Schwab Network 对 $META 的判断变化
2026-08-31
《Thatcher: NVDA AI "Tentpole," META & MU New Value Stocks, SPCX Long-Term Buy》
META 具有显著价值；通过和解解决法律/政府风险将为股东带来上行空间。
但我认为价值最大的其实是像 Meta 这样的公司。它一直笼罩在所有的法律和政府风险的阴云之下。我认为通过一些和解实际上会给这只股票带来真正的好转。显然，现实生活中有很多人道主义方面的问题，但从股东的角度来看，我认为这会给 Facebook 带来不错的上涨空间。所以，这是一家我绝对认为有价值公司。
But, where I see the most value is actually in a name like Meta. It's kind of had this uh, you know, gray cloud over it with all the legal uh, and government risk. I think that getting some of those settlements through is actually going to be uh, a real nice new change for the stock. Obviously, there's a lot of humanitarian uh, you know, in real life stuff that goes with that, but from a shareholder standpoint, I think that it gives Facebook a nice upside. So, that's a name that I definitely see value in.
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