对买入META持怀疑态度；高资本开支/薪酬支出损害利润率，技术面显示阻力和超买状况。
逐段跳播
市场还将密切关注五位央行官员的一系列讲话，以寻找货币政策线索，同时也会关注Meta Platforms的开发者大会，以了解其AI战略的最新进展。
Markets will also be closely monitoring a circuit of speeches from five central bank officials for monetary policy clues as well as Meta Platform's developer conference for updates on its AI strategy.
S&P Global估计，来自Alphabet（股票代码G O G或G OG L）、Amazon（股票代码AMZN）、Microsoft（股票代码MSFT）、Meta（股票代码META）、Oracle（股票代码OCL）以及Space Exploration Technology Company（即SpaceX，股票代码SPCX）等公司的资本支出，将在2027年超过1.3万亿。
S&P Global estimated capital expenditures from the likes of Alphabet ticker G O G or G OG L, Amazon ticker AMZN, Microsoft ticker MSFT, Meta ticker META, Oracle ticker OCL, and Space Exploration Technology Company or SpaceX ticker SPCX will exceed 1.3 trillion in 2027.
S&P Global Ratings报告称，预计全部六家超大规模云服务商在26年和27年都将产生负的自由经营性现金流，且预计要到2029年才会复苏。
And S&P Global Ratings reported that all six hyperscalers are expected to generate negative free operating cash flow in 26 and 27 with recovery not projected until 2029.
Meta今天在这里被提到了。这是Meta目前的样子。它上涨了2%。正好停在680。我跟你说，今天这里的跳空高开将是关键，因为它看起来确实像是我们正在突破这条下降趋势线，可能正走向一条支撑趋势线，那会给我们提供一个目标位。
不过感觉有点沉重。而且实际上看起来我们可能在那里会遇到一些阻力。这是它周五的样子。Meta确实有点把这波涨幅还了回去。我们今天跳空高开于这条线之上，但我仍然认为672、673这个水平今天会发挥作用。
Um Meta was mentioned uh here today. Here's what Meta looks like. It is up 2%. It's sitting right at 680. I'll tell you what, the gap up here today is going to be key because it actually looked like uh we were crossing this downtrend line, possibly going for a support trend line that would offer us a target.
Kind of felt heavy though. Um and actually looked like maybe we were going to find some resistance there. This is what it looked like on Friday. Meta really kind of gave this back.
We're gapping above this today, but I still think that this 672 673 level is going to come into play here today.
所以，我们再看Meta的情况。我不知道你对Meta有没有什么看法。今天早上有什么消息吗？Wells Fargo给予增持评级，目标价796。
So, we'll we'll see on Meta. I don't know if you've had any thoughts here on Meta. Was there news on this this morning? Wells Fargo overweight price target 796.
我的意思是，考虑到他们正在进行的资本支出规模、员工薪酬以及股票回购，我得看到一些利润率改善。因为那确实在上一份季度报告中严重拖累了他们的利润率。
I mean, I just with the amount of capex they have going and the employee compensation and the share buybacks, I mean, they they I would have to see some uh you know, margin improvement.
Um because that's was that was really hammering uh their margins in the last uh the last quarter report.
所以我不知道Wells Fargo看到了什么而我没看到。也许，他们只是对这家公司非常具有前瞻性。而且，就他们的信用而言，Meta，我的意思是，他们花了大量的钱，却仍然设法交出了高得离谱的销售数据，但看起来它仍然卡在这个横盘走势中。是的，在我看来这像是一个阻力区域，13。
I I'm so I don't know what uh what Wells Fargo sees that I'm not. Maybe, you know, maybe they're just very forwardlooking with this company. And you know to their to that their credit meta metas I mean um they have uh you know spent a ton of money and still managed to put up some ridiculously high sales figures but um it's just looks like it's still stuck in this sideways uh yeah this looks like a resistance area to me 13
确实如此。但有意思的是，我们正接近这条趋势线的末端，这条趋势线始于去年8月。我只是在想，我们是否会看到它的另一面，还是它会对价格上行起到一定的压制作用。另一件事是，这里的RSI也相当偏高。
所以，即使真的出现一波上涨，我也不认为它一定会在高位停留那么久。我觉得这东西无论如何都需要降降温。
it it really does. So, um, but you know what's interesting is that we're we're coming up to the end of of this, uh, trend line here, um, that started back in in August of last year.
