美股详情

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虚拟现实

2,237.12

+4.220.19%

涨家数：2

跌家数：4

平家数：- -

市盈率：- -

高：2,240.10

开：2,236.29

低：2,211.91

收：2,232.90

成交量：1.26亿

成交额：329.04亿

市值：8.04万亿

流通市值：7.68万亿

数据加载中...

Meta(META.US)2025Q3业绩会：预计未来两个财年广告表现将延续强劲势头

智通财经网

兴森科技：回应高通AI芯片是否使用公司ABF载版相关问题

10倍带宽突破、市值暴涨200亿美元，高通能否“分食”千亿级AI推理市场？

高通骁龙 8 Gen5 处理器技术规格曝光，CPU 性能基本持平骁龙 8 至尊版

Omdia：第三季度全球智能手机市场出货量同比增长3% 达3.201亿台

Meta：AI 投入 “舍命飙车”，资金信仰要被飙没了？

苹果宣布macOS系统更新计划：Tahoe成Intel架构Mac最后适配版本，Rosetta将逐步替代

AMD全新25.10.2驱动发布：优化支持《战地风云6》、RX 9000迎新功能

快科技官方

扎克伯格：对AI的投资最终将获得丰厚的回报

高通AI芯片，大猜想

半导体行业观察

Meta为巨额计算支出制定备选方案，伴随一定损失 -- 市场快讯

Meta计划明年大幅增加支出——市场动态

Alphabet第三季度每股收益为2.87美元

Alphabet- 欧盟裁决施加35亿美元罚款，我们在截至9月30日的季度中将其计入谷歌服务部门的一般与管理费用

夸克要抢豆包的饭碗

东风奕派 eπ007+ 车型11 月 10 日上市，配激光雷达与骁龙 8295P

美国超威公司盘中异动早盘急速上涨3.12%

AMD最强显卡全网开售

半导体行业圈

Meta AI 曝大裁员：败给中国竞争对手

维科网人工智能

盘前异动 | 英伟达涨近3%，市值剑指5万亿美元；量子计算概念股普涨，ARQQ涨超6%；泰瑞达绩后涨超21%，BE涨超18%

老虎资讯综合

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投入 “舍命飙车”，资金信仰要被飙没了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579663651","media":"海豚投研","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579663651?lang=zh_cn&edition=fundamental","pubTime":"2025-10-30 11:54","pubTimestamp":1761796451,"startTime":"0","endTime":"0","summary":"由于广告收入在 Meta 中占到了 98% 的权重，这个收入的增长指引基于等同于广告增长，换句话说四季度增长要放缓。这种情况下，Reality Labs 业务可能会成为降本裁员、缩减支出、诺腾到 AI 领域的 “重灾区”。今年截至三季度股东回报合计 300 亿多一点，去年同期 340 亿。这种情况下，Meta 能够给出了一个 “WOW” 全市场的收入高增指引至关重要。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251030115820a6d5efbc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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7000和9000系列图形产品现在支持新游戏和扩展的Vulkan扩展","market":"hk","thumbnail":"https://k.sinaimg.cn/n/spider20251030/200/w600h400/20251030/a551-a58d0d660af1d9036c575b8c1ae4546a.jpg/w120h90l50t14df.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20251030/200/w600h400/20251030/a551-a58d0d660af1d9036c575b8c1ae4546a.jpg/w120h90l50t14df.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-10-30/detail-infvrtfu8000969.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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-- 市场快讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1116348564","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116348564?lang=zh_cn&edition=fundamental","pubTime":"2025-10-30 05:27","pubTimestamp":1761773249,"startTime":"0","endTime":"0","summary":"1725 ET - Meta首席执行官马克·扎克伯格正在为公司可能过度建设计算能力的情况做准备。该公司表示，计划在计算领域投资数千亿美元，目标是开发超级智能。扎克伯格指出，Meta经常接到其他公司请求计算能力或帮助构建应用程序接口的询问。“如果你的建设超出了需求，你可以有这样的选择，”他对分析师表示。在最坏的情况下，他表示，Meta将“只是预先建设了几年”，这将导致一定的损失和折旧。（katherine.hamilton@wsj.com）\n（完）道琼斯新闻电讯\n2025年10月29日 17:25 ET（21:25 GMT）\n版权所有 © 2025 道琼斯公司。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1548497426.USD","LU0640476718.USD","LU0211331839.USD","LU0234570918.USD","LU1242518931.SGD","SG9999015952.SGD","LU2361045086.USD","LU1720051108.HKD","LU0011850046.USD","LU0149725797.USD","LU0265550359.USD","LU2462157665.USD","LU2317271919.USD","LU0079474960.USD","LU0795875086.SGD","IE00B7SZLL34.SGD","LU2430703178.SGD","LU0949170426.SGD","LU2247934214.USD","FB","LU1046421795.USD","LU1489326972.SGD","LU0433182093.SGD","LU2065