Joseph Carlson After Hours 对 $META 的判断变化

2026-08-26看涨
Meta Wins A Massive Strategic Victory
Meta 的诉讼和解被视为战略胜利;其财务成本极低(92亿美元经济价值),且应用限制措施有利于公司的长期地位。

我们刚刚得知 Meta 赢得了诉讼。实际上,严格来说他们并没有赢,他们是达成了和解。Meta 在和解中支付 180 亿美元。这是一大笔钱。此外,他们必须对儿童账户做出大量让步和限制。

We just got news that Meta won their lawsuit. Now, they didn't technically win, they actually settled. Meta is paying out $18 billion in the dollars in the settlement. That's a lot of money. Plus, they're having to make lots of concessions and restrictions with childhood accounts.

头条数字看起来很吓人,事实上,许多人可能会看着这个并认为这对 Meta 不利。但不要搞错了。Meta 在这里实际所做的是战术性的战略胜利。

The headline numbers look scary and in fact, many people may look at this and think it's bad for Meta. But don't be mistaken. What Meta actually did here was a tactical, strategic victory.

2026-08-24看涨
I’m Buying $10,000 Of This Company Next
Meta被低估并将复苏,类似于谷歌在ChatGPT后的复苏,尽管当前存在负面情绪和诉讼。

这是Meta。这是投资组合中一个较新的仓位。像许多较新的仓位一样,那些还没有多年时间赚取回报的仓位,Meta处于亏损状态。在我最初买入价之后,它下跌了不少,只是因为坏消息、诉讼、所有担心Meta产品可能改变的人,它就下跌了。

在我看来,它与我们面对谷歌和整个ChatGPT恐慌时的情况有很多相似之处。我相信Meta也会有类似的结果。我相信Meta实际上比大多数投资者定价的要强大得多。但无论如何,我的仓位是投资组合中10%的仓位。