投资者：Muse 太好用但资本开支拖累 Meta 财报

Wallstreet Dragon @longwashere原推发布于 2026.10.21

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I hate to say this about $META but muse is so good that it will drop meta to mid 600s on this earnings first before it rockets to 800. Way too much capex to provide the best personal assistant to the world before they start seeing returns for this earnings, and their marketing and growth spend has been insane on it (according to my meta marketing manager friend who i play pickleball with everyday)