海豚投研
2022.06.22 10:15

$Meta.US 昨日美股大盘表现不错的情况下,meta 暴跌 4%。主要由于 VR 头显砍单 40% 的传闻影响(由原先预计的 1100 万台削减至 700-800 万台),且不说砍单是否真实,但对于 Meta,Oculus 出货量还不高,对整体营收贡献有限,因此本身 VR 部分并没有给到多少估值,昨日的跌幅应该更多的是情绪面影响。

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