$META

看多 META;若关键位被突破则预期向上突破,因 Muse AI 推动年长用户采用。

看涨他说的是几周内
《The Big 3: AMD, USDE, META》
Schwab Network发布 2026-09-25 · 6 段内容
03:18/ —打开原视频

逐段跳播

6 段内容
3:1817:11

最大的、最有价值的资源,也许有一天会超过石油。我把算力、电力和AI称为新的石油。但需求就是如此无法满足,没有人能买到足够的硬件来支撑这个负载。我们稍后会谈到Meta。我很喜欢他们的Muse AI,尤其是对刚接触智能体的人来说,但Facebook大概拥有比任何人都多的数据中心,而它们上线才一周就都在为容量问题苦苦挣扎,用户不断遇到超时。

太多人想用这项技术了,连最大的巨头Facebook都没有足够的算力来满足。话虽如此,我仍然看好Meta,我们回头再谈。但你看那张图,市场对消息的反应真是太漂亮了。

The biggest, you know, the the most valuable resource out there, uh, maybe someday more than oil. I mean, I have called, you know, compute, power, and and AI the new, you know, the new oil basically.

But there is just this insatiable demand. No one can buy enough hardware to support the load. Um, you know, we're going to talk about Meta here in a minute. Um, I love their Muse AI, especially for people that are new to agents, but they're all I mean, here's Facebook.

I mean, Facebook probably has more data centers than anybody, and they're all a week in they're struggling with capacity issues. People are getting timeouts. I mean, so many people want to use this technology, and not even the biggest of the big, Facebook, has enough compute to feed that.

Now, that being said, still love Meta. We'll come back to that. But I mean, you look at that chart. I mean, it's just beautiful the reaction to the news.

但我们来说说你的最后一个标的,因为这周我已经多次谈到这个名字了。我们说的是Meta。围绕Muse有很多乐观情绪。现在他们推出了新的VR眼镜,一整套新的Meta眼镜系列,还有这个Muse挂件,那个小东西,我要把它叫做电子宠物或拓麻歌子。

它让我回想起当年努力让自己的小电子宠物活下去的日子。但你怎么看Meta?我知道你热爱一切科技和AI,所以我只能想象你属于看多阵营。

But let's move to your last one because I've been talking a lot about this name this week. We're talking about Meta. Lot of optimism around Muse. Now they've got uh new VR glasses, a whole new series of these Meta glasses, and we've got this Muse charm, the little uh I'm going to call it a gigapet or a Tamagotchi.

It's flashing me back to keeping my little digital pet alive. But how are you looking at Meta? I I know that you you love all things tech and AI. So I have to imagine that you are in the bullish camp here.

总之,回到Muse。我对智能体的热爱被戳穿了,但说到Meta,我们都知道Facebook最活跃的主要用户群体是婴儿潮那一代市场,它偏向年纪稍大的人群,很多处于那个年龄段的人也许还没听说过这些东西。

而且今天《华尔街日报》又登了一篇抨击文章,说AI会把我们全杀了之类的。所以我认为Facebook的很多用户群体都看到了围绕AI的种种恐惧,也许就避开了它。我实际上和一些处于那个年龄段的交易员聊过,他们完全不用AI,我就说,你得试试。

所以Facebook的好处在于,我认为他们会在很多一直抗拒AI、或者可能害怕AI的人身上取得真正的突破,因为那毕竟是Facebook。我相信你一天会看到一百次关于Muse的推广。

如果你本来可能会去试试Anthropic或ChatGPT,它们显然是最有名的,但也许你一直避开它们,现在你稍微试一下,发现这些智能体有多棒,于是Facebook就迎来了大突破。

现在,在一年期、单日图上有点挣扎,但如果我们能突破这些位置,我认为之后就会一飞冲天。话虽如此,我真的很喜欢这只股票上的Facebook 800看涨期权,尤其是如果它能在这个位置,730、750,交易一段时间。很喜欢那些800看涨期权。

Anyway, so back to back to Muse. uh you know my love of agents uh I got busted but um you know with Meta you know we all know that the you know the primary most active user of Facebook is you know it's kind of that you know that baby boomer market it's kind of a it skews a little bit older it's a lot of people that are in that age bracket that uh maybe haven't heard about these things and you know also we had another Wall Street Journal hit piece again today about you AI is going to kill us all and all of that.

So, I think a lot of the of the Facebook demographic has has has seen a lot of this fear around AI and and has maybe avoided it. Um, I've actually talked with some traders that are kind of in that age bracket.

They weren't using AI at all and I'm like, you need to try it out. So, what's great about Facebook is, you know, I think that they will really have a breakthrough with a lot of those people that have been resistant to AI or possibly scared of it because obviously it's Facebook.

I'm sure you're going to get a little promo about Muse about a hundred times a day. And if you're going to, you know, dabble with something over maybe an anthropic or a chat GPT, which are obviously the biggest names out there, but maybe you've avoided those and now you dip your toe in.

You find out how amazing these a agents are and hence the big breakout on Facebook. Now, kind of struggling here on that one year, one day chart, but if we can clear these levels, I think it's off to the races from there.

