[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-bill-gates-metas-muse-is-the-first-truly-great-consumer-ai-product-ZH":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":256,"relatedPosts":263,"suggestedPosts":345},{"id":224,"title":225,"date":226,"modified":226,"excerpt":227,"content":228,"wordCount":229,"lang":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":238,"editor":244,"categories":247,"relatedPosts":253,"seo":254},143216,"比尔·盖茨：Meta的Muse是\"首个真正伟大的消费级AI产品\"","2026-10-26T15:52:36","\u003Cp>高度赞扬，现在倒计时开始了\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">关键要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>在Meta公布第三季度营收增长26%至646亿美元后一天，比尔·盖茨赞扬了Meta的Muse智能体。\u003C\u002Fli>\n\n\n\n\u003Cli>超过四分之一的Muse活跃用户已在使用其购物功能，这为Meta提供了一种从对大多数人免费的产品中赚取商业费用的途径。\u003C\u002Fli>\n\n\n\n\u003Cli>竞争对手正在快速跟进，Anthropic的Claude Duet本周推出，Alphabet的智能体也预计将发布，而Meta今年1350亿至1450亿美元的资本支出计划导致其第三季度自由现金流转为负值。\u003C\u002Fli>\n\n\n\n\u003Cli>Meta股票21倍的远期市盈率与其五年平均水平一致，这表明市场尚未对Muse的成功给予太多溢价。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Meta Platforms (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=20765463&tid=126910337\">META\u003C\u002Fa>)\u003C\u002Fstrong> 周三公布第三季度营收增长26%至646亿美元。一天后，比尔·盖茨对其新AI智能体给出了大多数公司都会裱框收藏的评价。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\"我认为Muse是第一个真正伟大的消费级AI产品，\"这位微软联合创始人在[解码器](LINK NEEDED)节目上表示。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">他的理由是：很多人对AI感到失望，因为他们尝试过的都是会胡编乱造的免费聊天机器人，以及AI概览（\u003Cstrong>Alphabet (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=260152426\">GOOG\u003C\u002Fa>)\u003C\u002Fstrong>放在谷歌搜索结果顶部的AI答案）。他说，Muse实际上能做事。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">对于一个上个月才推出的产品来说，这很不错。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">更艰难的部分现在开始：在所有人模仿它之前，将所有这些使用量转化为收入。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR追踪了63位分析师对Meta Platforms的看法。有多少人给出\"买入\"评级？\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在一个地方查看Meta Platforms的买入、持有和卖出评级的完整细分，以及华尔街的收入和盈利预测。超过50万投资者使用TIKR来研究像这样的股票。\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">查看Meta Platforms的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-people-are-already-shopping-with-muse\" class=\"wp-block-heading\">人们已经在用Muse购物了\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Finvestor.atmeta.com\u002Finvestor-news\u002Fpress-release-details\u002F2026\u002FMeta-Reports-Third-Quarter-2026-Results\u002Fdefault.aspx\">Meta周三表示\u003C\u002Fa>，美国和加拿大已有超过1000万人设置了Muse。马克·扎克伯格在财报电话会议上表示，购物是其最大的用途：超过四分之一的活跃用户用它购物，平均购买金额超过200美元。（Evercore ISI的马克·马哈尼在[Prof G Markets](LINK NEEDED)节目中表示，这包括旅行预订。）\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Muse对大多数人保持免费。Meta计划向企业收取商业费用，即每笔交易的分成，并向重度用户收取高级模型的使用费。马哈尼对这笔交易分成有另一个词：\"广告费\"。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这正中Meta下怀。当人们在Facebook和Instagram上找到要买的东西时，它已经能获得收入，而一个能完成购买的智能体让Meta自己站到了收银台前。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">但这些费用需要足够大才能产生影响。分析师已经预计Meta的收入将从2025年的2010亿美元增长到2028年的3690亿美元。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028.png?_i=AA\" alt=\"Bar chart from TIKR of Meta Platforms' revenue, actual and consensus estimates, $ billions, fiscal 2023–2028.\" class=\"wp-post-143216 wp-image-143211\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792678206\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Meta Platforms (META): 营收，实际值与共识预测，单位：十亿美元，2023–2028财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">首席财务官Susan Li表示，Meta的新AI业务可能在2027年开始贡献收入，因此那一年Muse可能开始推动这些预测值上升。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-muse-isn-t-cheap-to-run\" class=\"wp-block-heading\">运行Muse并不便宜\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Meta预计2026年的资本支出为1350亿至1450亿美元，第三季度349亿美元的支出使季度自由现金流转为负的21.2亿美元。