(以下内容从开源证券《通信行业点评报告: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》研报附件原文摘录)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...
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