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Meta Platforms, Inc.(META)
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XTrader猫姐美股
·
04-22
meta这轮我就持有正股不折腾了，作为账户定锚，短线搞搞其他强势标的至少心态上比较稳定。
meta这轮我就持有正股不折腾了，作为账户定锚，短线搞搞其他强势标的至少心态上比较稳定。
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话题虎
·
04-24 16:25
关注下周大科技财报！炒完存储、CPU，能轮到亚马逊、谷歌、微软吗？
半导体指数
$费城半导体指数(SOX)$
16日连涨（本月涨幅超30%），实现历史上最长连涨记录！现在炒完了存储、CPU……，下一轮能轮动到“应用端”了吗？[疑问]
$Roundhill Magnificent Seven ETF(MAGS)$
$纳指100ETF(QQQ)$
下周，除了英伟达的另外五家大科技，都将发布最新财报，而本周率先发财报的
$特斯拉(TSLA)$
，2026Q1业绩表现是不错的，虽然资本支出大增短期吓退了投资者，但长期来看对公司还是利好的，最亮眼的地方应该是EPS大超市场预期（0.41 vs 0.34，成本控制明显改善），期待接下来各家也有出色表现~ 不过今年大科技的股价波动确实大，那么结合目前这几家估值（PE）+ EPS增速（CY 2026）来看整体投资“性价比”： 超高增长的公司：
$英伟达(NVDA)$
-PEG远低于1，趋势性还是很强； 中等稳健增长的：
$微软(MSFT)$
-估值中等，但PEG>1，不便宜，更像防守型资产； 增长跟不上估值的：
$谷歌A(GOOGL)$
$苹果(AAPL)$
关注下周大科技财报！炒完存储、CPU，能轮到亚马逊、谷歌、微软吗？
精彩
躺平躺到地狱了:
谷歌和苹果真的护城河很强，给好估值是能理解的。看好， 特斯拉买的还是预期，下注马斯克
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马虎恶魔号
·
04-21
$Meta Platforms, Inc.(META)$
Meta宣布裁员8000人，财报明明很好看，年营收破2000亿美元，却宁可赔钱也要砍人。 我就觉得这个事没那么简单。 你说降本增效，这个我懂。大厂裁员嘛，常规操作。但是问题在哪？问题在于Meta现在不是在"优化结构"，他是在用一次性费用换永久性的成本下降。 遣散费是一次性的，但省下来的工资是长期的。扎克伯格这个算盘打得极响：通过Applied AI系统替代中层管理，利润率直接拉上去。短期来看，资本市场肯定买账，股价要飙。 但我关心的是另一件事。 当所有大厂都开始"算力换人力"，中层岗位批量消失，这些人的购买力谁来补？美股长牛靠什么？靠的是居民有钱消费，靠的是养老金在股市里源源不断地定投。如果工资表持续萎缩，消费端出问题只是时间问题。 Meta赢了当下的股价，这没毛病。但这场AI效率革命如果把消费者的钱包掏空了，最后谁来买单？ 我是马虎恶魔号。
$Meta Platforms, Inc.(META)$ Meta宣布裁员8000人，财报明明很好看，年营收破2000亿美元，却宁可赔钱也要砍人。 我就觉...
