Meta在技术上突破前高,支持逢低买入,640的回测将构成启动信号。
逐段跳播
本周从 660 开始,该股小幅上涨至 665。如今,Mark Zuckerberg 已成为科技界那个成熟的人物,与 Jensen Huang 一道反对人工智能的放缓。
The week began at 660, and the stock rose slightly to 665. Now, Mark Zuckerberg has become the mature figure in the tech room, joining Jensen Huang in opposing the slowdown in artificial intelligence.
Mark Zuckerberg 只是在说,你们表现得像孩子一样。你们应该能够在公司层面监控自己产品的节奏。你们不应该需要政府。你们不应该需要国家或整个世界。这是你们的工作。你们应该想要提供合乎逻辑的产品。
你们必须提供安全的产品。你们必须提供不会导致你们被起诉或危及人们生命的产品。
Mark Zuckerberg is simply saying that you are acting like children. You should be able to monitor the pace of your products at the company level. You shouldn't need the government.
You shouldn't need the nation or the world. This is your job. You should want to offer logical products. You must offer safe products. You must offer products that do not lead to you being sued or endanger people's lives.
这话出自 Mark Zuckerberg 之口或许显得讽刺,但他毕竟已经从那个叛逆的科技人转变成了业内最理性的那只手。
It may seem ironic coming from Mark Zuckerberg, but he has nevertheless transformed from being that rebellious techie into the most rational hand within the industry.
这一切正值该公司的 AI 战略变得更加清晰,其 AI 智能体“Muse”登上 Apple App Store 榜首之际。
All of this comes at a time when the company’s AI strategy is becoming clearer, and its AI agent “Muse” is topping the Apple App Store.
我下载了“Muse”应用。我觉得它很棒。我觉得它有用。它是我很可能会用的东西——也许不一定每天用,但大概每周会用。
I have downloaded the "Muse" app. I think it's great. I think it's useful. It is something I am likely to use - perhaps not necessarily daily, but probably weekly.
我仍然认为,人工智能的争议点在于它是否会成为一种被 99% 的人使用的应用。
I still think the controversial issue with artificial intelligence is whether it will become an application consumed by 99% of people.
我对人工智能不确信的地方在于,它是否会成为那样一种技术。我认为人工智能以及像“Muse”这样的东西对生意人真的很有用,对社交媒体网红也非常有用,简而言之,对野心勃勃的人很有用。
What I'm not convinced about artificial intelligence is that it will become that kind of technology. I think artificial intelligence and things like "Muse" are really useful for business owners, and very useful for social media influencers, or in short, for highly ambitious people.
对于一个每天用一两次电子邮件、想把社交媒体当作娱乐来源的普通人来说,我并不一定认为这些 AI 智能体会特别有用。
For the average person who uses email once or twice a day, and wants to use social media as a source of entertainment, I don't necessarily think these AI agents will be particularly useful.
现在,我认为它登上应用商店榜首,这完全说得通,这是人们在尝试的东西,但我们在 AI 智能体上看到的是,在最初的兴奋消退之后,它们并不特别有吸引力或有用。
Now, I think it's topping the app store, which makes perfect sense, it's something people are trying out, but what we've seen with AI agents is that they aren't particularly appealing or useful after the initial excitement fades.
那么,Meta 能克服这一点吗?如果 Meta 克服了这一点,让 Muse 成为像社交媒体一样人人每天都用的东西,那么毫无疑问,它将成为世界上最有价值的公司。
Now, can Meta overcome that? If Meta overcomes that and makes Muse something everyone uses on a daily basis, just like social media, well, it will become the most valuable company in the world without a doubt.
“Muse”是一款很棒的产品,“Meta”可以靠它赚钱,也许比它靠“WhatsApp”等其他平台赚的还多。但我还不确信普通人,比如说社会的 95%,会每天登录并使用 Muse。
"Muse" is a great product and "Meta" can make money from it, perhaps more than it did with its other platforms such as "WhatsApp". But I am not yet convinced that the average person, say 95% of society, will log in and use Muse on a daily basis.
我认为他们只有在被要求这么做时才会登录。我认为他们之所以参与进来,是因为它是某种新的、有用的东西,但他们会为此改变自己生活的大部分吗?他们生活中有足够多令人愉快和有用的东西可以依赖吗?我对此仍不确信。
I think they only log in when they are asked to do so. I think they are getting into it because it is something new and useful, but would they change most of their lives for it?
Do they have enough enjoyable and useful things in their lives to rely on? I am still not convinced of that.
