A photograph taken during the World Economic Forum (WEF) annual meeting in Davos on January 19, 2025, shows the logo of Meta, the US company that owns and operates Facebook, Instagram, Threads, and WhatsApp. (Photo by Fabrice COFFRINI / AFP) (Photo by FABRICE COFFRINI/AFP via Getty Images)AFP via Getty ImagesMeta Platforms is scheduled to report earnings after Wednesday’s close. The stock recently hit a record high near $796.25/share and is currently trading near $746. The stock is prone to big moves after ...

公司评级与目标价 - DA Davidson重申对Meta Platforms Inc的买入评级 维持825美元目标价 [1] - 该机构对公司发展势头保持信心 尽管存在宏观和竞争因素 [1] 广告业务表现与预期 - 预计Meta的广告收入增长将继续超过谷歌 [1][3] - 公司增长可能因对比基数较高而减速 其中包括与选举相关的支出影响 [1][3] - 不预期谷歌的增长会显著减速 [2][3] 行业竞争与外部风险 - 机构正密切关注OpenAI [2][3] - 认为ChatGPT可能引入广告 这或将对谷歌搜索广告增长构成阻力 [3] 公司战略与投资 - Meta Platforms一直在扩展其广告能力 [3] - 公司继续在人工智能和元宇宙领域进行大量投资 [3]

公司财务表现与预期 - 华尔街预期公司第三季度营收为494亿美元，同比增长22% [4] - 公司全年总销售额预计将同比增长19%至1962亿美元 [4] - 公司第三季度广告销售额预期为485亿美元 [4] - 华尔街预期公司第三季度每股收益为668美元 [8] - 公司此前将2025年总支出预期区间低端上调，预计在1140亿至1180亿美元之间 [3] 人工智能领域投资与进展 - 公司全年在人工智能领域进行大量投资，并在4月其开源软件Llama 4反响平淡后对负责AI工作的组织进行了大规模改革 [1] - 公司于7月表示，其巨额的AI支出将导致“2026年的年度支出增长率高于2025年的支出增长率” [3] - 公司与Blue Owl Capital达成价值270亿美元的合资协议，以帮助资助和建设一个大型数据中心 [2] - Meta AI应用自9月25日推出AI驱动的Vibes短视频创作工具和社交信息流后，截至10月18日，其在iOS和Android的月下载量激增56%至390万次 [5] - 公司上周三表示将在其Superintelligence Labs AI部门裁员约600人，但该部门的顶级TBD Labs未受影响 [2] 元宇宙与硬件业务 - 公司此前领导元宇宙计划的高管Vishal Shah将转任AI部门的产品负责人 [7] - 负责开发虚拟现实、增强现实和AI智能眼镜的Reality Labs部门预计第三季度将录得51亿美元运营亏损，同时产生316亿美元销售额 [7] - 公司于2025年9月发布了新款Meta Ray-Ban智能眼镜 [1] 市场竞争与产品动态 - 尽管公司付费鼓励创作者在Vibes上发布AI生成视频，但数据显示在同期，竞争对手OpenAI的Sora应用在iOS的下载量似乎超过了Meta AI应用 [6] - 从9月30日到10月18日，Sora在iOS上录得260万次下载，而Meta AI为110万次 [6] - 投资者可能也在关注公司是否可能转变其元宇宙战略的任何迹象 [6]

AI投资热潮的潜在风险信号 - 研究机构BCA Research指出AI热潮可能面临类似元宇宙的“元宇宙时刻”风险即当大型AI公司宣布进一步资本支出但其股价却下跌时将是危险信号[1][2] - 元宇宙概念曾吸引巨额投资但最终热度消退导致相关公司报告数十亿美元损失这为当前AI投资热潮提供了前车之鉴[3] - 当前大型科技公司在AI基础设施上的资本支出规模巨大亚马逊、Meta、微软和谷歌四家公司今年在AI相关基础设施上的资本支出可能高达3200亿美元但盈利模式尚不清晰[4] 科技行业财务状况的警示迹象 - 所谓超大规模科技公司（大力投资AI的大型科技公司）的自由现金流在近几个月出现下降这可能是公司资产负债表转弱的信号与互联网泡沫破裂前的电信股情况相似[12] - 受AI交易推动的投机性股票如量子计算、稀土和核能类股票近期出现抛售这是AI交易面临的另一个令人担忧的迹象[13] AI推动下的市场表现 - 以科技股为主的纳斯达克100指数在过去五年上涨了135%[14] - 追踪AI交易核心七家公司的Roundhill Magnificent Seven ETF自成立以来上涨了172%[14]

Despite one being a prestigious Wall Street bank and the other a relatively new tech company, both shared a common narrative regarding the AI-and-the-worker debate: The tech is here to elevate, not eliminate.The other nine employees weren't fired, though. Instead, they're now focusing on more complex, higher-value sales work, the exec told Lakshmi.Then you have Vercel, which helps developers build and deploy websites and applications. The company reduced a 10-person sales team down to one after a top-perfor ...

