1月28日，Meta公布了强劲的四季度业绩，广告业务推动去年Q4营收和今年Q1营收指引均超出分析师预期。同时，全年资本支出预期区间也高于分析师预期，该公司股价盘后一度涨逾11%。在随后的电话会，释放出一个清晰信号：Meta在2025年交出强劲业绩的同时，正在把下一阶段的增长逻辑从“更好的广告系统”升级为“以个人超级智能为核心的产品与基础设施重构”。短期看，收入依旧由广告驱动；中长期看，推荐系统、...
Source Link1月28日，Meta公布了强劲的四季度业绩，广告业务推动去年Q4营收和今年Q1营收指引均超出分析师预期。同时，全年资本支出预期区间也高于分析师预期，该公司股价盘后一度涨逾11%。在随后的电话会，释放出一个清晰信号：Meta在2025年交出强劲业绩的同时，正在把下一阶段的增长逻辑从“更好的广告系统”升级为“以个人超级智能为核心的产品与基础设施重构”。短期看，收入依旧由广告驱动；中长期看，推荐系统、...
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