META
META · 深度研究报告 · In-Depth Research Report
全球最大社交广告帝国：AI变现加速与SuperIntelligence豪赌 Global Social Advertising Empire: AI Monetization Acceleration and the SuperIntelligence Gamble FY2025全年营收$2010亿同比增长22%首度突破$2000亿、Q4营收$598.9亿超预期、EPS $8.88超华尔街预期整整8.4%、Q1 2026指引$535亿至$565亿大幅超市场预期、DAP 35.8亿全球无可匹敌——$1150亿AI资本开支引发恐慌性抛售将股价从历史高点$796压至$630：全球最强广告AI飞轮，正在用当前的”烧钱”锁定下一个十年的”印钞” FY2025 annual revenue of $201 billion, up 22% year-over-year,