<p><strong>Meta Platforms</strong>(META 3.61%) 的股票上个月上涨，此前这家社交媒体巨头发布了超出预期的财报，且在 5 月的第二周，因美中贸易战缓和的消息，股价再次上涨。</p>
<p>根据 S&amp;P Global Market Intelligence 的数据，该股票在本月结束时上涨了 18%。从下面的图表可以看出，股票在月初财报发布后大幅上涨，并从此继续攀升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/5733247b724b014f15f81a6b4af29c70.png?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://media.ycharts.com/charts/5733247b724b014f15f81a6b4af29c70.png"/></p>
<p>META 数据来源于 YCharts。</p>
<h2>Meta 再次回归</h2>
<p>在 4 月因贸易战担忧而下滑后，Meta 凭借令人印象深刻的第一季度业绩实现了强劲反弹，并希望贸易战的影响将比之前预期的更温和。</p>
<p>Meta 的股票在 5 月 1 日上涨了 4.2%，次日又上涨了 4.4%，因为其第一季度财报超出预期。第一季度的收入增长了 16%，达到 423 亿美元，超出预期的 414 亿美元。公司报告了用户、广告展示次数和每个广告的平均价格的增长，推动了收入的强劲增长，且其利润率持续改善，使每股收益（EPS）上涨 37% 至 6.43 美元，远超市场共识的 5.22 美元。</p>
<p>Meta 的指引也很乐观，公司预测第二季度的收入将在 425 亿美元到 455 亿美元之间，并将全年支出指引下调了 10 亿美元。</p>
<p>推动股价上涨的另一个重要事件是 5 月 12 日市场的普遍上涨，此前美国和中国达成协议，暂时降低关税。由于依赖数字广告，Meta 被视为对宏观经济敏感的股票，5 月 12 日因这一消息上涨了 8%，并在 5 月剩余时间内大部分横盘交易，最终以 1% 的涨幅结束了本月。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAzMzcvZ3V5LW9uLWNvbXB1dGVyLWFuZC1zbWFydHBob25lLXNvY2lhbC1tZWRpYS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAzMzcvZ3V5LW9uLWNvbXB1dGVyLWFuZC1zbWFydHBob25lLXNvY2lhbC1tZWRpYS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Meta 的未来</h2>
<p>上个月可能影响股价的另一个问题是对竞争对手 <strong>Alphabet</strong> 的压力，该公司被指控在两个不同的业务中运营垄断。上个月，因 <strong>Apple</strong> 考虑在其设备上提供像 Perplexity 这样的 AI 搜索引擎作为 Google 的替代方案，Alphabet 的股票下跌。</p>
<p>Meta 应该会从 Alphabet 的任何弱势中受益，因为两者在数字广告支出和人工智能领域竞争。</p>
<p>尽管经济疲软将对公司构成挑战，但根据其第二季度的指引和 Meta AI 的强劲表现，该股票看起来有良好的基础继续上涨。</p>

META

<p>Meta Platforms 的股票在 5 月份上涨了 18%，这得益于强劲的财报和美中贸易紧张局势的缓解。该公司报告第一季度收入为 423 亿美元，超出预期，并上调了第二季度收入预测。在财报发布后，Meta 的股票在 5 月 1 日和 2 日分别上涨了 4.2% 和 4.4%。此外，5 月 12 日的 8% 涨幅归因于美中关税协议。预计 Meta 将从竞争对手 Alphabet 在数字广告领域面临的挑战中受益</p>