169927.USD","LU2065171311.SGD","BK4581","LU0006306889.USD","LU0203345920.USD","LU1564329115.USD","BK4548","LU1778281490.HKD","META","LU1670628061.USD","LU0820561909.HKD","LU1670627923.USD","LU0979878070.USD","LU0308772762.SGD","LU0985320562.USD","IE00B1BXHZ80.USD","SG9999014914.USD","SG9999015978.USD","LU1823568750.SGD","LU1201861249.SGD","LU1235294995.USD","LU2458330169.SGD","IE00B4JS1V06.HKD","LU1974910355.USD","LU2054465674.USD","LU0211328371.USD","LU0672654240.SGD","IE00B5949003.HKD","LU0154236417.USD","LU0210536198.USD","LU0068578508.USD","LU2602419157.SGD","BK4550","LU0787776722.HKD","LU1066051498.USD","LU1791710400.SGD","LU2236285917.USD","LU2746668974.SGD","LU1814569148.SGD","IE00BJTD4V19.USD","LU0053666078.USD","LU0878866978.SGD","LU0170899867.USD","IE00BKDWB100.SGD","BK4543","IE0034235188.USD","LU2860962120.EUR","LU1674673428.USD","LU2473716301.USD","LU1670710588.SGD","LU0528227936.USD","LU0345769128.USD","LU0256863811.USD","LU1127390331.HKD","SG9999015945.SGD","IE0034235303.USD","LU1084165304.USD","LU0353189680.USD","LU2720916845.USD","LU2250418816.HKD","LU2403377893.USD","LU2430703251.USD","BK4524","LU1720051017.SGD","LU2087621335.USD","LU0276348264.USD","LU2543165471.USD","SG9999004303.SGD","LU0708995401.HKD","LU0354030438.USD","SG9999014880.SGD","IE00B19Z9505.USD","SG9999018857.SGD","LU0198837287.USD","LU1429558221.USD","LU0823434740.USD","GB00B4QBRK32.GBP","LU2896262040.SGD","IE00BFSS8Q28.SGD","BK4525","LU0234572021.USD","LU0082616367.USD","LU0690374961.EUR","IE00B19Z8W00.USD","LU0786609619.USD","IE00B1XK9C88.USD","LU1551013342.USD","IE00B7KXQ091.USD","IE0004445015.USD","LU0943347566.SGD","IE0009356076.USD","GB00BDT5M118.USD","LU1116320737.USD","IE00BQXX3F31.USD","LU2265009873.SGD","LU0203201768.USD","LU2326559502.SGD","SGXZ99366536.SGD","LU0109391861.USD","SGXZ51526630.SGD","LU0256863902.USD","LU0265550946.USD","SGXZ31699556.SGD","LU2347655073.USD","LU0130102774.USD","LU2404859667.USD","IE00BQXX3D17.EUR","LU1670710661.SGD","LU0642271901.SGD","LU0476273544.USD","LU0957808578.USD","IE00BMPRXR70.SGD","LU1267930730.SGD","LU2381873111.SGD","LU1116320901.HKD","LU1670711123.USD","LU0957791311.USD","LU0096362180.USD","LU2487616109.SGD","LU0316494557.USD","BK4573","LU2023250843.SGD","GB00B4LPDJ14.GBP","BK4551","LU1064131342.USD","LU1917777945.USD","BK4534","LU0444971666.USD","LU1551013425.SGD","LU2168564495.EUR","SG9999001077.SGD","IE00BMPRXN33.USD","LU1803068979.SGD","LU1564329032.USD","LU0353189763.USD","IE0002270589.USD","LU0882574139.USD","LU2322448957.HKD","LU1642822529.SGD","LU2746668461.USD","LU0127658192.USD","BK4588","LU2357305700.SGD","LU2430703095.HKD","SG9999015986.USD","IE00BFSS7M15.SGD","LU1670711040.USD","LU0072462426.USD","IE00BMPRXQ63.HKD","BK4554","BK4592","LU0323591593.USD","LU1674673691.USD","LU2272731865.HKD","LU2264538146.SGD","IE00B775H168.HKD","LU0784384876.USD","LU2272731600.USD","LU0320765489.SGD","LU2322448791.USD","BK4077","LU2756315318.SGD","LU1697837992.HKD","LU1988902786.USD","LU2023250504.SGD","LU0097036916.USD","IE00BK4W5L77.USD","BK4585","LU0823421416.USD","LU0225283273.USD","LU0070217475.USD","LU1791710582.SGD","LU2023250330.USD","LU2237957902.USD","LU2552382058.USD","SG9999018865.SGD","SG9999017495.SGD","LU1153585028.USD","LU2347655156.SGD","BK4566","LU0077335932.USD","LU2552382132.HKD","LU2361044865.SGD","LU0661504455.SGD","LU2361044949.HKD","LU1280957306.USD","LU2242650005.HKD","LU2456880835.USD","LU0061474705.USD","LU0985489474.SGD","LU0310799852.SGD","LU0545039389.USD","LU0690374615.EUR","LU2272731782.SGD","LU2764263203.CNY","LU0980610538.SGD","LU0784383803.USD","LU2420271590.USD","SGXZ23171101.USD","BK4527","LU0267386448.USD","LU0210528500.USD","LU0210533765.USD","LU2458330243.SGD","LU0820561818.USD","LU1992135472.HKD","LU2168563687.JPY","BK4533","LU0784385170.HKD","LU1145028129.USD","LU2417539215.USD","LU0208291251.USD","LU1119994496.HKD","LU1232071149.USD","LU2552382215.SGD","LU1267930490.SGD","LU1868837300.USD","IE00B19Z3581.USD","LU0106261372.USD","LU0096364046.USD","LU1868836591.USD","LU0215105999.USD","SG9999002224.SGD","LU2213496289.HKD","LU0784385840.USD","LU1564329461.SGD","LU2168564222.USD","LU0345769631.USD","LU1992135399.USD","LU0354030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04:26","pubTimestamp":1761769565,"startTime":"0","endTime":"0","summary":"1623 ET - 在人工智能迅猛发展的背景下，Meta指出明年需要大幅增加支出。在其第三季度财报中，Meta首席财务官Susan Li表示，公司仍在评估明年的产能规划，但预计“将积极投资以满足这些需求”，无论是通过建设自身基础设施还是与第三方云公司合作。她补充道，与2025年相比，明年的资本支出美元增长将“显著更大”，而总支出也将以更快的速度增长。增加支出的第二大原因是员工薪酬，因为其对人工智能人才的招聘狂潮将会直接影响到公司底线。Meta股价在盘后交易中下跌8%，报691.55美元。(paul.ziobro@wsj.com)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"bac702b69c8391d5f1b0c5ff52452a8c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2168564065.EUR","LU0096362180.USD","BK4534","LU2065171311.SGD","SG9999015986.USD","LU0198837287.USD","LU0979878070.USD","LU0949170772.SGD","LU0912757837.SGD","LU0726765562.USD","LU2097829019.USD","META","LU1670711040.USD","LU1116320737.USD","LU0211327993.USD","SG9999002232.USD","LU0823421333.USD","BK4548","LU0528227936.USD","LU2347655073.USD","LU2592432038.USD","LU0444973449.USD","LU2361045086.USD","LU0316494557.USD","SG9999004303.SGD","LU2417539215.USD","LU0276348264.USD","LU0545039389.USD","LU2247934214.USD","LU2237957902.USD","LU2552382132.HKD","LU2360032135.SGD","LU2860962120.EUR","IE00BMPRXN33.USD","SG9999017495.SGD","LU2602419157.SGD","LU0719512351.SGD","LU0957808578.USD","LU0690374961.EUR","LU2552382058.USD","LU0061475181.USD","IE00BJLML261.HKD","IE00B5949003.HKD","LU2430703095.HKD","LU0708995401.HKD","IE00BJTD4N35.SGD","LU2473716301.USD","LU1232071149.USD","LU0648001328.SGD","LU1242518931.SGD","LU0689472784.USD","LU2552382215.SGD","LU1670711123.USD","LU1366333091.USD","LU1267930730.SGD","LU1992135472.HKD","LU2458330169.SGD","LU1868836757.USD","IE00B1BXHZ80.USD","LU0823421416.USD","LU1261432733.SGD","IE00B19Z9505.USD","LU0106261372.USD","LU2322448791.USD","LU1778281490.HKD","SG9999001077.SGD","LU2087621335.USD","LU2381873111.SGD","LU0157215616.USD","IE00B7SZLL34.SGD","LU0256863902.USD","LU0203347892.USD","SG9999015952.SGD","LU1551013342.USD","LU1868836591.USD","SG9999014914.USD","LU2456880835.USD","BK4553","BK4533","LU0203202063.USD","LU0225283273.USD","SGXZ81514606.USD","LU0077335932.USD","IE00BJJMRY28.SGD","LU0820561909.HKD","LU1720051108.HKD","LU2272731865.HKD","LU1235294995.USD","LU0210528500.USD","LU0068578508.USD","LU0466842654.USD","LU2168564149.EUR","LU2746668974.SGD","LU0878866978.SGD","LU1046421795.USD","LU0203345920.USD","LU0444971666.USD","LU1814569148.SGD","LU0215105999.USD","LU2487616109.SGD","LU0354030438.USD","LU0823434583.USD","LU0109392836.USD","LU0476273544.USD","LU1003077747.HKD","LU0061474960.USD","BK4543","LU2237957811.SGD","LU2461242641.AUD","LU1429558221.USD","LU0820562030.AUD","SGXZ51526630.SGD","LU1718418525.SGD","LU0345769631.USD","LU0690374615.EUR","LU1697837992.HKD","BK4566","LU2756315318.SGD","LU2317271919.USD","BK4503","LU1242518857.USD","IE00BMPRXQ63.HKD","LU1815333072.USD","LU1988902786.USD","LU1699723380.USD","LU1564329461.SGD","LU2361044865.SGD","SG9999014906.USD","LU2264538146.SGD","LU0354030511.USD","LU1823568750.SGD","LU0170899867.USD","LU1153585028.USD","LU2125154778.USD","LU0079474960.USD","LU2065170008.USD","LU0208291251.USD","LU2272731782.SGD","LU0211331839.USD","LU1674673428.USD","LU2213496289.HKD","LU2404859667.USD","LU0353189680.USD","LU1066051498.USD","LU0353189763.USD","LU0957791311.USD","LU0096364046.USD","LU0310799852.SGD","IE0004445015.USD","LU1548497426.USD","LU0784385170.HKD","BK4508","LU1839511570.USD","SGXZ99366536.SGD","LU0787776722.HKD","IE00BQXX3F31.USD","BK4551","LU2764262908.HKD","LU0788109477.HKD","LU0433182093.SGD","LU0724617625.USD","LU0308772762.SGD","LU1316542783.SGD","LU0149725797.USD","LU2168564222.USD","IE00B19Z3B42.SGD","IE0004445239.USD","LU2764263039.SGD","IE00BJTD4V19.USD","LU1074936037.SGD","LU1732800096.USD","LU2420271590.USD","LU2430703178.SGD","LU1551013425.SGD","GB00BDT5M118.USD","BK4573","LU1280957306.USD","IE0009356076.USD","BK4554","IE00B4JS1V06.HKD","LU1720051017.SGD","LU0786609619.USD","LU0203201768.USD","LU1670710588.SGD","LU0109391861.USD","LU2720916845.USD","LU0980610538.SGD","GB00B4LPDJ14.GBP","LU1127390331.HKD","LU0080751232.USD","LU1670627923.USD","LU1861558580.USD","LU2756315664.SGD","LU1064131342.USD","LU1489326972.SGD","LU0154236417.USD","FB","LU0320765489.SGD","LU0011850046.USD","IE00BWXC8680.SGD","LU0820561818.USD","LU0053666078.USD","LU1868837300.USD","IE00BJJMRX11.SGD","SG9999002224.SGD","LU2087625088.SGD","LU0056508442.USD","IE0034235188.USD","IE00BFSS8Q28.SGD","LU1301847155.USD","LU0882574139.USD","LU2430703251.USD","LU2065171402.SGD","SG9999015945.SGD","IE00BFSS7M15.SGD","LU1868836914.USD","LU0097036916.USD","LU2326559502.SGD","LU0082616367.USD","LU1852331112.SGD","BK4550","SG9999018857.SGD","LU0345769128.USD","LU0323591593.USD","LU0130102774.USD","LU1917777945.USD","LU2023250330.USD","BK4585","SG9999018865.SGD","LU2347655156.SGD","LU2054465674.USD","LU1861559042.SGD","LU2023250504.SGD","LU2764263203.CNY","LU0070302665.USD","LU0234570918.USD","LU0127658192.USD","LU2265009873.SGD","LU202325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23:35","pubTimestamp":1761752159,"startTime":"0","endTime":"0","summary":"夸克并非想要“再造”一个豆包，而是在自己最擅长的搜索领域持续进化，逐步搭建产品能力，闯出一条差异化之路。我们尝试对夸克和豆包同时提几个问题，看看两者的差异到底在哪里。这明显是夸克的舒适区，其直接整理了各科目真题和解析，用户还可以下载到夸克网盘；豆包则只能搜集到语文的作文真题。AI产品榜数据显示，今年9月，夸克的月活跃用户规模仅次于ChatGPT，豆包紧随其后。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251030001845a6d5308d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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