高盛评Meta裁员、压开支、推迟模型发布:这不是“过冬砍预算”,而是“腾笼换鸟”

华尔街见闻
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面对外界对Meta裁员、削减Reality Labs投入及推迟基础模型发布的广泛担忧,高盛给出不同解读:这不是在AI投资压力下的被动收缩,而是主动将资源从低效存量向高价值算力需求集中调配的战略性重组,由此为长期EPS上修打开空间。 据多家媒体近期报道,Meta管理层可能推进三项重大举措:大规模裁员与人员架构调整、压缩Reality Labs部门开支,以及推迟旗下超级智能实验室最新基础模型的公开发布...

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