On Wednesday, Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said the company is looking beyond video toward interactive, immersive formats that let users step inside content, as Horizon Worlds and AI converge to reach mobile audiences. Meta Says Video Is Just One Step In A Longer Content Evolution During the company's fourth-quarter earnings call, Zuckerberg said video, while still growing, is not the final stage of digital expression. He told analysts that the way people communicate has consist ...

以下文章来源于极客公园 ，作者桦林舞王 极客公园 . 用极客视角，追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 来源丨 极客公园（ID：geekpark） 作者丨 桦林舞王 编辑丨 靖宇 当地时间 1 月 28 日，微软发布了第二季度财报，明明财报营收暴涨，但是市场并不买账。 财报显示，公司第二季度营收 813 亿美元， 同比增长 17%，净利润更是飙升 60% 至 385 亿美元 。 其中，微软云业务收入首次突破 500 亿美元大关，达到 515 亿美元，同比增长 26% 。 这无疑是一份强劲的财报。然而，市场的反应却是股价在盘后一度下挫超过 8%。 CNBC 分析指出，下跌源于「云增长放缓以及微弱的利润率指引」。具体来看，被视为增长引擎的 Azure 云服务收入同比增长 39%，略低于市场预期的 40% 门槛。 投资者似乎对这家「AI 最大赢家」抱有永不满足的期待，任何增长放缓的迹象都会被放大。 但财报中一个更值得玩味的数据是： 微软云的合同积压（Remaining Performance Obligation）暴 增 110%，达到惊人的 6250 亿美元 。 CEO 萨提亚・纳德拉在财报中骄傲 ...

Group 1 - Elon Musk has indicated that the development of an AI-first smartphone is a possibility, suggesting it would differ significantly from current devices and focus on optimizing performance for neural networks [2][3] - Musk's comments reflect his belief that traditional smartphones are approaching obsolescence, hinting at a future where such devices may no longer be relevant [3] - Despite the interest in creating a phone, Musk expressed reluctance, stating that the idea of making a phone is daunting and undesirable, describing it as a massive undertaking [4] Group 2 - SpaceX is reportedly considering a merger with xAI and Tesla, as it prepares for a potential IPO, which could be one of the largest in history, targeting a valuation of approximately $1.5 trillion [5]

NEW YORK, NEW YORK - NOVEMBER 30: Andy Jassy on stage at the 2022 New York Times DealBook on November 30, 2022 in New York City. (Photo by Thos Robinson/Getty Images for The New York Times)Getty Images for The New York TimesAmazon announced another round of layoffs as part of what CEO Andy Jassy described as an ongoing cultural reset. Tens of thousands of roles have been eliminated over the past two years as the company restructures around cloud infrastructure, AI services, and operational efficiency. Many ...

该行重申对Meta的"买入"评级，将其目标价从815美元上调至835美元；在过去一个月内第二次上调2026 财年收入预测，预计达到约2510亿美元(按年增长25%，或扣除汇率影响后按年增长21%)。 高盛发表研究报告，Meta在2025年第四季的财报显示两大核心主题，包括核心广告业务(用户增长/参与 和变现)继续增长势头，并随着业务开始展现AI在内容推荐及广告行业的规模化影响而显著加速；持续 增加的前瞻性投资，高盛预测2026财年的GAAP总支出约为1660亿美元，总资本支出约为1320亿美元， 随着AI持续扩展，管理层的评论集中于优化内部成本，但对2027年及以后的投资规划仍缺乏明确性。 ...

