<p>在华尔街今年的剧烈波动中，部分投资者可能会感到惊讶，截至目前，<strong>标准普尔 500 指数</strong> 在 2025 年上涨了 1%。股市克服了经济和美国贸易政策的担忧，得益于强劲的第一季度财报季。</p>
<p><strong>Meta Platforms</strong>(META -0.54%) 的股票表现优异，今年迄今上涨了 14%，市场对该公司能够抓住人工智能（AI）革命的乐观情绪推动了这一增长。在许多方面，这家社交媒体和科技巨头的长期前景依然强劲。</p>
<p>以下是四个理由，说明为什么 Meta Platforms 可能是目前&#34;七大巨头&#34;中最佳的 AI 股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAxMjAvbWV0YS1wbGF0Zm9ybXMtYWktbWFnbmlmaWNlbnQtc2V2ZW4tMjAyNS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAxMjAvbWV0YS1wbGF0Zm9ybXMtYWktbWFnbmlmaWNlbnQtc2V2ZW4tMjAyNS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Meta 展现了 AI 领导力</h2>
<p>Meta Platforms 通过在社交媒体领域的开创性创新脱颖而出，其生态系统中拥有超过 34 亿的月活跃用户，包括 Facebook、Instagram 和 WhatsApp。这些平台是用户在线身份和现代数字沟通的核心。</p>
<p>通过利用这一庞大的用户基础，Meta 从用户互动中获取无与伦比的数据，为其 AI 开发提供了关键优势，包括 Llama 4 大型语言模型（LLM）。</p>
<p>与 <strong>微软</strong> 和 <strong>亚马逊</strong> 等超大规模云服务商不同，后者的 AI 战略依赖于向外部客户销售基于云的 AI 服务，Meta 的优势在于直接将其 AI 模型应用于提升核心广告业务。这种方法通过精准定位提高了转化率，同时通过复杂的内容算法增加了用户参与度。这种自我维持的模式使 Meta 能够在内部精炼和部署 AI 创新，而不受 AI 数据中心需求变化的影响。</p>
<p>此外，Meta 的投资为元宇宙和增强现实的变革性进展铺平了道路。这一战略重点承诺创造新的收入来源，突显了 Meta 在不断发展的数字环境中推动未来增长的光明前景。</p>
<h2>2. Meta 是盈利强劲的公司</h2>
<p>Meta 的 AI 战略正在取得成效，迹象表明其运营和财务势头刚刚开始。在 2025 年第一季度，收入同比增长 16%，净收入飙升 35%，达到创纪录的 166 亿美元，基于 AI 驱动的货币化，每股收益（EPS）为 6.43 美元。尽管 AI 投资增加，Meta 在该季度仍产生了 103 亿美元的自由现金流，支持长期目标。</p>
<p>华尔街分析师预计 Meta 的强劲表现将持续，预测 2025 年和 2026 年收入增长 14%，在此期间每股收益的年均增长接近 10%。Meta 能够根据市场情况在 2025 年的指导范围内调整资本支出（capex），确保持续的盈利和现金流强劲。</p>
<h2>3. Meta 的业务在关税面前展现韧性</h2>
<p>Meta 强劲的盈利前景凸显了其运营韧性，这在持续关注新美国关税针对进口商品的背景下尤为重要。拟议的关税对依赖全球供应链的科技巨头如亚马逊、<strong>苹果</strong> 和 <strong>英伟达</strong> 造成了干扰。</p>
<p>相比之下，Meta 的数字优先商业模式相对不受这些关税相关风险的影响，使公司能够保持稳定，并在贸易政策变化的情况下利用 AI 驱动的增长。这种韧性使 Meta 在关税相关波动仍然是一个担忧的环境中成为一个稳定的投资。</p>
<h2>4. Meta 的估值具有吸引力</h2>
<p>Meta Platforms 因其吸引人的估值而成为顶级 AI 股票。Meta 的前瞻市盈率（P/E）为 25，远低于其&#34;七大巨头&#34;同行，包括苹果、亚马逊、微软和英伟达，后者的平均市盈率接近 32。</p>
<p>虽然互联网巨头 <strong>字母表</strong> 是个例外，前瞻市盈率为 18，但它面临着显著的监管审查，带来了独特的风险。字母表通过谷歌在在线搜索中的主导地位吸引了全球监管机构的密切关注，正在进行的反垄断调查是 Meta 在很大程度上避免的挑战。</p>
<p>考虑到 Meta 日益高科技的形象、两位数的盈利增长和基本优势，我认为该股票仍被低估，具有显著的价格上涨潜力。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/61a03067971ee56bb0b6ea84b72a543d.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/61a03067971ee56bb0b6ea84b72a543d.png"/></p>
<p>数据来源：YCharts。</p>
<h2>总结</h2>
<p>Meta Platforms 的股票是寻求构建多元化投资组合的投资者的绝佳选择，能够接触到技术和 AI 这两个塑造全球经济的重要力量。在我看来，Meta 不仅是七大巨头中最佳的 AI 股票，也是市场上顶级的投资机会之一，并且它在继续回报股东方面处于良好位置。</p>

META

<p>Meta Platforms 被认为是 “七大巨头” 中领先的人工智能股票，因其强劲的表现，今年迄今已上涨 14%。该公司利用其庞大的用户基础进行人工智能开发，展现出对关税的韧性，并保持强劲的盈利前景。Meta 的前瞻市盈率为 25，相较于同行被视为低估。分析师预测收入将持续增长，使 Meta 成为科技和人工智能领域一个引人注目的投资机会</p>

