<p>快来，迄今为止表现最好的 “七大奇迹” 股票是什么？</p>
<p>如果你回答是 <strong>Meta Platforms</strong>(META 2.77%)，那么你是对的——至少在我写这篇文章的时候是这样。截至目前，Meta 的年初至今回报率为 16.7%，超过了所有其他 “七大奇迹” 股票。只有另一只股票——<strong>Microsoft</strong>——在今年迄今为止也有双位数的涨幅。<strong>Nvidia</strong>，过去五年中最热门的股票，截至目前仅产生了 6% 的回报。</p>
<p>那么，Meta 现在是最好的人工智能股票吗？让我们仔细看看。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjE0NDIvYWktY2hpcC1vbi1hLW1vdGhlcmJvYXJkLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjE0NDIvYWktY2hpcC1vbi1hLW1vdGhlcmJvYXJkLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Meta 的人工智能投资即将开始见效</h2>
<p>首先，让我们明确一点：Meta 在人工智能上投入了巨资。我们说的是数百亿美元，未来几年还将投入数百亿美元。该公司在元宇宙上花费了大量资金，同时也在人工智能基础设施和数据中心上进行了投资。</p>
<p>当然，单纯花钱并不保证会有回报。然而，Meta 现在的人工智能支出似乎比过去几年更加集中。具体来说，该公司计划在 2026 年前全面自动化其在 Facebook 和 Instagram 等平台上的广告创作和投放。</p>
<p>这可能会在广告创作和广告活动运行方式上带来革命。从理论上讲，Meta 可以省去那些在广告到达客户之前就收取高额费用的广告代理中介。此外，Meta 还可以利用其庞大的用户数据来个性化广告，从而可能提高广告买家的投资回报率。</p>
<h2>持续的势头推动华尔街提高目标价</h2>
<p>除了其基于人工智能的广告策略外，Meta 还有其他看涨的催化因素。以其 Threads 产品为例，该产品与 X（前身为 Twitter）竞争。Meta 的 Threads 现在吸引了 3.2 亿到 3.5 亿的月活跃用户（MAUs）。这一数字比一年前的约 1.5 亿有所增长。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.statista.com/graphic/1/1451377/threads-global-quarterly-mau.jpg?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://www.statista.com/graphic/1/1451377/threads-global-quarterly-mau.jpg"/></p>
<p>图片来源：Statista</p>
<p>将 Meta 的人工智能计划与 Threads 的增长以及公司出色的第一季度业绩结合起来，华尔街对 Meta 股票的看法变得更加乐观。</p>
<p>包括 <strong>Bank of America</strong> 和 <strong>RBC</strong> 在内的主要公司的分析师最近提高了 Meta 股票的目标价。这些分析师指出，第一季度业绩好于预期以及 Meta 的人工智能计划是提高目标价的原因。</p>
<h2>现在购买 Meta Platforms 是一只人工智能股票吗？</h2>
<p>首先，重要的是要注意，Meta Platforms 可能并不是每个投资者或投资组合的理想股票。虽然 Meta 是一家优秀的公司，前景光明，但其股票的估值仍然较高，可能不适合价值投资者。</p>
<p>例如，其市销率（P/S）为 10 倍。在科技行业中，这并不罕见，但仍远高于平均市销率约 2 倍到 3 倍。此外，Meta 的市销率 10 倍甚至高于一些同行。例如，<strong>Alphabet</strong> 的市销率仅为 6 倍，远低于 Meta。</p>
<p>尽管如此，Meta 仍然是寻求人工智能股票的投资者的一个不错选择。毕竟，就像其他任何事情一样，优质的东西是需要付出代价的，而 Meta 是一家持续高效运作的优质企业。此外，如果该公司能够实现其人工智能计划——包括基于人工智能的广告——我相信其股票在未来几年可能会飙升。对我来说，这使得 Meta 成为现在值得考虑的人工智能股票。</p>

