$META

META

Meta Platforms, Inc. Class A Common Stock

本窗口内的全部观点与内容

截至 09-06
09-06
Invest with Henry发布 2026-09-06
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$META看涨
Meta是强力买入,预计到2027年初将达到约700美元,低于600美元的价格被视为划算的交易。

我认为Meta公司将会非常出色。如果你想了解我的投资,我相信“Meta”将是其中之一。而且我认为“Meta”定价在600以下是一笔划算的交易。

I think that Meta Company It will be amazing. If you You want to know My investments, I believe That "Meta" will be one In addition to them, And I think "Meta" is priced Under 600 is a deal Winning.

所以,请记住,当我向你展示“限价”期权时,我现在将转向“Meta”。我将打开“Meta”,向你展示我在寻找什么。

So, keep in mind When I show you the "Lip" option And I will move on to "Meta" now. I will open "Meta" "I'll show you what I'm looking for."

看,此外,“Meta”。当我准备这个演示时,Meta的价格是566。现在,“Meta”确实在非常强劲地上涨。

Look In addition, "Meta". when I prepared this presentation; Meta's price here is 566. Now, "Meta" is rising Indeed, very strongly.

09-05
Ticker Symbol: YOU发布 2026-09-05
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$META看涨
投资Meta;其AI驱动的广告业务在庞大基数上显示出强劲增长(同比增长27%)。

例如,Meta 的广告引擎可能是当今地球上人工智能最大的应用。AI 驱动的定向投放已推动其广告收入同比增长 27%,广告主为每条广告多支付 12%。这可能看起来不是巨大的增长,但别忘了,这项业务实际上已经服务了全球近一半的人口。因此,这一增长是在非常庞大的基数之上实现的。

For example, Meta's advertising engine may be the largest application of artificial intelligence on Earth today. AI-powered targeting has driven their advertising revenue to grow by 27% year-over-year, with advertisers paying 12% more per ad. This may not seem like a huge growth, but don't forget that this business literally already serves almost one in two people on the planet. So, this growth is coming on top of a very large underlying base.

在 AI 领域的顶端,我强烈强调需要投资 Google 和 Meta Platforms。

At the very top of the AI pie , I was strongly emphasizing the need to invest in Google and Meta Platforms.

Jose Najarro Stocks发布 2026-09-05
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$META看涨
Meta的AI智能销售利润率高于计算业务;当前模型(如MetaSpark Max)验证了这一论点,使得该股在约19倍市盈率下被低估。

现在,第二支箭是Meta。我认为Meta是另一家疯狂的公司。目前,它的股价约为600美元。Meta的市盈率也很疯狂,大约19倍。这只股票以前便宜得多,当它低于500水平时,我们就在这个频道讨论过它。

Now, the second arrow is Meta. I think Meta is another crazy one. Currently, it costs around $600. Meta's price-to-earnings ratio is also insane, around 19. This stock was much cheaper before, and we were talking about it in this channel when it was below the 500 level .

对我来说,评估范围之外的那件事是什么?我认为市场没有考虑到它在销售人工智能方面的潜力。很多人希望马克·扎克伯格销售计算能力,但马克·扎克伯格在最近的财报中表示:“我们相信,销售智能的利润率将远高于直接销售计算能力。”

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09-04
Meet Kevin发布 2026-09-04
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$META看涨
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.

他说在等
AI支出的投资回报率
能够证明增加研发支出能产生投资回报
下一次财报财报
若显示出投资回报则支持看涨论点;若因缺乏投资回报而继续抛售则削弱论点。
“Hatch”AI代理的发布及表现
9月初成功发布并获得积极的用户采用
2026年9月初公司公告及新闻报道
若产生利润则支持看涨论点;若失败或缺乏差异化则削弱论点。
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$META看跌
由于对商业模式缺乏了解,不建议在当前水平买入META;仅对其核心产品或AI的粉丝而言,可能存在入场机会。

另一方面,Meta 虽然几天前跳空上涨,成交量尚可,但它需要守住 50 日均线,并且这需要良好的成交量配合。我认为它会回补两天前在 600 美元留下的缺口,并且可能会小幅走低。

我们拭目以待。我不知道。我不想在这里买入 Meta 的股票。我不再理解他们作为一家公司在做什么。但如果你喜欢 WhatsApp、Instagram 和 Facebook,并且欣赏他们在人工智能方面提供的东西,这可能是你的机会。

On the other hand, Meta, although it has gapped up a few days ago with an acceptable trading volume. But it needs to maintain this 50-day moving average, and this should be done with a good trading volume. I think it will close the gap that occurred two days ago at $600, and it is likely to move slightly lower. We'll see. I don't know. I don't want to buy Meta shares here. I no longer understand what they do as a company. But if you like WhatsApp, Instagram and Facebook, and admire what they offer in artificial intelligence, this could be your chance.

