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Core Viewpoint - Meta Platforms, TikTok, and YouTube are facing legal scrutiny regarding their role in contributing to a youth mental health crisis, amidst a national discussion on children's screen time [1] Group 1: Legal Scrutiny - The companies will be in court this week to address allegations related to their platforms' impact on youth mental health [1] - The scrutiny reflects growing concerns about the effects of social media on children and adolescents [1] Group 2: National Debate - There is an ongoing national debate about the appropriate amount of screen time for children [1] - This debate is intensifying as more evidence emerges linking excessive screen time to mental health issues among youth [1]

Group 1 - The article highlights the rapid development of artificial intelligence technology, presenting significant opportunities in the market [3] - Apple has initiated its largest promotion in history for the newly launched iPhone Air, reducing its price by 2500 yuan to attract consumers [5] - Baidu's Wenxin Assistant is launching a cash red envelope campaign for the Spring Festival, offering a total of 500 million yuan in cash rewards [6] Group 2 - Shanghai AI unicorn Jiyue Xingchen has completed a B+ round financing, raising 5 billion yuan, setting a record for single financing in the large model sector over the past year [7] - Tencent's AI assistant Yuanbao has begun internal testing of a new social AI feature called "Yuanbao Club," allowing users to create or join groups for collaborative activities [9] - Tesla has suspended its basic Autopilot system in the US and Canada to promote its more advanced Full Self-Driving technology [11] Group 3 - Intel's latest financial report disappointed the market, leading to a 17% drop in its stock price, with analysts expressing concerns over supply constraints and profit margin pressures [12] - Apple has experienced an eight-week consecutive decline in stock price, the longest streak since May 2022, attributed to rising storage chip prices impacting profit margins [14] - Meta Platforms is facing a lawsuit for patent infringement related to smart glasses technology, which could disrupt the sales of its Ray-Ban products [15]

德意志银行发布报告称，预计Meta Q4营收将达到590亿美元(同比增长22%)，高于此前预计的585亿美 元；预计Q4总支出为344亿美元，这将使全年总支出处于该公司给出的1160-1180亿美元预测区间的中 点。对于2026年第一季度，德银预计，营收将同比增长23%至519亿美元，市场共识预期为512亿美元； 预计总支出将同比增长32%至326亿美元，市场共识预期为331亿美元。德银在报告中予Meta"买入"评 级，目标价为880美元，这一目标价较该股上周五收盘价有约34%的上涨空间。 ...

美股大型科技股盘前涨跌互现，Meta涨0.4%，微软涨0.2%，苹果涨0.1%，谷歌A持平，亚马逊跌 0.2%，英伟达跌0.3%，特斯拉跌0.6%。 ...

智通财经APP获悉，Meta Platforms(META.US)将于1月28日(周三)美股盘后公布2025年第四季度业绩。德意志银行发布报告称，预计Meta Q4营收将达 到590亿美元(同比增长22%)，高于此前预计的585亿美元;预计Q4总支出为344亿美元，这将使全年总支出处于该公司给出的1160-1180亿美元预测区间 的中点。对于2026年第一季度，德银预计，营收将同比增长23%至519亿美元，市场共识预期为512亿美元;预计总支出将同比增长32%至326亿美元，市 场共识预期为331亿美元。德银在报告中予Meta"买入"评级，目标价为880美元，这一目标价较该股上周五收盘价有约34%的上涨空间。 | 4Q25E - Actuals Versus Estimates | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (In Millions, | Actual | DB Est. | Actual | Street | Actual | | y/y | | d/q | | Unle ...

如果您希望可以时常见面，欢迎标星收藏哦~ 云服务商的资本支出（Capex）已经达到了无法再用"显著增长"来形容的程度。排名前八的云服务 商的投资额将从2021年的1451亿美元增长到2026年的6020亿美元，增长超过四倍。这种增长速度 简直令人难以置信。 即便如此，市场中仍然流传着关于惯常避险方式的窃窃私语："又是一个泡沫"、"它迟早会破裂"等 等。然而，这些窃窃私语毫无根据，甚至算不上是一厢情愿的想法，而仅仅是逃避现实。这是因 为，当前投资的扩张并非由经济、市场情绪或泡沫驱动，而是由物理定律驱动：大量的计算。 关键在于，生成式人工智能的计算负荷并非"搜索的延伸"，而是不同层次的"学习和推理"。正如稍 后将解释的，谷歌搜索以CPU为中心，而ChatGPT的推理则以GPU为中心，进行大规模矩阵计 算，所需的计算量是其1万到10万倍。 换句话说，云服务提供商增加投资并非出于自愿，而是因为如果不这样做，他们就会在竞争中落 后。无法运行生成式人工智能的云平台毫无价值。正因如此，投资才不会停止，也无法停止。 在本文中，我想论证，目前发生的现象不是"人工智能泡沫"，而是"人工智能趋势"，它正在不可逆 转地重塑半导体市场 ...

