洞庭风细
2025.04.17 03:55

$Meta Platforms(META.US)Meta has been falling continuously recently, hitting a low of 495 last night, clearly impacted by the expectation of slowing ad spending. Just now I was thinking, after all, the U.S. is a consumption-driven economy. What the old man wants to push is not the return of low-end manufacturing. The current impact should come more from geopolitics rather than the industrial structure itself. So META's stock price corresponds to two possibilities: one is that META has oversold and will rebound quickly, the other is that macro expectations haven't fully transmitted yet, and other stocks will need further correction...

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