<p>“七大巨头” 股票在年初至今的表现各异，但 <strong>Meta Platforms</strong>(META 0.64%) 的股价因强劲的财务业绩和投资者对其人工智能（AI）战略的积极情绪上涨了 22%。该公司将在 7 月 30 日星期三市场收盘后公布第二季度财报。</p>
<p>华尔街对该报告持乐观态度。在 72 位分析师中，该股票的共识评级为买入，目标价中位数为 750 美元。这意味着相较于当前的 712 美元股价有 5% 的上涨空间。</p>
<p>以下是投资者应了解的关于 Meta Platforms 的信息。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjY4ODAvYnV5LXNlbGwtMy5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjY4ODAvYnV5LXNlbGwtMy5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>华尔街对 Meta Platforms 公布第二季度业绩的预期</h2>
<p>Meta Platforms 将在 7 月 30 日星期三美国股市收盘后公布 2025 年第二季度的财务业绩。管理层预计销售增长为 12.6%，但未提供盈利预估。华尔街分析师的共识预测如下：</p>
<ul>
<li>收入将增长 14.7%，达到 448 亿美元。</li>
<li>每股收益将增长 14.5%，达到 5.91 美元。</li>
</ul>
<p>即使公司超出共识预期并提供强劲的前瞻指引，Meta 股票也可能不会上涨。该公司在 2024 年第三季度满足了这两个条件，但由于对人工智能项目重投入的担忧，股价在报告后仍下跌了 4%。</p>
<p>截至 7 月 28 日，期权合约的价格暗示财报发布后的波动幅度为 5.5%。在这种情况下，股价将在 7 月 31 日收于 674 美元至 751 美元之间。但该范围可能会根据报告前几天的股价交易情况而变化。</p>
<p>更重要的是，虽然期权价格用于估算波动性，但并不能保证这些估算是准确的。期权合约的风险溢价仅反映了投资者的预期。</p>
<h2>Meta Platforms 正在利用人工智能增强其广告业务</h2>
<p>根据去年总下载量，Meta 拥有 Facebook、Instagram 和 WhatsApp 这三大最受欢迎的社交媒体平台。它还拥有第六大（Threads）和第八大（Messenger）社交平台，数据来源于 Sensor Tower。Meta 能够吸引消费者并收集数据，使其成为理想的广告合作伙伴。</p>
<p>因此，Meta Platforms 是全球最大的广告技术公司之一，仅次于 <strong>Alphabet</strong> 的 Google，但 Meta 正在获得市场份额。去年，Meta 占数字广告支出的 21.6%，比前一年增加了两个百分点。随着 Meta 依靠人工智能提高用户参与度并帮助营销人员优化广告活动，市场份额的增长可能会持续。</p>
<p>首席执行官马克·扎克伯格最近告诉分析师：“在过去六个月中，我们推荐系统的改进使 Facebook 的使用时间增加了 7%，Instagram 增加了 6%，Threads 增加了 35%。” 此外，使用 AI 创意工具的广告客户在最近一个季度增加了 30%。</p>
<p>扎克伯格报告了 Meta AI 对话助手的日益受欢迎。这项技术在其社交媒体平台生态系统中活跃用户接近 10 亿。最后，该公司最近宣布了新的 AI 功能，使品牌能够为不同的人个性化同一广告，将对话 AI 代理嵌入广告中，并将静态图像拼接成连贯的视频广告。</p>
<h2>在当前价格下，Meta Platforms 的股票值得购买</h2>
<p>展望未来，Grand View Research 预计广告技术支出将在 2030 年前以 14% 的年率增长。反过来，华尔街预计 Meta Platforms 的收益在未来三年将以 15% 的年率增长。这使得其当前 28 倍的市盈率看起来是可以接受的。然而，分析师往往低估该公司。</p>
<p>在过去六个季度中，Meta Platforms 的业绩平均超出共识预期 13%，并可能继续超出预测，因为它在 AI 创新和新产品方面不断发力。例如，Meta 在快速增长的智能眼镜市场中占据主导地位，该市场去年规模增长了三倍，预计到 2029 年销售将每年增长超过 60%，数据来源于 Counterpoint Research。</p>
<p>耐心的投资者应该感到购买 Meta 股票是舒适的。随着第二季度财务报告的临近，最谨慎的策略是在今天购买一些股票，并在报告后再购买一些。这一策略将平滑一些股价波动，确保投资者能够利用任何财报后的收益，同时也对潜在的财报后损失进行对冲。</p>

META

<p>Meta Platforms (META) 今年股价上涨了 22%，这得益于强劲的财务业绩和对其人工智能战略的积极情绪。该公司将于 7 月 30 日公布第二季度财报，分析师预测收入将增长 14.7%，达到 448 亿美元，每股收益为 5.91 美元。尽管财报公布后可能会出现波动，分析师们仍然维持一致的买入评级，目标价中位数为 750 美元。建议投资者现在和财报公布后购买股票，以降低风险并抓住潜在收益</p>

<p>The &#34;Magnificent Seven&#34; stocks have delivered mixed performances year to date, but shares of <strong>Meta Platform</strong>(META 0.64%) have gained 22% due to strong financial results and positive investor sentiment concerning its artificial intelligence (AI) strategy. The company will announce second-quarter earnings results after market close on Wednesday, July 30.</p>
