[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-meta-just-dropped-9-in-a-week-is-it-time-to-sell-or-load-up-ZH":150},{"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",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":273},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},144707,"Meta股价一周内下跌9%。现在是卖出时机，还是应该加仓？","2026-10-25T17:20:00","2026-10-25T17:05:47","\u003Cp>总得有人为所有这些AI买单\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cbr>Meta 股价在过去一周（截至周五收盘）下跌了约 9%。大部分跌幅出现在第三季度财报发布后，该财报显示营收增长 26%，但自由现金流为负。\u003C\u002Fli>\n\n\n\n\u003Cli>广告业务仍在快速增长，此次抛售主要与 Meta 如何为 AI 投资买单有关，包括一项部分用于筹集资本的新无投票权 C 类股票。\u003C\u002Fli>\n\n\n\n\u003Cli>一项 250 亿美元的新墨西哥州罚款，为本季度 98.9 亿美元的法律费用再添一笔，尽管 Meta 的现金足以覆盖该罚款数倍。\u003C\u002Fli>\n\n\n\n\u003Cli>下跌之后，Meta 的交易价格低于其通常的远期市盈率，对于能够承受一定股权稀释的投资者而言，这使其成为一个买入机会。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Meta Platforms (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=20765463&tid=126910337\">META\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Fstrong> 在过去一周（截至周五收盘）下跌了约 9%。大部分跌幅出现在一份第三季度财报之后，该报告除了现金流外各方面表现强劲。（纳斯达克 100 指数仅下跌 2%。）\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-ads-grew-26-and-that-wasn-t-enough\" class=\"wp-block-heading\">广告增长 26%，但这还不够\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">营收增长 26% 至 646 亿美元，\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmeta-stock-jumps-after-hours-q3-revenue-beat-strong-guidance\">超过了分析师预期的 634.1 亿美元\u003C\u002Fa>。若不计 98.9 亿美元的法律费用，每股收益将达到 7.40 美元，而预期为 6.80 美元。并且第四季度营收指引为 730 亿至 760 亿美元，其中值高于市场共识预期。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">但首席财务官 Susan Li 没有给出 2027 年的预算。她表示 Meta 计划“继续积极投资，以支持我们的核心业务和新兴的 AI 计划。”\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-ai-bill-is-coming-due\" class=\"wp-block-heading\">AI 账单到期了\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">第三季度资本支出达到 349.1 亿美元，超过了 327.9 亿美元的运营现金流。这使得自由现金流为负 21.2 亿美元。这一趋势已持续数年：\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fnvidia-is-finally-too-big-to-fail-heres-why-meta-and-google-arent\">2025 年资本支出约占运营现金流的 60%\u003C\u002Fa>，高于 2021 年的 32%……\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_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\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_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-144707 wp-image-144705\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792794844\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_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\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_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\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_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\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_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\u002Fv1792794844\u002Fimages\u002FLM-META-1w-2026-10-22_META_cfo_vs_capex_2021-2025\u002FLM-META-1w-2026-10-22_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\">……而且 Meta 刚刚将其 2026 年资本支出区间的下限提高至 1350 亿美元。除此之外，截至 9 月 30 日，Meta 拥有 4545 亿美元不可取消的合同承诺。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">此外，还有一项新的无投票权 C 类股票，将于 2027 年 1 月推出。它部分用于筹集资本。Meta 看起来像是那个\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fsuddenly-meta-is-in-second-place-in-ai-and-unlike-openai-it-doesnt-need-the-money\">不需要外部资金的 AI 支出者，这与 OpenAI 不同\u003C\u002Fa>。如果它确实出售新股，这些支出必须物有所值。而在周四，Meta 的信用违约互换达到了历史最高点。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR 追踪了 63 位分析师对 Meta Platforms 的评级。有多少人给出“买入”评级？\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">查看 Meta Platforms 的买入、持有和卖出评级的完整细分，以及华尔街的营收和盈利预测，所有这些都在一个地方。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-another-25-billion-legal-bill\" class=\"wp-block-heading\">又一笔 250 亿美元的法律账单\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">另外：在 Meta 发布财报当天，新墨西哥州一家法院命令其因\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fnew-mexico-court-orders-meta-25-billion-privacy-fine\">剑桥分析丑闻支付 250 亿美元罚款\u003C\u002Fa>。利息按每年 15% 计算。Meta 表示将上诉并获胜。即使败诉，其 825 亿美元的现金也足以覆盖该罚款三倍以上。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-at-20x-earnings-i-d-load-up\" class=\"wp-block-heading\">以 20 倍市盈率，我会加仓\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">下跌之后，Meta 的交易价格约为远期盈利的 20 倍。这低于其五年平均水平的 21 倍，也远低于 2025 年 2 月 29 倍的峰值。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_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\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_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-144707 wp-image-144706\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792794842\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_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\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_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\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_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\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_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\u002Fv1792794842\u002Fimages\u002FLM-META-1w-2026-10-22_META_ntm_pe_5y\u002FLM-META-1w-2026-10-22_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\">分析师的一致目标价 844 美元，比周五收盘价高出约 31%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Meta 的广告业务几乎为全部的 AI 赌注买单：运营现金流覆盖了第三季度资本支出的 94%。