Meta Platforms (NASDAQ: META) continues to give investors reasons to cheer. The business reported impressive revenue growth of 24% in the fourth quarter of 2025 (ended Dec. 31), with earnings per share beating analyst estimates. Shares were immediately higher following the announcement. Meta is on a hot streak. The social media stock has rocketed 387% higher in the past three years (as of Jan. 30). Excitement and optimism are ruling the narrative. Where to invest $1,000 right now? Our analyst team just rev ...

业 研 究 2026 年 02 月 05 日 谷歌云发展超预期，资本开支高速增长，继续看好 AI 算力全链条 谷歌云营收增速超预期，谷歌、Meta、微软资本开支指引乐观 谷歌：根据谷歌最新财报，谷歌云 2025Q4 营收达 177 亿美元，同比增长 48%， 高于分析师预期的 162 亿美元，同时，2025Q4 Gemini App 月活超 7.5 亿，高于 2025Q3 的 6.5 亿。资本开支方面，2025Q4 达 279 亿美元，同比增长 95%，全年 资本开支实现 914 亿美元，同比增长 74%，预计 2026 年资本支出为 1750-1850 亿美元，中值为 1800 亿美元，同比增长 97%。 ——行业点评报告 行业走势图 数据来源：聚源 -29% 0% 29% 58% 86% 115% 2025-02 2025-06 2025-10 通信 沪深300 相关研究报告 《Meta、康宁、微软财报亮眼，重视 硅光 CPO、光纤、液冷投资机会—行 业周报》-2026.2.1 《超节点：光、液冷、供电、芯片的 全面升级—行业深度报告》-2026.1.28 《重视通信涨价方向：AI 云 IAAS 和 光纤 ...

Per my December article , Meta ( META ) keeps revolutionizing advertising. We now have the full-year 2025 numbers and the 4Q25 revenue came in above guidance. Additionally, revenue guidance for 1Q26 implies a 30% YoY increaseI'm an individual investor heavily influenced by Warren Buffett and Charlie Munger. Munger's 1994 USC Business School Speech is something I think about a lot: "Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns. If the busin ...

左为王士立（Alexandr Wang）与马克・扎克伯格 据《信息》杂志获取的一份内部备忘录显示，元宇宙平台公司（Meta Platforms）对其新成立 AI 团队即 将推出的首款核心大模型，态度愈发乐观。 这份日期为1 月 20 日的备忘录由 Meta 超级智能实验室（Meta Superintelligence Labs）产品经理梅根・ 傅（Megan Fu）发布，其中明确指出，下一代大语言模型Avocado（牛油果）已完成预训练，是 "Meta 迄今能力最强的预训练基础模型"。预训练是 AI 模型开发的初始阶段，模型需接触海量数据，学习通用 知识、模式与关联关系。 备忘录称，Avocado 的性能已超越当前最优的开源基础模型。（基础模型指仅完成预训练、尚未通过 "后训练" 阶段优化的大语言模型；后训练阶段会通过人类反馈强化学习等技术，针对特定任务对模型 进行精调。）尽管 Avocado 尚未完成后训练，但其在知识储备、视觉感知及多语言能力上，已与顶尖 的后训练模型持平。 作者：乔蒂・曼（Jyoti Mann） 在 Avocado 正式公开发布前，Meta 内部对其 AI 模型进展的乐观评估，能否经受住 ...

Core Insights - Meta Platforms is recognized as one of the most well-known companies globally, indicating its significant presence in the market [1] Group 1 - The analysis focuses on identifying the best businesses to create a long-term portfolio that can outperform the market [1]

Core Insights - Meta Platforms is recognized as one of the most well-known companies globally, indicating its significant presence in the market [1]. Company Analysis - The analysis focuses on identifying the best businesses worldwide to create a long-term portfolio aimed at outperforming the market [1].

北京时间1月31日凌晨，现货白银价格一度暴跌36%，创出历史最大日内跌幅；现货黄金价格一度下跌超过12%，盘中跌穿每盎司4700美元，遭遇40年来单 日最大跌幅。 美股三大股指集体下跌 美股三大指数集体收跌，纳斯达克指数跌近1%。黄金板块全线大幅，巴里克黄金、盎格鲁黄金、金罗斯黄金、伊格尔矿业等跌幅均超过10%。 黄金、白银价格暴跌 周五，黄金遭遇40年来最大下跌，白银创出历史最大盘中跌幅。其中，现货黄金价格一度下跌超过12%，最低触及4682美元/盎司，为1980年代初以来最大 单日跌幅。截至收盘，现货黄金下跌9.25%报4880美元/盎司。 黄金遭遇40年来单日最大跌幅 现货白银一度暴跌超过36%，创出历史最大日内跌幅，最低下探至74.28美元/盎司。截至收盘，现货白银下跌26.42%报85.259美元/盎司。 彭博社指出，金银价格本月仍录得月度涨幅，但自去年10月的类似下滑以来，周五的抛售是对涨势构成的最大冲击。此轮抛售因美元反弹而起，因为此前有 报道称特朗普政府准备提名凯文·沃什为新一任美联储主席，这一消息后来得到确认。 渣打银行大宗商品研究全球主管苏琪-库珀表示，市场本就存在回调需求，此次抛售的触发 ...

本文源自：金融界AI电报 美股大型科技股盘前涨跌互现，英伟达涨1%，亚马逊、特斯拉涨0.1%，Meta跌0.1%，苹果跌0.8%，微 软、谷歌A跌1%。 ...

Core Insights - Meta Platforms has been a strong performer among the "Magnificent Seven" stocks, achieving a 539% return over the past decade, although it is the lowest performer in this group [3][2] - The company has a robust advertising business model, with nearly 98% of its projected $201 billion in net sales coming from advertising by 2025 [8] - Meta's board missed an opportunity to enhance retail investor interest by not executing a stock split, which could have made shares more accessible [5][19] Company Performance - Meta's stock has outperformed the S&P 500 over the last three years and is currently the top-performing stock among the Magnificent Seven [3] - The company closed 2025 with $81.6 billion in cash and generated $115.8 billion in net cash from operating activities, allowing for aggressive investments in technology [10] Market Position - Meta's social media platforms attract an average of 3.58 billion daily users, providing significant advertising power and a sustainable competitive advantage [6][7] - The company is heavily investing in artificial intelligence, which is expected to enhance its advertising capabilities and improve click-through rates [9] Stock Split Discussion - Meta has never completed a stock split since its IPO in 2012, which is unusual for a company with its growth trajectory [13] - The current share price of $716.50 may be restrictive for retail investors, and 29.3% of its shares are held by non-institutional investors, indicating a potential incentive for a stock split [15][16] - A stock split could help Meta attract more retail investors and support its ambitious capital expenditure plans, which are projected to be between $115 billion and $135 billion in 2026 [20]

Parliamentarian Lavu Sri Krishna Devarayalu, whose party is aligned with Prime Minister Also Read: The killer is lurking inside your child’s phoneSuch bills don’t represent government policy and typically don’t become laws, but can lead to wider parliamentary debate. State level officials and India’s finance ministry have also raised the issue of potential harms from social media.Any move to limit access to platforms in the world’s most populous nation would be a blow to the likes of Meta Platforms Inc.’s ...