有，你别说还真有。 那就是 大模型变现 。而且更细分的赛道已经很明确了—— 这不最近硅谷大厂都盯上了用 AI打广告 这门生意。 ChatGPT聊着聊着开始带货： 谷歌劈柴哥在IO大会宣布要用AI将内容和广告深度融合。Meta已经披露了实打实的数据，2024第四季度广告营收 增长21% ，都是得益于AI 的优化。 生成式AI一来，打广告的姿势变了，商业模式底层技术的探索空间，空前巨大。 普通人有机会吗？有，而且是专门面向 在校学生 的那种。 明敏 发自 凹非寺 量子位 | 公众号 QbitAI 就说当今之势，还有比搞大模型 更有前途 的吗？ 不仅有业内资深专家指导、接触实际工业数据，从小白直接变成领域内小专家，还能有奖金以及直通offer。 用大模型打广告搞钱，有啥机遇？ 用大模型搞钱姿势千千万，为啥生成式AI+广告这条路值得关注？ 最首要的，有人已经赚到钱了，实打实的营收增长正在发生。 Meta的2024年Q4财报数据显示， 广告收入占整体营收的96.7%，约468亿美元，同比增长21% 。 背后核心驱动因素是 AI 。 2024年12月，Meta官方披露了与英伟达合作的广告投放系统Andromeda。这是一 ...

Core Viewpoint - Meta Platforms (META) is expected to report strong first-quarter 2025 results, driven by robust advertising revenue growth and effective use of AI technologies [1][4][21] Revenue Expectations - META anticipates total revenues between $39.5 billion and $41.8 billion for Q1 2025, reflecting an 8-15% year-over-year growth or 11-18% growth at constant currency [1] - The Zacks Consensus Estimate for first-quarter revenues is $41.22 billion, indicating a 13.08% increase from the previous year [1][2] Earnings Projections - The consensus estimate for earnings per share stands at $5.21, down 2.3% over the past month, suggesting a 10.62% growth from the year-ago quarter [2] Advertising Revenue Growth - Strong advertising revenue growth is anticipated, with the Zacks Consensus Estimate for Q1 2025 advertising revenues at $40.44 billion, indicating a 13.5% year-over-year growth [4] - META's platforms, including WhatsApp, Instagram, Messenger, and Facebook, reach over three billion users daily, enhancing its position in the digital ad market [5] AI and Machine Learning Utilization - META is leveraging AI and machine learning to enhance user engagement and advertising effectiveness, with AI-driven feed recommendations being a key factor [6][15] - The deployment of deep neural networks has improved ad quality and recall rates significantly [18] Financial Performance and Valuation - The Family of Apps' operating income is estimated at $19.97 billion, reflecting a 13% year-over-year growth, while Reality Labs is expected to incur a loss of $4.70 billion, wider than the previous year's loss [7] - META shares have declined 6.6% year-to-date, outperforming the Zacks Computer & Technology sector's 11% decline but lagging behind the Internet Software Industry's 5.9% drop [8] Competitive Position - META is expected to capture a significant share of global ad spending, alongside Alphabet and Amazon, projected to absorb roughly 50% of the market by 2028 [5] - The company's focus on improving advertisers' return on ad spending through proprietary machine learning systems enhances its competitive edge [16]