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你的考拉:
关注你了 至少大厂股票不会影响
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khikho
·
04-23 21:28
AI Agent战争中的关键数据布局
今天被各种AI AGENT相关的话题刷屏了，真的假的，真假参半的，危言耸听的，例如下面这个说
$Meta Platforms, Inc.(META)$
要强制收集员工的鼠标键盘操作，虽然说是仅限美国员工、仅限公司设备、仅限工作应用。例如Gmail、GChat、Metamate、VSCode等这些，但是这个举动，必然会导致员工的不满，或者我也理解他们应该会有愤怒表情这个最常见的反应，This makes everyone super uncomfortable. 打工不易，哪怕是高级的白领们也是有烦恼的啊。[捂脸] 据他们说，这样做的目的是，用于训练 AI agent 如何“像人类一样使用电脑软件”，Reuters的原话是说，用于改善AI 在菜单选择、快捷键、流程操作等“人机交互能力”，目前仅限美国员工、仅限公司设备、仅限工作相关应用。不监控员工私人设备，不涉及手机，主要覆盖 Gmail、内部工具、开发环境等。 另外，Meta官方也明确表示，这些监测到的数据，并不会用于绩效考核，管理层无法调取单个员工的操作记录，仅用于模型训练。一句话来总结，大概就是，这只是一次有点“偏激进的内部数据采集”，但不等同于社媒流传的“赛博血汗工厂”。 话说，弄出了这么大的动静，这件事对 META 的核心意义是什么。 这条新闻真正该从“AI 技术路径”而不是“员工伦理”角度解读。这是AI Agent战争中的“关键训练数据”，当前AI面临一个非常具体的瓶颈：模型能看懂指令，但“不会用电脑”。GPT，Claude，Gemini这些，在语言任务里，都已经很强了。但在打开软件，点菜单，操作ERP内部系统这些事情上，非常笨拙。 而人类真实操作轨迹（mouse + click + flow）是稀缺高价值数据，Meta是想要用“内部员
AI Agent战争中的关键数据布局
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khikho
·
04-19
能源战争的两极
全球人工智能产业正面临一场前所未有的能源悬崖，当科技巨头们计划在未来五年投入超过万亿美元建设AI基础设施时，一个残酷的现实浮出水面：现有的电网体系根本无法支撑这场算力军备竞赛。在美国，数据中心电力需求预计将从2024年的4吉瓦GW飙升至2035年的123吉瓦，增长超过30倍。这不是一轮科技股行情，而是一场基础设施争夺战。当NVIDIA的GPU成为新时代的印钞机，真正决定AI扩张上限的，已经不再是算力，而是谁能在合规框架内，把电尽快送到芯片旁边。过去一个月，全球AI基础设施建设遭遇了一个残酷现实，GPU不缺、钱不缺，但电力极度短缺。 这就是宏观三缺的真相：缺供给（发电能力不足），缺电网（并网排队长达数年），缺合规（清洁能源审批缓慢）。在这个背景下，Bloom Energy与 Vistra，成了资本市场上两种完全不同的解法。在这场危机中，两家美国能源公司
$Vistra Energy Corp.(VST)$
与
$Bloom Energy Corp(BE)$
代表了两种截然不同的生存策略。一个是手握核能与天然气资产的重装甲帝国，另一个是提供"表后直连"快速通道的技术颠覆者。 科技巨头们没有选择站队，而是采取了全选策略，例如
$Meta Platforms, Inc.(META)$
既签下长达20年的核电协议，锁定长期基荷电力，又大量部署燃料电池以解燃眉之急。但对于我们这些普通投资者而言，关键问题在于，在这场能源与 AI 的生死竞速中，究竟谁是真正的赢家？ 先看看Vistra，这是是能源皇冠上的重装甲巨人，他的护城河就是那无可匹敌的基荷电力资产组合，
能源战争的两极
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期权小班长
·
04-15
反弹到位以后，空头开始进场
$标普500波动率指数(VIX)$
周二vix有张看涨期权大单28call
$VIX 20260519 28.0 CALL$
，成交量11.96万手，成交额1148万美元。这种等级的押注，对应大盘来说就是一次回补跳空缺口的剧震。 理论上地区争端已经趋于结束，可能唯一让川普缺少仪式感的是，跟25年相比他这次没来得及喊让大家买入的口号，市场就已经一步到位了。但是为了喊口号而回调什么的，听起来有点过于离谱了，我宁愿是相信有别的未知原因导致有人买入恐慌指数对冲。 另外还有一张开仓方向不太明显的看涨期权24call
$VIX 20260722 24.0 CALL$
，成交价在买卖价之间很难判定方向，姑且mark一下。
$英特尔(INTC)$
目前支持回调的大单是英特尔的看跌期权，周二4月14日非常密集开仓了看跌50的put
$INTC 20260522 50.0 PUT$
$INTC 20260501 50.0 PUT$
反弹到位以后，空头开始进场
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飞起来君君:
大哥，下次能不能早点发啊
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做时间朋友
·
04-14
$英特尔(INTC)$
先说结论英特尔严重超买，短期必然面临剧烈调整，看低到50，然后震荡等待财报出来后确认好方向再考虑要不要进场，个人建议高位套现离场，老话说的好不要挣最后一块铜板。什么样的认知决定什么样的结果，切不可被人带了节奏帮人铺路。
$英伟达(NVDA)$
$特斯拉(TSLA)$
$Meta Platforms, Inc.(META)$
$微软(MSFT)$
$英特尔(INTC)$ 先说结论英特尔严重超买，短期必然面临剧烈调整，看低到50，然后震荡等待财报出来后确认好方向再考虑要不要进场，个人建议高位套现离场，...
