《These Stocks Are Going Down》
传闻中的股权融资对Meta不利，因为在当前低估值下稀释成本高，且投资者担忧资本回报。
我们还有传闻称，Meta 正在考虑进行大规模股权融资，为 AI 基础设施提供资金。
We also have rumored news that Met is weighing a big equity raise to finance AI infrastructure.
当我审视我的投资组合时，我通过四家超大规模企业重仓投资于人工智能。我们有 Meta、谷歌和微软，它们都在资本支出上花费数千亿美元。
When I look at my portfolio, I'm heavily invested in artificial intelligence through four hyperscalers. We have Meta, Google, and Microsoft, all spending hundreds of billions of dollars in capex.