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海豚投研
01 May

大家好,我是海豚君!$Meta(META.US)于美东时间 4 月 30 日盘后发布了 2025 年第一季财报,可以说,此次 Meta 财报非常重要,牵动人心。近期本土消费边际走弱和关税的影响,广告公司的增长前景需要承受一定压力。而已发财报的 Google 和 Snapchat,管理层对宏观展望的略微不同表态(Google 定性描述相对积极,Snapchat 则谨慎取消指引),也使得当下的市场预期...

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