2025年底，稳定币的全球市值已突破3000亿美元，在跨境支付、数字资产交易和新兴市场中的应用不断扩大。 但6年前，当Facebook（Meta前身）宣布将发行一种由一篮子法定货币支持的全球数字货币时，却迅速演变为全球金融治理的争议焦点。各国央行一方面加 强对稳定币的监管，另一方面加快推进研究央行数字货币（CentralBankDigitalCurrency，下称 CBDC）。 Libra最终失败了，但稳定币市场却开启了快速增长，这背后的原因是什么？我们不禁追问：Libra从诞生、转型再到退出舞台，科技巨头是否适合承担金融 基础设施的角色？在数字时代，金融创新又应当如何在效率与风险之间取得平衡？ Libra的诞生 商学院观察 李伟、陈剑/文 2019年6月，在硅谷的一场发布会上，Facebook推出了一款名为Libra的数字货币。这场产品发布会更像一场宣言：这家连接全球20多亿人的社交网络巨头， 正试图打造一个无国界的金融体系，让全球用户能像发送讯息一样便捷地转移资金。对马克·扎克伯格及其团队而言，Libra不只是支付工具的革新，更是重 新定义货币的一次尝试。 Facebook高层认为，社交网络的下一个阶段， ...

Core Insights - Asset Management One Co. Ltd. increased its holdings in Meta Platforms by 2.1% in Q3, owning 1,044,801 shares valued at $767.28 million, making it the 6th largest position in their portfolio [2] - Several hedge funds significantly increased their stakes in Meta Platforms during Q2, with Kingstone Capital Partners raising its position by 608,429.2%, now owning 59,775,823 shares valued at $44.12 billion [3] - Meta Platforms reported Q3 earnings of $7.25 per share, exceeding the consensus estimate of $6.74, with revenue of $51.24 billion, a 26.2% increase year-over-year [8] Institutional Holdings - Hedge funds and institutional investors own 79.91% of Meta Platforms' stock, indicating strong institutional interest [3] - Notable increases in holdings include State Street Corp, which raised its stake by 1.9%, and Vanguard Group, which boosted its stake by 0.8% [3] Insider Activity - COO Javier Olivan sold 517 shares at an average price of $650.41, reducing his ownership by 4.24% [4] - Director Robert M. Kimmitt sold 580 shares at an average price of $646.00, representing an 8.60% decrease in his position [4] Analyst Ratings - Barclays lowered its price target for Meta Platforms from $810.00 to $770.00 while maintaining an "overweight" rating [5] - The consensus rating for Meta Platforms is "Moderate Buy" with an average target price of $822.89, supported by four Strong Buy ratings and thirty-eight Buy ratings [5] Stock Performance - Meta Platforms shares opened at $653.06, with a market cap of $1.65 trillion and a PE ratio of 28.85 [7] - The stock has a 1-year low of $479.80 and a high of $796.25, with a 50-day moving average of $641.26 [7] Dividend Information - Meta Platforms announced a quarterly dividend of $0.525 per share, representing an annualized dividend of $2.10 and a yield of 0.3% [9]

Meta Platforms (META) finds itself at a critical crossroads. Earlier this month, the tech giant announced it was pausing the international rollout of its much-anticipated Ray-Ban Display smart glasses, citing unprecedented demand in the U.S. and limited global inventory as the key reasons for the delay. Originally slated for release across Europe and Canada in early 2026, the ambitious wearable, which fuses augmented reality with everyday eyewear, will now remain U.S.-centric as Meta works to meet domest ...

Meta Platforms (NASDAQ:META) is one of the best communication services stocks according to Hedge Funds. Scott Devitt from Wedbush reiterated his bullish stance on Meta Platforms Inc. (NASDAQ:META). He assigned a Buy rating on December 19, with a downward revision of the price target from $920 to $880. This still leaves 36% upside potential in the stock. Twitter, is TWTR a good stock to buy, LinkedIn, is LNKD a good stock to buy, Peg Fitzpatrick, Brendan Greeley, Guy Kawasaki, Tom Keene, social media mark ...

Meta Platforms, Inc. (NASDAQ:META) is one of the Magnificent Seven stocks Jim Cramer recently reviewed. Cramer highlighted why it is a big position in the Charitable Trust. He stated: “Next is Meta Platforms, yes, it gained less than 13% last year. Wow. Now this is another company that looked unassailable for most of 2025, but pulled back hard after its latest quarter in late October. Just like Microsoft, Meta’s stock rolled over. Management’s forecast for higher investment spending did it. They’re still ...

