Group 1 - Meta (META) stock has returned 9.1% since the last report, outperforming the S&P 500's gain [1] - The company is perceived as a "one-trick pony" focused on advertising, but it excels in its current operations [1] - The analyst, Dhierin-Perkash Bechai, specializes in aerospace, defense, and airline sectors, providing insights into investment opportunities within these industries [1] Group 2 - The investing group, The Aerospace Forum, aims to identify investment opportunities in the aerospace, defense, and airline sectors [1] - The group utilizes an in-house developed data analytics platform, evoX Data Analytics, to support its investment analysis [1] - The analyst's background in aerospace engineering enhances the understanding of the complex industry and its growth prospects [1]

智通财经APP获悉，美国银行全球研究团队表示，美股财报季第二周交出了稳健但难言亮眼的成绩单， 整体趋势保持平稳，并未出现加速向好的态势。 在新一轮财报披露相对清淡后，美银指出，标普500指数成分股中已有64家公司发布业绩(约占指数总盈 利的18%)，各项业绩指标与上周相比基本持平。 结合已披露业绩和分析师预测值的综合测算，市场对四季度每股收益的普遍预期为同比增长约7%，与 上周持平。美国银行则预计，四季度每股收益最终同比增幅将接近11%，并指出相关上行风险仍存。 本周财报披露节奏将显著加快，超过100家标普500成分公司(约占指数总盈利三分之一)计划公布业绩， 本周也将成为本次财报季第二繁忙的一周。科技板块将成为财报季的焦点，微软(MSFT.US)、Meta Platforms(META.US)、特斯拉(TSLA.US)和苹果(AAPL.US)均将陆续披露业绩。 已披露财报的企业中，约70%实现每股收益超预期，这一比例高于财报季第二周64%的历史平均水平， 但远低于上一季度79%的超预期率。美银强调，企业盈利超预期幅度的整体均值约为7%，略低于上一 财报季同期8%的水平。 ...

Group 1 - Meta's $2 billion acquisition of AI startup Manus is under review by Chinese officials for potential technology control violations [1] - Meta is planning to introduce new subscription models across its platforms, including Instagram, Facebook, and WhatsApp, aimed at enhancing user productivity and creativity [2][3] - The subscription plans will include access to expanded AI capabilities and features from the recently acquired Manus suite of AI agents [2] Group 2 - The new subscription model may help Meta recoup its significant investments in AI talent and acquisitions made in the previous year [3] - Features of the subscription plans may include full access to the AI-powered short-form video experience Vibes, which will still offer a free basic version [4] - The subscription service will be distinct from Meta Verified, which provides content creators and businesses with various benefits, and Meta intends to gather user feedback during the rollout [5]

Meta Platforms, Inc. (NASDAQ:META) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer highlighted the CEO’s spending comments during the last conference call after the company reported, as he commented: CNBC Investing Club members, look out. You’re going to be flooded with emails Wednesday because Charitable Trust holdings, Danaher, Starbucks, GE Vernova, Microsoft, Meta, and Corning all report. Let me give you a preview… A bunch of the Mag Seven stocks have been underperformi ...

特朗普再发关税威胁。 当地时间1月26日（周一），美股三大指数集体收涨，纳指涨0.43%，道指涨0.64%，标普500指数涨 0.5%。苹果、Meta Platforms和微软等公司普遍上涨，这几家公司均将在本周公布财报。具体来看，微 软、Meta Platforms和特斯拉将于当地时间周三公布财报，苹果紧随其后于当地时间周四公布。 其他消息方面，美国总统特朗普26日在社交媒体上宣布，由于韩国国会仍未批准两国政府此前达成的贸 易协议，美国对韩国汽车、木材、药品的进口关税以及其他"对等关税"的税率将从15%提高至25%。 银行股普涨，夏威夷银行涨超6%，阿莱恩斯西部银行、摩根士丹利、高盛、富国银行、摩根大通、花 旗集团、瑞银集团均涨超1%，美国银行、美国制商银行、齐昂银行小幅上涨。 美股医保概念股盘后普跌，截至发稿，CVS盘后跌超9%，哈门那盘后跌超12%，联合健康盘后跌超 9%。有消息称，白宫提议2027年医疗保险向保险公司支付的费率不变，低于市场预期。 大型科技股涨跌互现 大型科技股涨跌互现。思科涨超3%，苹果、甲骨文涨近3%，Meta涨超2%，阿斯麦、谷歌-A、IBM涨超 1%；英特尔跌超5%，AMD、特 ...

元宇宙平台公司（META）/ 谷歌（GOOGL）动态 ： 分析师指出，按 2022-2027 年预期市盈率计算，元宇宙平台公司（META）与谷歌（GOOGL）存在约 7 倍的差 距，两只股票的业绩都跑赢了市场共识预期，但鉴于元宇宙平台公司（META）正在消化较高的运营支出（第四季 度超过 1600 亿美元），并在明确的营收拐点到来前加大资本支出，因此近期上行空间相对有限。 随着广告和 AI 周期加速，预计从春季起，元宇宙平台公司（META）的产品动能将有所改善，不过其发展可见性 仍落后于谷歌由搜索和云业务驱动的增长周期。 KeyBanc 将元宇宙平台公司（META）的目标价下调至 835 美元，维持 "增持"评级： 该机构表示，尽管市场对元宇宙平台公司（META）的估值已反映出 AI 资本支出和投资回报率的担忧，但 2026 年 的产品周期收益明显更有利于谷歌（GOOGL）。 分析师指出，按 2022-2027 年预期市盈率计算，元宇宙平台公司（META）与谷歌（GO 元宇宙平台公司（META）/ 谷歌（GOOGL）动态 ： KeyBanc 将元宇宙平台公司（META）的目标价下调至 835 美元，维持 "增 ...

