Meta可能进入出租计算资源领域，被视为其股价的重大正面催化剂。
逐段跳播
Meta 试图上涨。
meta trying to rise
人们有时我认为会忘记它的市值高达 1.7 万亿美元，比 Meta 等公司还要高。
People sometimes I think forget it's a $ 1.7 trillion market value higher than metas for example.
注意，他们没有提到 Meta。如果 Meta 加入并将其计算资源上线，他们可能会成为一个意想不到的进入者，使 Meta 受益，并且显然会从 AWS、微软、谷歌手中夺取部分市场份额。
Note, they did not mention Meta. If Meta jumps in and turns their compute online, they'd be a possible unexpected entrance benefiting Meta and obviously taking some of the market share from AWS, Microsoft, Google.
并且，在这里做一个完整的免责声明，为了避免任何疑虑，我对 Anthropic 没有任何敞口。我对 Anthropic 或 OpenAI 没有任何风险投资敞口。我确实对微软和 Meta 有一点敞口，两者都有，而对谷歌和亚马逊没有。
Uh, and just in like full disclaimer here because for just like an avoidance of doubt of of like exposure, I don't have any exposure to Anthropic. I don't have any like venture capital exposure to anthropic or open AI. Um, I do have a little bit of exposure to Microsoft and Meta, both of those. uh and not to Google and Amazon.
所以，Meta 的进入，顺便说一句，也可能成为 Meta 股票的一个重大催化剂。我对此深信不疑。我认为 Meta 已经埋下了种子，表明他们愿意，基本上他们已经放出了这个小气球。
So, so Meta entering, by the way, could also be a big catalyst for Meta Stock. I'm a big believer of that. Uh I think that Meta has planted the seeds that they are willing like they've basically sent out this little balloon.
所以，我认为根据马克·扎克伯格与员工举行的电话会议以及他在财报电话会议上的评论，我认为马克·扎克伯格基本上暗示，如果有人付给我们足够的钱，我们就会把计算能力租给他们。
So, I think based on the conference calls that uh Mark Zuckerberg has had with employees and also the commentary that he's had on uh earnings calls, I think that Mark Zuckerberg basically suggested, hey, if somebody pays us enough, we'll rent them compute.
所以他真正做的是，他拿起了 Meta 这个外壳，说，我们的计算能力，那是我们的钱，那是我们的芯片。他就像几个月前那样，我说，你知道，我要在这里放一个小气球，我要说，嘿，你知道，出售，我就让它挂在那里，然后有人上钩，这基本上就像钓鱼的 J 型钩，不要与 J-Hold 优惠码混淆，有人上钩了，我认为他会抓住这个机会，而这对于市场目前对 Meta 的估值来说可能是相当出乎意料的，这是我的观点，也许我有偏见。
And so, what he's really done is he's taken this shell of meta and said, our compute, it's our money, they're our chips. and he kind of just like a couple months ago I was like you know I'm gonna I'm just gonna raise a little balloon here and I'm gonna say hey you know what for sale and I'm just going to kind of like let it hang out over there and somebody bites on this basically fishing J hook uh not to be confused with J-Hold the coupon code somebody bites on this I think he's going to take it and that might be pretty unexpected for how the market is valuing me right now that's my opin again Maybe I'm biased.
这个频道对 $META 的历次判断
Meet Kevin 在这只股票上共 6 条判断，这里只列相邻的几条。