Meta可能进入算力租赁业务，这对其股价是一个看涨催化剂。
逐段跳播
我基本上写道，微软、Meta、亚马逊在未来两年内拥有良好的护城河。注意，他们没有提到Meta。如果Meta加入并将其计算资源上线，他们可能成为意外的进入者，使Meta受益，并显然从AWS、微软、谷歌手中夺取一些市场份额。
I wrote basically, Microsoft, Meta, Amazon have a good moat for the next 2 years. Note, they did not mention Meta. If Meta jumps in and turns their compute online, they'd be a possible unexpected entrant benefiting Meta and obviously taking some of the market share from AWS, Microsoft, Google.
我确实对微软和Meta有一些敞口，两者都有，而对谷歌和亚马逊没有。
I do have a little bit of exposure to Microsoft and Meta, both of those, uh and not to Google and Amazon.
所以，我们在这里是对的。顺便说一句，Meta的进入也可能成为Meta股票的一个重大催化剂。我对此深信不疑。我认为Meta已经播下了种子，表明他们愿意——他们基本上放出了这个小气球。
让我更清楚地解释一下，因为那可能不够清晰。所以，我认为基于马克·扎克伯格与员工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了：“嘿，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。”
所以，他真正做的是，他拿走了Meta的外壳，并说：“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：“不，我要在这里升起一个小气球。我要说：‘嘿，你知道吗？
出售。’然后我就让它挂在那里。有人会上钩，这基本上是一个钓鱼的J形钩。不要与优惠码J hold混淆。有人上钩了，我想他会抓住这个机会。这可能对市场目前对Meta的估值来说相当意外。
这就是我的看法。再说一次，也许我有偏见。我的意思是，我不是想向你展示微软，你知道，那个敞口，那个也是。我认为这只是基于这里播下的种子的一个诚实的可能性。
So, we were right here on trade Okay, 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 basically sent out this little balloon. Let me explain that a little bit more clearly because that might not be critically clear. 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." And so, what he's really done is he's taken the 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 was like, "No, I'm going to I'm just going to raise a little balloon here. And I'm going to 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 uh meta right now. That's my thing. Again, maybe I'm biased. I mean, I'm not trying to show Microsoft you know that exposure that one, too. Uh I think that's that's just an honest potential based on the seeds that have been planted here.
我们估计，到2028年，AI云加LLM利润率所需的总产出为1.4万亿美元，以证明当前除Meta外的AI资本支出计划是合理的。
We estimate the required gross output from AI cloud plus LLM margin is 1.4 trillion by 2028 to justify the current AI capex plans ex-meta.
假设2028年除Meta外还有1万亿美元的AI资本支出，到2029年AI需求将需要增长2.2万亿美元。
Assuming another 1 trillion dollars of AI capex ex-meta in 2028, AI demand will have to grow 2.2 trillion by 2029.
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。