---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/39244373.md"
description: "I saw a pretty crucial piece of news today. The launch of $Meta Platforms(META.US)'s new-generation AI model "Avocado" has been delayed again. The latest word is that it won't be ready until at least May because internal testing performance hasn't met expectations, especially lagging behind competitor models in reasoning, coding, and writing capabilities.The market reaction was also very direct. META's stock fell by over 2% yesterday, which can be seen as an immediate response to this news.But my personal view isn't that pessimistic. Meta plans to increase its AI capital expenditure to a maximum of $135 billion this year, clearly aiming to go all-in on AI infrastructure and computing power. This scale is more like "heavy assets for the future."The short-term issues are:1) Slow model progress2) AI investment is too capital-intensive3) The market is already pricing $Meta Platforms(META.US) as an AI companyHowever, the long-term logic hasn't changed: advertising cash flow + AI recommendations + social ecosystem.My current strategy is: not chasing highs, but I'll slowly add some on pullbacks.A question for everyone:If Avocado AI really falls behind Gemini and OpenAI, would you still continue to hold META?"
datetime: "2026-03-13T09:55:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39244373.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39244373.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39244373.md)
author: "[沪上老徐](https://longbridge.com/zh-HK/profiles/26419342.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/39244373.md) | [简体中文](https://longbridge.com/zh-CN/topics/39244373.md)


# I saw a pretty crucial piece of news today. The la…


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## 評論 (6)

- **草样年华k · 2026-03-13T11:23:54.000Z**: Not chasing highs? Is it high now?
- **coco · 2026-03-13T09:59:53.000Z**: I think postponing the launch is actually a good thing; it's better than releasing a half-baked product.
- **sweetie高 · 2026-03-13T09:59:16.000Z**: Meta's biggest problem right now isn't the model, it's the burn rate.
  - **‭‭‭‭** (2026-03-13T12:48:21.000Z): Is it still higher compared to Microsoft, Google, and Amazon??
- **无问西东 · 2026-03-13T09:58:55.000Z**: It feels like the pace in the AI field is too fast now; a model is considered outdated if it's just a few months late.
  - **沪上老徐** (2026-03-13T10:00:33.000Z): The capital market doesn't care about explanations; it only cares about who's ahead.