资本支出的增长速度远快于业务产生的现金：从2021年的187亿美元增长到2025年的697亿美元，而运营现金流则从577亿美元增长到1160亿美元。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA\" alt=\"Bar chart from TIKR of Meta Platforms' cash from operations vs. capital expenditures, $ billions, fiscal 2021–2025.\" class=\"wp-post-143216 wp-image-143212\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792678204\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Meta Platforms (META): 运营现金流 vs. 资本支出，单位：十亿美元，2021–2025财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">今年的资本支出指引超过了Meta去年运营产生的所有现金。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Meta的目标是在一年内将Muse的成本效率提高10倍以上。在此之前，广告业务承担着账单，而且它有能力承担：第三季度每则广告的平均价格同比上涨了14%。这也是Meta\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmeta-releases-muse-spark-open-with-an-unlikely-assist-from-apple-why-it-can-afford-to-give-it-away\">能够负担得起免费提供大量AI产品\u003C\u002Fa>的原因之一。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-copycats-are-coming\" class=\"wp-block-heading\">模仿者即将到来\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Palo Alto Networks首席执行官Nikesh Arora预计Meta不会独占这个领域太久。正如他在\u003Ca href=\"https:\u002F\u002Fallinchamathjason.libsyn.com\u002Farvind-krishna-nikesh-arora-quantum-threat-open-vs-frontier-ai-ai-cyber-warfare-saas-collapse\">All-In\u003C\u002Fa>节目中所说：\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\"未来三个月内，每一家前沿AI实验室都将全力推进Muse概念。\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Anthropic率先出招。它刚刚推出了Claude Duet，这是一个能购物并在未被要求的情况下阅读你邮件的智能体。它目前是一个有候补名单的研究预览版，最终将提供给Anthropic的付费Pro和Max订阅用户。与免费的Muse以及每天使用Meta应用的36.4亿人相比，这是一个缓慢的开始。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Alphabet是更强大的竞争对手。它已经运营着Gmail和谷歌搜索，美国银行的贾斯汀·波斯特本周写道，一个有竞争力的智能体和更广泛的Gemini 4发布可能成为该股票的催化剂。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-market-isn-t-paying-for-muse-yet\" class=\"wp-block-heading\">市场尚未为Muse支付溢价\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">马哈尼估计\"市场比上次财报时兴奋了40%。\"但从估值倍数上看不出来：Meta的远期市盈率为21倍，与其五年平均水平一致，远低于2025年2月达到的29倍。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA\" alt=\"Line chart from TIKR of Meta Platforms' forward (NTM) P\u002FE, last 5 years.\" class=\"wp-post-143216 wp-image-143214\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792678195\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Meta Platforms (META): 远期（NTM）市盈率，过去5年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">盖茨对产品的评价是对的，购物数据为Meta提供了一种真正能从中获利的途径。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">我的看法是：按照其通常的估值倍数，Meta的股票不需要Muse成为爆款才能从当前水平上涨。而且，如果Meta在Alphabet的智能体到来之前就将这些购物行为转化为商业费用，那么上方还有很大的上涨空间。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">当然，如此庞大的资本支出账单给Muse留下的犯错空间很小，下一个考验即将到来：Alphabet下周公布财报，投资者将倾听其对Muse的回应。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-meta-stock-actually-worth\" class=\"wp-block-heading\">那么Meta股票的实际价值是多少？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR让你在一分钟内预测任何股票的未来价格。只需在TIKR的估值模型中输入几个假设，就能看到Meta可能的价值。从华尔街共识预测开始，或者调整输入参数以反映你自己对业务的看法。免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">免费为Meta估值\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非TIKR或我们的内容团队提供的投资或财务建议，也不是买卖任何股票的建议。我们根据TIKR Terminal的投资数据和分析师预测创建内容。我们的分析可能未包含近期的公司新闻或重要更新。TIKR未持有任何提及股票的头寸。