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Sacred Rabbit:
[强]
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khikho
·
04-20
谷歌TPU强势回归
每次看到
$谷歌(GOOG)$
出各种好消息，股价涨一涨，我就后悔自己下车太早，我可是当年90块进场啊，涨到120我就欢天喜地的下了车，然后眼睁睁的望着他涨到了现在的300多，变成了我已经不怎么敢去高攀的一个庞然大物，真的是悔不当初啊。 今天看到话题虎老师特意开讨论帖，说近期谷歌 TPU不断迎来利好，不光他自己涨，还把相关的股票，带着一起涨，见者有份的那样。只是因为有报道是正与
$迈威尔科技(MRVL)$
洽谈合作，共同开发两款新型芯片。这个消息就刺激到
$迈威尔科技(MRVL)$
夜盘股价拉升超6%。[惊讶] 2026年2月，
$Meta Platforms, Inc.(META)$
与谷歌达成了一项具有里程碑意义的多亿美元长期协议，计划从2027年开始在其自有数据中心整合Google TPU芯片 。这笔交易标志着谷歌TPU首次作为英伟达GPU的实质性替代品进入超大规模数据中心，打破了TPU此前仅通过谷歌云租赁的局限。 Meta此举背后是其AI芯片自主化战略的系统性失败。继2024年放弃第二代训练芯片Iris后，Meta于2026年2月正式终止了最先进的Olympus项目 。这些失败暴露了Meta在半导体领域缺乏足够工程团队支撑复杂芯片开发、无法保证最终产品商业可行性的深层次困境。在自研路径受阻后，Meta迅速转向外部采购，形成了"英伟达+AMD+谷歌"的三方供应商结构：一方面与英伟达签署多年协议采购数百万颗Blackwell和Rubin GPU，另一方面与
谷歌TPU强势回归
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小虎周报
·
04-24 16:19
【一周科技动态】科技股迎来财报季大考，苹果15年来首换帅
本周宏观主线中东局势继续推高油价本周中东局势仍是美股科技股最重要的外部扰动之一。4月24日前后，布伦特原油升至约105.65美元/桶，市场主要担心霍尔木兹海峡相关风险继续影响全球能源运输。油价上行本身不直接改变多数科技公司的当季收入，但会通过通胀预期和利率预期影响估值，尤其是在纳指和大型科技股已经处于较高估值区间时，能源冲击会削弱市场提前交易降息的空间。美债收益率和美元维持偏强本周10年期美债收益率维持在4.30%左右，DXY美元指数在4月24日升至约98.86，周内涨幅约0.7%。这意味着科技股面对的宏观背景并不宽松：一方面，美债收益率没有明显下行，长久期成长股估值扩张受到约束；另一方面，美元偏强会影响大型科技公司的海外收入折算。这个组合解释了为什么本周科技股不是全面上涨，而是资金更集中流向业绩和AI逻辑更硬的方向。财报季推动市场回到盈利交易进入4月下旬财报密集期后，市场关注点从降息预期转向收入、利润率、指引和AI投入回报。IBM、ServiceNow、Texas Instruments、Intel等公司本周财报引发板块分化，软件股被重新讨论AI替代风险，半导体则因需求和指引改善获得资金追捧。这说明当前科技股交易已经不再是单一的宏观贝塔，而是进入盈利验证阶段：谁能证明AI带来收入增长和利润改善，谁就更容易获得估值支撑。苹果宣布CEO交接苹果4月20日宣布，Tim Cook将转任执行董事长，John Ternus将接任CEO。这是本周最有新闻点的大科技公司事件，因为苹果仍是美股科技股核心权重，管理层交接会直接影响市场对公司下一阶段产品周期的判断。Ternus来自硬件工程线，市场自然会把这次交接和苹果未来的AI终端、硬件创新、供应链执行力联系起来。苹果过去几年最受质疑的是AI节奏偏慢，这次换帅会让投资者重新评估公司能否在新周期恢复产品叙事。软件股因AI替代风险被重估本周IBM
【一周科技动态】科技股迎来财报季大考，苹果15年来首换帅
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打劫华尔街
·
04-13
$Meta Platforms, Inc.(META)$
能不能再来一个强利好
$Meta Platforms, Inc.(META)$ 能不能再来一个强利好
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公司概况
公司名称
Meta Platforms, Inc.
