Jose Najarro Stocks 对 $META 的判断变化

2026-09-21看涨
《AMD Hits $1 Trillion — And the AI CPU Boom Is Just Starting!!》
持有META;看好其通过出售token/智能来变现AI算力的能力,并将其视为主要收入驱动力。

我们谈到的三只股票是 AMD、Meta Platforms 和 Qualcomm。Meta 为什么仍然能创造可观的收入?我认为接下来会发生什么?

the three stocks we talked about were AMD, Meta Platforms, and Qualcomm. Why does Meta still generate significant revenue? What do I think will happen next?

当时,我谈到 Meta Platforms 股价时为 670。现在,该股稳定在 741。

At that time , I talked about Meta Platforms stock at a price of 670. Now, the stock is settling at 741.

目前的主要驱动力是“MetaMuse”,对吧?MetaMuse 在多项指标上超过了 ChatGPT 移动应用早期推出时的表现。Muse 在两大应用商店上线头 12 天内下载量达到 280 万次。

与美国和加拿大的 ChatGPT 在头 12 天相比,Muse 达到 280 万次,而 ChatGPT 为 130 万次。Muse 还创下了美国单日下载量新纪录,9 月 19 日达到 26.4 万次,连续第三天突破 20 万次大关。

ChatGPT 在美国直到推出近一年后才突破单日 20 万次下载量。Muse 在第 10 天时在美国的日活跃用户达到 44.8 万。ChatGPT 用了 49 天才达到这一水平。

到第 12 天,Muse 在美国的移动端日活跃用户为 64.2 万,而同期 ChatGPT 为 23.1 万。

The main driving force right now is "MetaMuse," isn't it ? MetaMuse outperforms the early launch of the ChatGPT mobile app in several metrics. Muse reached 2.8 million downloads in its first 12 days across both app stores.

In comparison with ChatGPT in the US and Canada in the first 12 days, Muse generated 2.8 million while ChatGPT generated 1.3 million. Muse also set a new record for daily downloads in the United States, reaching 264,000 on September 19, marking its third consecutive day above the 200,000 mark.

ChatGPT did not surpass the 200,000 daily download mark in the United States until almost a year after its launch. Muse reached 448,000 daily active users in the United States by day 10.

ChatGPT took 49 days for that. By day twelve, Muse had 642,000 daily active mobile users in the United States compared to 231,000 for ChatGPT during the same period.

2026-09-19看涨
《3 AI Stocks We’re Buying for the Second Half of 2026!!》
Meta的AI客户端Muse正在取得成功;通过代币变现算力有望在2026年下半年推动显著增长与估值倍数扩张。

第三只股票是一只在人工智能领域取得巨大成功的股票,我很高兴我们在一两个月前市场还忽视它的时候就谈到了它,当时它的价格在550美元到540美元之间。Meta Platforms。这是一只让我极为兴奋的股票。

Now, the third stock is a stock that is achieving tremendous success in the field of artificial intelligence, and I am very glad that we talked about it when the market was ignoring it a month or two ago, when its price was in the range of $550 and $540 .

Meta Platforms. This is a stock I'm extremely excited about .

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