莫塞里在 2023 年 11 月 6 日的备忘录中写道：'在制定 2024 年工作计划时，我要求业务团队重点聚焦两 大核心任务，按优先级排序如下：一是吸引青少年用户，尤其发力发达市场；二是推广 Threads 应 用。' 《华盛顿邮报》获取的 2023-2025 年内部文件显示，这份备忘录是 Meta 为提升Instagram青少年用户规 模与活跃度而推进的多年战略的一环。文件表明，Instagram员工将提升青少年用户相关数据指标视为 2023 年的首要任务，其优先级甚至高于旗下新兴文本社交应用 Threads 的推广工作 —— 该应用是 Meta 对标 X 平台（原推特）的核心产品。 Meta 高管对外始终对旗下社交应用的发展态势信心满满，连年公布的用户整体增长数据看似亮眼。但 内部文件揭示，Instagram正发起一场激烈的'青少年用户争夺战'，试图挽回被竞争对手抢走的青少年群 体。公司通过内部专项行动、营销推广及产品功能迭代等一系列举措，全力提升应用对年轻用户的吸引 力。文件显示，截至 2023 年底，Meta 为Instagram设定了宏大目标：2024 年底前遏制发达市场（含北 美、欧洲核心地区） ...

Let me preface any discussion by noting that I'm a long-term investor at heart. The overwhelming majority of the three dozen securities in my portfolio (35 stocks and one exchange-traded fund) have been held for at least one year, with a couple of positions surpassing the decade mark. My investment philosophy is modeled after that of the soon-to-be-retired CEO of Berkshire Hathaway , Warren Buffett.With an understanding that pricier stock markets come with the heightened risk of weaker annualized returns an ...

NASDAQ:META trades around $667.55, below the 52-week high near $796.25 and well above the low at $479.80. Market cap is about $1.68 trillion, trailing P/E is roughly 29.5 and the dividend yield is near 0.31%. The stock has corrected around 18% from the peak while the core business continues to deliver about 26% year- over-year revenue growth, more than $80 billion in operating income and over $40 billion in free cash flow. Based on the full data set, the risk–reward still points to a Buy stance, leaning to ...

Core Insights - Top hedge fund managers have significantly invested in Meta Platforms and Alphabet, with Meta's market value at $1.6 trillion and Alphabet's at $3.7 trillion, reflecting year-to-date stock increases of 13% and 64% respectively [1][2] Meta Platforms - Meta holds a strong position in digital advertising and smart glasses, being the second-largest ad tech company globally and leading in smart glasses shipments [4][6] - The company leverages artificial intelligence to enhance user engagement and ad conversion rates, with CEO Mark Zuckerberg highlighting improvements in content relevance through AI recommendation systems [5] - Analysts project Meta's earnings to grow at 17% annually over the next three years, with a median target price of $842 per share, indicating a potential 27% upside from its current price of $661 [8][9] Alphabet - Alphabet is the largest ad tech company, utilizing AI to enhance monetization of Google Search and YouTube, with significant increases in query volume and content optimization for influencers [9][10] - The company has developed the Gemini AI assistant, which has over 650 million monthly active users, positioning it as a strong competitor in the AI space [10] - Alphabet's Google Cloud is the third largest public cloud service, with a 34% increase in total cloud sales in the third quarter, driven by demand for AI chips and models, and projected revenue growth of 44% by 2026 [11][12] - Analysts expect Alphabet's earnings to grow at 15% annually over the next three years, with a median target price of $330 per share, suggesting a 6% upside from its current price of $310 [13][14]

Core Viewpoint - Baird has reduced its price target for Meta Platforms Inc. to $815 from $820 while maintaining an Outperform rating, citing ongoing near-term risks to investor sentiment and a more balanced risk-reward scenario compared to earlier in the year [1] Group 1: Risks and Expectations - Meta continues to face headline risks related to privacy, usage trends, and its strategic shift toward short-form video, but expectations have become more realistic compared to three months ago [2] - Baird encourages investors to take advantage of potential pullbacks and position themselves opportunistically [2] Group 2: Potential Catalysts - Potential catalysts for Meta include clarity from first-quarter guidance and margin commentary, the launch of the next Llama model from Meta's TBD Lab, and enhancements to Meta AI [3] - Additional upside drivers consist of improvements in content ranking, relevance, engagement metrics, monetization acceleration at WhatsApp and Threads, deeper penetration of Advantage+ automation tools, and long-term optionality related to wearables and custom silicon development [3] Group 3: Valuation Analysis - The $815 price target is based on a multi-year discounted cash flow analysis, a 30x multiple on 2026 estimated GAAP earnings, and a 15x multiple on 2026 estimated EV/EBITDA, which are within peer ranges of 10x–30x for 2026 earnings and 5x–30x for EV/EBITDA [4] - Despite elevated risks, Meta's market leadership, margin structure, diversified revenue streams, platform scale, and technology orientation may enable the company to regain a valuation premium over peers in the long run [4]

Colin Sebastian is Barrett, senior internet analyst. Colin, welcome to you. Do you how do you expect them to flip the narrative here.>> Yeah, hi Kelly. Thanks for having me. So, you know, our point today is is not to say that they're not legitimate concerns over over margins and investments by Meta.In fact, we've highlighted those for several months. Um, but what we're nudging investors to do is look a little bit further ahead. Uh, especially given the importance of the AI theme.Uh Meta will be launching a ...

Wall Street sentiment toward Meta Platforms (NASDAQ: META) remains constructive after Baird reaffirmed its ‘Outperform’ rating on the stock.In an investor note dated December 23, the bank slightly lowered its Meta price target to $815 from $820. The revised target implies a potential upside of about 22% from Meta’s press-time price of $663.META one-week stock price chart. Source: FinboldAccording to an analysis by Baird analyst Colin Sebastian, recent market volatility has helped reset expectations, creatin ...

Threads此前推出了另一项与播客相关的功能——用户可以在个人资料页面添加节目链接，并在Apple Podcasts、iHeart或Spotify等平台打开收听。该公司希望通过吸引播客主播，围绕他们的节目建立起社 群。Threads负责人Connor Hayes表示，如果播客主播积极参与这项服务，Threads将成为听众和观众在 线讨论节目的理想平台，从而提升其吸引力。 责任编辑：栎树 12月23日，据彭博，知情人士透露，Meta旗下的社交网络平台Threads即将推出播客预览功能，用户可 以直接在信息流中上传节目片段进行播放。此举旨在鼓励播客主播及其粉丝在Threads上花费更多时 间。 美股频道更多独家策划、专家专栏，免费查阅>> ...

Meta Platforms Inc.’s Threads will launch podcast previews, or the ability to upload snippets of shows that play directly in user feeds, as part of a broader effort to encourage podcasters and their fans to spend more time on the social network, according to a person familiar with the plans.Threads already launched another podcast-oriented feature in recent months — the ability to link to a show on a profile and have it open in Apple Podcasts, iHeart or Spotify — and the company hopes that luring podcasters ...

Meta’s Threads is launching podcast previews in a bid to attract more creators to the app https://t.co/JkPNe11er0 ...