<p>Shares of <strong>Meta Platforms</strong>(META 3.61%) were moving higher last month after the social media giant jumped on a better-than-expected earnings report, and the stock gained again in the second week of May on news of a detente in the trade war between the U.S. and China.</p>
<div class="lb-trans"><p><strong>Meta Platforms</strong>(META 3.61%) 的股票上个月上涨，此前这家社交媒体巨头发布了超出预期的财报，且在 5 月的第二周，因美中贸易战缓和的消息，股价再次上涨。</p>
</div><p>According to data from S&amp;P Global Market Intelligence, the stock finished the month up 18%. As you can see from the chart below, the stock jumped early in the month following its earnings report and tacked on gains from there.</p>
<div class="lb-trans"><p>根据 S&amp;P Global Market Intelligence 的数据，该股票在本月结束时上涨了 18%。从下面的图表可以看出，股票在月初财报发布后大幅上涨，并从此继续攀升。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/5733247b724b014f15f81a6b4af29c70.png" alt="" original-src="https://media.ycharts.com/charts/5733247b724b014f15f81a6b4af29c70.png"/></p>
<p>META data by YCharts.</p>
<div class="lb-trans"><p>META 数据来源于 YCharts。</p>
</div><h2>Meta is back on the move</h2>
<div class="lb-trans"><h2>Meta 再次回归</h2>
</div><p>After sliding in April on concerns around the trade war, Meta delivered a solid rebound thanks to impressive first-quarter results and hopes that the impact of the trade war would be more modest than previously expected.</p>
<div class="lb-trans"><p>在 4 月因贸易战担忧而下滑后，Meta 凭借令人印象深刻的第一季度业绩实现了强劲反弹，并希望贸易战的影响将比之前预期的更温和。</p>
</div><p>Meta stock gained 4.2% on May 1 and 4.4% the following day after its Q1 earnings report came in above expectations. Revenue in Q1 rose 16% to $42.3 billion, ahead of estimates at $41.4 billion. The company reported growth in users, ad impressions, and average price per ad, driving the strong growth in revenue, and its margins continued to improve, lifting its earnings per share (EPS) up 37% to $6.43, which easily beat the consensus at $5.22.</p>
<div class="lb-trans"><p>Meta 的股票在 5 月 1 日上涨了 4.2%，次日又上涨了 4.4%，因为其第一季度财报超出预期。第一季度的收入增长了 16%，达到 423 亿美元，超出预期的 414 亿美元。公司报告了用户、广告展示次数和每个广告的平均价格的增长，推动了收入的强劲增长，且其利润率持续改善，使每股收益（EPS）上涨 37% 至 6.43 美元，远超市场共识的 5.22 美元。</p>
</div><p>Meta's guidance was also promising as the company forecast revenue of $42.5 billion to $45.5 billion in Q2 and lowered its full-year expense guidance by $1 billion.</p>
<div class="lb-trans"><p>Meta 的指引也很乐观，公司预测第二季度的收入将在 425 亿美元到 455 亿美元之间，并将全年支出指引下调了 10 亿美元。</p>
</div><p>The other significant event lifting the stock was the broader surge in the market on May 12 after the U.S. and China agreed to temporarily lower tariff rates. Meta, which is seen as a macroeconomically sensitive stock due to its dependence on digital advertising, gained 8% on May 12 on that news, and it closed out the month 1% higher as it traded mostly sideways over the remainder of May.</p>
<div class="lb-trans"><p>推动股价上涨的另一个重要事件是 5 月 12 日市场的普遍上涨，此前美国和中国达成协议，暂时降低关税。由于依赖数字广告，Meta 被视为对宏观经济敏感的股票，5 月 12 日因这一消息上涨了 8%，并在 5 月剩余时间内大部分横盘交易，最终以 1% 的涨幅结束了本月。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAzMzcvZ3V5LW9uLWNvbXB1dGVyLWFuZC1zbWFydHBob25lLXNvY2lhbC1tZWRpYS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F820337%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>What's next for Meta</h2>
<div class="lb-trans"><h2>Meta 的未来</h2>
</div><p>Another issue that may have impacted the stock last month is pressure on rival <strong>Alphabet</strong>, which has been accused of operating a monopoly in two different businesses. Last month, the stock fell on news that <strong>Apple</strong> was considering offering AI search engines like Perplexity on its devices as an alternative to Google.</p>
<div class="lb-trans"><p>上个月可能影响股价的另一个问题是对竞争对手 <strong>Alphabet</strong> 的压力，该公司被指控在两个不同的业务中运营垄断。上个月，因 <strong>Apple</strong> 考虑在其设备上提供像 Perplexity 这样的 AI 搜索引擎作为 Google 的替代方案，Alphabet 的股票下跌。</p>
</div><p>Meta should benefit from any weakness at Alphabet as the two compete for digital advertising spending and in AI.</p>
<div class="lb-trans"><p>Meta 应该会从 Alphabet 的任何弱势中受益，因为两者在数字广告支出和人工智能领域竞争。</p>
</div><p>While a weakening economy would present a challenge to the company, based on its Q2 guidance and the strength of Meta AI, the stock looks well positioned to keep gaining.</p>
<div class="lb-trans"><p>尽管经济疲软将对公司构成挑战，但根据其第二季度的指引和 Meta AI 的强劲表现，该股票看起来有良好的基础继续上涨。</p>
</div>

Why Meta Platforms Stock Jumped 18% in May

- Meta Platforms 股价因超预期财报上涨，5 月份上涨 18%。  
- 第一季度营收增长 16%，达到 423 亿美元，超出预期。  
- 美中贸易战缓和及竞争对手 Alphabet 的压力也推动了股价。  

为什么 Meta Platforms 的股票在五月份上涨了 18%