META

<p>Meta Platforms 在今年的表现优于其他 “七大巨头” 股票，回报率为 16.7%，而 Nvidia 则落后，仅为 6%。Meta 在人工智能方面的重大投资，旨在到 2026 年实现广告创作的自动化，这可能会彻底改变广告行业。分析师们持乐观态度，因强劲的收益和人工智能计划而上调了目标价格。然而，Meta 高达 10 倍的市销率可能会让价值投资者望而却步。尽管如此，Meta 仍被视为一只稳健的人工智能股票，适合那些愿意投资于优质公司的投资者，如果人工智能战略成功，具有显著的增长潜力</p>

<p>Quick, what's the best-performing Magnificent Seven stock so far this year?</p>
<div class="lb-trans"><p>快来，迄今为止表现最好的 “七大奇迹” 股票是什么？</p>
</div><p>If you answered <strong>Meta Platforms</strong>(META 2.77%), you'd be right -- at least as of this writing. As of right now, Meta has generated a year-to-date return of 16.7%, beating out all other Magnificent Seven stocks. Only one other stock -- <strong>Microsoft</strong>-- boasts a double-digit gain so far this year. <strong>Nvidia</strong>, the hottest stock of the last five years, has only generated a return of 6% as of this writing.</p>
<div class="lb-trans"><p>如果你回答是 <strong>Meta Platforms</strong>(META 2.77%)，那么你是对的——至少在我写这篇文章的时候是这样。截至目前，Meta 的年初至今回报率为 16.7%，超过了所有其他 “七大奇迹” 股票。只有另一只股票——<strong>Microsoft</strong>——在今年迄今为止也有双位数的涨幅。<strong>Nvidia</strong>，过去五年中最热门的股票，截至目前仅产生了 6% 的回报。</p>
</div><p>So, is Meta now the best AI stock around? Let's take a closer look.</p>
<div class="lb-trans"><p>那么，Meta 现在是最好的人工智能股票吗？让我们仔细看看。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjE0NDIvYWktY2hpcC1vbi1hLW1vdGhlcmJvYXJkLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F821442%2Fai-chip-on-a-motherboard.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's AI investments will begin paying off soon</h2>
<div class="lb-trans"><h2>Meta 的人工智能投资即将开始见效</h2>
</div><p>First, let's get one thing clear: Meta spent big on AI. We're talking tens of billions of dollars, with tens of billions more to come over the next few years. The company spent lavishly on the metaverse, but also on AI infrastructure and data centers.</p>
<div class="lb-trans"><p>首先，让我们明确一点：Meta 在人工智能上投入了巨资。我们说的是数百亿美元，未来几年还将投入数百亿美元。该公司在元宇宙上花费了大量资金，同时也在人工智能基础设施和数据中心上进行了投资。</p>
</div><p>Of course, simply spending money doesn't guarantee a return. However, Meta's AI spending now appears far more focused than it did in years past. Specifically, the company has a plan to fully automate ad creation and placement across its suite of platforms such as Facebook and Instagram by 2026.</p>
<div class="lb-trans"><p>当然，单纯花钱并不保证会有回报。然而，Meta 现在的人工智能支出似乎比过去几年更加集中。具体来说，该公司计划在 2026 年前全面自动化其在 Facebook 和 Instagram 等平台上的广告创作和投放。</p>
</div><p>This could represent a revolution in how ads are created and how ad campaigns are run. In theory, Meta could cut out ad agency middlemen that charge lavish fees before an ad ever reaches a customer. Furthermore, Meta could use its enormous trove of user data to personalize ads, potentially increasing the return on investment for ad buyers.</p>
<div class="lb-trans"><p>这可能会在广告创作和广告活动运行方式上带来革命。从理论上讲，Meta 可以省去那些在广告到达客户之前就收取高额费用的广告代理中介。此外，Meta 还可以利用其庞大的用户数据来个性化广告，从而可能提高广告买家的投资回报率。</p>
</div><h2>Ongoing momentum is fueling higher price targets across Wall Street</h2>
<div class="lb-trans"><h2>持续的势头推动华尔街提高目标价</h2>
</div><p>In addition to its AI-powered ads strategy, Meta has other bullish catalysts on its side. Take its Threads product, which competes with X (formerly known as Twitter). Meta's Threads is now attracting 320 million to 350 million monthly active users (MAUs). That's up from about 150 million a year ago.</p>
