<p>几年前，Facebook 母公司 <strong>Meta Platforms</strong>（META 1.21%）更改了名称，部分原因是为了反映其对元宇宙雄心的新关注。尽管该公司仍在致力于该项目，但其在人工智能（AI）方面的举措最近引起了更多的关注。</p>
<p>Meta 希望通过人工智能转型其业务，最近的消息表明，到 2026 年底，它可能在这方面迈出重要一步。让我们来看看这些发展，并判断它们是否使 Meta Platforms 的股票值得购买。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjA3MzIvYS1wZXJzb24td29ya2luZy1vbi1hLWxhcHRvcC5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjA3MzIvYS1wZXJzb24td29ya2luZy1vbi1hLWxhcHRvcC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Meta 希望自动化其广告业务</h2>
<p>Meta Platforms 大部分收入来自于对其庞大用户群的广告投放。截至第一季度末，Meta 在其网站和应用程序（包括 Facebook、Instagram、Messenger 和 WhatsApp）上拥有 34.3 亿日活跃用户。</p>
<p>然而，如果 Meta 能够通过改善广告创作和发布流程为广告商提供更多价值，其广告业务可能会变得更好。它已经开始使用人工智能驱动的工具来做到这一点——例如，帮助广告商使用人工智能定义目标受众。虽然企业通常需要进行研究来找出这一点，但人工智能使这项工作变得更快、更简单和更便宜。</p>
<p>然而，Meta 希望迈出下一步。根据《华尔街日报》的报道，它旨在通过人工智能从头到尾自动化这一过程。企业将能够在每个步骤中使用该技术——创建图像、调整图像、生成适当的文本、定义目标受众等。</p>
<p>Meta Platforms 计划在明年年底之前完成这一目标。这对投资者意味着什么？</p>
<h2>另一个购买股票的理由</h2>
<p>如果成功，Meta Platforms 的新广告人工智能工具可以在企业实现类似（或甚至更好）结果的同时降低广告支出。如果是这样，Meta 的人工智能驱动工具在其网站和应用程序上发布广告的需求将显著增加，从而带来更令人印象深刻的销售额。</p>
<p>需要明确的是，Meta 的广告业务无论如何都是一个关键的增长驱动力。数字广告市场仍在增长，而这家科技巨头庞大的用户生态系统使其成为商业客户的有价值目标。然而，这些新举措将进一步增强这一已经高度盈利的产品。</p>
<p>与此同时，Meta 也在通过人工智能改善用户参与度。其算法帮助增加了用户在 Facebook 和 Instagram 上花费的时间，因此该公司正在利用人工智能在商业方程的两个方面进行工作。</p>
<p>考虑到它还有其他潜在的增长驱动力，这些努力应该在长期内获得回报。它一直在加大 WhatsApp 上的商业消息投放，并且在元宇宙方面也在努力。</p>
<p>现在，Meta Platforms 并非没有风险。美中贸易紧张局势可能会影响其财务业绩。在第一季度，由于特朗普政府结束了一项允许某些来自中国的进口在美国免税的漏洞，它从亚洲零售商那里获得的广告收入减少。</p>
<p>尽管面临这一逆风，Meta Platforms 的第一季度业绩仍然出色。收入同比增长 16%，达到 423 亿美元，而每股净收益为 6.43 美元，比去年同期高出 37%。如果贸易战持续，可能会有更多的不确定性，但 Meta Platforms 显示出尽管如此仍能表现相当不错。</p>
<p>一些人可能还会指出公司的估值是避免购买该股票的理由。截至目前，Meta 的前瞻市盈率（P/E）为 27.4，远高于通信服务行业 19.1 的平均水平。但考虑到 Facebook 母公司的优秀业绩和强劲前景，这似乎值得溢价。在我看来，Meta Platforms 将在五年或更长时间内充分证明其相对较高的估值，这仍然使其成为值得长期持有的股票。</p>

