Meta Platforms(US:META) Zhong Guo Ji Jin Bao·2026-01-31 04:37Core Viewpoint - Meta's latest earnings report shows better-than-expected revenue and profit, with strong revenue guidance for the upcoming quarter and increased capital expenditure projections for 2026, alleviating concerns about AI-related costs [1] Group 1: Financial Performance - Meta reported last quarter's revenue and profit exceeded expectations, indicating strong financial health [1] - The company forecasts revenue for the upcoming quarter to be between $53.5 billion and $56.5 billion, surpassing analyst estimates [1] Group 2: Capital Expenditure - Meta has raised its capital expenditure forecast for 2026 to between $115 billion and $135 billion, reflecting expectations of higher operating profits this year compared to 2025 [1] - The estimated capital expenditure for this year is projected to be between $162 billion and $169 billion, with AI-related capital expenditure expected to be between $115 billion and $135 billion, exceeding market analysts' average expectations by 20% [1] - This AI-related capital expenditure represents a significant increase of 60% to 88% compared to last year's $72 billion, marking a new high for the company [1] Group 3: AI Development - Meta's CEO stated that the company is witnessing a significant acceleration in AI, predicting that 2026 will be a year of further acceleration in this trend [1] - The company plans to build data centers worldwide and launch new advanced AI models this year [1]