In this articleMETAMark Zuckerberg, chief executive officer of Meta Platforms Inc., wears a pair of Meta Oakley Vanguard AI glasses during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 17, 2025.David Paul Morris | Bloomberg | Getty ImagesMeta's AI app has seen a major jolt in downloads since launching its Vibes feed of AI-generated videos, giving investors a glimpse of the company's artificial intelligence strategy ahead of Wednesday's third-quarter earnings.Since releasing Vibes ...

公司组织架构调整 - Meta正在重组其元宇宙部门，并将原负责人调至人工智能部门 [1] - 原负责Meta Horizon虚拟世界产品的Gabriel Aul和负责虚拟现实硬件的Ryan Cairns将接手领导公司的元宇宙业务 [1] - Vishal Shah在领导元宇宙业务四年后，将转岗至Meta Superintelligence Labs，担任人工智能产品副总裁 [2][3] 元宇宙战略优先级 - 公司强调元宇宙工作的优先级保持不变，并且仍然是全公司的优先事项 [2][6] - 公司认为其已向行业证明了自身论点，并看到竞争对手不断进入该领域试图追赶，因此需要继续保持来之不易的优势 [2][6] - 元宇宙部门将继续专注于为VR和移动设备创造高质量体验 [4] 人事任命与团队安排 - Gabriel Aul将领导Metaverse产品组，Jason Rubin、Samantha Ryan和Thamara Sekhar将向他汇报 [4] - Saxs Person将作为新领导加入，在Gabriel Aul手下领导Horizon Experiences团队 [4] - Ryan Cairns将继续领导Horizon OS，该部门将升级为组织级产品组，他将直接向首席技术官汇报 [5] 产品与技术发展 - VR正超越其游戏根源，发展成为更广泛的娱乐、生产力和连接平台 [7] - 移动平台开始更大规模地吸引年轻的社交游戏玩家，AI创作工具正在加速世界构建 [7] - 公司在VR硬件方面奠定了基础，在竞争类别中成为市场领导者，并制定了令人兴奋的设备路线图 [10] - 公司开发了新的Horizon引擎以支持更高水平的并发性和保真度，重建了Avatar系统，并引入了照片级真实感的编解码Avatar [10] 人工智能与元宇宙的协同 - AI与元宇宙深度交织，AI能够实现更个性化、情境感知和有意义的体验 [13] - 构建个人超级智能的目标将有助于为元宇宙中的创作者、企业和社区解锁新机遇 [13] - 公司计划在MSL和Reality Labs之间建立桥梁，以塑造如何向所有设备上的数十亿人交付个人超级智能 [13]

Key Points Shiba Inu is now down 89% from its all-time high in October 2021. Attempts to spur growth within the Shiba Inu blockchain ecosystem have had little impact on price. Meme coins are risky and speculative, and investors should look elsewhere for upside. 10 stocks we like better than Shiba Inu › Remember four years ago, when meme coins Dogecoin and Shiba Inu (CRYPTO: SHIB) were skyrocketing in value? It just seemed so incredibly easy to make money hand over fist by speculating in silly dog ...

Wall Street's most influential businesses bring early-stage promise and potential long-term peril to pure-play quantum computing stocks.Since late 2022, no trend has caused investors to reach for their pocketbooks or click the buy button in their brokerage accounts quite like artificial intelligence (AI). But it's not the only technological advancement that's delivering eye-popping gains or promising a mouthwatering addressable opportunity.The rise of quantum computing has investors very intrigued. Trailing ...

Meta Platforms, Inc. (NASDAQ:META) is one of the Trending AI Stocks on Wall Street’s Radar. On October 21, Bank of America reiterated the stock as “Buy” with a $900 price target. The firm said it’s sticking with the tech giant ahead of earnings later this month. Bofa believes that Meta has the potential for upside driven by improving macroeconomic conditions and accelerating AI benefits. It anticipates Meta to report third-quarter revenue of $50.0 billion and earnings per share of $7.30, beating consensus ...