META

<p>Meta Platforms 正在专注于人工智能，以增强其广告业务，计划在 2026 年底之前实现广告创作和定向的自动化。这可能会降低广告商的成本，并增加对其服务的需求。尽管面临美中贸易紧张局势的风险，Meta 在第一季度报告了 16% 的收入增长，达到 423 亿美元。尽管其市盈率高于行业平均水平，但强劲的业绩和增长前景表明，长期来看仍然是一个值得投资的选择</p>

<p>Several years ago, Facebook parent <strong>Meta Platforms</strong>(META 1.21%) changed its name, partly to reflect its newfound focus on its metaverse ambitions. Although the company is still working on that project, its initiatives in artificial intelligence (AI) garnered more headlines recently.</p>
<div class="lb-trans"><p>几年前，Facebook 母公司 <strong>Meta Platforms</strong>（META 1.21%）更改了名称，部分原因是为了反映其对元宇宙雄心的新关注。尽管该公司仍在致力于该项目，但其在人工智能（AI）方面的举措最近引起了更多的关注。</p>
</div><p>Meta is looking to transform its business through AI, and recent news suggests it may take a significant step in that direction by the end of 2026. Let's examine these developments and determine whether they make Meta Platforms stock a buy.</p>
<div class="lb-trans"><p>Meta 希望通过人工智能转型其业务，最近的消息表明，到 2026 年底，它可能在这方面迈出重要一步。让我们来看看这些发展，并判断它们是否使 Meta Platforms 的股票值得购买。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjA3MzIvYS1wZXJzb24td29ya2luZy1vbi1hLWxhcHRvcC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F820732%2Fa-person-working-on-a-laptop.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>Meta is looking to automate its ad business</h2>
<div class="lb-trans"><h2>Meta 希望自动化其广告业务</h2>
</div><p>Meta Platforms makes most of its money from advertising to its massive user base. As of the end of the first quarter, Meta boasted 3.43 billion daily active users across its websites and apps, which include Facebook, Instagram, Messenger, and WhatsApp.</p>
<div class="lb-trans"><p>Meta Platforms 大部分收入来自于对其庞大用户群的广告投放。截至第一季度末，Meta 在其网站和应用程序（包括 Facebook、Instagram、Messenger 和 WhatsApp）上拥有 34.3 亿日活跃用户。</p>
</div><p>However, Meta's ad business could become even better if it could provide more value to advertisers by improving their ad creation and launch processes. It already started to do that with the use of AI-powered tools -- for instance, helping advertisers define their target audience using AI. While businesses typically need to conduct research to figure that out, AI is making the job faster, easier, and cheaper.</p>
<div class="lb-trans"><p>然而，如果 Meta 能够通过改善广告创作和发布流程为广告商提供更多价值，其广告业务可能会变得更好。它已经开始使用人工智能驱动的工具来做到这一点——例如，帮助广告商使用人工智能定义目标受众。虽然企业通常需要进行研究来找出这一点，但人工智能使这项工作变得更快、更简单和更便宜。</p>
</div><p>However, Meta is looking to take the next steps. According to a report from <em>The Wall Street Journal</em>, it aims to automate the process with AI from start to finish. Businesses will be able to use the technology at every step of the way -- to create images, tweak them, generate appropriate text, define the target audience, and more.</p>
<div class="lb-trans"><p>然而，Meta 希望迈出下一步。根据《华尔街日报》的报道，它旨在通过人工智能从头到尾自动化这一过程。企业将能够在每个步骤中使用该技术——创建图像、调整图像、生成适当的文本、定义目标受众等。</p>
</div><p>Meta Platforms aims to complete this by the end of next year. What does this mean for investors?</p>
<div class="lb-trans"><p>Meta Platforms 计划在明年年底之前完成这一目标。这对投资者意味着什么？</p>
</div><h2>One more reason to buy the stock</h2>
<div class="lb-trans"><h2>另一个购买股票的理由</h2>
</div><p>If successful, Meta Platforms' new AI tools for ads could reduce advertising expenses for companies while they achieve similar (or perhaps even better) results. If that's the case, demand for Meta's AI-powered tools to post ads across its websites and apps would increase significantly, leading to even more impressive sales.</p>
