公司AI战略与业务发展 - Meta Platforms在人工智能领域投入数十亿美元并成立Meta Superintelligence Labs新部门 旨在成为AI行业巨头 [1] - 公司利用AI技术提升广告投放精准度 通过Meta虚拟助手等工具增加用户应用停留时间 从而刺激广告主增加支出 [7] - 超过34亿用户每日使用Meta旗下应用 广告收入构成公司收入主体并推动持续增长 [4] 财务表现与股东回报 - 公司通过广告业务实现数十亿美元级别的收入和利润增长 并已开始支付股息 [5] - 将于7月30日发布季度财报 届时将披露AI业务进展及详细财务数据 [2] 潜在股票拆分计划 - Meta可能成为"美股七巨头"中最后宣布股票拆分的科技公司 股价三年累计上涨280%后突破700美元 [8][10] - 高股价可能形成心理障碍 限制部分投资者参与 股票拆分可扩大投资者覆盖范围 [10][11] - 拆分操作不改变公司市值和估值本质 但通常被市场解读为管理层信心的体现 [9][11]

After leading market gains last year, artificial intelligence (AI) stocks are at it again. These high-growth stocks resumed their trek higher as investors became more optimistic that President Donald Trump's import tariffs won't represent as much of a headwind for companies as initially expected.A few months ago, the idea of high tariffs prompted investors to worry about a halt in AI spending and greater costs for companies throughout industries. But, as the U.S. progressed on trade talks, investors grew mo ...