<p>Amid the wild swings on Wall Street this year, it may come as a surprise to some investors that the <strong>S&amp;P 500</strong> index is up 1% in 2025, as of this writing. The stock market has overcome economic and U.S. trade policy concerns, fueled by a solid first-quarter earnings season.</p>
<div class="lb-trans"><p>在华尔街今年的剧烈波动中，部分投资者可能会感到惊讶，截至目前，<strong>标准普尔 500 指数</strong> 在 2025 年上涨了 1%。股市克服了经济和美国贸易政策的担忧，得益于强劲的第一季度财报季。</p>
</div><p>Shares of <strong>Meta Platforms</strong>(META -0.54%) have outperformed, with a 14% gain year to date, amid market optimism regarding the company's ability to capitalize on the artificial intelligence (AI) revolution. In many ways, the long-term outlook for the social media and technology giant is as strong as ever.</p>
<div class="lb-trans"><p><strong>Meta Platforms</strong>(META -0.54%) 的股票表现优异，今年迄今上涨了 14%，市场对该公司能够抓住人工智能（AI）革命的乐观情绪推动了这一增长。在许多方面，这家社交媒体和科技巨头的长期前景依然强劲。</p>
</div><p>Here are four reasons why Meta Platforms may be the best AI stock of the &#34;Magnificent Seven&#34; right now.</p>
<div class="lb-trans"><p>以下是四个理由，说明为什么 Meta Platforms 可能是目前&#34;七大巨头&#34;中最佳的 AI 股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAxMjAvbWV0YS1wbGF0Zm9ybXMtYWktbWFnbmlmaWNlbnQtc2V2ZW4tMjAyNS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F820120%2Fmeta-platforms-ai-magnificent-seven-2025.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>1. Meta's demonstrating AI leadership</h2>
<div class="lb-trans"><h2>1. Meta 展现了 AI 领导力</h2>
</div><p>Meta Platforms distinguishes itself through pioneering innovation in social media, with over 3.4 billion monthly active users across its ecosystem, including Facebook, Instagram, and WhatsApp. These platforms are central to users' online identities and modern digital communication.</p>
<div class="lb-trans"><p>Meta Platforms 通过在社交媒体领域的开创性创新脱颖而出，其生态系统中拥有超过 34 亿的月活跃用户，包括 Facebook、Instagram 和 WhatsApp。这些平台是用户在线身份和现代数字沟通的核心。</p>
</div><p>By leveraging this vast user base, Meta harnesses unparalleled data from user interactions, providing a key edge in its AI development, including the Llama 4 large language model (LLM).</p>
<div class="lb-trans"><p>通过利用这一庞大的用户基础，Meta 从用户互动中获取无与伦比的数据，为其 AI 开发提供了关键优势，包括 Llama 4 大型语言模型（LLM）。</p>
</div><p>Unlike hyperscalers like <strong>Microsoft</strong> and <strong>Amazon</strong>, whose AI strategies depend on selling cloud-based AI services to external clients, Meta's strength lies in directly applying its AI models to enhance its core advertising business. This approach boosts conversion rates through precision targeting while increasing user engagement with sophisticated content algorithms. This self-sustaining model enables Meta to refine and deploy AI innovations internally, unaffected by shifting AI data center demand.</p>
