Meet Kevin 对 $META 的判断变化

频道资料 →本频道有 3 位标注的说话人:Adam Jonas、Goldman Sachs、Wells Fargo共 9 条
2026-09-04看涨
Major AI Stock is about to FLIP
Meta股票具有强劲的上涨潜力,得益于即将推出的AI产品(Hatch、Watermelon)、强劲的广告收入增长以及当前较低的市场预期。

五天前,我们发布了一个视频,标题为“为什么Meta的股价即将飙升”。那是在8月28日,当时Meta的股价收于577美元左右。自那以来,仅在过去五天里,股价已上涨7%,别忘了我们还忙着过周末。

Five days ago, we posted a video titled "Why Meta's stock is about to skyrocket." That was on August 28 when Meta's stock closed at around 577. The stock has risen 7 % since then in just the last five days, and let's not forget we were busy with the weekend.

那么,Meta会发生什么?嗯,高级管理层开始改变对Meta的看法,而且来自Meta的一些好消息可能好于预期。但我们要明确,Meta的历史波动率目前较低。它低于平均水平,这是一个好迹象。

So, what happens in Meta? Well, senior management is starting to change its mind about Meta, and some of the good news coming from Meta might be better than expected. But let's be clear, Meta's historical volatility is currently low . It's below average, which is a good sign.

2026-09-02看涨
AI Stocks: Broadcom, Snowflake, HPE Earnings
Meta被视为大型科技公司中盈利最强劲的巨头。

广告技术与 Netflix 和 Meta 类似,这与软件不同。

Advertising technology is similar to Netflix and Meta , and this is different from software.

我相信在巨头公司中能够盈利的是“Meta”。所以在我看来,这里的“Meta”就是它。让我们记下获胜点。在获胜前沿方面,你有一个“Meta”,在机构方面也是如此。

I believe that the one who can make a profit among the giant companies is "Meta". So this is "meta" in my opinion here. Let's note down the winning points here. Well, you have a "meta" here on the winning frontier side, and on the institutional side.

2026-09-02看涨
订阅或试用后可见这一步的正文
2026-09-01看涨
订阅或试用后可见这一步的正文
2026-09-01看涨
订阅或试用后可见这一步的正文
2026-08-31看涨
订阅或试用后可见这一步的正文
2026-08-29看涨
订阅或试用后可见这一步的正文
2026-08-28看涨
订阅或试用后可见这一步的正文
方向翻转
2026-08-26
订阅或试用后可见这一步的正文
更早的 7 条正文需要订阅
最近 2 条的正文公开可读。更早的条目保留日期与方向,正文随订阅解锁。
订阅 · 30 天完整试用