市场恐惧时,如何看待Meta的“AI豪赌”?

美港股观察社
Dec 04, 2025

作者:James Foord编译:美港股观察社论点摘要说市场变幻无常、投资者目光短浅,其实还是保守的说法。就在六个月前,谷歌或许还是“Mag 7”中最不受待见的股票。当时市场认为人工智能会摧毁其业务,谷歌将被远远甩在身后。如今,谷歌却被视作人工智能领域的领军者,市值较六个月前上涨了80%。而Meta将成为下一个谷歌。目前Meta股价较历史高点下跌逾15%,只因市场叙事已从“人工智能带来的收益”转向...

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