09-03
Jose Najarro Stocks发布 2026-09-03
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$META看涨
Meta是一只被忽视的、具有吸引力的AI股票;其有竞争力的模型能够实现高利润率的代币销售。

即使是像 Meta 这样非常重视开放软件平台的竞争对手,也无法与 Nvidia 所取得的成就相提并论,不是吗?

Even competitors like Meta, who were really big on open software platforms, don't come close to what Nvidia has done , do they?

我们刚刚从 Anthropic 获得了 Fable 5.1,Muse 和 Meta AI 正在疯狂地发布更新,Grok 的表现也非常出色。

We just got Fable 5.1 from Anthropic, Muse and Meta AI are releasing updates like crazy, and Grok is also performing amazingly well.

说到 Meta Muse Code 和新的 Spark 1.3 max,性能非常好。这太疯狂了。我认为这里的定价比许多其他模型便宜得多,但 Muse Code 和 Spark 1.3 max 在编程工作负载方面与 Fable 5 Opus 5 相当。这是一个开创性的模型。

Speaking of Meta Muse Code and the new Spark 1.3 max, the performance is very good. This is madness. I think the pricing here is much cheaper than many of these other models, but Muse Code and Spark 1.3 max are on par with Fable 5 Opus 5 for programming workloads. This is a pioneering model.

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$META未站边
Meta是B级投资;因资本开支不分散和表外负债而面临高风险,但强劲的广告业务和合理的估值提供支撑。

我们将再次审视Meta,这是我们刚刚录制的一集。

we will look at Meta again which is a episode that we actually just recorded

但我自己也有偏见,比如你相当批判性地看待Meta,特别是它对儿童、青少年和普通人的影响。嗯,我主要用Meta来看广告,我总是觉得广告很好,我能买到东西,我觉得我个人有偏见,因为我喜欢用它,而且我觉得我不会刷很多。

Um but I mean I'm biased myself like for example you look at Meta pretty um pretty critically in terms of its uh um its influence on especially kids, teens and people in general. Um, well, I use meta primarily to look at the ads and I always think they're great and I get stuff and I feel like I'm personally biased because I like to use it and I don't feel like I scroll a lot.

首先,任何没听过这个的人都没听过我们的节目。所以,这是他们自己的问题。我开玩笑的。基本上我们一直在开玩笑,因为当我上Instagram时,现在实际上我主要用它,因为我觉得广告太好了,太有针对性了,以至于我不想看他们所有的内容,但我主要觉得,好吧,我只是觉得我的生活中需要一些东西。

更早的记录
Benzinga发布 2026-09-03
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$META看跌
META并非首选股票;面临技术阻力,且尚未显示出从下跌趋势中确认复苏。

我们来看看Meta,看看它现在的情况。我们正从520这个水平回升,情况好多了。我们在八月的大部分时间里试图摆脱那个水平,但现在价格正在设法穿越50日简单移动平均线。上方还有一堆移动平均线,它们将构成阻力,比如200日和500日移动平均线。

此外,显然在680多点的位置也有一个点位,看起来今年大部分时间也在构成阻力。

Let's Let's look at Meta. We'll just see what that one's doing cuz So, we are coming off of that 520 uh level much better now. Uh since we we spent a good majority of August trying to move away from that, but uh we're now managing our way uh the price managing its way through the 50 uh day SMA. And you still have a bunch of moving averages to the upside. It's going to provide resistance. Uh the 200, the 500. Uh then there's also apparently a spot up in the 680s that looks like it's also been providing some resistance for uh pretty much a good portion of this year.

他说在等
价格连续多日收于50日均线上方
连续多日保持在50日均线上方
近期日线价格图表
支持META正进入复苏阶段的观点;未能守住则削弱看涨论点
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