持有META；看好其通过出售token／智能来变现AI算力的能力，并将其视为主要收入驱动力。
逐段跳播
我们谈到的三只股票是 AMD、Meta Platforms 和 Qualcomm。Meta 为什么仍然能创造可观的收入？我认为接下来会发生什么？
the three stocks we talked about were AMD, Meta Platforms, and Qualcomm. Why does Meta still generate significant revenue? What do I think will happen next?
当时，我谈到 Meta Platforms 股价时为 670。现在，该股稳定在 741。
At that time , I talked about Meta Platforms stock at a price of 670. Now, the stock is settling at 741.
目前的主要驱动力是“MetaMuse”，对吧？MetaMuse 在多项指标上超过了 ChatGPT 移动应用早期推出时的表现。Muse 在两大应用商店上线头 12 天内下载量达到 280 万次。
与美国和加拿大的 ChatGPT 在头 12 天相比，Muse 达到 280 万次，而 ChatGPT 为 130 万次。Muse 还创下了美国单日下载量新纪录，9 月 19 日达到 26.4 万次，连续第三天突破 20 万次大关。
ChatGPT 在美国直到推出近一年后才突破单日 20 万次下载量。Muse 在第 10 天时在美国的日活跃用户达到 44.8 万。ChatGPT 用了 49 天才达到这一水平。
到第 12 天，Muse 在美国的移动端日活跃用户为 64.2 万，而同期 ChatGPT 为 23.1 万。
The main driving force right now is "MetaMuse," isn't it ? MetaMuse outperforms the early launch of the ChatGPT mobile app in several metrics. Muse reached 2.8 million downloads in its first 12 days across both app stores.
In comparison with ChatGPT in the US and Canada in the first 12 days, Muse generated 2.8 million while ChatGPT generated 1.3 million. Muse also set a new record for daily downloads in the United States, reaching 264,000 on September 19, marking its third consecutive day above the 200,000 mark.
ChatGPT did not surpass the 200,000 daily download mark in the United States until almost a year after its launch. Muse reached 448,000 daily active users in the United States by day 10.
ChatGPT took 49 days for that. By day twelve, Muse had 642,000 daily active mobile users in the United States compared to 231,000 for ChatGPT during the same period.
以及像 Meta 这样的公司能够销售这些 AI 工具，并将从 AI 代码中大为受益。
and companies like Meta being able to sell these AI tools and will benefit greatly from AI code .
你已经知道其中很多了，对吧？Intel、Shopify、Qualcomm、AMD 和 Meta。
You already know a lot of them , don't you? Intel, Shopify, Qualcomm, AMD, and Meta.
而我是 Meta 的一名好股东。我们谈论 Meta 已经很长时间了，尤其是在其股价处于 500 水平的那轮抛售期间，因为我当时非常看好 Meta 出售其算力的能力。
And I am a good shareholder in Meta. We've been talking about Meta for a very long time, especially during the sell-off when it was at the 500 level , because I was very optimistic about Meta's ability to sell its computing power.
我认为 YouTube 上没有其他人提到过他们对 Meta 算力持乐观态度的真正原因，对吧？对我来说，原因在于其出售 token 的能力。
I don't think anyone else on YouTube has mentioned the real reason behind their optimism about Meta's computing capabilities, have they ? For me , it's about their ability to sell tokens.
这非常罕见，你可能会偶尔找到一两个人，但更常见的是：“嘿，AI 上的资本支出会让他们受益，他们还能卖广告。”我同意这一点，但我认为没有人说过，Meta 保留这些算力并能将其作为智能来出售，会成为一个巨大的收入驱动力。
It's very rare, and you might find someone here or there, but it's more often than not : "Hey, the capital expenditure on AI will benefit them, and they'll be able to sell ads."
I agree with that, but I don't think anyone said that Meta retaining that computing power and being able to sell it as intelligence would be a huge revenue driver.
这个频道对 $META 的历次判断
Jose Najarro Stocks 在这只股票上共 10 条判断，这里只列相邻的几条。