$META

META 股价在强劲的周度上涨后已触及阻力位,短期获利了结合乎逻辑,但仍有可能向上突破。

他说的是几天内
《META MUSE | Amazon Robots | TESLA Roadster Recap Show》
The Investor Channel发布 2026-09-25 · 19 段内容
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19 段内容
0:0031:41

Meta 本周表现更好,发布了 Muse,这款集成式智能助手在我看来演示效果出色、用户界面吸引人,我甚至喜欢为它选的那个小卡通形象。

Meta did better this week, announcing Muse, the integrated smart assistant that, in my opinion, features a great presentation and an attractive user interface , and I even like the small cartoon character that was chosen for it.

我们有很多新闻要讲,但和往常一样,本周我们先从 MetaTrader 的股价开始,698。我认为这还没有包含该股周一的大涨,但你本周收盘,或者至少最近五个交易日,上涨了 7.5%,并以 751 结束本周。

我认为,这是 MetaTrader 自去年以来未曾见过的水平。

We have a lot of news to cover, but as usual, we'll start with MetaTrader's stock this week at 698. I don't think that includes the big jump the stock saw on Monday, but you closed the week, or at least the last five days, up 7.5%, and finished the week at 751.

These are levels MetaTrader hasn't seen since last year, I think.

这一切都发生在公司人工智能战略正在推进之际。他们的广告全都围绕你的生活,如果你在可以接触到这些广告的地区使用 Instagram,你无法忽视它们。这就是第一点。

This all comes as the company's artificial intelligence strategy is being implemented. Their ads are all about your life , and if you use Instagram in an area where these ads can be accessed , you can't ignore them. So, that 's the first point.

我认为 Meta 这次发布的时机非常完美。这是因为平台上的广告主会在假日季增加广告预算之前短暂休整。想想看。如果你有一款预计会在圣诞节或假日期间销售的产品,你现在不太可能花掉全部广告预算。

你会等到 10 月中旬,当然还有 11 月和 12 月,那时会发起密集的广告攻势。因此,广告市场目前正处于一段相对平静的时期。

I think the timing of this Meta release was perfect. That's because advertisers on the platform take a short break before increasing their advertising budgets during the holiday season.

Think about it. If you have a product that is expected to sell during the Christmas or holiday period, you are unlikely to spend your entire advertising budget now. You are waiting until mid- October, and certainly November and December, when an intensive advertising campaign will be launched.

Therefore, the advertising market is currently experiencing a period of relative calm.

因此,Muse 应用在所有社交媒体平台上被广泛推广。看起来很多用户正在下载它。但最重要的是,我们在人工智能身上已经看到过这一点。存在一个初期的推广周期。无论是 Open Claw、Deep Seek,还是我们将要讨论的任何模型,包括 Anthropic 和 ChatGPT 本周推出的那些,每一个都有自己的推广周期。

As a result, the Muse app is widely promoted across all social media platforms. It appears that many users are downloading it . But the most important thing is that we have seen this with artificial intelligence.

There is an initial promotional cycle . Whether it's Open Claw, Deep Seek, or any of the models we'll be discussing , including those launched this week by Anthropic and ChatGPT, each has its own promotional cycle.

当然,Muse 属于不同的类别,因为它是面向消费者的人工智能。但家庭主妇会每天使用它吗?她会把它视为生活中必不可少的应用吗?有些人会尝试,但我保证本周会有很多人尝试,而到下周它就会在应用商店里被冷落。

Of course, Muse falls into a different category because it is consumer-oriented artificial intelligence. But will the housewife use it on a daily basis? Will she consider it an essential application in her life?

Some will try it , but I guarantee that many will try it this week, and it will be neglected in the app repository by next week.

关于 Muse,我还没看到有人提出的另一个讨论是:这会不会对 Meta 当前的工作产生负面影响?如果那位看足球比赛的母亲不是在浏览和点击 Instagram,而是在 Muse 里这么做,那么广告转化率可能会更高。未来这可能是一种更好的转化机制。

The other discussion that I have n't seen raised regarding Muse is: Will this negatively affect Meta's current work? If the mother who watches football matches is not browsing and clicking on Instagram, but is doing so within Muse, then ad conversion rates may be higher.

