Meta被低估且处于早期增长阶段；基于AI产品的成功与财务状况，目标价约1800美元。
逐段跳播
不只是Meta和AMD这两只股票，它们今天的表现非常出色。我们已从Meta股票中赚取了巨额利润，也许是数倍之多。
beyond just Meta and AMD stocks, which performed amazingly today. We have made huge profits, perhaps many times over, from Meta stock.
我们看到价格从传奇的544点位强劲反弹，并突破了下跌趋势。Meta股票走势强劲，上涨了11.4%。我现在正在浏览应用商店，因为我一打开它就看到Metam Muse应用的广告，而且这些广告不断出现。
We have seen a strong bounce off the legendary 544 level, and a breakout from the downtrend. A great move for Meta stock, which rose by 11.4%. I am browsing the app store now because when I open it I find ads for the Metam Muse app, and these ads keep appearing.
你会在应用商店里看到Metamus的广告。你会发现MetaMuse位居榜首，超过了Chat GPT，后者现在排在第二位。
You see Metamus ads inside the app store. you will find that MetaMuse tops the list, surpassing Chat GPT, which is now in second place.
Instagram排在第十八位。事实上，这是我买入Meta股票的原因之一，因为我想：Meta不仅仅是一家为AI开发付费的广告公司，它还能从自己购买的图形处理器（GPU）中获益，这些GPU的算力超过4吉瓦。
Instagram is in eighteenth place. In fact, this was one of the reasons I bought Meta shares, because I thought: Meta is not just an advertising company paying for AI development , but it is also benefiting from the graphics processing units (GPUs) it buys, which have a computing power of more than 4 gigawatts.
这些算力单元的价值一直在稳步上升。它们还受益于人工智能带来的生产力，因为它们的Muse发布非常惊艳。
The value of these units has been steadily increasing. They also benefit from the productivity of artificial intelligence, as their Muse launch was spectacular.
我们尚未看到Frontier的语言模型Frontier LLM的发布，预计在下个月。
We have yet to see the launch of Frontier's language model, Frontier LLM, expected next month.
正如我们提到的，Meta本周突破了700关口，实际上达到了741，超出了我的预期。
As we mentioned, Meta broke through the 700 barrier this week, and actually reached 741, which exceeded my expectations.
所以，我们有AMD、Intel、ARM、Apple，当然还有Meta，它今天正引领着这场大规模变革。
So, we have AMD, Intel, ARM, Apple, and of course, Meta, which is leading this massive evolution today.
无论你看Meta，它仍然拥有150亿美元的自由现金流，实在令人印象深刻。
Whether you look at Meta, which still has $15 billion in free cash flow, is really impressive.
例如，AMD向Meta和OpenAI提供了购买选择权，在企业界被称为“托管债券”。这意味着，随着AMD股价飙升，Meta很可能将从其购买选择权中获利，这些选择权允许它以每股一美分的价格购买AMD股票。
For example, AMD offered purchase options, known among companies as "escrow bonds," to Meta and OpenAI. This means that, with AMD's stock skyrocketing, Meta will likely have to profit from its purchase options, which allow it to buy AMD shares for one cent per share.
它可以在2030年10月5日（OpenAI）之前的任何时间行使这一权利，现在到2030年10月5日（Meta），以及直到2031年2月23日（OpenAI）。
It can exercise this right anytime between October 5, 2030 (OpenAI), now and October 5, 2030 (Meta), and until February 23, 2031 (OpenAI).
所以，Lisa Su正在接触像Meta和OpenAI这样的公司，问道：“你们能购买我们六吉瓦的芯片吗？作为回报，我们会给你们股票。”
So, Lisa Su is approaching companies like Meta and OpenAI, asking, "Can you buy our six gigawatts of chips?" In return, we will give you shares.
我们正要改价格，然后我们看了看Meta的股票。我们想：要不要搞个限时抢购？
We were about to change the price, then we looked at Meta's stock. We thought: Should we do a flash sale?
Muse正在飞速崛起。它于9月8日推出。才过了两周，它就表现得很出色。它能发送邮件和预订航班。我们讨论这件事时，曾在8月28日预测Meta股价即将大涨，结果确实如此。我们是在它大约566美元时做出这一预测的。
Muse is having a meteoric rise. It launched on September 8th. It's only been two weeks and it's doing great. It sends emails and books flights. When we talked about this, we predicted on August 28th that Meta stock was about to skyrocket, and it did. We predicted this when it was around $566.
机会依然存在。我们经常谈论AMD和Nvidia，但我不希望人们忘记，在我看来Meta仍然非常便宜。
There are still opportunities. We talk a lot about AMD and Nvidia, and I don't want people to forget that Meta, in my opinion, is still very cheap.
总之，在我看来，那是一只价值1800美元的股票。Meta里有很多钱可赚。所以，我给Meta设定的目标价大约在1800美元。
Anyway, to me, that's a $1800 stock. There's a lot of money in Meta. So, I'm putting Meta at a price target of around $1800.
Meta的目标价大约在1800美元。好，现在我们来看看AMD以及其他一些股票。
Meta at a price target of around $1800 . Okay, if we look at AMD and some of these other stocks now.
Meta仍处于早期阶段。
We're still in the early stages for Meta.
因为Meta表现得太好了。
because Meta was performing so well.
这个频道对 $META 的历次判断
Meet Kevin 在这只股票上共 17 条判断，这里只列相邻的几条。