《大行》招商证券:META第四季业绩超预期 Threads日活跃用户超1.4亿

阿斯达克财经
Jan 30

招商证券发表研究报告指出,Meta(META.US)  AI与用户成长推动第四季业绩与第一季指引超预期。持续看好Meta,因其在社群媒体和AI领域均处于领先地位,同时估值较其他大型科技公司具有明显折价,具备吸引力。2025年第四季表现强劲,集团收入达599亿美元,按年增24%,超预期3%。营业利润247亿美元,按年增6%,超预期3%。净利润228亿美元,按年增9%,超预期8%。Family of ...

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