上个季度， Meta 。。。。。

来源: 于 2026-01-28 16:32:20 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

Meta

  • Last qaurter, Meta reported capital expenditures for 2025 of  $72 billion, significantly higher than prior guidance, stock tanked $100 next day, and eventually went down 25% from its ATH of 795 to 580. PE was 19 and no one wanted to touch the stock.
  • Today, Meta announced 2026 CapEx forecast at approximately 115 billion to 135 billion, 73% increase from that of 2025, yet, stock jumped 50 points in afterhours, rallying back to 717

MSFT

  • Today, MSFT reported 39% cloud business growth, but with 37B Capex spending, higher than previous guidance of 33B, stock tanked $30 in afterhours.  
  • If MSFT were to also tank 25% from its ATH, its stock price would sit at 410 with a PE of 24, and right inside that giant gap from last April. This all sounds familair? You know what to do if and when you see that :)