<div class="lb-trans"><p>除了其基于人工智能的广告策略外，Meta 还有其他看涨的催化因素。以其 Threads 产品为例，该产品与 X（前身为 Twitter）竞争。Meta 的 Threads 现在吸引了 3.2 亿到 3.5 亿的月活跃用户（MAUs）。这一数字比一年前的约 1.5 亿有所增长。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.statista.com/graphic/1/1451377/threads-global-quarterly-mau.jpg" alt="" original-src="https://www.statista.com/graphic/1/1451377/threads-global-quarterly-mau.jpg"/></p>
<p>Image source: Statista</p>
<div class="lb-trans"><p>图片来源：Statista</p>
</div><p>Combine Meta's AI initiatives with the growth of Threads and the company's excellent first-quarter results, and Wall Street is turning even more bullish on shares of Meta.</p>
<div class="lb-trans"><p>将 Meta 的人工智能计划与 Threads 的增长以及公司出色的第一季度业绩结合起来，华尔街对 Meta 股票的看法变得更加乐观。</p>
</div><p>Analysts from major firms, including <strong>Bank of America</strong> and <strong>RBC</strong> raised their price targets for Meta's stock recently. These analysts pointed to better-than-expected first-quarter earnings along with Meta's AI initiatives as reasons for raising their price targets.</p>
<div class="lb-trans"><p>包括 <strong>Bank of America</strong> 和 <strong>RBC</strong> 在内的主要公司的分析师最近提高了 Meta 股票的目标价。这些分析师指出，第一季度业绩好于预期以及 Meta 的人工智能计划是提高目标价的原因。</p>
</div><h2>Is Meta Platforms an AI stock to buy right now?</h2>
<div class="lb-trans"><h2>现在购买 Meta Platforms 是一只人工智能股票吗？</h2>
</div><p>To begin with, it's important to note that Meta Platforms might not be a stock for every investor or portfolio. While Meta is an excellent company and has a bright future ahead of it, its stock still boasts a rich valuation that might put it out of reach for value investors.</p>
<div class="lb-trans"><p>首先，重要的是要注意，Meta Platforms 可能并不是每个投资者或投资组合的理想股票。虽然 Meta 是一家优秀的公司，前景光明，但其股票的估值仍然较高，可能不适合价值投资者。</p>
</div><p>For example, its price-to-sales (P/S) ratio is 10x. That's not unheard of within the tech sector, but it remains far above the average P/S ratio of around 2x-3x. Moreover, Meta's P/S ratio of 10x is even higher than some of its peers. <strong>Alphabet</strong>, for example, sports a much lower P/S ratio of only 6x.</p>
<div class="lb-trans"><p>例如，其市销率（P/S）为 10 倍。在科技行业中，这并不罕见，但仍远高于平均市销率约 2 倍到 3 倍。此外，Meta 的市销率 10 倍甚至高于一些同行。例如，<strong>Alphabet</strong> 的市销率仅为 6 倍，远低于 Meta。</p>
</div><p>All that said, Meta remains a solid choice for investors looking for an AI stock. After all, just like anything else, you pay up for quality, and Meta is a quality business that continues to execute at a high level. Moreover, if the company can deliver on its AI initiatives -- including AI-powered ads -- I believe its stock could soar in the coming years. For me, that makes Meta an AI stock to consider right now.</p>
<div class="lb-trans"><p>尽管如此，Meta 仍然是寻求人工智能股票的投资者的一个不错选择。毕竟，就像其他任何事情一样，优质的东西是需要付出代价的，而 Meta 是一家持续高效运作的优质企业。此外，如果该公司能够实现其人工智能计划——包括基于人工智能的广告——我相信其股票在未来几年可能会飙升。对我来说，这使得 Meta 成为现在值得考虑的人工智能股票。</p>
</div>

Should You Forget Nvidia and Buy This Artificial Intelligence (AI) Stock Right Now?

- Meta Platforms 今年迄今回报率为 16.7%，领先其他 Magnificent Seven 股票。  
- 公司在 AI 和元宇宙方面投资巨大，计划到 2026 年实现广告自动化。  
- 分析师上调 Meta 股票目标价，基于其强劲的第一季度业绩和 AI 计划。  

你是否应该现在忘记英伟达并购买这只人工智能股票？