01/27/2025, 06:27 PM UTC
Meta Platforms Q4前瞻：是否存在DeepSeek风险？Meta Platforms Q4 Preview: Is There A DeepSeek Risk?
1. Meta股价在过去三个月内上涨了11.70%，主要得益于对AI的强劲投资，特别是在Meta广告部门；2. 尽管对新DeepSeek模型存在担忧，但它为Meta降低资本支出和提高效率提供了净正面机会；3. 分析师对Meta的第四季度收益持乐观态度，预计将实现显著的EPS和收入增长，并受到向上修正的支持。1. Meta's shares have surged 11.70% in three months, driven by strong AI investments, particularly in their Meta ads division; 2. Despite concerns about the new DeepSeek model, it presents a net positive opportunity for Meta to reduce CapEx and increase efficiency; 3. Analysts are optimistic about Meta's Q4 earnings, with significant EPS and revenue growth expected, supported by upward revisions.
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