公司点评|META 25Q4点评:业绩稳健增长,AI持续赋能广告业务【华安全球科技】

摩尔盛宴
Feb 22

【华安全球科技团队】金荣/来祚豪/赵亮/杨函璋/赵浦轩/刘政主要观点公司业绩:1)整体来看:2025Q4,Meta收入录得 598.9亿美元(同比+24%),超BBG预期2.53%。Operating income录得 247.5亿美元(同比+6%),超BBG预期3.39%。GAAP净利润录得 227.7亿美元(同比+9%),超BBG预期7.80%;2)分业务看:FOA(应用家族):收入录得 ...

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