META是Mag 7中（除NVDA/AMZN外）的首选股票，因其AI战略是出售智能，这被视为积极且方向正确。
逐段跳播
Meta 和所有这些公司原本不会像现在这样在 AI 领域进行大规模投资。
Meta and all these companies weren't going to be investing heavily like they are now in the AI space.
实际上我还有另一个客户，他们会很乐意从你这里接受这些算力，无论是 OpenAI，还是 Meta，或者某个刚刚成立的新初创公司。
I actually have another customer that will take this compute gladly from you open AI or or maybe Meta or or some new startup that just came up
我的意思是，我们看到了马克，对吧？马克刚刚发布了 Mark Muse 代码，已经退出测试版，对吧？他们正在推出他们的 AI 解决方案。这就是为什么我认为 Meta 目前是我最喜欢的 Mag 7 之一，仅次于 Nvidia 和 Amazon，但我确实相信他出售智能是一件非常非常好的事情，而且它正朝着正确的方向发展。
I mean, we see Mark, right? Mark just released Mark Muse code is out of beta, right? They're introducing their AI solution. And this is why I actually think Meta is one of my favorite Mac 7s right now outside of Nvidia and Amazon, but I do believe him selling intelligence is a great great thing and it's going heading in the right direction.
这个频道对 $META 的历次判断
Jose Najarro Stocks 在这只股票上共 2 条判断，这里只列相邻的几条。