《These Stocks Are Going Down》
传闻中的股权融资对Meta不利，因为在当前低估值下稀释成本高，且投资者担忧资本回报。
我们还有传闻称，Meta 正在考虑进行大规模股权融资，为 AI 基础设施提供资金。
We also have rumored news that Met is weighing a big equity raise to finance AI infrastructure.
当我审视我的投资组合时，我通过四家超大规模企业重仓投资于人工智能。我们有 Meta、谷歌和微软，它们都在资本支出上花费数千亿美元。
When I look at my portfolio, I'm heavily invested in artificial intelligence through four hyperscalers. We have Meta, Google, and Microsoft, all spending hundreds of billions of dollars in capex.
在这些公司中，Meta、微软、亚马逊和谷歌占据了 AI 支出的大部分，它们是这场大规模资本支出建设的主要出资方。而且，你知道，有传言说 Meta 将筹集资金。
Between those companies, Meta, Microsoft, Amazon, and Google, we have the majority of AI spend, the companies funding this big capex buildout. And you know, there were rumors that Met is going to raise capital.