Investing Simplified - Professor G 对 $META 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
因此，我趁这次回调增持的第一只股票，也是我原本已经持有一些的股票，我认为它可能是七大科技股中最被低估的一只，那就是Meta。
So, the first stock that I bought a little bit more of that I already had some due to this dip that's happened and one that I think is probably the most undervalued Mag Seven stock that there is is Meta.
Meta近期的疲软主要源于投资者对其巨额AI支出的担忧。但基础业务依然非常强劲。第二季度营收增长28%，广告业务持续增长，Meta目前正在投资以增强其AI能力和变现能力。
Meta's recent weakness is largely being driven by investor concerns over its massive AI spending. But the underlying business remains extremely strong. Q2 revenue jumped 28% advertising continues to grow and Meta's investing today to strengthen its AI capabilities and monetization.
如果Meta能够将这些庞大的AI投资转化为更好的用户参与度、更好的平台工具、更好的广告定向以及新的AI驱动数据，那么过去几个月的这次回调，从长远来看，确实可能是一个非常具有吸引力的价格，尤其是当我的投资期限明显更长的时候。
If Meta can turn this enormous AI investments into better engagement, better tools on its platforms, better ad targeting and new AI driven data, this current pullback over these last couple of months really could be a very attractive price looking forward, especially when my time horizon is definitely much further down the road.
我认为五年内Meta的股价不会低于1000美元，这很容易实现。就在最近的新闻中，Meta同意在未来十年内支付高达180亿美元，以解决Facebook和Instagram被指控设计成对儿童具有成瘾性的索赔，同时实施更严格的青少年保护措施，例如使用限制、夜间限制和更强的年龄验证。
I don't think we're going to see Meta do anything less than be a thousand-dollar stock within five years, easily. And just recently in the news, Meta did agree to pay up to eighteen billion dollars over the next decade to settle claims that Facebook and Instagram were designed to be addictive to children, while also implementing stricter teen safeguards, such as usage limits, nighttime restrictions, and stronger age verification.
虽然这对公司来说是一个重大打击，但总体而言，这实际上是一个胜利，他们可以将其抛在脑后，继续前进。这也是周五股价至少出现一些积极情绪的部分原因。
And while that is a big hit to the company, overall, that's actually a win, and they can put that behind them and just start moving forward. And that's part of the reason why Friday there was at least some positivity in the stock.
我认为只要马克·扎克伯格能够将更多精力放在他的核心能力上，我看不出Meta为何不能很快大获成功。
I think as long as Mark Zuckerberg can put a little bit more focus into his core competencies, I don't see how Meta doesn't crush it soon.