来源：滚动播报 周三美股三大指数涨跌不一，纳指跌0.33%，标普500指数跌0.19%，道指涨0.48%。大型科技股多数下 跌，特斯拉涨超1%，苹果、微软微涨，谷歌、Meta小幅下跌，亚马逊、甲骨文、英特尔跌超1%，英伟 达跌超2%。 ...

Smart glasses has been where it's at from a hardware perspective. For meter, how can they push that story forward. Yeah, I think it's just integrating more of that capability with with Marcos vision on metal.Right. Like they've given some applications in terms of some of the translation capabilities being able to, you know, have some of the augmented reality capabilities. And I think you'll just see, you know, we expect to see more of that tonight.So really the vision of generative AI coming at the heart an ...

Smart glasses has been where it's at from a hardware perspective. For meter, how can they push that story forward. Yeah, I think it's just integrating more of that capability with with Marcos vision on metal.Right. Like they've given some applications in terms of some of the translation capabilities being able to, you know, have some of the augmented reality capabilities. And I think you'll just see, you know, we expect to see more of that tonight.So really the vision of generative AI coming at the heart an ...

Core Insights - Meta Platforms (META) and Snap (SNAP) are leveraging AI to enhance user engagement and attract advertisers, leading to increased advertising revenue growth [1][2][6] Digital Advertising Growth - Global ad spending is projected to grow 4.9% to $992 billion by 2025, with digital ad spending expected to rise 7.9% to $678.7 billion [2] - META's advertising revenue for Q3 2025 is estimated at $48.44 billion, reflecting over 21% growth year-over-year [5] Meta Platforms' Performance - META's AI initiatives, including the Andromeda machine learning system, have improved ad targeting, resulting in a 5% increase in ad conversions on Instagram and 3% on Facebook in Q2 2025 [2] - Engagement metrics show a 5% increase in time spent on Facebook and 6% on Instagram, with video engagement on Instagram rising over 20% year-over-year [3] - META AI has surpassed 1 billion monthly active users and is available in over 200 countries [4] - Earnings estimates for META in 2025 are projected at $28.13 per share, indicating a 17.9% increase from 2024 [10] Snap's Performance - Snap's advertising platform saw a 39% year-over-year growth in commerce-driven ad volume in Q2 2025, with new ad formats improving conversion rates [6] - Snap's daily active users reached 469 million, an 8.6% increase year-over-year, with a subscriber base for Snapchat+ nearing 16 million [7][8] - Earnings estimates for Snap in 2025 remain steady at 25 cents per share, suggesting a 13.79% decline from 2024 [11] Stock Performance and Valuation - META shares have appreciated 33% year-to-date, while SNAP shares have declined by 28.1% [12] - META is trading at a forward Price/Sales ratio of 8.99X, compared to SNAP's 2.06X, indicating that both stocks are considered overvalued [15] Conclusion - Both META and SNAP are positioned to benefit from increasing digital ad spending, but META's larger user base, AI advancements, and rising earnings estimates provide it with a competitive advantage over SNAP [18]

Meta Platforms TodayMETAMeta Platforms$767.36 -11.64 (-1.49%) 52-Week Range$479.80▼$796.25Dividend Yield0.27%P/E Ratio27.82Price Target$822.41Add to WatchlistTech giant Oracle NYSE: ORCL recently put out an earnings report that left many market observers in awe. The company’s Q1 fiscal 2026 sales and adjusted earnings per share weren’t what impressed; Oracle actually missed estimates on both figures. However, Oracle’s outlook was astounding. The firm projects that its Cloud infrastructure revenue will grow ...

9月17日，部分人工智能（AI）眼镜概念股大幅飙升，波长光电、永新光学和科森科技涨停，汇成真 空、长盈精密等均涨超11%。 消息面上，美国科技巨头Meta官网显示，Meta Connect 2025定于太平洋标准时间9月17日至18日召开， 扎克伯格将在主题演讲中"分享关于AI眼镜的最新资讯，以及Meta对人工智能和元宇宙的愿景"。 扎克伯格认为，未来智能眼镜是人工智能领域不可或缺的一部分，Meta在智能眼镜中深度融合人工智 能，并不断拓宽智能眼镜的边界。 AI眼镜市场火爆 今年以来，科技股走势强劲，尤其是基于产业发展大逻辑的题材，表现尤为亮眼，包括AI、人形机器 人等。AI眼镜题材作为一个明显向好的产业，同时尤其是在巨头企业大力推动产业化、商业化的大背 景下，资本市场热度急剧攀升。 多家公司积极布局 A股市场中，布局智能眼镜产业链的公司也受到市场关注。这些公司在不同环节为AI眼镜的发展提供支 持。 豪鹏科技的半固态电池聚焦高安全与形态适配性需求突出的AI智能穿戴终端场景，可凭借950Wh/L的体 积能量密度与针刺安全认证，满足AI/AR/VR设备对轻薄化与长续航的刚性需求，目前已向多家国际头 部穿戴客户送样 ...

The S&P 500 Index ($SPX) (SPY) today is up -0.17%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.77%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.80%.  In a move that was largely anticipated by Wall Street, the Federal Reserve approved a quarter-percentage-point rate cut on Wednesday. The Fed indicated that two additional rate cuts would be implemented before the year's end, as concerns over the U.S. labor market grew. Join 200K+ Subscribers: Find out why the midday Barchart Brief newslette ...

Technology giant Meta Platforms META will lay out new products and plans for its ambitions in artificial intelligence, smart glasses and the metaverse during the company's Meta Connect 2025 event.Here's a look at how to watch the event and what to expect.How to Watch Meta Connect 2025Several reports on products that Meta will launch at the 2025 event have been coming ahead of the highly anticipated event.Meta Connect 2025 takes place on Wednesday and Thursday. Meta CEO Mark Zuckerberg will give a keynote at ...

Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks Analysts Say You Should Watch Closely. On Septemer 15, Citizens JMP analyst Andrew Boone reiterated a Market Outperform rating and $900.00 price target on the stock. According to the firm, Meta is opening Reels trending ads to all advertisers through the holiday season. Early tests are showing these ads increase unaided awareness by 20%. Overall, the firm believes that Meta is poised for continued growth in its advertising business. A financial ...

Meta(META.US)计划在周三举行的年度Connect大会上，发布全新一代搭载人工智能(AI)技术的增强现 实(AR)智能眼镜，进一步加码AI硬件产品线。不过，Meta在其社交媒体平台上对儿童安全问题的处理 正面临外界严格审视，这一发布备受关注。 据悉，Meta首席执行官扎克伯格将在加州门洛帕克总部的活动上首次展示公司首款面向普通消费者的 内置显示屏智能眼镜。分析师预计，该产品零售价约为800美元。 知情人士透露，这款眼镜在内部代号为"Hypernova"，预计将以"Celeste"为正式名称上市。产品在右镜 片内嵌一块小型数字显示屏，可实现查看通知等基础功能。分析人士指出，虽然这款眼镜将成为Meta 在AI领域抢占市场的重要举措，较高的价格可能会令部分消费者望而却步。 目前，Meta已与Ray-Ban和Oakley合作推出两条智能眼镜产品线，这些产品集成了AI功能、摄像头、免 手控操作以及直播功能，支持直接连接至Meta旗下的Facebook和Instagram平台。 扎克伯格自2020年以来已向Meta的增强现实部门投入超过600亿美元资金。他表示，智能眼镜将成为公 司实现"超级智能"愿景的关键桥梁 ...