开源通信||Meta再次上调资本支出指引,微软云业务表现亮眼,海外AI正循环效果显著

新颖科技前沿
Jul 31

核心观点1、Meta Q2业绩超预期,上调全年资本支出下限2025年7月31日,Meta公布第二季度财报,公司2025Q2实现营收475.2亿美元,高于预期的448.3亿美元,公司预计第三季度营收区间为475亿美元至505亿美元,预计2025年全年支出将在660亿美元至720亿美元之间,此前预计下限为640亿美元,更高于年初600-650亿美元资本开支指引。公司继续在人才、基础设施、数据中心和能源...

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