Core Insights - Meta has announced new instant messaging features for Meta Ray-Ban glasses and Meta neural wristband users on WhatsApp and Messenger [2] Group 1 - The service is currently limited to the United States and supports only the English language [2]

Core Insights - The Zacks Equity Research team has highlighted several stocks, including Meta Platforms, Bank of America, Procter & Gamble, Espey Mfg. & Electronics, and NeurAxis, in their recent analysis [1][2] Meta Platforms, Inc. (META) - Meta's shares have outperformed the Zacks Internet - Software industry over the past year, with a gain of +3.6% compared to the industry's +1.1% [4] - The company is experiencing steady user growth, particularly in the Asia Pacific region, driven by increased engagement across its platforms like Instagram, WhatsApp, Messenger, and Facebook [4] - Meta is leveraging AI to enhance its platform offerings, reaching over 3.54 billion users daily, which is expected to drive top-line growth [5] - The company plans to invest significantly in developing advanced AI models, although monetization of these services may take time [6] Bank of America Corp. (BAC) - Bank of America's shares have increased by +16.2% over the past six months, slightly underperforming the Zacks Financial - Investment Bank industry's gain of +17.3% [7] - The company's net interest income (NII) is projected to grow at a CAGR of 5.7% by 2027, supported by decent loan growth despite rate cuts [7] - Total revenues are expected to grow by 6.9% in 2025, although trading revenue growth may normalize after a robust performance since 2022 [8] - Elevated expenses due to ongoing investments and weak asset quality may hinder bottom-line growth, with expenses expected to rise by 4.3% in 2025 [9] The Procter & Gamble Co. (PG) - Procter & Gamble's shares have declined by -10.4% over the past six months, slightly better than the Zacks Consumer Products - Staples industry's decline of -11% [10] - The company anticipates all-in sales growth of 1–5% and organic sales gains of flat to up 4% in fiscal 2026, supported by cost savings [11] - Robust cash flow is expected to fund $15 billion in shareholder returns in fiscal 2026, including dividends and share buybacks [11] - However, elevated commodity costs and macroeconomic challenges continue to pressure margins and earnings visibility [12] Espey Mfg. & Electronics Corp. (ESP) - Espey Mfg. & Electronics has outperformed the Zacks Electronics - Military industry over the past six months, with a gain of +3.5% compared to the industry's decline of -32.4% [13] - The company has a backlog of $141.1 million, with 72% scheduled through 2028+, ensuring revenue visibility despite a 12.9% sales decline in Q1 FY26 [13] - Gross margin has expanded to 35.4%, indicating strong cost control and product mix advantages [14] NeurAxis, Inc. (NRXS) - NeurAxis has outperformed the Zacks Medical Info Systems industry over the past six months, with a gain of +65.2% compared to the industry's decline of -16.2% [16] - The company targets a large market for gut/brain disorders with its FDA-cleared IB-Stim neuromodulation system, recently expanding its addressable market to $8 billion [16] - Revenue has been growing at double-digit rates, but the company continues to face losses due to high spending and margin pressure [17]

Meta Platforms, Inc. (NASDAQ:META) ranks among the best AI stocks to buy according to analysts. On December 11, Piper Sandler reiterated its Overweight rating on Meta Platforms, Inc. (NASDAQ:META) with a $840 price target, naming it the firm’s top large-cap selection. According to the firm, Meta Platforms, Inc. (NASDAQ:META) shares have returned in the mid-single digits over the preceding year despite a 10% multiple compression. Source: Pixabay According to Piper Sandler’s advertising buyer survey, the ...

Financial giants have made a conspicuous bearish move on Meta Platforms. Our analysis of options history for Meta Platforms (NASDAQ:META) revealed 28 unusual trades.Delving into the details, we found 32% of traders were bullish, while 42% showed bearish tendencies. Out of all the trades we spotted, 10 were puts, with a value of $844,184, and 18 were calls, valued at $1,317,524.Projected Price TargetsTaking into account the Volume and Open Interest on these contracts, it appears that whales have been targeti ...

Whales with a lot of money to spend have taken a noticeably bullish stance on Meta Platforms.Looking at options history for Meta Platforms (NASDAQ:META) we detected 124 trades.If we consider the specifics of each trade, it is accurate to state that 41% of the investors opened trades with bullish expectations and 35% with bearish.From the overall spotted trades, 22 are puts, for a total amount of $1,237,460 and 102, calls, for a total amount of $11,352,822.Expected Price MovementsAnalyzing the Volume and Ope ...