2 1 Shi Ji Jing Ji Bao Dao·2025-07-31 15:33Group 1: Meta's Performance and Ambitions - Meta reported a strong performance with total revenue increasing by 22% year-over-year, driven by robust growth in its advertising business, resulting in a net profit of $18.3 billion, a 36% increase year-over-year, marking the tenth consecutive quarter of exceeding expectations [3] - The rapid implementation of AI technology in its advertising system has led to over 4 million advertisers using the Advantage+ AI tool, improving advertising returns by 22% [3] - Meta's CEO Mark Zuckerberg outlined an ambitious vision for "Personal Superintelligence," suggesting future AI assistants could exist in the form of glasses, capable of constant interaction [4] - Meta is heavily investing in this vision, having spent $14.3 billion to acquire a 49% stake in Scale AI and appointing its CEO as Meta's Chief AI Officer, while also forming a superintelligence lab to attract top AI talent with a total compensation exceeding $200 million [4] Group 2: Microsoft's Financial Results and AI Strategy - Microsoft reported total revenue of $76.4 billion, an 18% year-over-year increase, with a net profit of $27.2 billion, a 24% increase year-over-year [5] - Azure's annual revenue surpassed $75 billion for the first time, growing by 34%, while Microsoft's cloud revenue for the quarter reached $46.7 billion, a 27% increase [5] - Following the earnings report, Microsoft's stock surged by 9% in after-hours trading, pushing its market capitalization above $4 trillion, making it the second company to join the "trillion-dollar club" after Nvidia [5] - Microsoft plans to invest over $80 billion in capital expenditures for the fiscal year 2025, primarily for building AI data centers and supporting the expansion of AI services [5]