Meta跌成價值股了
Meta Platform(FB.US)現在的股價低於價值股票的平均價格。但對於股市的逢低買進者來說，這仍不夠便宜。
問題在於，許多投資者對Meta Platform擴大核心業務、從其“元宇宙戰略轉型”的鉅額支出中獲得回報的能力失去了信心。包括Richard Greenfield在內的Lightshed Partners分析師週三在一份報告中稱，競爭加劇、Meta轉型缺乏能見度以及監管風險，使投資者"難以對當前的Meta股價感到興奮"。
Meta的股價在2月份發佈災難性的季度業績報告後大幅下挫，引發了歷史性的拋售，自去年9月份達到峯值以來，該股市值已縮水約5000億美元。隨後該公司評級遭到一系列下調，從摩根大通到蒙特利爾銀行資本市場的分析師都對該公司不明朗的前景向投資者發出了警告。
智通財經APP觀察到，Meta目前的預期市盈率不到15倍，低於囊括拖拉機製造商迪爾股份(DE.US)等公司的標普500價值指數，後者的市盈率相對較低。在Meta上市期間，這是前所未有的。根據媒體收集的數據，該公司股票比標普500指數中大約三分之二的股票便宜。相比之下，納斯達克100指數的平均估值是24倍，而標普500指數超過16倍。雖然Meta的股價已從3月14日的兩年低點反彈，但仍較9月的紀錄低44%。
對於羅斯福投資集團的高級投資組合經理Jason Benowitz來說，從增長前景到元宇宙的轉型，在這個時候有太多的未知因素，買入這隻股票是否值得仍存疑。即便如此，令人驚訝的是，其他投資者似乎沒有因爲它的估值而大舉買入。
Benowitz稱:“令人驚訝的是，很多人都沒有參與進來。現在感覺就像一個黑洞。”
Meta首席執行官扎克伯格(Mark Zuckerberg)進軍元宇宙的不確定性可能會讓一些投資者望而卻步。Benowitz指出:“在這一點上，Meta是否能成爲一個元宇宙的操作系統顯然是未知的，實際上還有一個更根本的問題，即扎克伯格的元
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