预计 MetaConnect 活动将引发短期负面反应（利好出尽），但维持长期看多立场，并希望以更低价格入场。
逐段跳播
MetaConnect 活动刚刚结束，以下是我对此次活动的总结。首先，对于关注该股的人来说，是的，这种情况很可能是一次“利好传闻时买入、消息落地后卖出”。
Well, the " MetaConnect" event has just ended, and here's my summary of what happened . Firstly, for those interested in the stock, yes , this situation is likely to be a case of " buy on the rumor, sell on the news".
这主要是因为马克·扎克伯格在演讲开头就直说：“我们将免费提供，并给每个人大量代币，希望未来通过从海量交易中抽取小额费用来赚钱。”
This is largely because Mark Zuckerberg literally began his speech by saying, "We're making it free with a huge amount of tokens for everyone, hoping to make money by taking a small fee from a huge number of transactions in the future."
换句话说，你能吸引多少人每天使用这款应用？Meta News。这样一来，未来你将开始从 Expedia 或 DoorDash 等服务中获得佣金，最终 Meta 就能赚钱。这是 Meta 一贯的经典商业模式。
目标是先把尽可能多的用户吸引到平台上，然后再产生利润。
In other words, how many people can you attract to use this app on a daily basis? Meta News. In this way, in the future, you will start to receive commissions from services such as Expedia or DoorDash , and eventually Meta will make money.
This is the usual classic business style of "Meta". The goal is to attract as many users as possible to the platform first, and then generate profit later.
从长期来看这很好，但短期来看，投资者会说：“这会让我们花更多钱，而且实现投资回报会有轻微延迟。”所以，在非常短的期限内，我不认为这对股市投资者来说是一个合适的活动。尤其是因为我们还没有真正听到任何令人兴奋的关于 Muse 表现的使用数据、过去几天的采用增长、消耗的代币数量、其成本，或者我们预计何时开始看到初步盈利。
This is great in the long run, but in the short run investors will say, "Hey, this will cost us more money and there will be a slight delay in achieving a return on investment ."
So, you know, in the very short term, I don't think this is the right event for stock market investors . Especially since we haven't really heard any exciting usage statistics about Muse's performance, adoption growth in the past few days, the number of tokens consumed, the cost of that, or when we expect to start seeing initial profitability.
我们也没有听到多少，或者说老实说完全没听到，关于即将推出的“Watermelon”大语言模型的消息，该模型本应在高水平上竞争。所以，如你所知，有些人从该股的角度感到有些失望，但这并不令人意外。
We also haven't heard much , or rather nothing at all to be honest, about the upcoming "Watermelon" large language model, which is supposed to compete at a sophisticated level .
So, as you know, some people were a little disappointed from a point of view regarding the stock here, but that's not surprising.
我不认为这就是他们谈到第三代“Meta”、可自定义操作按钮时的意思，因为那已经存在了。
I don't think that's what they mean when they talk about the third generation of "Meta," the customizable action button, because that already existed.
我知道虚拟现实技术正引起很多热议。我并不这么看，但我仍然想买入该股。我的看法是，即使它上涨了，我还有点希望它在此次活动后下跌一点、局面平静一些，这样我就能悄悄获得更好的机会，在股价下跌时买入该股。
I know that virtual reality technology is generating a lot of buzz. I do n't see it that way, but I still want to buy the stock. My opinion is that even after it goes up, I kind of hope that it will go down a little after this event and things will calm down a bit, just so that I can secretly have a better chance of buying the stock when its price drops.
这个频道对 $META 的历次判断
Meet Kevin 在这只股票上共 19 条判断，这里只列相邻的几条。