$META

MetaMuse的发布对META构成利好,原因在于AI采用率及算力需求提升,并带来新的高利润率订阅收入。

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AI Stocks Just Got Major Catalysts — The Boom Is Accelerating!!
Jose Najarro Stocks发布 2026-09-08 · 1 段内容
05:13/ 打开原视频

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说到竞争,完美的例子就是Meta,不是吗?Meta推出了MetaMuse,这是Meta推出的个人AI代理,能在你生活的方方面面帮你完成任务。所以,我们把它看作像是,“这周很忙,帮我处理学校邮件。”

它检查学校邮件,给你列一个清单。比如,其中一条消息是关于老师发来的用品清单。Muse会继续帮你准备好一切,它会创建订单。一切都完成了;人工智能负责购物、预订会议、撰写草稿。这是其他公司已经做过的事情。

但Muse,记住Meta拥有庞大的生态系统,它做了很多事情。它代表你执行实际任务。但让我兴奋的是,Meta是一个拥有巨大社区影响力的平台。如果越来越多的人需要使用人工智能,尤其是像AI代理这样的东西,那只会提高人类与人工智能之间的采用率。

人们会说,“哦,我可以用人工智能做这个,做那个。”这将增加计算需求。我实际上认为这对Meta非常有利,因为我认为他们现在也开始为这个Muse模型提供月度订阅。这正是马克·扎克伯格过去一直在谈论的,不是吗?

马克·扎克伯格曾表示,他相信销售人工智能的利润率将高于销售计算。现在他正在这样做,不是吗?这正是他们用Muse所做的。所以,Muse AI,让我仔细看看他们是否有价格之类的信息。

也许现在这里没有。但我认为如果你想使用这些AI代理中的一些,会有某种形式的定价,大约20美元或更多。

Now, speaking of competition, the perfect example is Meta, isn't it? Introducing MetaMuse, your personal AI agent from Meta that gets things done in every part of your life. So, we see this as being like, “This week has been busy, help me keep up with school emails.” He checks school emails. It gives you a list. One of the messages is about a list of supplies that came from the teacher, for example. Muse will go ahead and get everything ready for you. It sort of creates the order. Everything is done; artificial intelligence does the shopping, books meetings, and writes drafts. This is something other companies have already done. But Muse, remember that Meta has this huge ecosystem and it does a lot of things. He performs actual tasks on your behalf. But what excites me is that Meta is a platform with tremendous reach to the community. If more and more people are going to need to use artificial intelligence, especially something like an AI agent, it will only increase the adoption rate between humans and artificial intelligence. People will say, "Oh, I can use artificial intelligence for this, and for this, and for that." This will increase computing needs. I actually think this is very positive for Meta, because I think they've also started a monthly subscription now with this Muse model as well. And that's exactly what Mark Zuckerberg has been talking about in the past, isn't it? Mark Zuckerberg stated that he believes selling artificial intelligence will have higher profit margins than selling computing. And now he is doing that, isn't he? That's exactly what they're doing with this Muse. So, Muse AI, let me take a closer look at whether they have prices here or anything like that. Perhaps not here at the moment. But I think there is some form of pricing around $20 or more if you want to use some of these AI agents.

这个频道对 $META 的历次判断

Jose Najarro Stocks 在这只股票上共 5 条判断,这里只列相邻的几条。

2026-09-08看涨本条
说到竞争,完美的例子就是Meta,不是吗?Meta推出了MetaMuse,这是Meta推出的个人AI代理,能在你生活的方方面面帮你完成任务。所以,我们把它看作像是,“这周很忙,帮我处理学校邮件。”它检查学校邮件,给你列一个清单。比如,其中一条消息是关于老师发来的用品清单。Muse会继续帮你准备好一切,它会创建订单。一切都完成了;人工智能负责购物、预订会议、撰写草稿。这是其他公司已经做过的事情。但Muse,记住Meta拥有庞大的生态系统,它做了很多事情。它代表你执行实际任务。但让我兴奋的是,Meta是一个拥有巨大社区影响力的平台。如果越来越多的人需要使用人工智能,尤其是像AI代理这样的东西,那只会提高人类与人工智能之间的采用率。人们会说,“哦,我可以用人工智能做这个,做那个。”这将增加计算需求。我实际上认为这对Meta非常有利,因为我认为他们现在也开始为这个Muse模型提供月度订阅。这正是马克·扎克伯格过去一直在谈论的,不是吗?马克·扎克伯格曾表示,他相信销售人工智能的利润率将高于销售计算。现在他正在这样做,不是吗?这正是他们用Muse所做的。所以,Muse AI,让我仔细看看他们是否有价格之类的信息。也许现在这里没有。但我认为如果你想使用这些AI代理中的一些,会有某种形式的定价,大约20美元或更多。
2026-09-05看涨
现在,第二支箭是Meta。我认为Meta是另一家疯狂的公司。目前,它的股价约为600美元。Meta的市盈率也很疯狂,大约19倍。这只股票以前便宜得多,当它低于500水平时,我们就在这个频道讨论过它。
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