10/11/2024, 04:48 PM UTC
Meta第三季度：一个生死攸关的时刻Meta's Q3: A Make-Or-Break Moment
1. Meta Platforms预计在第三季度将因广告表现强劲和数字广告支出的周期性复苏而大幅超越收益预期。2. 尽管在人工智能上的资本支出增加，但公司依然保持高度盈利，拥有强劲的自由现金流利润率。3. 与雷朋合作开发的Meta增强现实眼镜销售良好，可能有助于实现积极的收益惊喜。1. Meta Platforms is expected to significantly exceed earnings expectations in Q3 due to strong ad performance and a cyclical recovery in digital advertising spending. 2. Despite increased CapEx on AI, the company remains highly profitable with strong free cash flow margins. 3. Meta's AR glasses, developed with Ray-Ban, are showing solid sales, potentially contributing to a positive earnings surprise.
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