大家好,我是海豚君!$Meta(META.US)于美东时间 7 月 30 日盘后发布了 2025 年第二季财报。不同于财报前,市场对关税、欧盟反垄断诉讼、疯狂抢人等因素对短期盈利的担忧,Meta 实际表现再次令人刮目。简单而言,上述担忧均可消除。具体来看:1. 广告强势顺风期:广告收入增长 21.5%,环比加速。广告商调研来看,不仅关税影响不大,Advantage+ 和 Reels 还在持续推动...
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