许多其他公司，比如 Google、Amazon 和 Meta，正在花费数千亿美元建设它们的 AI 基础设施，我认为从长远来看这会带给它们更多帮助，这也是我长期投资它们的原因。
Many other companies, such as Google, Amazon, and Meta, are spending hundreds of billions of dollars building their AI infrastructure, which I believe will help them more in the long run, and that's why I'm investing in them for the long haul.
因此，我趁这次回调增持的第一只股票，也是我原本已经持有一些的股票，我认为它可能是七大科技股中最被低估的一只，那就是Meta。
So, the first stock that I bought a little bit more of that I already had some due to this dip that's happened and one that I think is probably the most undervalued Mag Seven stock that there is is Meta.
Meta近期的疲软主要源于投资者对其巨额AI支出的担忧。但基础业务依然非常强劲。第二季度营收增长28%，广告业务持续增长，Meta目前正在投资以增强其AI能力和变现能力。
Meta's recent weakness is largely being driven by investor concerns over its massive AI spending. But the underlying business remains extremely strong. Q2 revenue jumped 28% advertising continues to grow and Meta's investing today to strengthen its AI capabilities and monetization.