德银预计Meta二季度广告收入增速环比升1%,AI驱动的Advantage+为核心动力,未来将持续增长。同时AI资本支出压力巨大,2025财年费用指引维持1130-1180亿美元,甚至可能在下半年增加。即便节省资金将重投数据中心而非回馈投资者。德银发表研报前瞻Meta二季度业绩,认为AI资本支出成为焦点,投资者需关注费用压力。据追风交易台消息,7月21日德意志银行研报指出,基于2026年预期...
Source Link德银预计Meta二季度广告收入增速环比升1%,AI驱动的Advantage+为核心动力,未来将持续增长。同时AI资本支出压力巨大,2025财年费用指引维持1130-1180亿美元,甚至可能在下半年增加。即便节省资金将重投数据中心而非回馈投资者。德银发表研报前瞻Meta二季度业绩,认为AI资本支出成为焦点,投资者需关注费用压力。据追风交易台消息,7月21日德意志银行研报指出,基于2026年预期...
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