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Victor0408
10-30 21:25

$MIU.HK 20261029 25.00 PUT$ 相信阶段性现金消耗是抢占技术地位的必要代价；空头担心资本投入过于激进，广告业务难以长期承接不断膨胀的开支，回报周期存在拉长甚至不及预期的风险。谷歌搜索、亚马逊AWS的案例给市场提供参照，但不能直接照搬，Meta没有成熟云业务作为第二增长曲线，AI收益高度绑定广告生态，这既是优势也是风险。普通投资者需要分清事实和预期，已经确认的事实

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