META · Meta Platforms
META — 带来源的观点和研究笔记,按原话记录。不是投资建议。
过去 14 天内已发表研究对 META 说了什么
Quant Data 所阅读的付费研究机构中,以 META 为主要标的的文章,取自截至 2026-10-23 的收录台账。标题归各研究机构所有。这是“谁写了 META”的记录,不是对其所写内容的背书。
| 日期 | 研究机构 | 标题 | 方向性表态 |
|---|---|---|---|
| 2026-10-16 | Damnang | How AI Is Changing Advertising Market | 0 |
| 2026-10-13 | FundaAI | Research|META: Muse Wonder Returns Meta to the Frontier as Compute Tightens | 0 |
| 2026-10-12 | TMT Breakout | TMTB Podcast Intel: Zuckerberg and Wang on Meta’s (META) $100B Muse Wonder Bet, Wang on Building Muse, NVIDIA’s (NVDA) Boitano, Google’s (GOOGL) Woodward, Atlassian (TEAM) CEO, and More | 0 |
每篇文章只标注一个主要标的;在讨论其他标的的文章中顺带提及 META 不计入。
关于 META 的方向性表态,有据可查
每一行都是一个带日期的事实:某个具名来源对 META 表达了一个方向。若研究机构转述的是某券商的评级变动,原始发声方列在“经由”一列。这些都不是 Quant Data 的推荐;记录下来,是为了日后能对照价格实际走势加以检验。
| 日期 | 研究机构 | 经由 | 表态 | 表态内容 |
|---|---|---|---|---|
| 2026-10-13 | James Bulltard | author's own account | 看多 | Suggests buying February $1080 calls, structuring them as a 1080/1180 bull call spread and selling 510 puts. |
| 2026-10-13 | TMT Breakout | Pivotal | 看多 | Raised price target to $930 from $790, maintaining Buy rating. |
| 2026-10-08 | James Bulltard | author's own account | 已退出 | Closed out December 650 short puts (50x) for 18.91 to free up margin. |
| 2026-10-08 | TMT Breakout | Jefferies | 看多 | Maintained a Buy rating on Meta (META) with a price target of $875. |
| 2026-10-06 | TMT Breakout | Wells Fargo | 看多 | Reiterated Overweight and raised price target to $1,000 despite cutting fiscal 2027 EPS estimates. |
| 2026-10-01 | TMT Breakout | Morgan Stanley | 看多 | Top Pick, Overweight, price target $775. |
| 2026-09-08 | James Bulltard | author's own account | 看多 | Added shares and rolled short calls down from the 750 to 700 strike (November) — a covered-call overlay on a long position testing its 200-day average. |
提及 META 的研究笔记
- 2026年10月23日 — Ten research notes from nine publishers: Tech earnings anxiety triggers market rotation to defensive sectors, while Amazon's Trainium3 and Microsoft's Copilot show structural progress
- 2026年10月22日 — Eight research pieces from five publishers: Tech and AI infrastructure face liquidation, Meta's funding plans spark concern, and Western Digital beats expectations
- 2026年10月21日 — Quant Data Daily Research Notes: 10 pieces from 6 publishers covering SpaceX, Netflix, and Meta earnings
- 2026年10月19日 — Ten research pieces from seven publishers: S&P 500 narrowness mirrors 2000 top, 2027 datacenter buildout accelerates to 50GW, and CoreWeave credit risks rise
- 2026年10月16日 — Five pieces and five publishers: Macro Charts flags a major turn in rates and precious metals, Capital Wars monitors Bitcoin liquidity, and Damnang explores Meta's AI advertising shift
- 2026年10月15日 — Ten research pieces from six publishers: ASML and TSMC earnings reviews, Anthropic's Q3 revenue debate, and a deep dive into ASML's secret hybrid bonding tool
- 2026年10月13日 — Eight research pieces from six publishers: Meta's Muse Wonder returns to the frontier, SK Hynix faces HBM4 defect rumors, global liquidity drops, and Paul Tudor Jones warns of a bearish 2027.
- 2026年10月12日 — Seven research notes from four publishers: Meta launches Muse Wonder, CPU prices rise, and a wave of software rating changes
- 2026年10月8日 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- 2026年10月6日 — Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets
- 2026年10月2日 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- 2026年10月1日 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- 2026年9月9日 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- 2026年9月8日 — Eight notes from five publishers: OpenAI's Astra reshapes the AI capex debate, GS/Citi TMT conference recaps, and a wave of sell-side rating changes
- 2026年9月1日 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
带来源的观点和研究笔记,按原话记录。不是投资建议。
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