Market Overview - The Dow Jones Industrial Average increased by 0.43% to 49,454.63, while the Nasdaq Index decreased by 0.17% to 23,215.58, and the S&P 500 rose slightly by 0.07% to 6,922.99 [1] - The Nasdaq 100 saw a decline of 0.40% to 25,238.22 [1] Major Technology Stocks - AMD experienced a significant drop of 11.00% [2] - SanDisk fell by 6.89% [2] - Oracle decreased by 3.72% [2] - Facebook (Meta Platforms) declined by 1.46% [2] - Broadcom saw a decrease of 1.16% [2] - NVIDIA and Amazon also experienced minor declines of 0.67% and 0.33% respectively [2] Chinese Concept Stocks - Major Chinese concept stocks collectively declined, with Kingsoft Cloud dropping over 5% [3] - Ctrip Group, NetEase, and Bilibili each fell by over 4% [3] - Baidu Group and Futu Holdings decreased by over 3% [3] Detailed Performance of Chinese Stocks - Kingsoft Cloud fell by 5.45% to 12.414 [4] - Ctrip Group decreased by 4.84% to 57.550 [4] - NetEase dropped by 4.20% to 122.970 [4] - Baidu Group declined by 3.60% to 139.640 [4] - Futu Holdings decreased by 3.52% to 154.155 [4] - Other notable declines include XPeng Motors (-2.10%), Tencent Music (-1.98%), and JD Group (-1.41%) [4]

For several years, investors have rewarded large tech conglomerates in the "Magnificent Seven" that announced plans to ramp up capital expenditures for artificial intelligence (AI) infrastructure. The thinking was that these companies would only make such a large investment if they believed it would yield strong returns. However, in recent months, investors have begun to question whether the returns would really be as promising as many initially believed. Suddenly, AI capex was no longer rewarded, especi ...

Owning companies that successfully disrupt an industry to create an entirely new category can result in huge gains for investors. This is what Netflix (NASDAQ: NFLX) has achieved. Shares have skyrocketed an unbelievable 2,580% in the past 15 years (as of Jan. 30). For a business whose primary purpose is to win attention, engagement is a crucial data point for investors and the leadership team to track closely. However, Netflix has some work to do here. Where to invest $1,000 right now? Our analyst team jus ...

（来源：OneSight） 2026年初，最新显示：Meta 旗下 Threads 日活用户已连续数月超过 X（原 Twitter）。截至 1 月 7 日，Threads 的 iOS 与 Android 移动日活达到约 1.415 亿，而 X 的同类数据约为 1.25 亿。这一趋势并非短期波动，而是 Threads 在过去一年多时间里稳步增长、X 移动端趋缓的结果。 关于 Threads 和 X 之争，随着时间的推移已经成为品牌要重点考量的社交媒体营销问题之一——品牌是否需要重新评估对这两个平台的投入？ 而在判断哪个平台更具优势之前，不如回到更根本的问题：不同平台正在塑造怎样的用户行为，又如何改变品牌被看见、被理解和被回应的方式。在不 断变化的社交语境里，出海品牌应如何重新定位自己的发声位置。 0 1 X vs Threads 的品牌价值 尽管X数据并不乐观，但日活数据本身并不足以定义平台的真实走向。真正影响品牌决策的，是不同平台正在形成的内容语境与互动逻辑，以及它们如何 改变品牌被理解、被回应乃至被记住的方式。正是在这样的差异中，X 与 Threads 开始承担起不同的品牌价值。 1.不同的平台，承载不同的 ...

Two years after Meta announced it was shuttering its Workplace enterprise business, a band of former engineers at the social media company is launching a new corporate communication platform.Slashwork, as the startup is called, on Wednesday announced that it has raised $3.5 million in funding from a variety of investors including Slack co-founder Cal Henderson and Sandberg Bernthal Venture Partners, the venture capital firm of former Meta COO Sheryl Sandberg.The London startup was co-founded by Jackson Gabb ...

European countries are taking their broadest swipe yet at social media, with a growing number weighing bans of the services for minors and setting the stage for a new showdown with some of the biggest US companies.The policy was first implemented in Australia, encompassing Meta Platforms Inc.’s Instagram and Facebook, Snap Inc., Elon Musk’s X, TikTok and Google’s YouTube. Now it’s catching on in Europe, threatening to cut off access to millions of young users from services regulators call harmful and addict ...