<div class="lb-trans"><p>“七大巨头” 股票在年初至今的表现各异，但 <strong>Meta Platforms</strong>(META 0.64%) 的股价因强劲的财务业绩和投资者对其人工智能（AI）战略的积极情绪上涨了 22%。该公司将在 7 月 30 日星期三市场收盘后公布第二季度财报。</p>
</div><p>Wall Street is optimistic ahead of the report. Among 72 analysts, the stock has a consensus rating of buy, and the median target price is $750. That implies 5% upside from its current share price of $712.</p>
<div class="lb-trans"><p>华尔街对该报告持乐观态度。在 72 位分析师中，该股票的共识评级为买入，目标价中位数为 750 美元。这意味着相较于当前的 712 美元股价有 5% 的上涨空间。</p>
</div><p>Here's what investors should know about Meta Platforms.</p>
<div class="lb-trans"><p>以下是投资者应了解的关于 Meta Platforms 的信息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjY4ODAvYnV5LXNlbGwtMy5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F826880%2Fbuy-sell-3.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 Wall Street expects when Meta Platforms announces its second-quarter results</h2>
<div class="lb-trans"><h2>华尔街对 Meta Platforms 公布第二季度业绩的预期</h2>
</div><p>Meta Platforms will announce financial results for Q2 2025 after the U.S. stock market closes on Wednesday, July 30. Management guided for 12.6% sales growth but didn't share an earnings estimate. The consensus forecasts among Wall Street analysts are listed below:</p>
<div class="lb-trans"><p>Meta Platforms 将在 7 月 30 日星期三美国股市收盘后公布 2025 年第二季度的财务业绩。管理层预计销售增长为 12.6%，但未提供盈利预估。华尔街分析师的共识预测如下：</p>
</div><ul>
<li>Revenue will increase 14.7% to $44.8 billion.</li>
<li>Earnings will increase 14.5% to $5.91 per share.</li>
</ul>
<div class="lb-trans"><ul>
<li>收入将增长 14.7%，达到 448 亿美元。</li>
<li>每股收益将增长 14.5%，达到 5.91 美元。</li>
</ul>
</div><p>Meta stock may not rise even if the company beats the consensus estimates and provides strong forward guidance. The company checked both boxes in Q3 2024, but the stock still declined 4% following the report due to concerns about heavy spending on AI projects.</p>
<div class="lb-trans"><p>即使公司超出共识预期并提供强劲的前瞻指引，Meta 股票也可能不会上涨。该公司在 2024 年第三季度满足了这两个条件，但由于对人工智能项目重投入的担忧，股价在报告后仍下跌了 4%。</p>
</div><p>As of July 28, prices on options contracts imply a post-earnings move of 5.5%. In that scenario, the stock would close between $674 and $751 on July 31. But that range is subject to change, depending on how the stock trades in the days before the report.</p>
<div class="lb-trans"><p>截至 7 月 28 日，期权合约的价格暗示财报发布后的波动幅度为 5.5%。在这种情况下，股价将在 7 月 31 日收于 674 美元至 751 美元之间。但该范围可能会根据报告前几天的股价交易情况而变化。</p>
</div><p>More importantly, while options prices are used to estimate volatility, there's no guarantee the estimates are accurate. The risk premiums on options contracts simply reflect what investors anticipate.</p>