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.facebook.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
Facebook, Inc.于2004年7月在特拉华州注册成立，全球最大的社交网络网站。公司提供各种工具，使用户能够连接，分享，探索，并与对方在移动设备和电脑进行通讯。
04-21
关联方拟减持公告
Form 144 | Meta Platforms 高管 Javier Olivan 拟减持1555股，拟套现约105.75万美元
Form 144 | Meta Platforms 高管 Javier Olivan 拟减持1555股，拟套现约105.75万美元
04-15
关联方拟减持公告
Form 144 | Meta Platforms, Inc. 董事 ROBERT M KIMMITT 拟减持580股，拟套现约386,860美元
Form 144 | Meta Platforms, Inc. 董事 ROBERT M KIMMITT 拟减持580股，拟套现约386,860美元
04-14
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
04-13
关联方拟减持公告
Form 144 | Meta Platforms高管 Javier Olivan 拟减持4665股，总价约293万美元
Form 144 | Meta Platforms高管 Javier Olivan 拟减持4665股，总价约293万美元
03-23
关联方拟减持公告
Form 144 | Meta Platforms高管 Javier Olivan拟减持1555股，总价约94万美元
Form 144 | Meta Platforms高管 Javier Olivan拟减持1555股，总价约94万美元
03-16
关联方拟减持公告
Form 144 | Meta Platforms 高管 Javier Olivan 拟减持1555股，总价约98万美元
Form 144 | Meta Platforms 高管 Javier Olivan 拟减持1555股，总价约98万美元
03-16
关联方拟减持公告
Form 144 | Meta Platforms董事 Robert Kimmitt 拟减持580股，总价约36.66万美元
Form 144 | Meta Platforms董事 Robert Kimmitt 拟减持580股，总价约36.66万美元
03-10
关联方拟减持公告
Form 144 | Meta Platforms高管Olivan Javier拟减持1555股，总价约98.73万美元
Form 144 | Meta Platforms高管Olivan Javier拟减持1555股，总价约98.73万美元
03-03
关联方拟减持公告
Form 144 | Meta Platforms高管 Javier Olivan 拟减持1555股，总价约99万美元
Form 144 | Meta Platforms高管 Javier Olivan 拟减持1555股，总价约99万美元
02-27
关联方拟减持公告
Form 144 | Meta Platforms 高管 Susan J LI 拟减持56571股，总价3647万美元
Form 144 | Meta Platforms 高管 Susan J LI 拟减持56571股，总价3647万美元
02-25
关联方拟减持公告
Form 144 | Meta Platforms 董事 Alford Peggy 拟减持392股，总价约25.2万美元
Form 144 | Meta Platforms 董事 Alford Peggy 拟减持392股，总价约25.2万美元
02-24
关联方拟减持公告
Form 144 | Meta Platforms高管 Susan J. Li拟减持55702股，总价约3529万美元
Form 144 | Meta Platforms高管 Susan J. Li拟减持55702股，总价约3529万美元
02-23
关联方拟减持公告
Form 144 | Meta Platforms高管 Javier Olivan 拟减持1555股，总价约101万美元
Form 144 | Meta Platforms高管 Javier Olivan 拟减持1555股，总价约101万美元
02-20
关联方拟减持公告
Form 144 | Meta Platforms高管 Susan J Li拟减持18789股，总价约1221万美元
Form 144 | Meta Platforms高管 Susan J Li拟减持18789股，总价约1221万美元
02-18
关联方拟减持公告
Form 144 | Meta高管 Bosworth Andrew 拟减持8089股，总价约510.61万美元
Form 144 | Meta高管 Bosworth Andrew 拟减持8089股，总价约510.61万美元
分时
5日
日
周
月
数据加载中...
最高
680.67
今开
660.32
量比
1.15
最低
653.84
昨收
659.15
换手率
0.62%
热议股票
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