2 1 Shi Ji Jing Ji Bao Dao·2025-07-31 15:48Group 1: Meta's Performance and Ambitions - Meta reported a strong performance with total revenue increasing by 22% year-on-year, reaching $183 billion in net profit, a 36% increase, marking the tenth consecutive quarter of exceeding expectations [2] - The growth in advertising revenue is significantly driven by the rapid implementation of AI technology in its advertising system, with over 4 million advertisers using the AI tool Advantage+, resulting in a 22% increase in advertising returns [2] - Meta's ambitions extend beyond advertising, with CEO Mark Zuckerberg outlining a vision for "Personal Superintelligence," which may manifest as AI assistants in wearable forms, and the company is investing heavily in AI, including a $14.3 billion acquisition of a 49% stake in Scale AI and the establishment of a superintelligence lab [3] Group 2: Microsoft's Financial Results and AI Strategy - Microsoft reported total revenue of $76.4 billion, an 18% year-on-year increase, with net profit reaching $27.2 billion, a 24% increase; Azure's revenue surpassed $75 billion for the first time, growing by 34% [4] - The company's cloud revenue for the quarter was $46.7 billion, reflecting a 27% year-on-year growth, and following the earnings report, Microsoft's stock surged, pushing its market capitalization above $4 trillion [4] - Microsoft plans to invest over $80 billion in capital expenditures for the fiscal year 2025, focusing on building AI data centers and supporting the expansion of AI services, despite recent layoffs of approximately 15,000 employees, which management described as a "transformational adjustment" to enhance AI capabilities [4]