Meta 具备吸引力；若 Muse 取得进展且代币销售启动，当前约 20 倍市盈率有望扩张至 20 多倍以上。
逐段跳播
如果 Meta 能突破 750 这一水平，我认为它就会进入顺境。
If Meta can get, you know, past that 750 level, I think he's going to be in a groove.
好，Jose。Metam Muse，你认为现在是 Meta 出手收购的时机吗？这其实是在向我们展示 Mark 之前说过的话，对吧？在财报里，他确实提到过，他不想卖算力，因为他更愿意卖智能。
而现在他正在向我们展示，这样做是说得通的。所以我很喜欢 Meta。我认为它目前的市盈率大约只有 20 倍。如果 Muse 持续变得更好，然后我们开始听到他们以某个价格出售 token，我看不出它为什么不会像其他 Mag 7 那样，以 20 多倍中段以上的估值交易。所以就在这一点上，我非常喜欢它。
All right, Jose. Metam Muse, you think it's the the moment for Meta to buy? It's it's giving us the I mean, it's showing us what Mark was saying, right? In the earnings, he did mention that um um he would not want to sell compute because he would rather sell intelligence.
And now he's showing us that that makes sense. Uh so I I mean I like Meta a lot. Um, it's still trading, I think, at 4p ratios of like 20. And if Muse keeps getting better and then we start to hear them selling tokens at a price, I don't see why it was it wouldn't trade like some of the other Mac 7s at like north of mid20s. Um, so so just there I like it a lot.
观察点
这个频道对 $META 的历次判断
Jose Najarro Stocks 在这只股票上共 7 条判断，这里只列相邻的几条。