<p><strong>Meta Platforms</strong>（META 0.32%）在周三发布了另一份强劲的财报，令投资者印象深刻。这家社交媒体巨头轻松超越了分析师的预期，展现出全面的卓越增长。</p>
<p>收入增长 21%，达到 484 亿美元，营业收入激增 43%，达到 234 亿美元。在较低税率的帮助下，每股收益跃升 50%，达到 8.02 美元。</p>
<p>其关键业务指标也显示出潜在的增长。其应用家族（包括 Facebook、Messenger、Instagram 和 WhatsApp）的日活跃用户增长 5%，达到 33.5 亿，意味着公司新增了 1.6 亿用户，相当于美国人口的一半。</p>
<p>广告展示量也增长了 6%，显示出广告业务的增长，平均每个广告的价格跃升 14%，表明 Facebook 和 Instagram 上的广告需求强劲。</p>
<p>投资者对这些结果表示欢呼，周四股价一度上涨 5%，最终收盘上涨 1.6%。华尔街也注意到了这份报告，多位分析师发布了看涨的评估。其中，Benchmark 在消息发布后将该股评级上调至买入。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDYxMzAvZ3V5LW9uLWNvbXB1dGVyLWFuZC1zbWFydHBob25lLXNvY2lhbC1tZWRpYS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDYxMzAvZ3V5LW9uLWNvbXB1dGVyLWFuZC1zbWFydHBob25lLXNvY2lhbC1tZWRpYS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Benchmark 给予认可</h2>
<p>在财报发布后，Benchmark 根据媒体报道将该股评级从持有上调至买入，并给 Meta 设定了 820 美元的目标价，几乎是华尔街最高的目标价。</p>
<p>Benchmark 表示，Meta 的指引为 2025 年设定了一个较低的门槛，并指出公司在开发能够满足自身编码需求的 AI 代理方面取得了实质性进展。</p>
<h2>Meta 值得购买吗？</h2>
<p>Meta 的指引预计增长将放缓，预测 2025 年的收入增长为 8% 至 15%。这可能是一个保守的预测，但也反映出数字广告市场在 2022 年低迷后的激增中出现的减速。</p>
<p>即使增长放缓，Meta 在当前价格下看起来仍然是一个稳健的买入选择。该业务各方面运转良好，且其估值低于大多数大型科技同行。</p>

META

<p>Meta Platforms 报告了强劲的财报，收入增长 21% 至 484 亿美元，营业收入增长 43% 至 234 亿美元。每股收益上升 50% 至 8.02 美元，日活跃用户增加 5% 至 33.5 亿。报告发布后，Benchmark 将 Meta 的股票评级上调至买入，目标价为 820 美元。尽管预计 2025 年增长将放缓，分析师们仍对 Meta 的表现持乐观态度，指出其强大的商业基本面和与同行相比具有竞争力的定价</p>

