META在550至750之间区间震荡；高资本开支和回报不明确阻碍近期上行。
逐段跳播
所以你去看 Meta。Meta 今天在这里上涨了将近 20,000 美元。
And you so you look at Meta. Meta's up almost $20,000 here today.
现在，从那里开始，Meta，我对 Meta 仓位的规模感到安心。正如我多次告诉你们的，Meta 处于我所说的，它卡住了，对吧？它卡在约 550 到 750 之间。所以它就在那里来回震荡。
如果人们感到非常看空，他们会把它推到那个水平之下。如果他们感到非常非常看多，他们可能会推上去。但归根结底，Meta 在非常非常短期内不会有任何进展，仅仅因为资本支出数字如此失控，而人们仍然困惑于他们究竟能否从这些资本支出中获得回报。
对吧？所以 Meta 长期就是卡住了。它是一只 1,000 到 2,000 美元的股票。所以请记住这一点。我们现在就是无法达到那个水平，因为我们卡住了。
Okay. Now, from there, Meta uh Meta is just I feel comfortable with the sizing of the Meta position. As I've told you guys many times, Meta is in what I would call, you know, it's stuck, right?
It's stuck between about 550 and 750. And so, it just kind of bounces in there. You know, if people are feeling real bearish, they'll push it down below that level. If they're feeling really, really bullish, they might push up.
But at the end of the day, Meta is not going anywhere in the very very short term just because the capex numbers are so out of control and people are still confused on if they're ever going to get this payback in regards to this capex spend.
Right? So Meta is just stuck longterm. It's a,000 to $2,000 stock. So do keep that in mind. Uh we just can't reach that level right now because we're stuck.
所以如果我们只谈一些我目前的持仓，对吧？Meta，Meta 在 2022 年下跌了 70% 以上，对吧？没人想要这只股票的一点份额，而我就一直在 Meta 里左右逢源地大量买入，这只已经死掉、被遗忘的股票，对吧？
没人，它就像一项有毒资产，对吧？没人想碰这东西。而现在你看 Meta，就像，哦，你知道，是的，那是一笔很好的逆向买入，不是吗？
So if we just talk about some current positions I have, right? Meta, Meta had sold off 70% plus in 2022, right? No one wanted a piece of that stock and I just was gobbling up shares left and right in Meta, this stock that was dead and forgotten, right?
No one, it was like a toxic asset, right? No one wanted to touch this thing. And now you look at Meta and it's like, oh, you know, yeah, that was a good contrarian buy, was it not?
这个频道对 $META 的历次判断
Financial Education 在这只股票上共 4 条判断，这里只列相邻的几条。