传媒行业:AI全球速递2:META上调FY25CAPEX指引 AI+广告商业化逻辑再获验证

长江证券股份有...
01 May

事件描述Meta 发布FY25Q1 财报,公司25Q1 实现营收423.14 亿美元,YoY+16%;高于一致预期413.75 亿美元,亦高于公司在24Q4 财报中给出的395-418 亿美元的指引上限;25Q1 实现净利润166.44 亿美元,YoY+35%;高于一致预期136.63 亿美元。公司广告业务保持强劲,AI加持下竞争优势仍显著。Meta 坚持对AI 加大投入,提升FY25 全年...

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