Meta 股价大幅上涨，得益于其 AI 智能体 Muse 的成功推出以及与 Shopify 的合作，这使其有望掌控未来的零售商业。
逐段跳播
我们还会谈到Meta新推出的AI智能体“Muse”，它已经广受欢迎。
We will also talk about Meta's new AI agent " Muse" that has become widely popular,
与此同时，Meta的股价仅在9月就上涨了30%，有望创下自2013年7月以来的最佳单月表现。现在正在收听的朋友们，请记住我们之前谈过针对Meta的那起诉讼。我记得那是在8月初，当时Meta还在交易。
Meanwhile, Meta's stock itself rose 30% in September alone, and is on track for its best month since July 2013. Those of you listening now, remember that we talked about the lawsuit against Meta.
I believe that was in early August, when Meta was trading.
所以，在8月，大家都在抱怨，因为Meta的股价只有每股550美元、560美元和570美元，原因是这起即将来临的重大诉讼。而现在，股价已经达到776美元，实时回报率为40%，较8月的那些低点在过去四周上涨了40%。
So, in August, everyone was whining because Meta's stock was at $550, $ 560, and $570 a share because of this big lawsuit that was looming . Now, the stock has reached $776, with a 40% real-time return , up 40% in the past four weeks from those August lows.
我不知道你们是否还记得，但Robert和我在屏幕上说过：“听着，我在每股500美元、550美元和600美元买入Meta股票，因为到本十年末它会成为一只1000美元的股票。”Mark Zuckerberg，永远不要做空“Zack”。你猜怎么着？它在过去四周上涨了40%。
I don't know if you remember that, but Robert and I said on screen, "Listen, I'm buying Meta shares at $500, $ 550, and $600 a share, because it's going to be a $1,000 stock by the end of the decade."
Mark Zuckerberg, never bet against "Zack". And guess what? It has risen by 40% in the past four weeks.
对我来说，这是Meta在试图把三年来零散而代价高昂、且并不顺利的押注拼凑起来。如你所知，你有Ray-Ban眼镜、Quest耳机，以及一个内部AI模型，全都放在同一个分发渠道里，以“Muse”作为主要界面。而且它不会只停留在Meta的围墙之内。
For me, this is Meta trying to piece together three years of scattered and costly bets that haven't gone well. As you know, you have Ray-Ban glasses, Quest headphones, and an internal AI model in a single distribution channel with "Muse" as the primary interface.
And it will not remain within the walls of Meta.
通过与Shopify连接，Muse可以立即接入整个Shopify商家网络，而Meta无需自行搭建其所以，赢家很明显是Meta。箭头已经告诉你，市场对此印象深刻。
By linking with Shopify, Muse gets instant access to the entire Shopify merchant network without Meta having to build its So, the winners are Meta, quite clearly. The arrow already tells you that the market is impressed with this.
Meta本周不只是发布了其聊天机器人的一次更新，还按下了通往商业未来的一个按钮，赢得了全球最大交易平台之一的信任，而后者在其上线仅两周后就交出了自己的钥匙。我们说的就是Shopify。
因此，谁控制了支付的那一刻，谁就控制了一个全新层次的零售，而目前，Meta和Shopify正是以惊人的速度在推进的两方。
Meta did not just release an update to its chatbot this week , but also launched a push button for the future of commerce, gaining the trust of one of the world's largest trading platforms, which handed over its keys just two weeks after its launch .
We are talking about Shopify here. Therefore, whoever controls that moment of payment controls a whole new level of retail , and at the moment, Meta and Shopify are the ones moving at a tremendous speed.
这个频道对 $META 的历次判断
Rich Habits 在这只股票上共 4 条判断，这里只列相邻的几条。