编辑：艾伦 【导读】 扎克伯格的「元宇宙」执念终于向现实低头，Meta计划削减该部门人力，将资源全面倾 斜至销量意外火爆的AI智能眼镜。在Reality Labs四年烧掉700亿美元后，伴随着竞争对手的退 潮，Meta决定不再死磕笨重的VR头显。为了打赢这场新的战役，扎克伯格甚至挖来了前苹果资 深设计师，试图让可穿戴设备真正成为时尚单品。 扎克伯格宏大的「元宇宙」愿景，正式宣告大败局。 据三位知情人士透露，Meta正在酝酿对其Reality Labs（现实实验室）旗下的元宇宙相关部门进行 裁员。 这把「手术刀」最早可能在下个月落下，预计将波及该部门10%到30%的员工。 该部门主要负责VR头显以及基于VR的社交网络开发。 尽管具体的裁员人数仍在变动中，但这无疑是一个明确的信号。 需要厘清的是，Meta并没有打算彻底放弃建造元宇宙的梦想。 与其说是撤退，不如说是一次战略资源的「乾坤大挪移」：高管们计划将节省下来的资金，从单纯的 VR领域，转移到目前势头更猛的AR眼镜和可穿戴设备上。 Meta发言人Nissa Anklesaria在一份声明中证实了这一动向： 「鉴于目前的发展势头，我们正在调整Reality La ...

在播客访谈中，苏莱曼提及Meta为吸引人才所采取的激进薪酬策略时直言不讳。Meta为工程师开出高 达1亿美元的签约奖金，为顶级AI研究人员更是抛出2.5亿美元的薪酬方案。对此，苏莱曼表示："我认 为没有人能拿出与之相当的条件。"他进一步指出，Meta首席执行官马克·扎克伯格采取的是一种特殊方 式，即大量雇佣人员，而非精心组建一个精干高效的团队，"我真的不认为这是正确的做法"。 苏莱曼有着自己的人才招聘理念，这源于他过往的从业经验。他提到，此前在DeepMind任职期间，对 于新员工的招聘就秉持"非常挑剔"的态度。如今转战微软，他延续并优化了这一理念，采用"渐进式"招 聘策略。该策略的核心在于，优先考虑那些与团队文化高度契合，并且具备岗位所需专业技能的候选 人。苏莱曼强调，对于不符合要求的人员，会果断淘汰，以此确保团队的整体质量和高效运作。（青 山） 【环球网科技综合报道】12月14日消息，微软人工智能部门首席执行官穆斯塔法・苏莱曼（Mustafa Suleyman）在彭博播客（Bloomberg Podcasts）中透露，他无意通过提供天价薪酬的方式，与Meta等科 技巨头在人才争夺战中一较高下。 ...

Investment Rating - The report maintains a "Weaker than the market" investment rating for the U.S. stock market [4]. Core Insights - The overall market is being dragged down by the technology sector, with the S&P 500 declining by 0.6% and the Nasdaq by 1.6% this week [1]. - Small-cap value stocks outperformed large-cap value and growth stocks, indicating a shift in investor preference [1]. - 14 sectors saw gains while 10 sectors experienced declines, with insurance and consumer services leading the gains [1]. Summary by Sections 1. Market Performance - The S&P 500 closed at 6,827, down 0.6% for the week, while the Nasdaq Composite fell 1.6% [11]. - Small-cap value (Russell 2000 Value) increased by 2.0%, outperforming large-cap growth (Russell 1000 Growth), which decreased by 1.6% [1]. 2. Fund Flows - The estimated fund flow for S&P 500 constituents was -$72.0 billion this week, a significant drop from the previous week's +$71.8 billion [2]. - Key sectors with inflows included capital goods (+$10.9 billion) and consumer services (+$3.9 billion), while semiconductor products saw the largest outflow at -$61.9 billion [2]. 3. Earnings Forecast - The earnings per share (EPS) forecast for S&P 500 constituents was adjusted upward by 0.4% this week, following a 0.3% increase last week [3]. - Notable upward revisions were seen in the semiconductor sector (+2.2%) and materials (+0.6%), while energy saw a downward revision of -0.5% [3]. 4. Valuation Levels - The report indicates a mixed valuation landscape across sectors, with some sectors like semiconductors showing strong growth potential while others like telecommunications are underperforming [18].

this is insanesignüll (@signulll):a long time ago facebook like in 2008 implemented a facebook app that translated the entire site into hundreds of languages by outsourcing the translation to its users. it instantly made the site accessible to every country.now meta ai can translate any video to any language & https://t.co/HlzstL96gf ...

RT signüll (@signulll)a long time ago facebook like in 2008 implemented a facebook app that translated the entire site into hundreds of languages by outsourcing the translation to its users. it instantly made the site accessible to every country.now meta ai can translate any video to any language & sync any mouth movements too. it looks insanely natural. holy shit.this makes content inventory on instagram & facebook infinitely scalable, global, & feel native. profound change for the supply side along with p ...