TrendForce集邦咨询供应链调查结果显示，Meta初期对AR眼镜市场需求采取相对保守的态度，除了考量过往VR装置销售的表现，也因关键光学零部件的 供应仍受限。以Lumus阵列光波导为例，由于制程相对复杂与精密，Meta最初的订单仅约8万台，属于测试市场水温的规模；产品上市半年内，拉货节奏 迅速调整，近期已扩大至15万台，增幅高达87.5%。其余如OmniVision的Liquid Crystal on Silicon(LCoS)、Goeroptics光引擎组装，以及SCHOTT的光波导关 键光学零部件订单，也呈阶梯式成长。 TrendForce集邦咨询表示，此一情况反映产品在渠道端去化速度极快，也显示消费者仍高度好奇带有显示的AI智能眼镜，更象征Meta在穿戴式装置策略的 调整，已一定程度扭转过去VR装置销售疲弱引发的市场疑虑。 短期内，Meta的成功势必加速其他品牌及生态系伙伴对AR眼镜的硬件规格升级，以及AI应用情境深化与软件生态整合发展。然而，在Meta发布下一代产 品前，Samsung(三星)、Google(谷歌)等大厂亦会推出自有品牌的AR眼镜。现有供应链在光学、显示与组装等关键环节的产能与良 ...

Jan. 30, 2026 Tr e n dFo r c e 集 邦 咨 询 供 应 链 调 查 结 果 显 示 ， Me t a 初 期 对 AR 眼 镜 市 场 需 求 采 取 相 对 保 守 的 态 度，除了考量过往VR装置销售的表现，也因关键光学零部件的供应仍受限。以Lumu s阵列光波 导为例，由于制程相对复杂与精密，Me t a最初的订单仅约8万台，属于测试市场水温的规模； 产 品 上 市 半 年 内 ， 拉 货 节 奏 迅 速 调 整 ， 近 期 已 扩 大 至 1 5 万 台 ， 增 幅 高 达 8 7 . 5% 。 其 余 如 Omn iVisi o n 的 Li q u i d Cr y st a l o n Sili c o n (LCoS) 、 Go e r o p ti c s 光 引 擎 组 装 ， 以 及 SCHOTT 的 光波导关键光学零部件订单，也呈阶梯式成长。 为应对逐步升温的拉货力道，上游显示与组装相关的代工体系正同步优化产线并提升良率，以 协助Me t a达成未来两年内累积5 0万台出货量的阶段性目标。 产业洞察 Tr e n dFo r c e集邦咨询表示，此一情况反 ...

We recently published 10 Big Names With Explosive Gains.  Meta Platforms Inc. (NASDAQ:META) was one of the top performers on Thursday. Facebook operator Meta Platforms jumped by 10.40 percent on Thursday to close at $738.31 apiece as investors took heart from an investment firm’s 9 percent price target upgrade for its stock despite reporting lower profits in full-year 2025. In its market report, BofA Securities raised its price target for the stock to $885 from $810 previously, while reaffirming its “buy ...

Core Insights - Meta Platforms reported strong earnings, exceeding estimates with a revenue increase of 24% to $59.9 billion for the quarter and over $200 billion for the full year, marking a 22% year-over-year growth [2][4] - The company forecasted capital expenditures (capex) for 2026 to reach between $115 billion and $135 billion, indicating a significant investment in AI and its core business [3][4] - This capex forecast represents a 73% increase from the previous year, with infrastructure spending expected to triple over two years, signaling a robust acceleration in AI investments [4] Industry Implications - Meta's substantial capex forecast is expected to benefit various sectors within the AI industry, particularly companies involved in data center operations [6] - CoreWeave, a key player in the AI sector, is likely to gain significantly from Meta's spending, having established a $14 billion agreement with Meta for cloud computing capacity through 2031 [7][8] - The partnership with CoreWeave positions it to capitalize on Meta's investments in AI infrastructure, potentially enhancing its market performance [6][7]

Group 1 - The core viewpoint of the article is that Meta's performance in Q4 2025 and guidance for Q1 2023 exceeded expectations due to growth in AI and user engagement [1] - The report from China Merchants Securities indicates a positive outlook for Meta, highlighting its leading position in social media and AI, along with attractive valuation compared to other large tech companies [1] - Capital expenditures for Q4 2025 and the full year are projected to be $22.1 billion and $72.2 billion respectively, showing a continuous increase that raises concerns about insufficient AI progress in the second half of 2025 [1] Group 2 - Despite concerns over high capital expenditures, Meta's stock rebound and strong performance reflect its dominant position in the social media sector [1] - The combination of high Daily Active Users (DAP) with AI recommendations and content optimization is expected to support revenue growth, which will be sufficient to cover high capital expenditures and achieve recovery [1]