<div class="lb-trans"><p>与 <strong>微软</strong> 和 <strong>亚马逊</strong> 等超大规模云服务商不同，后者的 AI 战略依赖于向外部客户销售基于云的 AI 服务，Meta 的优势在于直接将其 AI 模型应用于提升核心广告业务。这种方法通过精准定位提高了转化率，同时通过复杂的内容算法增加了用户参与度。这种自我维持的模式使 Meta 能够在内部精炼和部署 AI 创新，而不受 AI 数据中心需求变化的影响。</p>
</div><p>Additionally, Meta's investments pave the way for transformative advancements in the metaverse and augmented reality. This strategic focus promises to create new revenue streams, underscoring Meta's bright outlook for driving future growth in the evolving digital landscape.</p>
<div class="lb-trans"><p>此外，Meta 的投资为元宇宙和增强现实的变革性进展铺平了道路。这一战略重点承诺创造新的收入来源，突显了 Meta 在不断发展的数字环境中推动未来增长的光明前景。</p>
</div><h2>2. Meta is an earnings powerhouse</h2>
<div class="lb-trans"><h2>2. Meta 是盈利强劲的公司</h2>
</div><p>Meta's AI strategy is paying off, with signs that its operating and financial momentum is just getting started. In the first quarter of 2025, revenue rose 16% year over year, while net income soared 35% to a record $16.6 billion, or $6.43 in earnings per share (EPS) based on the AI-powered monetization. Despite higher AI investment, Meta generated $10.3 billion in free cash flow during the quarter, supporting long-term goals.</p>
<div class="lb-trans"><p>Meta 的 AI 战略正在取得成效，迹象表明其运营和财务势头刚刚开始。在 2025 年第一季度，收入同比增长 16%，净收入飙升 35%，达到创纪录的 166 亿美元，基于 AI 驱动的货币化，每股收益（EPS）为 6.43 美元。尽管 AI 投资增加，Meta 在该季度仍产生了 103 亿美元的自由现金流，支持长期目标。</p>
</div><p>Wall Street analysts anticipate Meta's robust performance to continue, forecasting 14% revenue growth for 2025 and 2026, with average annual EPS growth of nearly 10% over the period. Meta's ability to adjust its capital expenditures (capex) within the 2025 guidance range of $64 billion to $72 billion, depending on market conditions, ensures sustained earnings and cash-flow strength.</p>
<div class="lb-trans"><p>华尔街分析师预计 Meta 的强劲表现将持续，预测 2025 年和 2026 年收入增长 14%，在此期间每股收益的年均增长接近 10%。Meta 能够根据市场情况在 2025 年的指导范围内调整资本支出（capex），确保持续的盈利和现金流强劲。</p>
</div><h2>3. Meta's business is showing resilience against tariffs</h2>
<div class="lb-trans"><h2>3. Meta 的业务在关税面前展现韧性</h2>
</div><p>Meta's strong earnings outlook underscores its operational resilience, which is particularly vital amid ongoing concerns about new U.S. tariffs targeting imported goods. Proposed tariffs are disruptive for technology titans like Amazon, <strong>Apple</strong>, and <strong>Nvidia</strong>, which rely on global supply chains.</p>
<div class="lb-trans"><p>Meta 强劲的盈利前景凸显了其运营韧性，这在持续关注新美国关税针对进口商品的背景下尤为重要。拟议的关税对依赖全球供应链的科技巨头如亚马逊、<strong>苹果</strong> 和 <strong>英伟达</strong> 造成了干扰。</p>
</div><p>In contrast, Meta's digital-first business model is relatively insulated from these tariff-related risks, allowing the company to maintain stability and capitalize on AI-driven growth regardless of trade policy shifts. This resilience positions Meta as a stable investment in an environment where tariff-related volatility remains a concern.</p>
