Meta 因营收超过 2000 亿美元、增长 30% 且核心业务盈利，成为更受青睐的投资标的。
逐段跳播
这一点我们稍后会谈到一些关于 Meta 的内容，但这差不多就是 Meta 想做的事，不是吗？它的意思是：“各位，把你们所有的购物、生意和事务都做了，我们会从你们在我们平台上完成的这些购买中抽取一定比例。”
This is something we'll get into a bit about Meta in a little while, but this is kind of what Meta is trying to do, isn't it? It is, "Hey guys, do all your shopping, business, and affairs, and we will take a percentage of those purchases that you make on our platform."
是的，因为，我的意思是，你刚才说 Meta 我觉得它更简单。难道不是这样吗？因为他们拥有这些平台：Instagram、Messenger、WhatsApp、Facebook。你在上面投放广告。
你可以在上面创建电商店铺。所以，这说得通。我在他们的平台上花时间。你在他们的平台上投放广告。我通过他们的平台买东西。那么，你抽取一小部分分成。
Yes, because, I mean, you just said with Meta I think it's simpler. Isn't that so? Because they own the platforms: Instagram, Messenger, WhatsApp, Facebook. You advertise on it.
You can create an e-commerce store on it. So, well, that makes sense. I spend time on their platform. You are advertising on their platform. I buy things through their platform. Well, you're taking a small share.
这说得通，就像支付公司抽取一小部分分成一样，这也是我更愿意与 Meta 甚至 Google 打交道的另一个原因；首先，因为他们提供好的产品，有时比 Anthropic 或 OpenAI 更好，其次，因为他们的核心业务非常赚钱，这大概就是他们能够在价格上竞争的原因。
他们的分发触达全球超过 30 亿用户。我认为这是他们那边的一点小恩惠。
It makes sense, just as payment companies take a small share, which is another reason why I prefer dealing with Meta or even Google; Firstly, because they offer good products, sometimes better than Anthropic or OpenAI, and secondly, because their core business is very profitable, which is probably why they are able to compete on price.
They have distribution to more than 3 billion users worldwide. I think it's a small favor on their part.
我想这是 Mark Zuckerberg 说的。我们放慢并推迟了新版本的发布，因为我们在幕后努力确保所有这些缺口之类的问题都得到解决，这其实并不是什么新鲜事。
I think Mark Zuckerberg said that. We slowed down and delayed the release of the new one because we worked behind the scenes to make sure that all these gaps and the like were addressed, which is not really a new thing.
是的，外面肯定有很多钱，但我总是回到这样一个事实：你有 Meta 和 Google，如果他们突然开始更认真地对待这件事，他们有足够的钱免费提供东西。你能做的任何事，我们都能做，而且我们免费提供，因为我们有一个生态系统。
我们有一个平台，在那里我们拥有这一切。这是我认为其他公司目前并不真正具备的东西。
Yes, there is definitely a lot of money out there, but I always come back to the fact that you have Meta and Google, and if they suddenly start taking things more seriously, they have enough money to offer things for free.
Anything you can do, we can do, and we offer it for free because we have an ecosystem. We have a platform where we own all of that. That's something I don't think other companies really possess at the moment.
在那些价格下，那大概和我目前买入一只“Meta”要付的价格一样，我会说两个都不选。我会说两个都不选，因为我更愿意买一家像 Meta 这样的公司，它的收入超过 2000 亿美元，并且以 30% 的速度增长。
At those prices, which are probably the same price I could currently pay to buy a "Meta", I would say neither. I would say neither, because I would prefer to buy a company like Meta, which generates revenues exceeding $200 billion and is growing at a rate of 30%.
我和你完全一样。如果非要选，我会买 Google、Amazon 或 Meta 的股票。
I am exactly like you . I would buy shares in Google, Amazon, or Meta if I had to choose.
这个频道对 $META 的历次判断
The Motley Fool 在这只股票上共 3 条判断，这里只列相邻的几条。