Meta Platforms预计第一季度收入增长约30%，并规划了2026年1150亿至1350亿美元的资本支出，主要用于人工智能。而Netflix在相似的估值倍数下，预计2026年收入增长为12%至14%。分析师指出，Meta的远期市盈率接近标普500指数的水平。

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