European countries are taking their broadest swipe yet at social media, with a growing number weighing bans of the services for minors and setting the stage for a new showdown with some of the biggest US companies.The policy was first implemented in Australia, encompassing Meta Platforms Inc.’s Instagram and Facebook, Snap Inc., Elon Musk’s X, TikTok and Google’s YouTube. Now it’s catching on in Europe, threatening to cut off access to millions of young users from services regulators call harmful and addict ...

报告显示，摩根士丹利采用修正后的折旧模型，针对在建工程余额上升带来的偏差进行调整，估算微 软、甲骨文、Meta以及Alphabet四家公司未来四年累计折旧费用或将超过6800亿美元。该行同时指出， 传统预测方法因未充分考虑资本支出与资产投用之间的时滞，可能低估未来资产折旧幅度。 曾成功预测2008年金融危机的伯里，在去年年末也发出类似警告。他指出，科技巨头通过延长资产有效 使用寿命压低折旧费用，人为抬高收益水平，预计2026年至2028年期间，大型科技公司将因此虚增1760 亿美元利润。他特别提及，到2028年甲骨文利润或被夸大26.9%，Meta利润或被夸大20.8%。伯里称科 技巨头在会计处理上使用"把戏"，将原本仅2至3年产品周期的英伟达芯片和服务器等计算设备的折旧周 期延长至6年。 大型科技公司的资本支出持续走高，或将推动未来数年折旧费用大幅攀升。摩根士丹利表示，这一趋势 尚未完全体现在市场普遍预期中，同时也引发知名做空投资人迈克尔·伯里的关注。 美银分析师Justin Post此前发布报告提到，华尔街对折旧费用增长速度反应较为迟钝。随着谷歌、Meta 和亚马逊2024年至2025年资本支出大幅增长， ...

截至2026年2月3日，天弘中证全指通信设备指数发起A(020899)自成立以来，最长连涨月数为6个月，最长连涨涨幅123.90%，涨跌月数比为12/9，成立至今 历史年度均跑赢基准收益。 截至2026年2月3日，天弘中证全指通信设备指数发起C(020900)自成立以来，最长连涨月数为6个月，最长连涨涨幅123.67%，涨跌月数比为12/9，成立至今 历史年度均跑赢基准收益。 消息面上，海外云厂商资本开支持续高增，Meta宣布2026年资本开支将提升至1150亿~1350亿美元，同比增长59%~87%，显著超出市场预期；微软Azure及 其他云服务收入同比增长约39%，云业务积压合同订单同比翻倍，谷歌、亚马逊亦同步加大AI基础设施投入，四大云厂商2025年三季度资本支出合计达954 亿美元，同比大幅增长53%–133%。 兴业证券指出，Meta、微软资本开支延续高增态势，AI商业闭环落地节奏加快。微软Azure及其他云服务收入同比增长约39%，云业务积压合同订单同比翻 倍；Meta宣布2026年资本开支将大幅提升至约1150亿~1350亿美元，同比增长59%~87%，显著高于此前预期。光模块龙头业绩如期兑现， ...

Core Viewpoint - Meta Platforms is currently viewed as a significant investment opportunity due to its low valuation and potential for revenue growth driven by advancements in artificial intelligence [2][9][10]. Company Overview - Meta Platforms, known for its social media dominance with platforms like Facebook and Instagram, has approximately 3.5 billion daily users across its apps [4][5]. - The company has a market capitalization of $1.8 trillion and is trading at a forward earnings multiple of 23x, which is considered very reasonable [8][9]. Revenue Growth Potential - Meta is heavily investing in AI, developing its own large language model to enhance its social media applications and improve advertising experiences [6]. - The CEO, Mark Zuckerberg, indicated that 2026 could be pivotal for Meta as new AI models and products are expected to be launched, potentially leading to significant revenue opportunities [9]. Market Position - The stock is currently trading at $691.70, with a day's range of $686.41 to $717.00, and a 52-week range of $479.80 to $796.25 [7][8]. - The company has a gross margin of 82% and a dividend yield of 0.30%, indicating strong profitability [8].