说在等
MetaConnect 大会上关于 Muse 及新 AI 模型的发布内容
能够支撑看涨叙事的正面消息流或产品更新
两天后MetaConnect 活动的相关报道
若该活动进一步强化 Muse 的势头,则支撑看涨论点;若活动未能达到预期,则削弱该论点
更早的记录
Schwab Network发布 2026-09-21
《Muse AI Ups Bullish META Expectations Ahead of Connect Conference》
$META看涨
受Muse采用率提升和动能推动,预计META股价近期将触及750,并可能升至775-790。

让我们聚焦于 Meta Platforms 的年度走势图。9月是一个非常特殊的月份,该股当月上涨约24%,自年初以来上涨约8%。如你所见,我们经历了一些波动,这有点类似于心电图。

Let's focus on Meta Platforms' annual chart. September was a very special month, with the stock rising by approximately 24% during the month, and by approximately 8% since the beginning of the year.

As you can see, we have experienced some fluctuations, which is somewhat similar to an electrocardiogram.

更早的记录
Meet Kevin发布 2026-09-21
《why stocks are skyrocketing [spoiler: it's just getting started]》
$META看涨
META 被低估;预期每股收益增长 20%(高于市场共识的 15.6%),支撑 1,470 至 1,900 美元的目标价。

同时,机会也出现在像 Meta 这样此前被落下的标的上。真正值得注意的是,两个月前我就提出科技股即将迎来一轮转变,并在 8 月 28 日特别点名 Meta,称 Meta 的股价即将大幅飙升。

It's also opportunities coming to left behind plays like MetaP which what's really remarkable here is two months ago I argued that there was a transition coming to tech stocks and I specifically called out Meta on August 28th saying that Meta stock was about to skyrocket.

8 月 28 日 Meta 收于 566,仅略高于这条橙色的传奇线。显然,现在它已经到 712 美元,上涨了 7%。甚至上周,我还重申了我对 700 美元以上的判断,或者说我对本周 700 美元的判断。

到本周五,我的目标是 Meta 会涨到 700 美元。

August 28th Meta closed for 566 which is barely above this orange legendary line here. Obviously, now it's at $712. It's up 7%. Even last week, I reiterated my over $700 call or my $700 call for this week.

By this Friday, my target was that Meadow was going to get to $700.

他说在等
每股收益的增长轨迹
未来四年均值接近20%
未来四年未来的财报
若实现则支持看涨论点;若增长仍维持在9.61%或15.6%的预测附近,则削弱该论点
更早的记录
Benzinga发布 2026-09-21
《Oil Tanks, Futures Rally but 10-Year Nears 5% | PreMarket Playbook | September 21, 2026》
$META看跌
对买入META持怀疑态度;高资本开支/薪酬支出损害利润率,技术面显示阻力和超买状况。

市场还将密切关注五位央行官员的一系列讲话,以寻找货币政策线索,同时也会关注Meta Platforms的开发者大会,以了解其AI战略的最新进展。

Markets will also be closely monitoring a circuit of speeches from five central bank officials for monetary policy clues as well as Meta Platform's developer conference for updates on its AI strategy.

S&P Global估计,来自Alphabet(股票代码G O G或G OG L)、Amazon(股票代码AMZN)、Microsoft(股票代码MSFT)、Meta(股票代码META)、Oracle(股票代码OCL)以及Space Exploration Technology Company(即SpaceX,股票代码SPCX)等公司的资本支出,将在2027年超过1.3万亿。

S&P Global estimated capital expenditures from the likes of Alphabet ticker G O G or G OG L, Amazon ticker AMZN, Microsoft ticker MSFT, Meta ticker META, Oracle ticker OCL, and Space Exploration Technology Company or SpaceX ticker SPCX will exceed 1.3 trillion in 2027.

更早的记录
Jose Najarro Stocks发布 2026-09-19
《3 AI Stocks We’re Buying for the Second Half of 2026!!》
$META看涨
Meta的AI客户端Muse正在取得成功;通过代币变现算力有望在2026年下半年推动显著增长与估值倍数扩张。

第三只股票是一只在人工智能领域取得巨大成功的股票,我很高兴我们在一两个月前市场还忽视它的时候就谈到了它,当时它的价格在550美元到540美元之间。Meta Platforms。这是一只让我极为兴奋的股票。

Now, the third stock is a stock that is achieving tremendous success in the field of artificial intelligence, and I am very glad that we talked about it when the market was ignoring it a month or two ago, when its price was in the range of $550 and $540 .

Meta Platforms. This is a stock I'm extremely excited about .

他说在等
Mark Zuckerberg在即将发布的财报中对Muse全国增长情况的评论
关于增长的积极更新
即将发布的财报财报电话会议
若增长如预期持续则支撑看涨逻辑
更早的记录
Schwab Network发布 2026-09-19
《META Expands AI Reach Through Muse, New Products as CapEx Grows》
$META未站边
Meta核心广告业务的强劲表现被高额AI资本开支所抵消,估值上行空间取决于这些投资能否带来利润增长。

Meta 是全球最大的社交网络公司,每天有超过 36 亿人使用其至少一款应用。该公司旗下拥有 Facebook、Instagram、WhatsApp、Messenger 和 Threads。

Meta is the world's largest social networking company , with more than 3.6 billion people using at least one of its apps daily. The company owns Facebook, Instagram, WhatsApp, Messenger, and Threads.

