Meta 受益于大语言模型驱动的广告增长；卖出平价看跌期权可带来约 8% 的收益率，行权价接近 598 美元。
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Meet Kevin发布 2026-09-13 · 2 段内容
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比如现在，在Meta上卖出一份平值看跌期权，你大约能获得8%的收益率，这是从这类卖出看跌期权中倒推出来的。如果被行权，你基本上就是以大约598美元的价格买入。
Like right now at an at the money sold put on Meta, uh you could get about an 8% yield backing into one of these sold puts. You're basically buying it for like 598 bucks if you get assigned.
我一直非常支持这样一种观点：即便是像Meta这样的公司，也会从这些大语言模型向广告业务大量投入资金中受益。
And I've been a big fan of arguing that companies even like Meta are going to benefit from these LLMs plowing money into advertising.
这个频道对 $META 的历次判断
Meet Kevin 在这只股票上共 13 条判断，这里只列相邻的几条。