智通财经APP获悉，周一，Meta(META.US)涨近3%，报771.51美元。高盛研报指出，Meta第二季业绩显 示核心业务动能强劲，AI发展有效提升广告业务效能。Meta管理层维持全年支出指引，并将专注于长 期算力投资及人才培养，看好媒体消费、创作者经济、通信平台及广告生态AI应用等领域的长期增 长。基于最新业绩及指引，高盛上调Meta2026年GAAP开支预测至增长25%，资本开支预测至约1000亿 美元，重申"买入"评级，目标价由775美元上调至830美元。 ...

Core Viewpoint - The article discusses the recent earnings season, highlighting the performance of individual stocks, particularly those that are showing signs of recovery despite high market expectations and challenges in the broader economy [1][2]. Group 1: Earnings Season Insights - Q2 earnings season has revealed significant surprises, with companies like NVIDIA Corp. missing EPS expectations but still achieving impressive revenue of $44 billion [2]. - AI capital expenditure has contributed more to U.S. GDP growth than personal consumption expenditures this year, indicating a strong market focus on AI investments [3]. - High expectations have led to stock declines even for companies that beat earnings estimates, as seen with Coinbase and Chipotle, where stocks fell 14% and 13% respectively after reporting [4]. Group 2: Stocks with Positive Q2 Reports - The article identifies three companies that are changing their narratives through strong Q2 earnings: SoFi Technologies, Boeing, and PayPal [6]. - SoFi Technologies reported a 34% year-over-year growth in new customers, with revenue increasing by 42% year-over-year, and loan originations up 64% to a record $8.8 billion [9]. - Boeing's Q2 revenue of $22.75 billion represented nearly 35% year-over-year growth, with a backlog exceeding $600 billion, indicating a potential turnaround for the company [12][13]. - PayPal's Q2 earnings showed EPS and revenue beats, driven by a 20% year-over-year revenue growth from Venmo, despite the stock being down 20% this year [14][15].

Analysts on Wall Street project that Pinterest (PINS) will announce quarterly earnings of $0.34 per share in its forthcoming report, representing an increase of 17.2% year over year. Revenues are projected to reach $974.61 million, increasing 14.2% from the same quarter last year. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 3.5% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this per ...

公司点评 [Table_StockNameRptType] Meta（META.O） 25Q2 点评：业绩超预期，CapEx 指引上调 | 投资评级：增持（维持） [Table_Rank] | | | | --- | --- | --- | | 报告日期： | 2025-08-04 | | | [Table_BaseData] 收盘价（美元） | | 750.01 | | 近 12 个月最高/最低（美元）773.4/473.7 | | | | 总股本（百万股） | | 2,512 | | 流通股本（百万股） | | 2,512 | | 流通股比例（%） | | 100.00 | | 总市值（亿美元） | | 18,841 | | 流通市值（亿美元） | | 18,841 | [公司价格与 Table_Chart]纳斯达克综指走势比较 [Table_Author] 分析师：金荣 -20% 0% 20% 40% 60% 24/08 24/11 25/02 25/05 25/08 纳斯达克指数 Meta -20% 0% 20% 40% 60% 24/05 24/08 24/11 25/02 25/05 纳斯达克指数 ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Meta Platforms (META -2.99%) has been betting big on artificial intelligence (AI), and those investments paid off in the second quarter as the company crushed earnings and revenue expectations. That sent the stock soaring, with it now up 28% on the year, as of this writing. AI powers strong results Meta is using AI in two key ways to help drive growth. First, it's making its content recommendations better, which keeps users on its apps longer. More time on the platform means more ads served. Second, it's us ...

Core Viewpoint - Kuaishou Technology will report its unaudited consolidated results for Q2 and the first half of 2025 on August 21, 2025, after the Hong Kong market closes [1] Group 1: Financial Reporting - The unaudited consolidated results will cover the period ended June 30, 2025 [1] - A conference call will be held on August 21, 2025, at 7:00 PM Beijing Time to discuss the results [2] - Participants must pre-register for the conference call, with options for Chinese and English simultaneous interpretation [2] Group 2: Conference Call Details - Live and archived webcasts of the conference call will be available on the company's investor relations website [3] - Replays of the conference call will be accessible until August 28, 2025, with specific dial-in numbers provided for different regions [3] Group 3: Company Overview - Kuaishou is a leading content community and social platform in China and globally, focusing on customer obsession [4] - The company leverages AI technology to drive innovation and enhance its service offerings [4] - Kuaishou's platform allows users to share experiences, discover goods, and showcase talents through short videos and live streams [4]

Group 1 - The core point of the news is that the HarmonyOS 5 terminal count has officially surpassed 10 million, and the HarmonyOS version of Xiaohongshu has received a major update, introducing a long-awaited live streaming feature and optimizing the creator experience [1][8]. Group 2 - The new live streaming feature allows users to easily start broadcasts, interact with fans, and share live content on platforms like WeChat and QQ [6][10]. - The creator center has been upgraded to provide better tools and services, including real-time data analysis, account diagnostics, and original content protection [7][10]. - The HarmonyOS version of Xiaohongshu has seen significant growth, with installation numbers exceeding 8 million and a high user rating of 4.7 [8].

A digital advertising powerhouse Topping the charts are three of tech's most recognizable names, which need little introduction. Artificial intelligence (AI) chipmaker Nvidia currently leads the pack at $4.3 trillion (as of this writing), with its stock recently hitting new all-time highs. Software giant Microsoft also notched a new record this week, cracking the $4 trillion mark. Rounding out the top three is iPhone maker Apple, with a market value of $3.1 trillion. Consistent growth and a clear path forwa ...

Meta Platforms (META -2.99%) stock has been jumping after the company reported earnings recently. It's now trading at all-time highs as the social media giant has continually impressed investors over the past couple of years. It has been showing strong growth on multiple fronts and has looked downright unstoppable. But whether it can continue to be a hot buy is by no means a sure thing, as there are many question marks around the company. Here's a look at what's been behind the stock's impressive performanc ...