09/20/2024, 03:36 PM UTC
Meta Platforms从TikTok的困境中获益Meta Platforms Gains From TikTok's Pains
1. 由于TikTok在美国可能被禁以及FoA部门的动力，Meta Platforms的股票年内至今上涨超过50%。2. Meta得益于受众重叠和战略性的AI计划，其每日活跃用户数和每用户平均收入分别同比增长6.5%和14%。3. 尽管现实实验室部门拖累了整体盈利能力，但Meta的运营利润率同比增长了900个基点。1. Meta Platforms' stock has risen over 50% YTD due to the potential ban of TikTok in the US and the momentum in its FoA segment. 2. Meta has seen its DAU's and ARPU grow 6.5% and 14% YoY respectively, driven by audience overlap and strategic AI initiatives. 3. Despite the Reality Labs segment dragging down profitability, Meta's operating margins have increased by 900 basis points YoY.
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