分析师指出，按 2022-2027 年预期市盈率计算，元宇宙平台公司（META）与谷歌（GOOGL）存在约 7 倍的差 距，两只股票的业绩都跑赢了市 KeyBanc 将元宇宙平台公司（META）的目标价下调至 835 美元，维持 "增持"评级： 该机构表示，尽管市场对元宇宙平台公司（META）的估值已反映出 AI 资本支出和投资回报率的担忧，但 2026 年 的产品周期收益明显更有利于谷歌（GOOGL）。 ： KeyBanc 将元宇宙平台公司（META）的目标价下调至 835 美元，维持 "增持"评级： 该机构表示，尽管市场对元宇宙平台公司（META）的估值已反映出 AI 资本支出和投资回报率的担忧，但 2026 年 的产品周期收益明显更有利于谷歌（GOOGL）。 随着广告和 AI 周期加速，预计从春季起，元宇宙平台公司（META）的产品动能将有所改善，不过其发展可见性 仍落后于谷歌由搜索和云业务驱动的增长周期。 ： 分析师指出，按 2022-2027 年预期市盈率计算，元宇宙平台公司（META）与谷歌（GOOGL）存在约 7 倍的差 距，两只股票的业绩都跑赢了市场共识预期，但鉴于元宇宙平台公司（META）正 ...

Both indexes hit their highest levels in more than a week and registered their longest string of advances since December. Gains in a handful of mega-cap names did most of the heavy lifting for the S&P 500, with Apple, Microsoft , Alphabet, Meta and Broadcom offering the ‌benchmark's top boosts. Apple, Meta, ‌Microsoft and Tesla are slated to report quarterly results later this week, setting up a key test for a rally powered by euphoria around AI. Investors will look for signs of measurable payoffs from Liv ...

Core Viewpoint - Meta's adjustment in its metaverse business has significantly impacted its Chinese partner, GoerTek, leading to substantial financial losses and workforce reductions [1][2][4]. Group 1: Impact of Meta's Decision - Meta's decision to cut resources in its metaverse division may result in GoerTek facing losses exceeding 10 billion yuan [1][4]. - GoerTek's Alpha Labs, a core R&D center, has seen budget cuts across all departments, with layoffs expected to be between 30% and 50% in various centers [2][4]. - Employees have confirmed that the layoffs are directly related to Meta's order reductions, with some departments experiencing varying levels of impact [2][4]. Group 2: Financial Performance and Business Segments - GoerTek's main business segments include precision components, smart acoustic products, and smart hardware, with the latter accounting for 60% of overall revenue [5][7]. - The smart hardware segment, which includes VR, MR, and AR products, experienced a significant revenue growth of 107.34% in 2020, but has since seen a decline, with a drop of 6.93% in 2023 [7][8]. - The company's overseas revenue growth has also slowed down, reflecting the overall decline in the smart hardware business [8]. Group 3: R&D Investments and Market Position - Over the past five years, GoerTek has invested 24.5 billion yuan in R&D, focusing on various innovative platforms, which has led to a significant market share in MR headsets and AI smart glasses [8]. - Despite substantial investments, the changing attitudes of major tech companies like Apple and Meta towards MR and the metaverse may hinder the expected returns on these investments [8].

文 丨 《BUG》栏目 周文猛 大洋彼岸Meta调整元宇宙业务部门的动作，影响到了其中国区合作伙伴——歌尔股份。 近日，多位歌尔股份离职及在职员工对《BUG》栏目透露："公司近期启动人员优化调整，歌尔创新研 发中心Alpha Labs（简称：歌尔Labs）下所有中心预算被砍，将面临多轮裁员。" 对于此次裁员原因，多位员工直言"与Meta砍单有关"，并表示"一些部门或中心人员优化比例在30%— 50%之间"。但针对"砍单"比例，员工们并未给出明确答案。 此前，Meta曾宣布调整其元宇宙业务，确认削减对资源投入。据知情人士透露，此次Meta砍单可能导 致歌尔股份百亿元损失。对于前述影响，歌尔股份方面并未正面回应。 歌尔Labs预算集体"被砍"，开启多轮次裁员 事件的起因要从Meta说起。 近期，有外媒报道称，Meta正在调整其元宇宙业务，开始大规模裁撤Reality Labs的1000多个工作岗 位。在上个月，Meta就已经确认将削减对元宇宙的资源投入。 早在2020年，歌尔就拿下了Meta Quest 2的独供大单，并深入参与客户VR设备的研发、设计及生产环 节，虽然近年来Meta推进VR头显供应链多元化，引入 ...