Joseph Carlson After Hours 对 $META 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Wall Street Journal article共 4 条
2026-09-21看涨
《Amazon Blocks Meta: The Agentic Wars Have Started》
Meta 是强力买入标的,理由是其宽阔的护城河、快速增长、低估值,以及 Muse AI 成功发布带来的市场情绪转向。

至于 Meta,其股价正在持续上涨。该股今天上涨了 8%,使我在 Meta 股票上的当前盈利达到 11,000 美元。这是一家我们在短短 30 天内从亏损 30,000 美元变为盈利 11,000 美元的公司。

As for Meta, its shares are in a continuous rise . The stock rose 8% today, bringing my current earnings in Meta stock to $11,000. This is a company where we went from a $30,000 loss to a $11,000 profit in just 30 days.

情绪的转变如今正朝着有利于 Meta 的方向发生。一个新的故事已经开始展开。我们有消息称,Meta 的新产品“Meta Muse”表现平平。同时,已有银行开始上调 Meta 的股票评级,翻开新的一页,称该股被显著低估。

The shift in sentiment is now happening in Meta's favor. A new story has begun to unfold . We have news that Meta's new product, "Meta Muse," is underwhelming. And we have banks that have started to upgrade Meta's stock rating, turning over a new leaf, saying that the stock is significantly undervalued .

2026-09-14看涨
《The Best Stock To Buy During The "AI Slowdown"》
Meta 将从 AI 放缓中受益:核心广告变现不依赖前沿 AI,因此资本开支下降会改善自由现金流与利润率,而营收仍保持强劲。

在一场全面协调的AI放缓中,Meta即便不是最大的受益公司,也将是其中之一。

Meta will be one of, if not the top benefiting company from an overall coordinated AI slowdown.

唯一一家真正在AI上花钱、并将其作为创造收入的间接方式的公司,就是Meta。而Meta真正从AI赚钱的方式,也就是它的核心业务,会继续变现。他们可以在不拥有领先AI的情况下,继续在这方面做出改进。

Meta不需要处在最前沿,就能直接变现自己的核心资产。

The only company that's really spending on it as an indirect way of creating revenue is Meta. And the ways that Meta actually makes money from AI, their core business, that'll continue to monetize.

They can continue making improvements on that without the leading AI. Meta does not need to be on the bleeding edge to monetize their core assets directly.

2026-08-26看涨
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2026-08-24看涨
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