10/22/2024, 04:38 PM UTC
Meta：再次超越预期业绩可迅速改变市场情绪Meta: Another Earnings Beat Can Rapidly Change The Sentiment
1. Meta的股价自上次财报以来由于AI投资的更好货币化而显著跑赢大盘；2. 由于AI服务对广告商的快速回报，这种跑赢大盘的表现可以持续；3. Meta由于更高的支出能力和明确的焦点，在AR/VR领域有望超越苹果；4. 公司长期构建强大产品、平台和服务组合的能力应该对股价形成正面影响；5. 尽管最近有所上涨，但Meta的股价按2026财年的预期EPS计算仅为20倍，使其成为良好的长期买入并持有选择。1. Meta's stock has significantly outperformed since the last earnings due to better monetization of its AI investments; 2. The outperformance can continue due to rapid returns in AI services for advertisers; 3. Meta is well positioned to beat Apple in AR/VR due to higher spending ability and focus; 4. The company's long-term ability to build a strong product, platform, and services lineup should be a positive for the stock; 5. Despite recent gains, Meta's stock is trading at a modest 20x its EPS estimate for fiscal year 2026, making it a good long-term buy-and-hold option.
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