This may be a better conversion mechanism in the future.

我完全理解所有这些论点,但短期来看,这会不会把流量从为 Meta 带来最多收入的活动上分流走?这些都是目前难以回答的问题,但可以确定的是,本周这件事已经广泛传播,但我认为到下周,再过几周之后,它的光环就会开始消退,然后真正的工作才会开始。

不过,从投资角度看,我认为分析师们提出了一个合理的问题:生成式人工智能能否在普通大众和消费者中广泛应用?

I fully understand all these arguments, but in the short term, will this affect traffic away from the activity that generates the most money for Meta? These are all questions that are difficult to answer at the moment, but what is certain is that this has spread widely this week , but I think that by next week , and after a few weeks, its luster will begin to fade , and then the real work will begin .

However, from an investment perspective, I think analysts are asking a valid question: Can genetic artificial intelligence be widely applied among the general public and consumers?

因为我们以前从未见过这样的东西。确实,许多消费者在 Google 搜索引擎内使用 GPT 和 Gemini 等聊天应用,但这是生成式人工智能不面向商业应用、甚至面向特定人群——比如 Instagram 上那些踢足球的孩子的母亲——的首批例子之一。

Because we have never seen anything like it before. It is true that many consumers use chat applications such as GPT and Gemini within the Google search engine , but this is one of the first examples of genetic artificial intelligence not directed towards business applications, but even towards a specific category, such as the mothers of football players on Instagram.

这会不会对 CPU 和其他技术产生巨大需求?很多人相信会。我也看到有报道称,Meta 目前拥有巨大的算力,使得这样的事情不会给其系统带来压力,这是一个值得稍后讨论的话题。

Will this create huge demand for CPUs and other technologies? Many people believe that. I have also seen reports that Meta currently has enormous computing power that makes such a thing not put a strain on its systems, and this is a topic worth discussing later.

现在,我们看到许多零售商,包括保险公司,都在其网站上封禁 Meta Muse。

Now, we are seeing many retailers, including insurance companies, banning Meta Muse from their websites .

必须理解 Muse 智能体的作用机制。它们不在乎你广告的内容;它们只是无休止地滚动,诸如此类地做一切事情。因此,Muse 正在对广告市场造成重大损害。出于这个原因,广告业务占比较重的公司应该在其网站上封禁它们。

The mechanism of action of Muse agents must be understood. They don't care about the content of your ads; they just scroll endlessly and do everything like that. Therefore, Muse is causing significant damage to the advertising market.

For this reason, companies with a strong advertising presence should ban them from their websites .

Meta Muse 的这个出色功能是在本周的 Meta 活动上宣布的。我真的很受触动,我们会详细讨论这个话题。我喜欢 Meta 展示 Muse 设备的方式。他们给它配了一个可爱的小吉祥物、一个与众不同的名字和一个出色的用户界面。

Muse 拥有我在人工智能系统中见过的最流畅的用户界面之一。因此,我对他们的展示风格印象非常深刻。

This great feature for Meta Muse was announced this week at the Meta event. I am really impressed, and we will discuss this topic in detail. I like Meta's approach to presenting the Muse device.

They gave it a cute little mascot, a distinctive name, and a great user interface. Muse features one of the smoothest user interfaces I've seen in AI systems . Therefore, I am very impressed with their presentation style.

至于 Magic Muse,我不知道它会不会畅销。我认为它不是一款昂贵的产品,而更像是一种小享受,就像虚拟现实眼镜、手机或类似的东西。但如果这个设计成功,而当我们转向 Google 板块时,他们本周推出了各种语言模型,有些更小、有些更大,预期三星等公司以及其他电子公司会发布类似 Meta 仿制的设备。

因此,竞争将极其激烈。但有一点是肯定的:Meta 很早就进入了这个领域。

As for Magic Muse, I don't know if it will sell well. I think it's not an expensive product, but rather more of a treat, like virtual reality glasses, a phone, or something similar.

