Rich Habits 对 $META 的判断变化

频道资料 →本频道有 4 位标注的说话人:Andy Jassy、Deutsche Bank analyst、Wall Street、Wall Street favorites.com / 'We both'共 4 条
2026-09-25看涨
《Public Launches Prediction Markets, Meta's Muse Charm, & $2T of Debt》
Meta 股价大幅上涨,得益于其 AI 智能体 Muse 的成功推出以及与 Shopify 的合作,这使其有望掌控未来的零售商业。

我们还会谈到Meta新推出的AI智能体“Muse”,它已经广受欢迎。

We will also talk about Meta's new AI agent " Muse" that has become widely popular,

与此同时,Meta的股价仅在9月就上涨了30%,有望创下自2013年7月以来的最佳单月表现。现在正在收听的朋友们,请记住我们之前谈过针对Meta的那起诉讼。我记得那是在8月初,当时Meta还在交易。

Meanwhile, Meta's stock itself rose 30% in September alone, and is on track for its best month since July 2013. Those of you listening now, remember that we talked about the lawsuit against Meta.

I believe that was in early August, when Meta was trading.

2026-09-25看涨
《AI Agents and the Money Habits of Wealthy People.》
买入并持有 META,预计到本十年末目标价为每股 1,000 美元。

Meta 推出的 Muse 应用,可能是我所认为的真正令人愉快的推理周期的第一个消费级催化剂。

Muse, the Muse app from Meta, may be the first consumer catalyst for what I believe is a truly enjoyable deduction cycle.

她正处于一个非常有利的位置,因为「Muse」正在病毒式传播。她正在经历一个与「ChatGPT」问世时极为相似的时刻。

She is in a very positive position because of the viral spread that is occurring with "Muse". She is living through a moment that is very similar to the moment when "ChatGPT " emerged.

2026-09-11看涨
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2026-08-28看涨
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