T3 Live 对 $META 的判断变化

2026-09-24看涨
《#META to $1000? LIVE with David Prince》
Meta 的 AI 叙事转变与庞大用户基础支撑看多立场;在高位卖出部分股票后仍继续持有。

我确实想跟你聊聊 Meta。Meta,哇,Meta 过去几周的走势。你和我在这之前聊过,你 7 月在 60 多美元中段的位置买入 Meta,而今天我们到了 770。

I definitely want to talk about Meta with you. Uh, Meta, wow, the move in Meta in the past uh few weeks. You and I were talking before this about where you were buying Meta back in July in the the mid60s and here we are today 770.

显然,最新的公告围绕 AI 和 Muse 以及新的 AI 智能体,但不只是 Muse,还有 Zuck 说 Meta 正在发生的所有 AI 相关的事情。你和我过去聊过 Meta 的资本开支,以及他们如何花了又花、花了又花,却没什么成果可展示。

现在这就是成果。而且我认为这肯定不同于他们在元宇宙上的失败,你和我之前也做过那样的类比。

obviously the newest announcement centering around AI and Muse and the new AI agent, but not just Muse, all of the AI stuff that Zuck says is happening there at Meta. You and I have talked in the past about the capex at Meta and how they were spending and spending and spending and there wasn't really much to show for it.

Here's what what there is to show for it. And it's definitely different I think than the failure they had with the metaverse which we you you and I had you know made those correlations before.

2026-09-10
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
META 因技术性反转反弹至 662,当前价位对战术交易者而言是减仓区而非买入点,尽管长期机构仍在持续吸筹。

股票突然之间就苏醒过来,这很有意思,你知道,砰的一下,你知道,Meta,这个我们会在一年区间之后讲到。

it's funny how stocks wake up all of a sudden, you know, boom, you know, meta, which we'll get into after a year range.

有人会说:“天哪,Meta 不知从哪儿冒出来了。你在 Meta 上本能看到什么?”我说:“嗯,你知道,Meta 在这里确实走出了一个红狗反转。”所以记住这个反转日,当时你有一个内包区间,跌破后又回到上方。

那是一个信号,说明你有了一个低点,一个更高的低点,又一个更高的低点,然后你记得他们出了消息,起初它不断在 50 日线处被压回,后来终于突破了它,现在你看,你又回到了 660,而且我认为它今天被上调了评级。

所以 Meta 今天大概又涨了。它涨了八。所以不知从哪儿,你得到了从 567 起的这波 100 点的行情。

someone's like, "Oh my god, Meta out of nowhere. What could you have seen with Meta?" I'm like, "Well, you know, Meta did do a red dog reversal here." So remember this reversal day where you had an inside range, went below, came back above.

That was one signal that you had a low, a higher low, one more higher low, and then you remember they came out with news and it at first it would kept getting rejected into the 50-day and then it finally took it out and now lo and behold, you're back at 660 and I think it was upgraded today.

So Meta is probably up again today. It's up eight. So out of nowhere, you get this move from 567 to 100 points.