凭借 Muse 应用的成功以及高利润率的智能服务战略，Meta 是强力买入标的，预计将是一笔成功的交易。
逐段跳播
除此之外，Meta Platforms 正取得显著成功。Meta Muse 是那款新应用，在 Apple Store 免费应用榜单上排名第一。这并不意味着它目前是最受欢迎的，对吧？
但它也是下载量最高的。我认为这对 Meta Platforms 来说是一个非常积极的信号。
Apart from that, Meta Platforms is achieving remarkable success. Meta Muse is the new app that ranks first in the list of free apps on the Apple Store. That doesn't mean it's currently the most popular, does it?
But it is also the most downloaded. I think this is a very positive indicator for Meta Platforms.
幸运的是，过去几个月我们一直在这个频道上谈论 Meta Platforms。当它们的价值在 500 美元、550 美元到 590 美元之间时，人们批评我谈论那些价值不到 500 美元、甚至不到 600 美元的平台。
我个人相信 Mark Zuckerberg，你们不也是吗？我真心相信他出售智能的目标非常可行，确实非常可行，这要归功于团队的工作。而现在，市场终于开始认可这一点，因为 Muse 平台正取得巨大成功。
Fortunately, we've been talking about Meta Platforms on this channel for the past few months . People were criticizing my talk about platforms that were worth less than $500, or even less than $600, when their value was between $500, $550 and $590.
I personally believe in Mark Zuckerberg, don't you ? I truly believe that his goal of selling intelligence is very feasible, indeed highly feasible thanks to the work of the teams.
And now, the market is finally starting to appreciate that , because the Muse platform is achieving tremendous success.
现在，我们有一个绝佳的机会，因为 Meta 计划出售计算服务。Mark Zuckerberg 说：“我可以出售计算服务，这很棒。目前利润率非常好。”但还有另一个选择：出售智能服务，这类服务通常利润率更高。
我对他们出售智能服务的能力非常乐观，但即使他们现在出售计算服务，我也不会太在意。
Now, we have a golden opportunity as Meta plans to sell computing services. Mark Zuckerberg says, "I could sell computing services, and that's great. The margins are excellent right now."
But there's another option: selling intelligence services, which typically have higher margins. I'm very optimistic about their ability to sell intelligence services, but even if they sell computing services now, I wouldn't be too bothered.
有报道和传闻称，Anthropic 可能会与 Meta 合作，签署更多计算服务合同，因为 Anthropic 迫切需要更多这类合同。那会很有意思。我预计这些合同大多是短期的，因为我认为 Meta 不想把计算服务授予一年或两年。
如果他们这么做，他们会更倾向于短期合同，就像 SpaceX 那样，为期几个月，之后每家公司或每一方都可以决定是否按月继续。
There are reports and rumors that Anthropic might partner with Meta to sign additional computing service contracts, as Anthropic desperately needs more of them. That would be interesting.
I expect most of these contracts to be short-term, because I don't think Meta wants to award computing services for a year or two. If they do, they'll prefer a short- term contract, like SpaceX did , for a few months, after which each company or party can decide to continue on a monthly basis.
但 Meta 未来 1.7 万亿美元市值对应的市盈率仍在 20 左右。我看不出为什么它不能到 25 左右。目前的市盈率是 25，所以我是 Meta 的忠实粉丝。我仍然认为这会是一笔赢家的交易。
But Meta's future price-to-earnings ratio of $1.7 trillion is still around 20. I don't see why it can't be around 25. The current price-to-earnings ratio is 25, so I I'm a big fan of Meta. I still think it's going to be a winning deal.
这个频道对 $META 的历次判断
Jose Najarro Stocks 在这只股票上共 8 条判断，这里只列相邻的几条。