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1067,"zh","\u002Fblog\u002Fbill-gates-metas-muse-is-the-first-truly-great-consumer-ai-product","bill-gates-metas-muse-is-the-first-truly-great-consumer-ai-product","images\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699318\u002Fimages\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":236,"imageCredit":237},"Bill Gates: Meta’s Muse Is “the First Truly Great Consumer AI Product”","Dean Drobot and Nikada from Getty Images Signature via Canva",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Bobby Sankhagowit","bobby","author","",[],{"name":239,"slug":240,"role":245,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":246},"editor",[],[248],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":236,"metaDesc":255,"opengraphDescription":255,"twitterTitle":236,"twitterDescription":255},"High praise, and now the clock is ticking",{"title":257,"description":255,"twitterTitle":257,"twitterDescription":255,"author":239,"articlePublisher":258,"articlePublishedTime":226,"articleModifiedTime":226,"twitterLabel1":259,"twitterData1":260,"ogTitle":257,"ogDescription":255,"ogUrl":231,"ogImage":234,"ogImageWidth":261,"ogImageHeight":262,"ogImageSecureUrl":234,"ogImageAlt":236,"twitterImage":234},"Bill Gates: Meta’s Muse Is “the First Truly Great Consumer AI Product”","TIKR.com","预计阅读时间","2 minutes",1200,630,[264,281,298,313,330],{"id":252,"title":265,"date":266,"excerpt":267,"wordCount":268,"uri":269,"slug":270,"cloudinaryAssetId":271,"featuredImageOriginalUrl":272,"featuredImageMetadata":273,"author":274,"categories":278,"relatedPosts":280},"英伟达或可利用价值数十亿美元的\"完全合法\"中国漏洞。但它(很可能)不会这么做。","2026-10-26 15:50:14","它对自己的芯片有更好的规划。",988,"\u002Fblog\u002Fnvidia-could-exploit-completely-legal-china-loophole-worth-billions-but-it-probably-wont","nvidia-could-exploit-completely-legal-china-loophole-worth-billions-but-it-probably-wont","images\u002Fdoubtful-man-with-glasses-in-hand-data-center\u002Fdoubtful-man-with-glasses-in-hand-data-center","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793027299\u002Fimages\u002Fdoubtful-man-with-glasses-in-hand-data-center\u002Fdoubtful-man-with-glasses-in-hand-data-center.png?_i=AA",{"altText":265},{"name":275,"slug":276,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":277},"Michael Douglass","michaeldouglass",[],[279],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":295,"relatedPosts":297},"Spotify 对 AI 的防御能力\"极高\"，Jefferies 称。其 10 月 22 日的报告需证明这一点","2026-10-26 15:45:14","周四重点关注利润率，而不仅仅是用户数量",962,"\u002Fblog\u002Fspotify-is-highly-defensible-against-ai-says-jefferies-its-october-22-report-has-to-prove-it","spotify-is-highly-defensible-against-ai-says-jefferies-its-october-22-report-has-to-prove-it","images\u002FSpotify-Featured_127715445ec\u002FSpotify-Featured_127715445ec","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788012074\u002Fimages\u002FSpotify-Featured_127715445ec\u002FSpotify-Featured_127715445ec.png?_i=AA",{"altText":282},{"name":292,"slug":293,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":294},"Roxanna Maglangit","roxtikr",[],[296],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":299,"date":300,"excerpt":301,"wordCount":302,"uri":303,"slug":304,"cloudinaryAssetId":305,"featuredImageOriginalUrl":306,"featuredImageMetadata":307,"author":308,"categories":310,"relatedPosts":312},"马斯克的万亿美元SpaceX营收目标：吉姆·查诺斯称“他们最好抓紧行动”","2026-10-26 15:36:21","这需要大量的数据中心",1010,"\u002Fblog\u002Fmusks-1-trillion-spacex-revenue-goal-they-had-better-get-going-says-jim-chanos","musks-1-trillion-spacex-revenue-goal-they-had-better-get-going-says-jim-chanos","images\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700556\u002Fimages\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1.png?