META：预计全年资_老虎社区_美港股上老虎

META：预计全年资本支出将在370—400亿美元，将下限从早前的350亿美元上调；预计 25 年的资本支出将大幅增长，因为我们将投资支持AI研究和产品开发工作。

*Llama 4（明年推出）的计算能力将比 Llama 3 高出 10 倍$Meta Platforms(META)$ $英伟达(NVDA)$

Meta二季报和下季指引超预期，没再增加全年资本支出上限，第二财季广告收入383.3亿美元，同比增长22%，扎克伯格称到今年年底，Meta AI有望成为全球使用率最高的人工智能助手，股价盘后涨5%。【Meta财报符合你的预期吗？现在你会继续持有吗？】

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