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从Threads看Meta财报

捷克Jack
2023-10-26

用户是social media公司的根本， $Meta Platforms(META)$ 跟 $腾讯控股(00700)$ 一样，只是一个靠广告一个靠游戏。

Q3 DAP 39.6亿 +7%YoY，DAP 31.4亿 +7%YoY，DAP/MAP=79%，全行业最高的水平之一。说明Meta旗下Facebook、Messager、Instagram、Whatsapp、Reels的粘性确实是足够大。

Threads提的很少，电话会说了MAU是低于1亿的，非常笼统，1000万也是<1亿，9000万也是<1亿。如果你家新产品表现很好，你会扭扭捏捏藏着掖着么？因此大概率它也是一款不了了之的产品。还记得字节跳动的“飞聊”吗？

我反而认为这对Meta不是件坏事，说明现有的社媒矩阵看似人人可做，但是护城河非常深。连Meta都动不了Twitter（ $特斯拉(TSLA)$ Musk的X）的地位，那有谁能撼动Meta的地位呢？

下一代场景VR也在Meta进行中，它的确做不好，但也还没有能做好的。

所以公司整体估值完全就按照PE来算，也不算高。只是广告反应经济前景，投资者现在信心不足罢了。

# 一句话点评财报

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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豆腐王中王
·2023-10-29
嗯，这公司整体估值完全就按照PE来算，也不算高
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梅川洼子
·2023-10-29
34倍多的市盈率，估值也不便宜
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黄老怪
·2023-10-29
研究了一眼他的K线，短线好像没大机会
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小时候可帅了00
·2023-10-29
去年没有买Meta，现在很后悔
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