这些应用构成了 Meta 应用家族中最大的部分,并贡献了公司的大部分收入,尤其是通过广告。Meta 还运营虚拟现实实验室,其中包括虚拟现实设备、增强现实技术,以及快速增长的 AI 眼镜。

These apps make up the largest part of Meta's family of apps, and generate most of the company's revenue, especially through advertising. Meta also operates virtual reality labs, which include virtual reality devices, augmented reality technology, and rapidly growing AI glasses.

他说在等
有证据表明资本开支正在带来额外利润
在高额支出的同时盈利能力改善
未来几个季度财报
若利润上升则支持看涨逻辑;若自由现金流持续下降且利润率未见改善,则削弱该逻辑
更早的记录
Meet Kevin发布 2026-09-18
《are we f**k'd》
$META看涨
看好META,目标价下周达到700。核心逻辑:广告收入足以覆盖芯片成本,因此AI投资回报属于额外上行空间。

Meta,我的目标是下周达到 700。我们收在 666,魔鬼的数字。所以,我们看看会发生什么。我看好它。

Meta, my target is to get to 700 by next week. Well , we closed at 666, the devil's number. So, we'll see what happens. I'm bullish on that.

更早的记录
The Investor Channel发布 2026-09-18
《AI Doom Threatens Stocks | Meta MUSE Hits | Amazon x 1,000》
$META看涨
Meta在技术上突破前高,支持逢低买入,640的回测将构成启动信号。

本周从 660 开始,该股小幅上涨至 665。如今,Mark Zuckerberg 已成为科技界那个成熟的人物,与 Jensen Huang 一道反对人工智能的放缓。

The week began at 660, and the stock rose slightly to 665. Now, Mark Zuckerberg has become the mature figure in the tech room, joining Jensen Huang in opposing the slowdown in artificial intelligence.

Mark Zuckerberg 只是在说,你们表现得像孩子一样。你们应该能够在公司层面监控自己产品的节奏。你们不应该需要政府。你们不应该需要国家或整个世界。这是你们的工作。你们应该想要提供合乎逻辑的产品。

你们必须提供安全的产品。你们必须提供不会导致你们被起诉或危及人们生命的产品。

Mark Zuckerberg is simply saying that you are acting like children. You should be able to monitor the pace of your products at the company level. You shouldn't need the government.

You shouldn't need the nation or the world. This is your job. You should want to offer logical products. You must offer safe products. You must offer products that do not lead to you being sued or endanger people's lives.

更早的记录
Schwab Network发布 2026-09-18
《The AI Boom Needs More Than Hype》
$META看涨
Meta近期的强劲表现与新兴的AI创新表明其资本开支使用有效,是一只回报可观的持仓。

随着相关性在Alphabet、Amazon和Meta等大手笔支出的公司与基础设施公司之间发生转移。我提到的大约是4月29日这个日期,当时我们看到资本支出出现了巨大的意外,很明显这些公司再也无法通过自由现金流来为其融资,所以这一联系就断裂了。

with the correlation shifting between big-spending companies, such as Alphabet, Amazon and Meta , versus infrastructure companies . I referred to the date of approximately April 29 , which is when we saw a big surprise in capital expenditures, and it was clear that these companies could no longer finance it through free cash flow, so that link broke.

更早的记录
Jose Najarro Stocks发布 2026-09-18
《AI Compute Demand Could DOUBLE Again by 2027!!》
$META看涨
凭借 Muse 应用的成功以及高利润率的智能服务战略,Meta 是强力买入标的,预计将是一笔成功的交易。

除此之外,Meta Platforms 正取得显著成功。Meta Muse 是那款新应用,在 Apple Store 免费应用榜单上排名第一。这并不意味着它目前是最受欢迎的,对吧?

但它也是下载量最高的。我认为这对 Meta Platforms 来说是一个非常积极的信号。

Apart from that, Meta Platforms is achieving remarkable success. Meta Muse is the new app that ranks first in the list of free apps on the Apple Store. That doesn't mean it's currently the most popular, does it?

But it is also the most downloaded. I think this is a very positive indicator for Meta Platforms.

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Schwab Network发布 2026-09-17
《Chris Wang on PLTR, META, SHOP Stock Picks Amid AI Safety Concerns》
$META未站边
Meta 新推出的“Muse”AI 智能体可借助其庞大用户基础与数据获得快速动能,但能否成功取决于能否克服用户对敏感信息的信任障碍。

我很想听听你对 Meta 的看法,因为随着其“Muse”平台的推出,我们可能开始看到一家对自身角色更有信心的公司。

I am interested in your opinion on Meta, as we may be starting to see a company that feels more confident in its role with the launch of its "Muse" platform .

是的,完全同意。“Muse”是重大的新闻发布,而该股走势与大盘相反。过去几天市场一直在下跌,Meta 实际上却在上涨,但作为 AI 代理的“Muse”无疑代表了 Meta 一个值得涉足的有趣领域。

Yes, absolutely. I mean, "Muse" is the big news announcement, and the stock went against the grain. While the market has been declining in the past few days, Meta has actually been rising, but the AI proxy " Muse" certainly represents an interesting area for Meta to get involved in .

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