Meta Platforms Inc.NASDAQ: META) tab tom tsom mus rau tag kis no tom qab CEO Mark Zuckerberg rov hais dua qhov xav tau ua haujlwm nrog ntau "kev ua tau zoo thiab kev qhuab qhia" ntawm New York Times DealBook Summit.
Yuav ua li cas haum rau nws metaverse pivot?
Tab sis qhov ntawd tsis tas txhais tau hais tias ntau lub tebchaws yuav thim rov qab ntau dua $ 10 nphom hauv ib xyoos uas nws npaj siab siv nyiaj rau "metaverse", tshwj xeeb tshaj yog txij li tus billionaire CEO tseem zoo siab txog qhov muaj peev xwm mus sij hawm ntev ntawm qhov pivot.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Txawm li cas los xij, tech behemoth tau txais tsawg kawg qee qhov kev ntseeg ntawm tus nqi ntawm cov khoom. Lub hli tas los, nws tshaj tawm cov phiaj xwm txo qis nws cov neeg suav txog 13%. Thiab ntev npaum li nws nyob hauv chav kawm, nws tsim nyog yuav Meta shares ntawm qhov luv nqi tam sim no - uas yog raws li Rohit Kulkarni - Tus kws tshuaj ntsuam ntawm MKM Partners.
Reining nyob rau hauv cov nqi, txawm ntau tshaj li qhov lawv ua tam sim no yuav tsav cov Tshuag siab dua los ntawm cov qib no. Peb tsis cia siab tias yuav ua rau tus phab ej loj. Tsuas yog me ntsis ntawm cov nqi txuag thiab cov nyiaj tau los ruaj khov yuav pab kom cov khoom sib tsoo siab dua.
Rau lub xyoo, Meta Tshuag poob qis txog 65% ntawm kev sau ntawv.
Kulkarni yog bullish ntawm 'Reels' ib yam
Hais lus ntawm New York Times DealBook Summit, CEO Zuckerberg kuj tau hais tias "Reels" ua tau zoo dua li ntau qhov tseeb. Ntxiv rau qhov ntawd, Kulkarni ntxiv rau CNBC's “Squawk ntawm Txoj Kev”, Apple headwind tab tom pib ploj mus ib yam.
Lawv maj mam ebbing. Koj muaj cov nyhuv Apple, cov nyhuv TikTok kev ua lag luam, thiab tom qab ntawd lawv ua dab tsi nrog Reels monetisation. Kuv xav tias qee qhov xwm txheej tau tig los ntawm lub taub hau mus rau qhov nruab nrab.
Kulkarni muaj $ 140 nqe hom phiaj ntawm Meta Tshuag uas sawv cev txog 20% upside ntawm no. Tsis tas li qhov zoo yog qhov kev lees paub los ntawm Thawj Tswj Hwm tias Nasdaq-cov npe lag luam tseem ua haujlwm 80% ntawm nws lub sijhawm rau nws cov tub ntxhais "Tsev Neeg ntawm Apps" kev lag luam.
Txiav kev siv nyiaj rau lub metaverse, tau kawg, yuav yog cherry saum, Kulkarni xaus lus.
Tau qhov twg los: https://invezz.com/news/2022/12/01/buy-meta-stock-mark-zuckerberg-dealbook-summit/