韦德布什：Meta被视为采取有纪律且审慎的支出策略

Core Viewpoint - Meta's significant investment in AI has previously caused concern among investors, but analysts from Wedbush assert that the company's spending is responsible [1] Group 1: Company Strategy - The layoffs in certain departments indicate that the company is adopting a more purposeful approach, demonstrating greater discipline compared to its investment philosophy four years ago [1] - Analysts express encouragement regarding the management's cost-cutting efforts, suggesting a more focused strategy [1] Group 2: AI Investment - Increasing capital expenditure in AI is deemed reasonable as AI capabilities are already delivering tangible benefits [1] - The aggressive anticipated level of capital expenditure indicates that the core business has healthy intrinsic demand and reflects the company's commitment to long-term strategic goals [1]