_i=AA",{"altText":299},{"name":275,"slug":276,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":309},[],[311],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":314,"date":315,"excerpt":316,"wordCount":317,"uri":318,"slug":319,"cloudinaryAssetId":320,"featuredImageOriginalUrl":321,"featuredImageMetadata":322,"author":323,"categories":327,"relatedPosts":329},"Oklo股价先跌后涨，TD Cowen以\"持有\"评级开启覆盖，称其提供\"独特\"投资途径","2026-10-26 15:32:23","又一次维持评级，目标价与股价基本持平",726,"\u002Fblog\u002Foklo-sinks-then-rebounds-as-td-cowen-starts-coverage-at-hold-despite-a-unique-way-to-invest","oklo-sinks-then-rebounds-as-td-cowen-starts-coverage-at-hold-despite-a-unique-way-to-invest","images\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793025348\u002Fimages\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart.png?_i=AA",{"altText":314},{"name":324,"slug":325,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":326},"David Hanson","davidtikr",[],[328],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":331,"date":332,"excerpt":333,"wordCount":334,"uri":335,"slug":336,"cloudinaryAssetId":337,"featuredImageOriginalUrl":338,"featuredImageMetadata":339,"author":340,"categories":342,"relatedPosts":344},"\"下一家万亿美元公司\"：Marvell一年暴涨185%。现在买入是否为时已晚？","2026-10-26 15:31:03","它比九月份时更便宜，而盈利预期也更高了。",959,"\u002Fblog\u002Fnext-trillion-dollar-company-marvell-has-ripped-185-in-a-year-is-it-too-late-to-buy","next-trillion-dollar-company-marvell-has-ripped-185-in-a-year-is-it-too-late-to-buy","images\u002FMRVL-stock-Dean-Drobot-via-Canva\u002FMRVL-stock-Dean-Drobot-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699423\u002Fimages\u002FMRVL-stock-Dean-Drobot-via-Canva\u002FMRVL-stock-Dean-Drobot-via-Canva.png?_i=AA",{"altText":331},{"name":292,"slug":293,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":341},[],[343],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],[346,366,381,395,410,430,445,460,475],{"id":252,"title":347,"date":348,"excerpt":349,"wordCount":350,"uri":351,"slug":352,"cloudinaryAssetId":353,"featuredImageOriginalUrl":354,"featuredImageMetadata":355,"author":356,"categories":360,"relatedPosts":365},"过去12个月上涨13%，Arista Networks股票能否在2026年带来更佳回报？","2026-10-26 12:57:00","Arista股票一年内上涨了10%。查看TIKR估值模型对ANET上行空间的预测，其目标价预计在2028年12月前达到275美元。",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":347},{"name":357,"slug":358,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":359},"Aditya Raghunath","adityatikr",[],[361],{"name":362,"slug":363,"uri":364,"description":242,"postsCount":252},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":252,"title":367,"date":368,"excerpt":369,"wordCount":370,"uri":371,"slug":372,"cloudinaryAssetId":373,"featuredImageOriginalUrl":374,"featuredImageMetadata":375,"author":376,"categories":378,"relatedPosts":380},"过去12个月下跌48%，SoFi股票能否在2026年交出更好的成绩单？","2026-10-26 12:45:00","SoFi股价一年内下跌了51%。来看看TIKR估值模型对SOFI上行空间的看法，其目标价为到2028年12月达到22美元。",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":367},{"name":357,"slug":358,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":377},[],[379],{"name":362,"slug":363,"uri":364,"description":242,"postsCount":252},[],{"id":252,"title":382,"date":368,"excerpt":383,"wordCount":384,"uri":385,"slug":386,"cloudinaryAssetId":387,"featuredImageOriginalUrl":388,"featuredImageMetadata":389,"author":390,"categories":392,"relatedPosts":394},"过去12个月仅上涨9%，Palantir股票能否在2026年带来更好的回报？","Palantir股价一年来仅上涨4%。查看TIKR估值模型对PLTR上行空间的预测，其目标价至2028年12月将达到529美元。",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":382},{"name":357,"slug":358,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":391},[],[393],{"name":362,"slug":363,"uri":364,"description":242,"postsCount":252},[],{"id":252,"title":396,"date":397,"excerpt":398,"wordCount":399,"uri":400,"slug":401,"cloudinaryAssetId":402,"featuredImageOriginalUrl":403,"featuredImageMetadata":404,"author":405,"categories":407,"relatedPosts":409},"过去12个月下跌56%，AppLovin股票能否在2026年带来更好回报？","2026-10-26 12:33:00","AppLovin股价在过去一年下跌了60%。