鲍威尔的最新表态重创美股。 北京时间9月24日凌晨，美联储主席鲍威尔在公开演讲中表示，在上周降息后，美联储的政策立场仍然略有限制。美联储的政策将根据未来数据、不 断变化的前景和风险平衡来确定适当的立场。在问答环节，他警告称，从许多指标看，目前美股的估值相当高。 鲍威尔发表讲话后，美股三大指数全线跳水，纳指一度大跌超1%，美股大型科技股集体重挫，甲骨文大跌超4%，英伟达跌近3%。有分析指出，投 资者正在重新审视英伟达与OpenAI之间的交易，认为其与互联网泡沫时期的交易类似。 鲍威尔重磅发声 北京时间9月24日凌晨，鲍威尔在罗德岛州普罗维登斯商会发表经济前景演讲，他表示，当前正面临通胀上行和就业下行的两面风险，这是一个有挑 战的局面。假如降息幅度过大或速度过快，可能无法有效控制高通胀、让通胀持续高于美联储2%的目标，而假如货币紧缩维持太久，则可能无谓地 拖累劳动力市场。 这是美联储上周降息后鲍威尔的首次公开讲话，据美联储官网发布的讲话稿，鲍威尔表示，总体而言，受关税消息影响，今年通胀预期的短期指标 有所上升。然而，在未来一年左右的时间里，大多数长期预期指标仍与美联储2%的通胀目标一致。 号称"美联储传声筒"的财 ...

Meta has missed a Senate deadline to hand over records of how its AI chatbots interacted with children, defying a request tied to revelations about the company's internal policies. On August 15, Sen. Josh Hawley gave Meta CEO Mark Zuckerberg until September 19 to provide every draft of a 200-plus page internal rulebook that guided what Meta's AI chatbots could and couldn't say, along with enforcement manuals, an age-gating system, and risk reviews.Hawley's demand came after a Reuters investigation showed M ...

美东时间周二，因投资者对人工智能（AI）牛市趋势的可持续性产生担忧，三大指数集体收跌，纳指跌约1%，跌幅主要来自英伟达、甲骨文和亚马逊等AI 相关股票。 （三大指数日内走势图，来源：TradingView） 截至收盘，道琼斯指数跌0.19%，报46,292.78点；标普500指数跌0.55%，报6,656.92点；纳斯达克指数跌0.95%，报22,573.47点。 此前，三大指数均连续三个交易日创下历史新高。 英伟达股价下跌2.8%。此前一天，该芯片巨头宣布将向OpenAI投资最高1000亿美元，这一消息曾推高公司股价并带动整体股市上涨。 然而，部分投资者重新审视这一客户与供应商之间的交易，认为其与互联网泡沫时期的交易类似。同时，市场也对两家明星AI公司是否拥有足够能源支持 其扩张计划表示质疑。 甲骨文周二下跌4.4%，公司近三个月因乐观的AI销售预期上涨逾50%。 热门中概股普遍收跌，纳斯达克中国金龙指数跌2.22%，阿里巴巴跌0.71%，京东跌2.92%，拼多多跌0.04%，蔚来涨0.29%，小鹏汽车跌0.80%，理想汽车跌 1.65%，哔哩哔哩跌4.02%，百度跌8.09%，网易涨0.39%，腾讯音乐跌 ...

Allies of the United States in Europe and Asia will now have access to Meta Platforms' artificial intelligence system Llama, the company said on Tuesday, a day after the U.S. approved its use for gove... ...

Core Insights - The tightening of the H-1B visa program in the U.S. is expected to drive tech jobs to Canada, as companies seek to retain skilled workers affected by immigration issues [3][4][8] - Canadian cities like Vancouver and Toronto are positioned to benefit from the U.S. visa restrictions, potentially becoming more attractive for tech companies [4][10] - The Canadian government has been proactive in attracting foreign tech talent, offering high-skilled temporary visas and no per-country limits for permanent residence [11][14] Group 1: H-1B Visa Program Impact - The recent announcement of $100,000 fees on new H-1B applications could lead to more tech jobs relocating to Canada [3] - Indian and Chinese nationals represent 85% of H-1B visa recipients, with many opting for jobs in their home countries instead of the U.S. [3] - The H-1B program has faced criticism for allowing companies to hire cheaper foreign labor, leading to periodic government pullbacks [8] Group 2: Canadian Tech Landscape - Canadian cities have seen growth in tech hubs, with Toronto being the third largest in North America, following Silicon Valley and New York [8] - The Canadian government has historically implemented policies to attract skilled workers, making it a favorable destination for U.S. tech companies [10][11] - Despite the potential for growth, there are concerns that Canada may not develop a domestic tech ecosystem comparable to Silicon Valley [12] Group 3: Future Considerations - The Canadian government's immigration targets have decreased, which may affect its ability to attract foreign tech talent [13] - A new work permit introduced in Canada for H-1B holders was quickly filled, indicating strong interest in relocating to Canada [14] - The long-term impact of U.S. immigration policies on Canadian tech growth remains uncertain [12][13]

