还在等广告复苏？Meta 已经换引擎了

SG Visual Research 图解研报

$Meta Platforms, Inc.(META)$

这季 Meta 的看点不在“宏观好没好”。

广告量、价格都在涨，但更关键的是：

AI 在同时拉参与度、提转化、扩产品层级。

不是广告回来了，

是广告系统本身被重写了。

Mag 7：微软、英伟达领涨！你更看好哪家表现？

科技股继续力撑美股走高，三大美股指两连阳，道指两日收创历史新高；“科技七巨头”中，微软涨超3%，英伟达涨2.5%，苹果回落逾1%。近日Alphabet美元债筹资200亿美元、原定为150亿，发行100年期英镑债券，为科技公司近30年来首次；黄仁勋最新采访说 Meta 是用AI 最好的公司……各大巨头竞相加码AI算力投入，你更看好哪家后市发展？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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thinorfat
02-05
thinorfat
AI重塑广告，Meta稳赢！

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