Meta首席执行官暗示数据中心计划将推高收入与支出 -- 市场评论

华尔街洞察
Jul 16, 2025

Meta首席执行官马克·扎克伯格在Threads上发文宣布,公司正投入数百亿美元巨资于计算基础设施,计划建设多个多吉瓦级数据中心。这一举措不仅彰显了对Meta收入增长轨迹和人工智能机遇的强劲信心,但也可能因投资规模庞大而让华尔街为未来资本支出的显著攀升做好准备,美国银行证券分析师在报告中指出。市场对Meta持续扩大的AI支出回报率仍存高度担忧,这已成为该股的主要焦点,并将是公司即将举行的收益电话会议的核心议题。

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