而且，相对于这些盈利，该股票的成本低于通常水平。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Meta 也在筹备第二种获取收入的方式。首席 AI 官 Alexandr Wang 告诉日经新闻，Muse 将依靠付费订阅者来与中国模型竞争。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">我会在此买入，只要你能承受 C 类股票推出后可能带来的一些股权稀释。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Meta 仍在制定其 2027 年预算，因此预计在 1 月 27 日左右发布的第四季度财报是值得关注的。资本支出的又一次大幅跃升可能会使自由现金流在一段时间内持续承压。\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。可以从华尔街共识预测开始，或者调整输入参数以反映您自己对业务的看法。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，也不是买入或卖出任何股票的建议。我们根据 TIKR Terminal 的投资数据和分析师预测来创建内容。我们的分析可能不包括近期的公司新闻或重要更新。TIKR 对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",787,"zh","\u002Fblog\u002Fmeta-just-dropped-9-in-a-week-is-it-time-to-sell-or-load-up","meta-just-dropped-9-in-a-week-is-it-time-to-sell-or-load-up","images\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699515\u002Fimages\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1\u002FNFLX-stock-Photodjo-from-Getty-Images-via-Canva_1438543d7b1.png?_i=AA",{"altText":165,"imageCredit":166},"Meta Just Dropped 9% in a Week. Is It Time to Sell, or Load Up?","Photodjo from Getty Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Bobby Sankhagowit","bobby","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Someone has to pay for all that AI",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","预计阅读时间","2 minutes",1200,630,[194,211,226,243,258],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":208,"relatedPosts":210},"Datadog一个月内上涨13%：获利了结，还是加仓买入？","2026-10-25 16:35:37","华尔街正大举涌入，而业绩指引留有超预期的空间",1109,"\u002Fblog\u002Fdatadog-just-gained-13-in-a-month-take-profits-or-buy-more","datadog-just-gained-13-in-a-month-take-profits-or-buy-more","images\u002FDDOG-stock-vkstudio-via-Canva\u002FDDOG-stock-vkstudio-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700534\u002Fimages\u002FDDOG-stock-vkstudio-via-Canva\u002FDDOG-stock-vkstudio-via-Canva.png?_i=AA",{"altText":195},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},"Nikko Henson","nikkotikr",[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":218,"featuredImageOriginalUrl":219,"featuredImageMetadata":220,"author":221,"categories":223,"relatedPosts":225},"美洲电信股价大涨6%，第三季度利润增长7%，盈利与营收均超预期","2026-10-25 16:30:00","汇率波动掩盖了更强劲的季度表现",825,"\u002Fblog\u002Famerica-movil-jumps-6-as-third-quarter-profit-rises-7-topping-earnings-and-revenue-estimates","america-movil-jumps-6-as-third-quarter-profit-rises-7-topping-earnings-and-revenue-estimates","images\u002FAMX-stock-Robert-Kneschke-via-Canva\u002FAMX-stock-Robert-Kneschke-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700635\u002Fimages\u002FAMX-stock-Robert-Kneschke-via-Canva\u002FAMX-stock-Robert-Kneschke-via-Canva.png?_i=AA",{"altText":212},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":222},[],[224],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":227,"date":228,"excerpt":229,"wordCount":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":236,"categories":240,"relatedPosts":242},"甲骨文股票一年内下跌55%。是抄底良机还是价值陷阱？","2026-10-25 16:08:55","甲骨文股价一年内下跌了55%，却已连续四个季度超出每股收益预期。以15.5倍的市盈率来看，核心问题在于：是什么在拖累它。",840,"\u002Fblog\u002Foracle-stock-is-down-55-in-a-year-bargain-or-value-trap","oracle-stock-is-down-55-in-a-year-bargain-or-value-trap","images\u002Fdoubtful-man-falling-red-chart\u002Fdoubtful-man-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795469\u002Fimages\u002Fdoubtful-man-falling-red-chart\u002Fdoubtful-man-falling-red-chart.png?_i=AA",{"altText":227},{"name":237,"slug":238,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":239},"Gian Estrada","giantikr",[],[241],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":244,"date":245,"excerpt":246,"wordCount":247,"uri":248,"slug":249,"cloudinaryAssetId":250,"featuredImageOriginalUrl":251,"featuredImageMetadata":252,"author":253,"categories":255,"relatedPosts":257},"特斯拉股价过去一年下跌17%。现在买入还是等待合并条款？","2026-10-25 15:56:16","特斯拉股价在一年内下跌了17%，因7月份消耗了11亿美元现金。而10月份15.3亿美元的自由现金流改变了局面。以下是具体变化幅度。",1250,"\u002Fblog\u002Ftesla-stock-is-down-17-over-the-past-year-buy-now-or-wait-for-merger-terms","tesla-stock-is-down-17-over-the-past-year-buy-now-or-wait-for-merger-terms","images\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792932705\u002Fimages\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10.png?