Ultima Markets: 【 Market hotspots 】META首季成绩达标，但给出黯淡...

面子书Facebookparent companyMeta（META.US）公布第一季度财报，营收365亿美元，较上年成长27%，每股盈余4.71美元，超乎预期。 季度营收落在该公司预估的 345 100 million US dollars to 370 亿美元范围内，也超过分析师调查统计的 361 USD100mn

展望第二季，Meta预期营收将在 365 100 million US dollars to 390 亿美元之间，中数为 378 亿美元，略低于市场平均预测之 382 USD100mn 此前瞻指引可能会引发投资人对其他以广告为核心业务公司的前景忧虑。

Meta 目前致力于在新兴的生成人工智慧领域占据先锋地位，导致了营运费用增加。为发展自家人工智慧，公司提高预算以布建相关基础设施，成本重担吓坏投资人，Meta 股价在盘后交易猛跌15% above.

Meta今年的预期营业费用已从先前的 940 100 million US dollars to 990 亿美元上调为 960 100 million US dollars to990 USD100mn 另外，由于人工智慧计画成本上升，Meta 预计其资本支出将在350 100 million to 400 亿美元之间，高于最初预期的 300 100 million to 370 亿美元间。 last yearMeta 的资本支出是320 亿美元，而前年仅 281 USD100mn

尽管受到“效率年”成本管理策略及AI应用的拉抬，Meta股价自 2022 年底以来上演强势回归，但涨势与人工智慧业务出现矛盾。 生成式AI需要高速运算设备和招募相关人力，这可能会抹去先前成本控制所带来的优势。

(Meta股价表现月线图）

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