来源：滚动播报 比特币在隔夜触及五周低点后仅小幅回升，投资者正关注周三的美联储政策决定和本周大型科技公司的 财报。美联储预计将维持利率不变，但市场将寻找有关未来可能降息的任何线索。美国总统特朗普也预 计将在未来几天宣布下一任美联储主席的人选。科技公司财报方面，Telsa、微软和Meta将于周三公 布，苹果公司将于周四公布。与此同时，美国还面临政府再度关门的风险，并且有猜测称美国和日本当 局可能会出手干预以支撑日圆。伦敦证券交易所集团的数据显示，比特币上涨1.7%，报87,946美元，此 前隔夜曾触及86,021美元的低点。 ...

Market Overview - The U.S. stock market is experiencing volatility due to President Trump's tariff threats, the Federal Reserve's interest rate decision, and earnings reports from major tech companies [1][2][11] - The S&P 500 index had a 2% increase before a drop of over 2% following tariff announcements [1] Federal Reserve Interest Rate Decision - The Federal Open Market Committee (FOMC) is expected to maintain the federal funds rate at 3.5% to 3.75% during its meeting on January 28 [3] - The likelihood of a 25-basis-point cut is only 4% according to CME Group's FedWatch tool [3] - Recent economic data suggests a resilient jobs market, with the unemployment rate improving to 4.4% in December from 4.5% in November [4][5] Earnings Reports from "Magnificent Seven" - Four companies from the "Magnificent Seven" will report earnings this week: Tesla, Microsoft, Meta Platforms, and Apple [6][11] Tesla - Expected revenue for Tesla in Q4 is $24.9 billion, a 3% decrease, with non-GAAP earnings projected to drop 45% to $0.40 per diluted share [6] - Focus will be on CEO Elon Musk's comments regarding physical AI initiatives [7] Microsoft - Anticipated revenue increase of 15% to $80.3 billion, with non-GAAP earnings expected to rise 20% to $3.86 per diluted share [8] - Investors will pay attention to Azure's revenue growth and generative AI adoption [8] Meta Platforms - Expected revenue growth of 21% to $58 billion, with non-GAAP earnings projected to increase 3% to $8.23 per diluted share [9] - Investors are looking for continued trends in engagement and advertising conversion rates due to AI investments [9] Apple - Expected revenue increase of 11% to $138 billion, with GAAP earnings also projected to rise 11% to $2.67 per diluted share [10] - Market focus will be on iPhone sales and updates regarding AI innovation [10]

此外，该公司还表示，预计2025年全年支出将在1160亿至1180亿美元之间，较此前1140亿至1180亿美元的预期有所 上调，同比增长率为22%至24%。其中，2025年资本支出(包括融资租赁本金支付)将在700亿至720亿美元之间，高于 此前预计的660亿至720亿美元。 上一季度亮点 2025年第三季度(Q3)，Meta营收达到512.4亿美元，超出预期的494.1亿美元;调整后每股收益(EPS)为7.25美元，高于 预期的6.67美元，该调整排除了一次性非现金税项支出。需要注意的是，由于美国新税法(《美丽大法案》)变化导致 的159.3亿美元非经常性税项支出，按照公认会计原则(GAAP)计算的每股收益大幅降至1.05美元。 该公司报告了2025年第三季度的以下运营亮点： 营收：达512.4亿美元，同比增长26% Meta Platforms(META.US)定于2026年1月28日(星期三)股市收盘后公布其2025年第四季度(Q4)业绩。在第三季度财报 中，Meta表示，预计2025年第四季度的营收将在560亿至590亿美元之间，伦敦证券交易所集团(LSEG)的普遍预测为 565.9亿美元，这将意味着 ...