_i=AA",{"altText":244},{"name":237,"slug":238,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":254},[],[256],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":259,"date":260,"excerpt":261,"wordCount":262,"uri":263,"slug":264,"cloudinaryAssetId":265,"featuredImageOriginalUrl":266,"featuredImageMetadata":267,"author":268,"categories":270,"relatedPosts":272},"Arm股价上周下跌8%。这与Lam Research有何关联？","2026-10-25 15:40:56","Arm股价单日下跌7.28%，Lam Research的供应预警冲击芯片股。同样的瓶颈制约着Arm价值20亿美元的AGI CPU需求管线。",925,"\u002Fblog\u002Farm-stock-is-down-8-last-week-what-does-lam-research-have-to-do-with-it","arm-stock-is-down-8-last-week-what-does-lam-research-have-to-do-with-it","images\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795474\u002Fimages\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars.png?_i=AA",{"altText":259},{"name":237,"slug":238,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":269},[],[271],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[274,294,309,324,339],{"id":183,"title":275,"date":276,"excerpt":277,"wordCount":278,"uri":279,"slug":280,"cloudinaryAssetId":281,"featuredImageOriginalUrl":282,"featuredImageMetadata":283,"author":284,"categories":288,"relatedPosts":293},"Meta股价在营收超预期后单日下跌7%。是时候卖出还是加仓？","2026-10-24 20:50:00","Meta营收超出预期，但受AI支出担忧冲击科技股影响，股价单日仍下跌7%。财报电话会议披露了Muse成本下降的具体数据。",995,"\u002Fblog\u002Fmeta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","meta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","images\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852857\u002Fimages\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed.png?_i=AA",{"altText":275},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":287},"Wiltone Asuncion","wiltonetikr",[],[289],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":295,"date":296,"excerpt":297,"wordCount":298,"uri":299,"slug":300,"cloudinaryAssetId":301,"featuredImageOriginalUrl":302,"featuredImageMetadata":303,"author":304,"categories":306,"relatedPosts":308},"Netflix股价在2026年已下跌近30%。是时候卖出还是加仓？","2026-10-24 20:45:00","Netflix联席CEO表示，其美国剧集在2026年将实现\"二垒打和三垒打\"，而全球市场则需要\"本垒打\"。股价报65.85美元，估值更接近迪士尼而非Spotify，TIKR模型揭示了买家支付的对价。",1008,"\u002Fblog\u002Fnetflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","netflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","images\u002F12-9_144968b5caa\u002F12-9_144968b5caa","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852841\u002Fimages\u002F12-9_144968b5caa\u002F12-9_144968b5caa.png?_i=AA",{"altText":295},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":305},[],[307],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":310,"date":311,"excerpt":312,"wordCount":313,"uri":314,"slug":315,"cloudinaryAssetId":316,"featuredImageOriginalUrl":317,"featuredImageMetadata":318,"author":319,"categories":321,"relatedPosts":323},"可口可乐股价在创下52周新高后次日下跌。以下是10月27日印度市场为何重要的原因","2026-10-24 20:40:00","可口可乐在10月23日市场普跌中下跌2.76%，此前一天其股价刚创下52周新高。其上份财报显示，亚太地区销量增长最为强劲，但在印度市场份额有所下滑，这将是10月27日（发布新财报时）需要关注的重点。",879,"\u002Fblog\u002Fcoca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","coca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","images\u002F11-10_14496728c3f\u002F11-10_14496728c3f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852801\u002Fimages\u002F11-10_14496728c3f\u002F11-10_14496728c3f.png?_i=AA",{"altText":310},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":320},[],[322],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":325,"date":326,"excerpt":327,"wordCount":328,"uri":329,"slug":330,"cloudinaryAssetId":331,"featuredImageOriginalUrl":332,"featuredImageMetadata":333,"author":334,"categories":336,"relatedPosts":338},"ServiceNow 欲成安全领域头号玩家 其77.5亿美元收购Armis的交易需在10月28日证明什么","2026-10-24 20:35:00","ServiceNow首席执行官表示，公司已成为第八大企业安全供应商，并立志成为行业第一。为实现这一目标进行的收购已对GAAP利润率造成压力，而10月28日将是他发表该言论后的首份财报发布日。",965,"\u002Fblog\u002Fservicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","servicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","images\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852762\u002Fimages\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7.png?_i=AA",{"altText":325},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":335},[],[337],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":346,"featuredImageOriginalUrl":347,"featuredImageMetadata":348,"author":349,"categories":351,"relatedPosts":353},"艾伯维获FDA批准Skyrizi居家治疗克罗恩病。预计何时将体现在销售额中","2026-10-24 20:30:00","美国食品药品监督管理局于10月23日批准了Skyrizi用于克罗恩病的家庭诱导治疗，这比艾伯维公布第三季度财报早了一周。商业部门负责人杰夫·斯图尔特曾表示，完全付费准入通常需要60至90天，这意味着销售回报将指向2027年初。",914,"\u002Fblog\u002Fabbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","abbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","images\u002F9-14_14496561577\u002F9-14_14496561577","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852734\u002Fimages\u002F9-14_14496561577\u002F9-14_14496561577.png?_i=AA",{"altText":340},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":350},[],[352],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[]]