05/16/2025, 09:35 AM UTC
Meta：市场领导地位与成本高昂的AI计划Meta: Market Leadership And Costly AI Initiatives
1、Meta旗下应用家族（包括Facebook、Instagram和WhatsApp）日活用户达34.3亿，用户增长和参与度表现强劲；2、对数据中心和AI的重投入推动Instagram Reels广告转化率提升5%，AI工具采用率增长30%，但可持续性仍存疑；3、Meta上调资本支出指引，表明对AI驱动战略的信心，未来将通过广告优化、沉浸式体验和商业消息服务拓展收入来源。1. Meta's Family of Apps achieved 3.43 billion daily active users, highlighting strong user growth and engagement; 2. Heavy investments in AI and data centers drove a 5% increase in Instagram Reels ad conversions and 30% AI tool adoption, though sustainability concerns persist; 3. The company raised capital expenditure guidance, signaling confidence in AI-driven strategies for future revenue through ad performance, immersive experiences, and business messaging.---
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