<div class="lb-trans"><p>相比之下，Meta 的数字优先商业模式相对不受这些关税相关风险的影响，使公司能够保持稳定，并在贸易政策变化的情况下利用 AI 驱动的增长。这种韧性使 Meta 在关税相关波动仍然是一个担忧的环境中成为一个稳定的投资。</p>
</div><h2>4. Meta's got a compelling valuation</h2>
<div class="lb-trans"><h2>4. Meta 的估值具有吸引力</h2>
</div><p>Meta Platforms stands out as a top AI stock because of its attractive valuation. With a forward price-to-earnings (P/E) ratio of 25, Meta trades at a large discount to its Magnificent Seven peers, including Apple, Amazon, Microsoft, and Nvidia, which average an earnings multiple closer to 32.</p>
<div class="lb-trans"><p>Meta Platforms 因其吸引人的估值而成为顶级 AI 股票。Meta 的前瞻市盈率（P/E）为 25，远低于其&#34;七大巨头&#34;同行，包括苹果、亚马逊、微软和英伟达，后者的平均市盈率接近 32。</p>
</div><p>While internet giant <strong>Alphabet</strong> is the exception, trading at a forward P/E of 18, it faces significant regulatory scrutiny that introduces unique risks. Alphabet's dominant position in online search through Google has drawn intense scrutiny from global regulators amid ongoing antitrust investigations, a challenge Meta has largely avoided.</p>
<div class="lb-trans"><p>虽然互联网巨头 <strong>字母表</strong> 是个例外，前瞻市盈率为 18，但它面临着显著的监管审查，带来了独特的风险。字母表通过谷歌在在线搜索中的主导地位吸引了全球监管机构的密切关注，正在进行的反垄断调查是 Meta 在很大程度上避免的挑战。</p>
</div><p>Given Meta's increasingly high-tech profile, double-digit earnings growth, and fundamental advantages, I believe the stock remains undervalued with significant price-appreciation potential.</p>
<div class="lb-trans"><p>考虑到 Meta 日益高科技的形象、两位数的盈利增长和基本优势，我认为该股票仍被低估，具有显著的价格上涨潜力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/61a03067971ee56bb0b6ea84b72a543d.png" alt="" original-src="https://media.ycharts.com/charts/61a03067971ee56bb0b6ea84b72a543d.png"/></p>
<p>Data by YCharts.</p>
<div class="lb-trans"><p>数据来源：YCharts。</p>
</div><h2>The bottom line</h2>
<div class="lb-trans"><h2>总结</h2>
</div><p>Meta Platforms stock is a great option for investors seeking to build a diversified portfolio with exposure to high-level themes in technology and AI, two of the most important forces shaping the global economy. In my view, Meta is not just the best AI stock among the Magnificent Seven, but one of the top investment opportunities marketwide, and it's well-positioned to continue rewarding shareholders.</p>
<div class="lb-trans"><p>Meta Platforms 的股票是寻求构建多元化投资组合的投资者的绝佳选择，能够接触到技术和 AI 这两个塑造全球经济的重要力量。在我看来，Meta 不仅是七大巨头中最佳的 AI 股票，也是市场上顶级的投资机会之一，并且它在继续回报股东方面处于良好位置。</p>
</div>

4 Reasons Meta Platforms Is the Best AI Stock of the "Magnificent Seven"

- 标普 500 指数在 2025 年上涨 1%，受益于强劲的第一季度财报。  
- Meta Platforms 股价年初至今上涨 14%，显示出其在人工智能领域的领导地位。  
- Meta 的财务表现强劲，第一季度净收入达 166 亿美元，预计未来将持续增长。  

Meta Platforms 是 “七大杰出” 中最佳 AI 股票的四个原因