meta的AI应用和货币化进度如何?上调的资本开支能让华尔街安心吗?概要市场关注重点:广告收入、元宇宙亏损、资本开支和AI赋能情况,以及下一季度的营收指引左右了财报次日的股价表现。市场预期MetaQ2营收446亿美元,同比增14.2%;净利润150亿美元,同比增14%;调整后EPS5.86美元,同比增13.5%。我们预计较可能的情形:1️⃣资本开支超预期:我们预期meta本季度资本开支高于预期,...
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