But if this design succeeds, and when we move to the Google sector, they have this week introduced various language models , some smaller and some larger, in anticipation that companies like Samsung and other electronics companies will release devices similar to the Meta imitation.

Therefore, the competition will be extremely fierce. But one thing is for sure: Meta entered this field early.

我认为她宣布的最令人兴奋、或许也是给她带来最大领先优势的,是新的 Meta 虚拟现实眼镜,预计于 2027 年春季发布,售价 1,300 美元,这是一个相对较高的价格。我的意思是,你们中有些人财务状况良好,1,300 美元对你们来说不算什么。

至于我,有孩子、有家庭,我无法为这些眼镜花这笔钱找到正当理由。但我认为这个设计代表了虚拟现实眼镜将走的方向。这些眼镜戴在人脸上真的很好看。当然,那个人看起来非常优雅,有一种 Lenny Kravitz 式的魅力。

I think the most exciting announcement she made, and perhaps the one that gives her the biggest lead, is the new Meta virtual reality glasses, expected to be released in the spring of 2027, at a price of $1,300, which is a relatively high price .

I mean, some of you are financially well-off, and $1300 isn't a big deal for you. As for me, with children and a family , I cannot justify spending this amount of money on these glasses.

But I think this design represents the direction that virtual reality glasses will take. These glasses look really great on people's faces. Certainly, that man looks very elegant, and has a Lenny Kravitz-like appeal.

或者,如果 Meta 推出其旗舰人工智能消费应用,它将在这一类应用中的下载榜上登顶,并在 Instagram 上广泛流行。

Or in the event that Meta launches its flagship AI consumer app , which will top the download charts in this type of app, and will become widely popular on Instagram.

很明显,Meta 会使用自己的模型,但有多少像三星和 LG 这样的公司会因为不具备 Meta 拥有的技术或数据中心而使用其他公司的模型?

It is clear that Meta will use its own model, but how many companies like Samsung and LG will use other companies' models because they do not have the technology or data centers that Meta has?

但这些新闻是否足以像我们本周在 Meta 乃至 Microsoft 身上看到的那样推动股价?

But will it be enough news to move the stock price as we saw with Meta and even Microsoft this week?

Meta 公司实现了巨大的上涨。看那根绿色蜡烛。我们并不总能在绿色蜡烛上看到直接上涨,但我们经常看到价格跳空后出现一波走势。这根蜡烛全天上涨,我想那是在周一,然后收于那个高点。

你现在正到达 MetaTrader 箭头处的阻力位。对于这只股票的任何短线投资者来说,这是一个非常合乎逻辑的获利区域。现在,我们正在等待一些与 Meta 相关的事情。可能会有后续的向上突破,那将是一个非常积极的信号。

你在这里遇到一些阻力的可能性略大一些。如果我遇到急剧的回落——这看起来相当不可能——但回落到 680,我认为那将创造一个极好的买入机会。

Meta Company achieved a tremendous rise. Look at that green candle. We don't always see a direct rise on the green candle, but we often see a price gap followed by a move. This candle rose all day, I think that was on Monday, and then closed at that peak.

You are now reaching a resistance level at the MetaTrader arrow. This is a very logical area for any short-term investor in this stock to make some profits. Now, we are waiting for some things regarding Meta.

There may be a subsequent upward breakout, and this would be a very positive sign. It is slightly more likely that you will face some rejection here. If I encounter a sharp rejection, which seems rather unlikely, but a rejection to 680, I think it will create an excellent buying opportunity.

这个频道对 $META 的历次判断

The Investor Channel 在这只股票上共 5 条判断,这里只列相邻的几条。

2026-09-25本条
Meta 本周表现更好,发布了 Muse,这款集成式智能助手在我看来演示效果出色、用户界面吸引人,我甚至喜欢为它选的那个小卡通形象。
2026-09-18看涨
本周从 660 开始,该股小幅上涨至 665。
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