中文翻译
@hoiyeahhhh 我看到的唱空 $META 的帖子数量简直离谱。金融圈(X)的人(FinX)只是孤立地看待问题。 如果营收/自由现金流(FCF)在下降，那倒是另一回事，但像 Meta 这样的超大规模云服务商如何实现超过 30% 的同比增长，这太疯狂了。 他们有足够的资金来支持基础设施建设。 https://t.co/WqNBfktto2
· 个股论点
反驳对Meta的唱空观点，指出其高增长和充足现金流足以支撑基建。
涉及标的： $META
英文原文
@hoiyeahhhh Amount of bear $META posts I’ve seen was crazy. FinX just look at things in a vacuum. If revenues/FCF were decreasing that would be another story but how is a hyperscaler like Meta growing over 30% Y/Y, that is crazy. They have enough to fund the buildout. https://t.co/WqNBfktto2