So, that being said, really, really love uh the Facebook 800 calls uh on this one. Uh as long, especially if it can trade here, 730, 750 for a while. Love those 800 calls.

好,那么现在看直接买入800看涨期权。我们正处于730到750区间的上沿,略高于750。Rick,你可以看到市场上近期反映出的一些乐观情绪,体现在图上这条非常陡峭的通道上,但请带我们看看你在分解图中看到的情况。

All right, so looking at an outright buy of the 800 right now. We're at the top end of that 730 750 range, right north of 750. Now Rick, you can see some of that optimism in the market that's been reflected lately with this very steep channel that we have here on the chart, but take us through what you're seeing in the breakdown.

对于这样一只大牌股票来说,这张图波动得令人意外,有几个地方引起了我的注意。首先,一直回到这里,我们形成的缺口与这些旧高点相吻合,那大约就是我们在此前那波非常急剧的上冲之后停顿的位置。

现在它正在变成低点。所以再一次,旧高点日后可能变成低点。到目前为止我们最高触及779.82。就进一步的下行区域来看,考虑到我们前几天出现了那根大阳线带来的极端飙升,我们大致在682附近反复触及的这些高点,是下一个值得关注的位置。

但正如你所说,一个非常陡峭、非常急剧向上倾斜的通道形态目前仍然有效。所以今天再看我们的K线,目前正在形成一根孕线。再次提醒,现在交易时段还早,很多情况都可能变化,但同样的行为暗示动能可能在这里停滞或放缓。

K线形态本身也是比较模糊的东西。我只是尽量指出任何我看到、交易员可能感兴趣的地方。5日EMA 74273,这是我们蓝色的周线指数移动平均线所在的位置。所以大致处于那个通道区域的中间,值得留意。

RSI仍处于超买,但已处在不仅跌破我们的趋势线、而且跌出超买区域的临界点上。所以如果这个看涨或看跌信号在临近收盘时得到确认,就要留意。成交量分布显示,710到724是接近我们当前突破位的最重要节点。控制点在下方接近660的位置。

A surprisingly volatile chart for such a big name here and some of the areas that caught my eye. First of all, all the way back here, our gap that we formed matches up with these old highs and that was around where we hit a pause after that very sharp push to the upside that we saw.

Now it's becoming the low point. So once again, the old highs can become the lows going down the road. We topped out so far at 779.82. In terms of further downside areas to watch, I mean, given that we had this extreme surge with our our big green candle the other day, these highs that we repeated roughly around 682 stand out as the next level to watch.

But as you said, a very steep, very sharp upward sloping channel type shape remains in play for now. So again today to to look at our candles. A harami candle is what's forming so far.

Again caveat. It's still pretty early in the trading day. A lot could change, but that same kind of behavior is suggestive of of a potential stall in momentum here or a slowdown.

Candle patterns, you know, they're they're kind of a fuzzier thing, too. But it's I just try to point out anything I see that traders might be interested in. 5day EMA 74273 is where our blue weekly exponential moving average comes in right here.

So, kind of in the middle of that channel area to watch out for. RSI still overbought, but on the threshold of crossing back below not only our trend line, but also out of that overbought area here.

So, be on the lookout if that bullish or bearish signal does uh get confirmed as we head into the close. Volume profile shows here 710 to 724 is the most important node close to our current breakout levels here. Point of control down here near 660.

好,好。现在再说一次,Meta今天在75060。今天是下跌的一天,但在本周连续几天强劲交易之后,仅仅过去5天我们就上涨了超过12%。

All right. All right. And right now again, we are at 75060 for Meta today. Uh having a down day, but after several strong days of trading this week, uh just in the last 5 days, we're up more than 12%.

观察点

价格相对关键阻力位的走势
突破所提及的阻力位(根据在讨论730-750盘整和779高点后“突破这些水平”的语境,隐含约750-779区间)
近期图表价格走势
若突破则支撑看涨逻辑;若动能停滞或支撑跌破则削弱该逻辑

这个频道对 $META 的历次判断

Schwab Network 在这只股票上共 18 条判断,这里只列相邻的几条。

2026-09-25看涨本条
最大的、最有价值的资源,也许有一天会超过石油。我把算力、电力和AI称为新的石油。但需求就是如此无法满足,没有人能买到足够的硬件来支撑这个负载。我们稍后会谈到Meta。我很喜欢他们的Muse AI,尤其是对刚接触智能体的人来说,但Facebook大概拥有比任何人都多的数据中心,而它们上线才一周就都在为容量问题苦苦挣扎,用户不断遇到超时。太多人想用这项技术了,连最大的巨头Facebook都没有足够的算力来满足。话虽如此,我仍然看好Meta,我们回头再谈。但你看那张图,市场对消息的反应真是太漂亮了。
2026-09-24看涨
我一直在关注 Meta,也在思考 9 月的情况。风险来得很快,故事也可能突然发生变化。这只股票在最近发布财报之后,似乎又回到了原点,但显然它很快就做到了这一点,因为现在它已经处于最高水平。
原话 00:09 ›
看完整历史 ›
美股听风