EPISODE · Jan 31, 2026 · 4 MIN
META：估值重启，涨了！
from 茶水S的美股交易
Meta 这波财报直接把市场整懵了！一边是烧钱烧到离谱：026 财年资本开支喊出 1150-1350 亿美元的天价，总开支更是干到 1620-1690 亿美元，远超华尔街预期，较去年 720 亿的支出近乎翻倍；另一边却是股价先跌后涨，盘后直接拉回 4%，这波操作到底藏着什么门道？
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META：估值重启，涨了！
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How long is this episode of 茶水S的美股交易?
This episode is 4 minutes long.
When was this 茶水S的美股交易 episode published?
This episode was published on January 31, 2026.
What is this episode about?
Meta 这波财报直接把市场整懵了！一边是烧钱烧到离谱：026 财年资本开支喊出 1150-1350 亿美元的天价，总开支更是干到 1620-1690 亿美元，远超华尔街预期，较去年 720 亿的支出近乎翻倍；另一边却是股价先跌后涨，盘后直接拉回 4%，这波操作到底藏着什么门道？
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