现在,他们正在该平台上推出其他东西,包括在其所有应用中推出 MetaOne 订阅服务。这些新服务在几个月前曾引发大量猜测,其套餐起价为每月 2.99 美元,最高可达 7.99 美元,而完整套餐则达到每月 14.99 美元。
Now, they are launching other things on the platform, including MetaOne subscription services across all its apps. These new services were the subject of much speculation a few months ago, with plans starting at $2.99 per month and going up to $7.99, and reaching $14.99 per month for the full package.
这些服务可在所有平台上提供额外功能。当然,如果你是网红或内容创作者,通过 Facebook、WhatsApp 和 Meta 发布内容,这些服务将会非常受欢迎。
These services allow for additional features across all platforms. Certainly, if you are an influencer or content creator who publishes via Facebook, WhatsApp, and Meta, these services will be very popular.
但即便是在个人层面,我也想象得到,每月花 3 或 4 美元订阅 Meta 是许多人很可能会选择订阅的。我的预测是,随着我们在 Meta 上不断向前推进,或许在整个互联网和社交媒体上也是如此,对更多内容的访问将受到限制。
But even on an individual level, I imagine that $3 or $4 a month with Meta is something that many people are likely to subscribe to. My prediction is that as we move forward with Meta, and perhaps across the entire internet and social media, access to more content will be restricted.
我们现在未必需要进行这场更广泛的讨论,但围绕人工智能的下一个战场涉及数据和用户帖子的访问权。我认为这些平台未来会对此施加更多限制。
We may not necessarily need to have this broader discussion right now, but the next battle regarding artificial intelligence concerns access to data and user posts. I think these platforms will restrict that even more in the future.
现在,Meta 计划更广泛地使用其人工智能芯片。他们已经与伟大的公司 Broadcom 合作开发了一些芯片,但随着我们进入明年,这很可能成为一个引发大量讨论的话题。
Now, Meta plans to make wider use of its artificial intelligence chips. They already have some chips in development with the great company Broadcom, but this is likely to become a topic of much discussion as we move into next year.
虽然会逐渐远离这些大规模训练业务,但他们肯定仍将处于前沿,不过,看吧,如果他们停止这样做,那肯定会影响到这项业务。
While moving away from these massive training operations, they will certainly still be at the forefront, but look, if they stop doing that, it will definitely affect this business.
但显然,有了像 Muse 这样的技术以及他们正在整合进其平台的各种类型的智能体,内部芯片——成本更低,并且可以针对 Meta 所需的推理任务进行精细调优——将变得至关重要。
But clearly, with technologies like Muse and the various types of agents they are integrating into their platforms, internal chips—which cost less and can be finely tuned for the inference tasks that Meta needs—will become critically important.
多年来,我们看到了针对 Meta、Google、Microsoft 以及所有这些公司的判决,以及他们全都输掉的数十亿美元的诉讼。
We have seen judgments against Meta, Google, Microsoft and all these companies over the years, and billions of dollars in lawsuits that they have all lost.
我只知道,这为像 Meta、Google、Microsoft、Nvidia、SpaceX 这样理性、以商业为导向的公司,或者任何数量众多可能进入这里的此类公司,敞开了大门。
All I know is that this opens the door wide for rational, business-minded companies like Meta, Google, Microsoft, Nvidia, SpaceX, or any number of such companies that could come in here.
Amazon 的情况并非如此。Meta 的情况并非如此。Google 的情况并非如此。Apple 的情况并非如此。Meta 的情况并非如此。
This is not the case with Amazon. This is not the case with Meta. This is not the case with Google. This is not the case with Apple. This is not the case with Meta.
Meta 从最低水平做出了显著的回升。从技术角度看,我喜欢 Meta 的地方在于它能够收于此前高点之上。这是该公司很长时间以来、几乎全年、甚至自去年以来都未曾发生过的事情。所以,这是一次非常好的技术性走势。
那么,这意味着什么?这意味着你可以在 Meta 股价回调时买入。回测,然后再回测。事实上,在我看来,在 640 这一水平回测是一个启动信号。
Meta made a remarkable move away from its lowest levels. What I like technically about Meta is the ability to close above previous highs. This is something that hasn't happened in a long time, practically all year with the company, and even since last year .
So, this is a very good artistic move. So, what does that mean? This means you can buy Meta's stock dips. Retest and then retest. In fact, a retest at the 640 level is a launch signal in my opinion.
这个频道对 $META 的历次判断
The Investor Channel 在这只股票上共 4 条判断,这里只列相邻的几条。