Meta 仍被低估；企业业务扩张带来未来上行空间。
逐段跳播
Meta 最近大涨。
Meta has taken off recently.
Meta 确实有几天跳到了 Google 之上，但 Meta 在下跌。Meta 今天下跌了约 4%，上一个交易日下跌了几个百分点。所以 Meta 回吐了约 8000 美元的涨幅，把自己往下推，但你可以看到这两者有多接近。
Now, Meta did jump up above Google for a couple days, but Meta's it's going down. Meta went down like 4% today and a couple percent uh the last market day. So Meta has given up about $8,000 in gains, bumping itself down, but you can see how close these are.
几个月前，Meta 似乎根本不在榜单上。他们甚至差得很远。而现在，Muse 似乎凭借其个性化的代理能力处于领先。
A couple months ago, it seemed like Meta was not even on on the map. They weren't even close. And now, Muse seems like it's in the lead with its personalized agentic capabilities.
接下来，我们来看 Meta，它在过去 30 天里涨幅巨大。我的 Meta 仓位在过去 35 天里实际上增加了约 5 万美元。昨天它实际上还浮盈 2 万美元。它稍微回落了一点，但 Meta 已经大幅反弹。
我今天仍然相信 Meta 被低估了。它今天市盈率约为 23 倍，这并不贵。它仍然相对 Google 有折价。而且 Meta 收入增长很快。它有一个非常好的产品，就是 Muse。而扎克伯格正在执行一项使命。他不会停下。
Next, we move on to Meta, which has had its enormous gain over the past 30 days. My position has actually increased by around $50,000 in Meta in just the past 35 days. Uh it was in fact in the green by $20,000 yesterday.
It's bumped down a little bit, but we've had a huge recovery of Meta. I still believe today that Meta is undervalued. It's currently trading today around a 23 Ford PE ratio, which is not expensive.
It's still at a discount to Google. And Meta has fast revenue growth. It has a really good product, which is Muse. And Zuckerberg is on a mission. He is not stopping.
现在 Meta 正在向企业市场推进。马克·扎克伯格不知怎么地在 MongoDB 投资者日的前一天，直接从该公司挖走了其 CEO。MongoDB 股东对此反应不佳。该股当天下跌 17%。
突然失去 CEO 不是好消息。而在 Meta 的角色中，他计划扮演一个与 Meta 通常做法非常不同的位置。押注于面向其企业客户的新人工智能产品和服务。马克·扎克伯格还在 X 上发帖说，Meta 企业平台将利用我们拥有而其他公司很少拥有的优势。
先进的模型、领先的代理、大规模基础设施，以及多年来与许多企业的紧密合作。最初，我们将专注于把我们完整的技术栈，包括 Muse Agent、Meta Business Agent、Muse API、Muse Code 等，带给企业和开发者，帮助他们增长。
Now Meta is pushing forward into enterprise. Mark Zuckerberg somehow snatched the MongoDB CEO straight from the company like a day before their investor day. MongoDB shareholders are not reacting to this well.
The stock is down 17% on the day. Losing your CEO abruptly is not good news. And in the role of Meta, he's planning on playing a very different position from what Meta typically does.
Betting on a new artificial intelligence products and services for its enterprise customers. Mark Zuckerberg also posted on X saying that Meta Enterprise platform will use our strength that few other companies have.
Advanced models, leading agents, large-scale infrastructure and years of working closely with many businesses. Initially, we will focus on bringing our full technology stack including Muse Agent, Meta Business Agent, Muse API, Muse Code, and more to businesses and developers to help them grow.
我相信这是好消息，事实上我认为市场对此的反应——把 Meta 打下去 4%——是误判的，因为 Meta 在这里有很大的上行空间。这全是他们可以拓展的空白领域。他们在这里还没有业务。
所以如果他们开始与企业客户建立直接收入流——我相信他们能做到，他们拥有做到这一点的所有工具——那么这应该会让 Meta 开辟出另一个收入板块，而这正是他们迫切需要的。
I believe that this is good news and in fact I think the market's reaction to this trading Meta down 4% is misguided because there's a lot of upside here for Meta. This is all white space area for them to grow into.
They don't already have a business here. So if they start building a direct revenue stream with enterprise clients, which I believe they can, they have all the tooling to do so, then this should cause Meta to open up another revenue segment, which is something they desperately need.
总体而言，我仍然认为Meta略微被低估。没有一个月前那么低估了。我认为很多涨幅已经兑现，但我仍然看好它未来的上行空间。我仍然持有它。
So overall, I still believe that Meta is a little undervalued. Not as much as it was a month ago. I think a lot of those gains have been had, but I still see upside in the future for this one. I'm still holding on to it.
这个频道对 $META 的历次判断
Joseph Carlson After Hours 在这只股票上共 5 条判断，这里只列相邻的几条。