<div class="lb-trans"><p>如果成功，Meta Platforms 的新广告人工智能工具可以在企业实现类似（或甚至更好）结果的同时降低广告支出。如果是这样，Meta 的人工智能驱动工具在其网站和应用程序上发布广告的需求将显著增加，从而带来更令人印象深刻的销售额。</p>
</div><p>To be clear, Meta's ad business would be a key growth driver anyway. The digital ad market is still growing, and the tech leader's deep ecosystem of users makes it a valuable target for business clients. However, these new initiatives would further enhance this already highly profitable offering.</p>
<div class="lb-trans"><p>需要明确的是，Meta 的广告业务无论如何都是一个关键的增长驱动力。数字广告市场仍在增长，而这家科技巨头庞大的用户生态系统使其成为商业客户的有价值目标。然而，这些新举措将进一步增强这一已经高度盈利的产品。</p>
</div><p>Meanwhile, Meta is also improving engagement thanks to AI. Its algorithms have helped increase the amount of time users spend on Facebook and Instagram, so the company is working on both sides of the commerce equation with AI.</p>
<div class="lb-trans"><p>与此同时，Meta 也在通过人工智能改善用户参与度。其算法帮助增加了用户在 Facebook 和 Instagram 上花费的时间，因此该公司正在利用人工智能在商业方程的两个方面进行工作。</p>
</div><p>These efforts should pay off in the long run, especially considering it has other potential growth drivers. It has been ramping up commercial messaging on WhatsApp, as well as working on the metaverse.</p>
<div class="lb-trans"><p>考虑到它还有其他潜在的增长驱动力，这些努力应该在长期内获得回报。它一直在加大 WhatsApp 上的商业消息投放，并且在元宇宙方面也在努力。</p>
</div><p>Now, Meta Platforms isn't without risk. U.S.-China trade tensions could impact its financial results. During the first quarter, it received less advertising revenue from Asia-based retailers after the Trump administration ended a loophole that allowed some imports from China to enter the U.S. tax-free.</p>
<div class="lb-trans"><p>现在，Meta Platforms 并非没有风险。美中贸易紧张局势可能会影响其财务业绩。在第一季度，由于特朗普政府结束了一项允许某些来自中国的进口在美国免税的漏洞，它从亚洲零售商那里获得的广告收入减少。</p>
</div><p>Still, despite this headwind, Meta Platforms' first-quarter results were excellent. Revenue increased by 16% year over year to $42.3 billion, while net earnings per share came in at $6.43, 37% higher than the year-ago period. There might be more uncertainty if the trade wars continue, but Meta Platforms is showing that it can perform reasonably well despite that.</p>
<div class="lb-trans"><p>尽管面临这一逆风，Meta Platforms 的第一季度业绩仍然出色。收入同比增长 16%，达到 423 亿美元，而每股净收益为 6.43 美元，比去年同期高出 37%。如果贸易战持续，可能会有更多的不确定性，但 Meta Platforms 显示出尽管如此仍能表现相当不错。</p>
</div><p>Some might also point to the company's valuation as a reason to avoid the stock. Meta's forward price-to-earnings (P/E) ratio is 27.4 as of this writing, much higher than the average of 19.1 for the communication services industry. But given the Facebook parent's excellent results and strong prospects, it seems worth a premium. In my view, Meta Platforms will more than justify its relatively steep valuation in five years or more, which still makes it a stock worth owning for a long time.</p>
<div class="lb-trans"><p>一些人可能还会指出公司的估值是避免购买该股票的理由。截至目前，Meta 的前瞻市盈率（P/E）为 27.4，远高于通信服务行业 19.1 的平均水平。但考虑到 Facebook 母公司的优秀业绩和强劲前景，这似乎值得溢价。在我看来，Meta Platforms 将在五年或更长时间内充分证明其相对较高的估值，这仍然使其成为值得长期持有的股票。</p>
</div>

Does This News Make Meta Platforms Stock a Buy?

- Meta Platforms 正在通过 AI 自动化广告业务，提升广告价值。  
- 预计到 2026 年底，AI 工具将简化广告创建流程。  
- 尽管面临风险，Meta 第一季度收入增长 16%，显示出强劲表现。

这则新闻是否让 Meta Platforms 的股票值得买入？