但咱们做中长线的，别光盯着暴跌慌神。你看营收还能涨26%，说明用户基本盘没垮，而且之前Meta砸在AI上的钱还在加码，这才是长期底气。现在股 价跌，更多是短期情绪——市场怕它花钱没数，又被一次性税费吓着了。 昨天Meta的财报一出来，不少朋友私信我："帮主，这咋回事？营收涨了26%，净利润却跌了83%，股价还崩了11%，手里的票要不要割？" 别急，干了20 年财经记者，看惯了财报里的"冷热反差"，今天就跟大伙唠唠这事儿，别被短期数字带偏了中长线判断。 所以不用急着割肉，先看看后续：一是费用能不能稳住，别再"花钱如流水"；二是AI投入啥时候能变现。真要是这两点能改善，短期跌下去反而是机 会。 其实看Meta这财报，我就想起早年跑上市公司的时候，老编辑总跟我说"看财报得扒两层皮，净利润里可能藏着'一次性疙瘩'"。这次还真应了这话——净 利润暴跌不是业务不行，是特朗普那"大而美法案"闹的，一下计提了159.3亿的一次性税费，有效税率从12%飙到87%，这钱一扣，利润自然就"腰斩"了。 还有个细节，三季度总成本涨了32%，比营收增速还快，运营利润率缩到40%，这才是市场真正担心的"花钱快过赚钱"。 你们要是手里也有科 ...

Earnings per Share (EPS) of $0.80, below the estimated $1.04 but a significant improvement from the previous year.Revenue reached $585 million, surpassing estimates and indicating a strong market performance.Valuation Ratios suggest high investor confidence in Reddit's growth potential, despite a high P/E ratio.Reddit Inc. (NYSE:RDDT) is a prominent social media platform known for its diverse user-generated content and community-driven discussions. The company has been making strides in expanding its search ...

Meta, navigating a period of intense investments in AI that is creating significant cost pressures, has flagged that its capital expenditure next year would be "notably larger" than in 2025. The company's shares closed down more than 11% on Thursday, as investors mulled a 32% increase in costs outpacing a 26% revenue jump. It is raising the funds through a six-part bond sale with maturities ranging from five to 40 years. Meta last tapped the bond market in 2022 with a $10 billion sale. The principal amount ...

市场焦点转移 - 市场资金从投机性人工智能数据中心股票转向关注构成实体经济的数百只股票 [1][2] - 此次焦点转移的触发因素是一家大型科技公司出现重大失误并导致股价暴跌 [1] Meta Platforms财务表现 - 公司公布强劲业绩 包括优异的用户增长 惊人的盈利能力以及良好的利润率 [2] - 尽管业绩出色 但公司计提一笔巨额支出 该支出为非现金性质 [2][3] Meta Platforms资本开支与市场反应 - 管理层承诺的资本开支水平远超市场预期 被部分大型对冲基金经理认为是不谨慎甚至鲁莽的 [4] - 公司股价因此暴跌超过11% 并拖累标普500指数下跌0.99% 纳斯达克指数下跌1.58% [2][4] - 由于道琼斯工业平均指数科技股权重较低 其跌幅较小 仅下跌110点 [2][4] 管理层战略评价 - 部分市场参与者认为公司首席执行官马克·扎克伯格失去了理智或其在“效率年”所展现出的纪律性 [5] - 其当前战略被形容为“危险生活的一年” [5]

Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Meta Platforms, Inc. (META).ProfileMeta Platforms is the world’s leading social technology company, operating a family of apps including Facebook, Instagram, WhatsApp, and Messenger, alongside its emerging virtual and augmented reality ecosystem under Reality Labs. With over 3 billion users across its platforms, Meta continues to dominate global digital advertising, while investing heavily in AI-driven eng ...

Social media giant Meta Platforms will raise funds through bond offerings worth up to $30 billion, it said in a filing on Thursday. ...

Meta CEO Mark Zuckerberg on stage at the Meta Connect conference in September. David Paul Morris / Bloomberg via Getty Images Close Key Takeaways Shares of a social media juggernaut slumped as investors balked at its rapidly accelerating spending on artificial intelligence, while reports of potential partnership or buyout talks helped a vaccine maker's shares shoot higher. Chipotle Mexican Grill (CMG) stock fell 18.2%, the most of any S&P 500 component, after the fast-casual burrito chain reported lower-tha ...

with those results. Sure. >> Credit beating on the top and bottom lines.Earnings of 80 cents per share, far ahead of expectations of 51 cents per share. Revenues of $585 million ahead of estimates of 546 million. The company also guiding to Q4 revenue and Ebida in ranges ahead of analyst expectations.I just spoke with CEO Steve Huffman, who told me that Reddit's ad business continues to outpace its peers with 74% year-over-year growth and 75% growth in total advertiser count. He said AI is helping across th ...

James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...

The social-media company posted a profit of $162.7 million, driven by higher advertising demand as it continues to draw in more users. ...