And I'm just wondering if if we're going to see the other side of it or if it's going to act as a bit of a suppressant to the upside for the price. The other thing is that this is also got some pretty elevated RSI.
So, even if there is a move up higher, I don't think that it's going to um, necessarily, you know, stick around up there that long. I I think the thing needs to cool off either way.
好的。Amarie在这里说，空头回补可能会给它带来一些动力，但不会踏入任何突破线，正如我们今天已经讨论过的，也在考虑这一点。提到这个不会错。
Okay. Uh Amarie here saying short unwinds could give it some juice but not going to step into any breakout lines as we've already discussed here today and thinking about it. You can't go wrong with this mention.
然后在这一切发生的同时，我还看到一些大型科技股出现了大量看涨期权。所以是Intel、Tesla、MSTR、Meta。我还看到Nvidia、Dell也有一些。所以其中一些科技股出现了早期的看涨期权买入。
And then while that was happening, I also saw a whole bunch of calls go in some of the bigger tech names. So Intel, Tesla, uh MSTR, Meta. I'm also seeing some here in uh Nvidia, Dell.
So some of the tech names early call buying in some of those.
顺便说一句，Meta一开盘就直接拉升。它直接冲到了700。所以，对于那些持有Meta的人来说，
Uh Meta straight up out of the gate by the way. That went straight to 700. So, for those of you that were on Meta,
Meta想要700。Meta实际上拿到了，700是今天早上的最高成交价，而S&P今天早上已经在VWAP被拒绝了两次。
Meta wants 700. Meta got it actually 700 is your high print of the morning and S&P rejected at VWAP twice now this morning.
现在它正好走到了我们刚才讨论的那条趋势线，那条vet meta的趋势线。它走到了我们讨论的那条趋势线。看看它能不能突破过去。否则，看起来这波要回落了。RSI现在超过72。这不是我会想买入的位置，无论是为了任何类型的长线仓位。
Now it went right to that trend line that we uh just discussed the vet meta. It went to that trend line we discussed. Let's see if it can push through it. Otherwise, it looks like this is coming back in.
RSI is now over 72. This is not where I would want to buy this for, you know, any kind of uh, you know, long position.
好的，所以我们讨论过它正在上涨进入一个阻力区域。到目前为止，我们得到的就是这样。我们看看Meta是否会在那里遇到阻力。
Okay, so we talked about this trading up into a resistance area. So far, that's what we've got here. We'll see if Meta finds resistance at that.
Meta可能又要去冲700了。而在高点，
And Meta might be uh going for 700 again. And at the highs,
Meta依然强劲。Meta实际上确实突破700，超出了两美分。
Meta still strong. Meta actually did go through 700 by two cents.
我看到了一些Meta的看跌期权。所以，我们讨论过Meta在这里走高。它实际上走到了715，对吧？7:15，716。我看到这里有一些Meta看跌期权成交。尽管它仍然保持在高位。
I am seeing some meta puts. So, we talked about Meta trading higher here. That actually went to 715, right? 7:15, 716. I am seeing some meta puts trade here. Although this is still holding higher.
都很好。Meta、Tesla、Google，据Parker的Thinker Swim指标显示。这些是今天表现相当不错的大型科技股。这是Meta。它正在小幅回落。
All good. Meta, Tesla, Google says Parker's Thinker Swim indicators. Those have been uh some pretty good large tech movers here today. Here's Meta. This is pulling back a little bit.
这个频道对 $META 的历次判断
Benzinga 在这只股票上共 4 条判断，这里只列相邻的几条。