The new PAC, which is the second that Meta has unveiled in the last month, is aimed at backing those in support of the artificial intelligence industry. ...

Meta Platforms on Tuesday said it is introducing a translation feature for its WhatsApp messaging service, aiming to ease crosslanguage chats among its more than 3 billion users. ...

Core Insights - Meta Platforms is enhancing its app features to attract businesses, particularly in India, by introducing tools like QR payments and direct calling options within WhatsApp Business [1][9] - The launch of Ads Manager allows Indian businesses to manage marketing campaigns across WhatsApp, Facebook, and Instagram, optimizing budgets through Meta's AI systems [2] - Meta is focusing on business messaging and engaging experiences as key growth opportunities, with Family of Apps Other revenues increasing by 50% year-over-year in Q2 2025 [3] Revenue Projections - Advertising revenues for 2025 are estimated at $190.29 billion, reflecting an 18.5% growth from 2024 [4] - Family of Apps Other revenues are projected to reach $2.30 billion, indicating a 33.7% increase from the previous year [4] - Total revenues for 2025 are expected to be $194.66 billion, showing an 18.3% growth compared to 2024 [4] Competitive Landscape - Meta Platforms is facing significant competition for advertising dollars from Alphabet and Amazon [5] - Alphabet is enhancing its search capabilities with AI, which is expected to drive engagement and revenue growth [6] - Amazon's advertising business is leveraging its retail media presence and expanding connected TV footprint to boost revenues [7] Stock Performance and Valuation - Meta Platforms' shares have increased by 30.7% year-to-date, outperforming the broader technology sector and internet software industry [8] - The company is trading at a forward price/sales ratio of 8.81X, higher than the sector average of 7.15X [12] - The Zacks Consensus Estimate for 2025 earnings is $28.14 per share, suggesting an 18% year-over-year growth [15]

We recently published 12 Hot, Cold & Stable Stocks Jim Cramer Recently Discussed. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer recently discussed. Cramer has discussed Meta Platforms, Inc. (NASDAQ:META) several times in 2025. In the first quarter, after the firm’s shares performed well, he attributed some of the gains to cost-cutting efforts. Then, as big technology companies stepped up their AI efforts, Cramer opined that Meta Platforms, Inc. (NASDAQ:META) needed to improve its AI o ...

Company Overview - Meta Platforms is the largest social media company globally, with nearly 4 billion monthly active users [2] - The core business, "Family of Apps," includes Facebook, Instagram, Messenger, and WhatsApp, which are used for various purposes, including social interaction and digital business [2] - Meta generates revenue by selling ads based on customer data collected from its applications, while its Reality Labs business remains a minor part of overall sales [2] Financial Metrics - Meta's Price to Earnings (P/E) ratio is 27.76, which is 0.42x lower than the industry average, indicating potential undervaluation [5] - The Price to Book (P/B) ratio is 9.85, 2.09x the industry average, suggesting overvaluation in terms of book value [5] - The Price to Sales (P/S) ratio is 11.1, which is 0.14x the industry average, indicating strong revenue generation relative to market capitalization [5] - Return on Equity (ROE) stands at 9.65%, 7.09% above the industry average, reflecting efficient equity use for profit generation [5] - Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is $25.12 billion, 7.12x above the industry average, showcasing strong profitability [5] - Gross profit is $39.02 billion, 6.94x above the industry average, highlighting robust earnings from core operations [5] - Revenue growth is 21.61%, surpassing the industry average of 11.32%, indicating strong sales expansion and market share gain [5] Debt and Financial Health - Meta's debt-to-equity (D/E) ratio is 0.25, indicating a lower reliance on debt financing compared to peers, which is favorable for investors [10] - The comparison of financial metrics shows that Meta has a stronger financial position with lower debt levels relative to its top competitors [10]