Core Viewpoint - The Magnificent Seven stocks are highlighted as significant components of the S&P 500, indicating their prominence and influence in the market [1] Group 1 - The Magnificent Seven stocks are among the most storied members of the S&P 500, suggesting a long-standing reputation and historical performance [1]

Core Insights - Meta Platforms, Inc. is perceived as largely unaffected by Federal Reserve rate cuts, with the company's stock performance being more tied to its earnings reports than macroeconomic factors [1] - The company is reportedly increasing prices for its AI products, indicating a potential for improved revenue streams [1] - CEO Mark Zuckerberg is actively recruiting top talent from competitors, particularly Apple, which may enhance Meta's competitive position in the industry [2] Company Overview - Meta develops a range of social media and communication products, including Facebook, Instagram, Messenger, Threads, and WhatsApp, as well as virtual and augmented reality technologies [2] - The company is noted for its aggressive talent acquisition strategy, which is seen as a move to build a strong executive team [2] Investment Perspective - While Meta is recognized for its potential, there are suggestions that other AI stocks may offer better upside potential with lower risk [3]

Core Insights - The article discusses the emergence of new companies poised to join the $3 trillion market cap club, highlighting the shift from traditional industries to technology, particularly those leveraging artificial intelligence (AI) [2][3]. Group 1: Current Members of the $3 Trillion Club - Four companies currently hold membership in the $3 trillion club: Nvidia ($4.5 trillion), Apple ($4.1 trillion), Alphabet ($3.8 trillion), and Microsoft ($3.6 trillion [3]. Group 2: Future Candidates for the $3 Trillion Club - Broadcom, with a current market cap of $1.89 trillion, is projected to join the club by 2027, requiring a 59% increase in its market cap [9]. - Meta Platforms, currently valued at approximately $1.68 trillion, may reach the $3 trillion mark by 2029, needing a stock price increase of about 78% [14][15]. Group 3: Broadcom's Growth Potential - Broadcom's revenue for Q3 was $15.9 billion, a 22% year-over-year increase, with adjusted EPS rising 36% to $1.69 [8]. - The company has a record backlog of $110 billion, driven by strong demand for AI-related products [8]. - Wall Street forecasts a 29% annual revenue growth over the next five years, potentially allowing Broadcom to generate $100 billion in revenue by 2027 [10]. Group 4: Meta Platforms' Performance - Meta's Q3 revenue reached $51.2 billion, a 26% increase year-over-year, with adjusted EPS climbing 20% to $7.25 [13]. - The company's AI recommendation engine has improved user engagement, leading to a 10% increase in ad prices [12]. - Wall Street anticipates nearly 15% annual revenue growth for Meta over the next five years, which could facilitate its entry into the $3 trillion club by 2029 [15].

Core Insights - The S&P 500 has experienced a strong bull market over the past three years, with gains exceeding 20% in each of the last two years, driven primarily by technology stocks and optimism regarding lower interest rates [2][3] Company Summaries - **Nvidia**: Positioned to benefit from AI infrastructure spending, which could reach trillions over the next five years, and has seen significant earnings growth due to its leadership in AI chip design [5][6] - **Eli Lilly**: Earnings have surged due to its weight loss drug portfolio, particularly Tirzepatide, and the company is advancing its oral weight loss candidate, orforglipron, towards commercialization [6][7][8] - **American Express**: A strong player in the payment card market, benefiting from a high-income customer base, with 64% of new accounts coming from younger customers, indicating future growth potential [9][10] - **CoreWeave**: Experienced a significant stock increase of over 300% since its market launch, focusing on providing AI customers with high-capacity workloads, suggesting strong revenue growth ahead [12][14] - **Viking Therapeutics**: Aiming to enter the billion-dollar weight loss drug market with promising phase 2 and phase 3 trial results for its injectable and oral candidates, respectively [15][16] - **Meta Platforms**: Trading at 26x forward earnings, it is the most affordable among leading tech stocks, with a strong commitment to AI investment and revenue growth [17][19] - **Abbott Laboratories**: A Dividend King with over 50 years of dividend growth, diversified across multiple healthcare sectors, and strong free cash flow [20][22] - **UnitedHealth Group**: The largest U.S. health insurer, addressing rising healthcare costs and increasing its earnings guidance, making it a potential recovery story [23][24] - **Chewy**: An e-commerce leader in pet products with over 80% of net sales from its AutoShip program, indicating strong customer loyalty and profitability [26][27] - **Amazon**: A market giant with a strong growth trajectory in e-commerce and cloud computing, leveraging AI to enhance efficiency and revenue, currently trading at 32x forward earnings [28][30][31]

Core Viewpoint - The article discusses the significant decline in the US stock market, particularly in technology stocks, driven by concerns over the "AI bubble" and hawkish signals from Federal Reserve officials [2][9]. Market Performance - On December 12, US technology stocks experienced a sharp decline, with the Dow Jones falling by 0.51%, the Nasdaq dropping by 1.69%, and the S&P 500 decreasing by 1.07% [3]. - Major tech companies saw substantial losses, with Broadcom plummeting over 11%, Oracle and TSMC ADR down over 4%, and Nvidia down over 3% [3]. - The Philadelphia Semiconductor Index fell by over 5%, with Micron Technology down over 6% and AMD, Intel, and Applied Materials all declining by over 4% [3]. Oracle's Situation - Reports indicated that Oracle postponed the completion of data centers for OpenAI from 2027 to 2028 due to labor and material shortages, which heightened concerns about the "AI bubble" [6][8]. - Following these reports, Oracle's stock saw a significant drop, with a decline of over 6% at one point [7]. - Oracle later denied the reports, asserting that all milestones for the project remain on track and that they are in close coordination with OpenAI [7][8]. Federal Reserve's Influence - Several Federal Reserve officials released hawkish statements, leading to increased bond yields and prompting investors to withdraw from technology stocks [9][10]. - Kansas City Fed President Esther George noted that inflation remains high and the economy shows growth, advocating for a moderately restrictive monetary policy [9]. - The market is anticipating upcoming employment and inflation data, which could influence the Fed's decisions in January [10]. Interest Rate Expectations - According to CME FedWatch, the probability of a 25 basis point rate cut in January is 24.4%, while maintaining the current rate is at 75.6% [10]. - Morgan Stanley and UBS expect only one rate cut in 2024, likely in the first quarter [10][11]. - Analysts from Goldman Sachs, Wells Fargo, and Barclays predict two rate cuts in 2024, potentially in March and June [11].