来看看TIKR估值模型对APP上行潜力的分析，其给出的目标价为到2028年12月达到366美元。",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":396},{"name":357,"slug":358,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":406},[],[408],{"name":362,"slug":363,"uri":364,"description":242,"postsCount":252},[],{"id":252,"title":411,"date":412,"excerpt":413,"wordCount":414,"uri":415,"slug":416,"cloudinaryAssetId":417,"featuredImageOriginalUrl":418,"featuredImageMetadata":419,"author":420,"categories":424,"relatedPosts":429},"埃克森美孚股价创下收盘新高，布伦特原油突破116美元。展望2030年该股走势","2026-10-26 07:55:00","埃克森美孚10月23日收盘创下183.21美元的历史新高，当时布伦特原油价格突破每桶116美元，目前其股价已超过华尔街分析师的平均目标价。该公司首席财务官表示，与先锋自然资源合并的协同效应已翻倍，且埃克森的目标是通过更少的油井使二叠纪盆地的采收率翻倍，这是公司可控的一项成本杠杆。",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":411},{"name":421,"slug":422,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":423},"Wiltone Asuncion","wiltonetikr",[],[425],{"name":426,"slug":427,"uri":428,"description":242,"postsCount":252},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":252,"title":431,"date":432,"excerpt":433,"wordCount":434,"uri":435,"slug":436,"cloudinaryAssetId":437,"featuredImageOriginalUrl":438,"featuredImageMetadata":439,"author":440,"categories":442,"relatedPosts":444},"Rivian创下52周新低，就在收购AI模拟初创公司次日。10月29日市场走势说明了什么","2026-10-26 07:50:00","Rivian股价在收购一家人工智能模拟初创公司次日触及52周低点，延续了数周前开始的19%跌幅。10月29日的财报如今必须证明其成本结构能够承载自动驾驶研发支出。",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":431},{"name":421,"slug":422,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":441},[],[443],{"name":426,"slug":427,"uri":428,"description":242,"postsCount":252},[],{"id":252,"title":446,"date":447,"excerpt":448,"wordCount":449,"uri":450,"slug":451,"cloudinaryAssetId":452,"featuredImageOriginalUrl":453,"featuredImageMetadata":454,"author":455,"categories":457,"relatedPosts":459},"Robinhood股票在10月发布第三季度财报前下跌了15%。以下是其到2030年的潜在走向","2026-10-26 07:45:00","Robinhood在10月27日财报发布前，两个交易日累计下跌6.73%，走势与Coinbase同步。10月22日的两项进展指向可能不会在其加密货币收入项中体现的加密活动：比特币价格合约以及Morpho为其股票代币推出的首个借贷市场。",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":446},{"name":421,"slug":422,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":456},[],[458],{"name":426,"slug":427,"uri":428,"description":242,"postsCount":252},[],{"id":252,"title":461,"date":462,"excerpt":463,"wordCount":464,"uri":465,"slug":466,"cloudinaryAssetId":467,"featuredImageOriginalUrl":468,"featuredImageMetadata":469,"author":470,"categories":472,"relatedPosts":474},"沃尔玛股价10月上涨15%，尽管盈利预测并未上调。以下是其到2031年的潜在走势","2026-10-26 07:40:00","沃尔玛股价在9月30日至10月23日期间上涨了15.4%，但分析师对其未来12个月的每股收益（EPS）预估仍维持在3.00美元。几乎全部涨幅都源于更高的估值倍数，而公司此前在11月19日发布的业绩指引中，预计每股收益增长仅为0%至3%。",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":461},{"name":421,"slug":422,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":471},[],[473],{"name":426,"slug":427,"uri":428,"description":242,"postsCount":252},[],{"id":252,"title":476,"date":477,"excerpt":478,"wordCount":479,"uri":480,"slug":481,"cloudinaryAssetId":482,"featuredImageOriginalUrl":483,"featuredImageMetadata":484,"author":485,"categories":487,"relatedPosts":489},"苹果短暂超越英伟达，英伟达股价跌幅达12%。苹果股票到2030年可能走向何方","2026-10-26 07:35:00","苹果公司于10月23日短暂超越英伟达，成为全球市值最高的公司，股价创下351.73美元的历史新高。其人工智能战略所需资本支出极少，但以38倍的市盈率来看，11月2日公布的利润率数据将决定其估值倍数。",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":476},{"name":421,"slug":422,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":486},[],[488],{"name":426,"slug":427,"uri":428,"description":242,"postsCount":252},[]]