Chip Stock Investor 对 $META 的判断变化

2026-09-24
《Meta Muse: The AI Agent Era Has Arrived!》
Meta 为持有评级;受益于 AI 相关举措,营收将持续保持十几个百分点区间的中段增长。

所以我们要谈的这家公司,如今是Chip Stock Investor投资组合中排名前五的最大持仓之一,它就是Meta。

So we're gonna be talking about one company that is now one of the largest positions in the top five largest positions in our portfolio here at Chip Stock Investor, Meta.

Meta确实经历过不少动荡。曾有多起诉讼。他们和解了其中一些诉讼……他们和解了其中一部分。毫无疑问,未来还会有更多。

Meta has definitely seen its share of turmoil. There's been a number of lawsuits. They've settled some of the lawsuits … they've settled some of them. They've no doubt have many more to come.