[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioa3d28032":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioa3d28032","法巴：Meta(META)算力变现“钱景”可期，广告增加之外还有“云”想象","\u002Fdoc\u002Fdcioa3d28032","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，在与公司管理层会晤后，投资机构法国巴黎银行认为，Meta 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Jones在给客户的报告中写道“管理层认为，相比单纯售卖原始算力，AI智能能力商业化的经济效益要好得多。Meta只有在内部需求低于预期时，才会将算力用于云端服务部署，且此类合作将以短期或战略性项目为主。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Jones进一步指出，鉴于前景明确的市场机遇，Meta正积极投资于多项AI项目，并持续扩充其算力规模。不过，管理层也意识到，受宏观政治环境影响，2028年及之后的供应端或将面临一定制约。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>深入来看，Jones认为，Meta的核心广告业务仍将保持“持久”增长，而包括潜在云服务在内的其他收入来源，也将推动公司整体营收实现“稳健”上行。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“尽管资本支出可能在2027年前持续扩大，但我们相信，长远来看这些投入将催生充裕的营收，足以支撑其资本开支规模，”Jones补充道，“在成本管控的基础上，我们预计公司利润率将重回扩张轨道。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Jones为Meta设定了855美元的目标价，并给予“跑赢大盘”评级。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>上月有消息称，Meta正筹建云计算业务，旨在对外销售其富余算力。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Meta首席执行官马克·扎克伯格在今年5月的股东大会上曾向投资者表示，出售多余算力已在考虑之中。“这确实在讨论范围内，”扎克伯格表示。但他同时补充，Meta迄今尚未付诸行动，原因是公司认为自身仍对这些算力有实际需求。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]