<p><strong>Meta Platforms</strong>(META 0.32%) impressed investors with another strong earnings report Wednesday. The social media giant easily beat analyst expectations as it delivered another round of stellar growth across the board.</p>
<div class="lb-trans"><p><strong>Meta Platforms</strong>（META 0.32%）在周三发布了另一份强劲的财报，令投资者印象深刻。这家社交媒体巨头轻松超越了分析师的预期，展现出全面的卓越增长。</p>
</div><p>Revenue rose 21% to $48.4 billion, and operating income surged 43% to $23.4 billion. With the help of a lower tax rate, earnings per share jumped 50% to $8.02.</p>
<div class="lb-trans"><p>收入增长 21%，达到 484 亿美元，营业收入激增 43%，达到 234 亿美元。在较低税率的帮助下，每股收益跃升 50%，达到 8.02 美元。</p>
</div><p>Its key business metrics also showed underlying growth. Daily active users across its family of apps, which include Facebook, Messenger, Instagram, and WhatsApp, rose 5% to 3.35 billion, meaning the company added 160 million users, equivalent to half of the population of the U.S.</p>
<div class="lb-trans"><p>其关键业务指标也显示出潜在的增长。其应用家族（包括 Facebook、Messenger、Instagram 和 WhatsApp）的日活跃用户增长 5%，达到 33.5 亿，意味着公司新增了 1.6 亿用户，相当于美国人口的一半。</p>
</div><p>Ad impressions also rose 6%, showing growth in the ad business, and average price per ad jumped 14%, indicating a robust demand for ads on Facebook and Instagram.</p>
<div class="lb-trans"><p>广告展示量也增长了 6%，显示出广告业务的增长，平均每个广告的价格跃升 14%，表明 Facebook 和 Instagram 上的广告需求强劲。</p>
</div><p>Investors cheered the results, with the stock jumping as much as 5% on Thursday before ending the day up 1.6%. Wall Street also took note of the report, with several analysts issuing bullish notes. This included Benchmark, which upgraded the stock to a buy on the news.</p>
<div class="lb-trans"><p>投资者对这些结果表示欢呼，周四股价一度上涨 5%，最终收盘上涨 1.6%。华尔街也注意到了这份报告，多位分析师发布了看涨的评估。其中，Benchmark 在消息发布后将该股评级上调至买入。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDYxMzAvZ3V5LW9uLWNvbXB1dGVyLWFuZC1zbWFydHBob25lLXNvY2lhbC1tZWRpYS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F806130%2Fguy-on-computer-and-smartphone-social-media.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Benchmark gives a stamp of approval</h2>
<div class="lb-trans"><h2>Benchmark 给予认可</h2>
</div><p>In the wake of the earnings report, Benchmark raised its rating on the stock from hold to buy, according to media reports, and gave Meta a price target of $820, nearly the highest on the Street.</p>
<div class="lb-trans"><p>在财报发布后，Benchmark 根据媒体报道将该股评级从持有上调至买入，并给 Meta 设定了 820 美元的目标价，几乎是华尔街最高的目标价。</p>
</div><p>Benchmark said Meta's guidance gives it a low bar to overcome in 2025 and also noted that the company has made real progress in making AI agents that can serve its own coding development needs.</p>
<div class="lb-trans"><p>Benchmark 表示，Meta 的指引为 2025 年设定了一个较低的门槛，并指出公司在开发能够满足自身编码需求的 AI 代理方面取得了实质性进展。</p>
</div><h2>Is Meta a buy?</h2>
<div class="lb-trans"><h2>Meta 值得购买吗？</h2>
</div><p>Meta's guidance calls for a slowdown in growth, forecasting revenue growth of 8% to 15% for 2025. That may be a conservative forecast, but it also reflects a deceleration in the digital advertising market from the surge that followed the lull in 2022.</p>
<div class="lb-trans"><p>Meta 的指引预计增长将放缓，预测 2025 年的收入增长为 8% 至 15%。这可能是一个保守的预测，但也反映出数字广告市场在 2022 年低迷后的激增中出现的减速。</p>
</div><p>Even with slower growth, Meta looks like a solid buy at the current price. The business is firing on all cylinders, and it's cheaper than most of its big-tech peers.</p>
<div class="lb-trans"><p>即使增长放缓，Meta 在当前价格下看起来仍然是一个稳健的买入选择。该业务各方面运转良好，且其估值低于大多数大型科技同行。</p>
</div>

1 Wall Street Analyst Thinks Meta Platforms Is Going to $820. Is It a Buy?

- Meta Platforms 发布强劲财报，营收增长 21% 至 484 亿美元。  
- 每股收益跃升 50% 至 8.02 美元，日活跃用户增至 33.5 亿。  
- 分析师看好未来，Benchmark 将评级从持有上调至买入。  

一位华尔街分析师认为 Meta Platforms 的股价将涨到 820 美元。现在是买入的好时机吗？