META25Q4财报前瞻:聚焦利润开支与大模型进展

塔子哥的随笔
Jan 24

meta的AI货币化还能打吗?开源大模型落后,活跃用户被其他AI大模型所吸引,扎克伯格会给出怎样的反击呢?概要下周三盘后,meta将会公布Q4季报,和微软以及特斯拉一起。近期meta股价整体震荡持稳,在暴跌后有所反弹。市场依旧关注广告收入、元宇宙亏损、资本开支和AI闭源大模型情况,以及今年的营收指引和更详细的开支情况。华尔街希望,meta的闭源模型能有所成就,一改之前从Llama领跑变成借鉴千问的...

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