人工智能革命就是广告革命

新浪财经2025-05-02

当然，登上热门播客节目来展现更人性化的一面是不错的做法。但宣称通过人工智能来推动整个广告市场的增长，进而改变全球国内生产总值（GDP）的构成，这又如何呢？反正这就是 Meta 公司首席执行官马克・扎克伯格的愿景。而且华尔街似乎也认可这一愿景。如果投资者仍在苦苦思索大规模人工智能投资将如何带来回报这个棘手问题的答案，扎克伯格给出了迄今为止最清晰的回答：人工智能将强化我们的核心业务。事实上，它本身就是...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2532984327?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-05-02 20:05","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2532984327","market":"us","top_or_hot":-1,"title":"人工智能革命就是广告革命","media":"新浪财经","content":"<div>\n<p>当然，登上热门播客节目来展现更人性化的一面是不错的做法。但宣称通过人工智能来推动整个广告市场的增长，进而改变全球国内生产总值（GDP）的构成，这又如何呢？反正这就是 Meta 公司首席执行官马克・扎克伯格的愿景。而且华尔街似乎也认可这一愿景。如果投资者仍在苦苦思索大规模人工智能投资将如何带来回报这个棘手问题的答案，扎克伯格给出了迄今为止最清晰的回答：人工智能将强化我们的核心业务。事实上，它本身就是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250502201152974d5a8c&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>人工智能革命就是广告革命</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n人工智能革命就是广告革命\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-02 20:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250502201152974d5a8c&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当然，登上热门播客节目来展现更人性化的一面是不错的做法。但宣称通过人工智能来推动整个广告市场的增长，进而改变全球国内生产总值（GDP）的构成，这又如何呢？反正这就是 Meta 公司首席执行官马克・扎克伯格的愿景。而且华尔街似乎也认可这一愿景。如果投资者仍在苦苦思索大规模人工智能投资将如何带来回报这个棘手问题的答案，扎克伯格给出了迄今为止最清晰的回答：人工智能将强化我们的核心业务。事实上，它本身就是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250502201152974d5a8c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0061474960.USD","symbol_name":"天利环球焦点基金AU Acc","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250502201152974d5a8c&s=b","article_id":"2532984327","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250502201152974d5a8c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2532984327","pubTimestamp":1746187558,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"在许多人认为经济衰退即将来临之际，Meta 并没有把其人工智能方面的发展当作是公司运营的附加内容，而是将其视为精准广告这一核心业务主张的关键所在。对扎克伯格来说，人工智能在精准找到合适消费者以及提供可衡量结果方面的提升，为扩大业务规模和革新广告业务模式提供了有力支持。当然，鉴于该公司今年计划在人工智能领域投入超过 700 亿美元，这笔赌注并非仅仅关乎广告业务。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","BK4554":"元宇宙及AR概念","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","USJW.SI":"ALPHAB 3xLongSG261006","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4588":"碎股","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","META":"Meta Platforms, Inc.","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","GDP":"古德里奇","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC"},"translate_title":"The artificial intelligence revolution is the advertising","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GDP":1,"META":0.9,"USJW.SI":0.6},"content_text":"当然，登上热门播客节目来展现更人性化的一面是不错的做法。但宣称通过人工智能来推动整个广告市场的增长，进而改变全球国内生产总值（GDP）的构成，这又如何呢？反正这就是 Meta 公司首席执行官马克・扎克伯格的愿景。而且华尔街似乎也认可这一愿景。如果投资者仍在苦苦思索大规模人工智能投资将如何带来回报这个棘手问题的答案，扎克伯格给出了迄今为止最清晰的回答：人工智能将强化我们的核心业务。事实上，它本身就是我们的业务。“过去，企业必须自行制作广告创意，并确定想要触达的受众群体，但如今人工智能已经让我们在精准定位和找到对其产品感兴趣的受众方面，比许多企业自身做得更好，而且这方面的能力还在不断提升，” 扎克伯格在本周公司的财报电话会议上对投资者说道。“如果我们能实现这一愿景，那么在未来几年里，我认为人工智能带来的生产效率提升，将使广告在全球国内生产总值中所占的比重显著高于现在。”尽管这番言论听起来雄心勃勃，但似乎切中了要害，避免了其他科技鼓吹者常用的那种称霸世界的人工智能论调，而且他们至今也未能为那些论调提供有力支撑。不过，这也并非一个微不足道的目标。过去，扎克伯格通过证明他那价值万亿美元的广告机器仍在高效运转，赢得了华尔街的认可，而且投资者也能容忍 Meta 在人工智能方面的巨额投入。但这次情况不同了，对所有大型科技公司来说都是如此。在许多人认为经济衰退即将来临之际，Meta 并没有把其人工智能方面的发展当作是公司运营的附加内容，而是将其视为精准广告这一核心业务主张的关键所在。该公司在人工智能方面不断增加的投入，并不像那些因元宇宙而受挫、持更悲观态度的投资者所认为的那样，只是一场研发闹剧，而是对公司擅长领域的进一步强化。“尽管 Meta 在生成式人工智能方面的投资让一些投资者感到不安，他们仍在质疑这些投资的回报率，但我们看到了更多生成式人工智能在该公司广告业务中实现货币化的迹象，” 晨星公司股票分析师马利克・艾哈迈德・汗在周四的一份报告中写道。继谷歌母公司 Alphabet 取得令人瞩目的业绩之后，Meta 也展现出了强大的实力。该公司指出，其正在为短视频应用 Reels 测试的一种新广告推荐模型，已经使转化率提高了 5% 。而且在上个季度，近三分之一的广告客户使用了人工智能创意工具。对扎克伯格来说，人工智能在精准找到合适消费者以及提供可衡量结果方面的提升，为扩大业务规模和革新广告业务模式提供了有力支持。当然，鉴于该公司今年计划在人工智能领域投入超过 700 亿美元，这笔赌注并非仅仅关乎广告业务。扎克伯格还概述了公司在人工智能领域的另外四个重点方向：商业信息传递、Meta 人工智能、人工智能设备，以及更具吸引力的用户体验。Meta 的这些努力也可以被看作是一场雄心勃勃的博弈，旨在抗衡科技领域既有平台和新兴平台上的竞争对手。正如加拿大道明银行金融集团（TD Cowen）的高级分析师约翰・布莱克利奇在周四的一份报告中所说，扎克伯格所勾勒的人工智能机遇 “最终是要同时挑战谷歌搜索、苹果手机和 ChatGPT”。责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2532984327","isCrawlerRequest":true}