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2026-08-31Patient Capital Management看多Opportunity Equity Strategy Update for 8/21/2026 – 8/28/2026详情 →
2026-08-20Aswath Damodaran (Musings on Markets)中性AI's Bar Mitzvah Moment: From Hype & Hope to Business Questions!详情 →
2026-08-18Colossus (Invest Like the Best / Business Breakdowns)看多Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]详情 →
2026-08-17Sands Capital中性AI Sentiment Versus Fundamentals详情 →
2026-08-12Baillie Gifford US Growth Trust看多Baillie Gifford US Growth Investment Trust Factsheet - July 2026详情 →
2026-08-04Patient Capital Management中性Opportunity Equity Strategy Update for 7/24/2026 – 7/31/2026详情 →
2026-08-04Colossus (Invest Like the Best / Business Breakdowns)看多Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]详情 →
财报电话会ⓘ
Q2 20262026年8月7日
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总览：Q2业绩符合预期，收入强劲但利润受高投入和一次性费用拖累。 关键数据：营收608亿美元，同比增28%；广告收入594亿，增27%；EPS 6.18美元。 业务进展：日活36亿，Instagram达20亿DAU。AI大幅提升推荐与广告效率，900万小企业使用AI创意工具；Meta Business Agent全球上线，并与BlackRock共建1GW数据中心。 指引：Q3营收指引610-640亿美元；全年CapEx上调至1300-1450亿，费用上调至1650-1690亿。 风险信号：自由现金流骤降至7.84亿美元，费用同比增55%；AI资本开支激增，法律与监管诉讼风险仍是重大不确定因素。