<div class="lb-trans"><p>更重要的是，虽然期权价格用于估算波动性，但并不能保证这些估算是准确的。期权合约的风险溢价仅反映了投资者的预期。</p>
</div><h2>Meta Platforms is using artificial intelligence to strengthen its advertising business</h2>
<div class="lb-trans"><h2>Meta Platforms 正在利用人工智能增强其广告业务</h2>
</div><p>Meta owns 3 of the 4 most popular social media platforms in Facebook, Instagram, and WhatsApp, as measured by total downloads last year. It also owns the sixth most popular social platform (Threads) and the eighth most popular social platform (Messenger), according to Sensor Tower. That ability to engage consumers and collect data makes Meta Platforms an ideal advertising partner.</p>
<div class="lb-trans"><p>根据去年总下载量，Meta 拥有 Facebook、Instagram 和 WhatsApp 这三大最受欢迎的社交媒体平台。它还拥有第六大（Threads）和第八大（Messenger）社交平台，数据来源于 Sensor Tower。Meta 能够吸引消费者并收集数据，使其成为理想的广告合作伙伴。</p>
</div><p>Consequently, Meta Platforms is one of the largest ad tech companies in the world, second only to <strong>Alphabet</strong>'s Google, but Meta is gaining market share. It accounted for 21.6% of digital ad spending last year, up two points from the previous year. Market-share gains could continue as Meta leans on artificial intelligence to improve user engagement and help marketers optimize their advertising campaigns.</p>
<div class="lb-trans"><p>因此，Meta Platforms 是全球最大的广告技术公司之一，仅次于 <strong>Alphabet</strong> 的 Google，但 Meta 正在获得市场份额。去年，Meta 占数字广告支出的 21.6%，比前一年增加了两个百分点。随着 Meta 依靠人工智能提高用户参与度并帮助营销人员优化广告活动，市场份额的增长可能会持续。</p>
</div><p>CEO Mark Zuckerberg recently told analysts, &#34;In the last six months, improvements to our recommendation systems have led to a 7% increase in time spent on Facebook, 6% increase on Instagram, and 35% increase on Threads.&#34; Also, the number of advertisers using AI creative tools increased 30% in the most recent quarter.</p>
<div class="lb-trans"><p>首席执行官马克·扎克伯格最近告诉分析师：“在过去六个月中，我们推荐系统的改进使 Facebook 的使用时间增加了 7%，Instagram 增加了 6%，Threads 增加了 35%。” 此外，使用 AI 创意工具的广告客户在最近一个季度增加了 30%。</p>
</div><p>Zuckerberg reported growing traction with the conversational assistant Meta AI. The technology has nearly reached 1 billion active users across its ecosystem of social media platforms. Finally, the company recently announced new AI features that let brands personalize the same ad for different people, embed conversational AI agents into ads, and stitch together static images into cohesive video ads.</p>
<div class="lb-trans"><p>扎克伯格报告了 Meta AI 对话助手的日益受欢迎。这项技术在其社交媒体平台生态系统中活跃用户接近 10 亿。最后，该公司最近宣布了新的 AI 功能，使品牌能够为不同的人个性化同一广告，将对话 AI 代理嵌入广告中，并将静态图像拼接成连贯的视频广告。</p>
</div><h2>Meta Platforms stock is worth buying at its current price</h2>
<div class="lb-trans"><h2>在当前价格下，Meta Platforms 的股票值得购买</h2>
</div><p>Looking ahead, Grand View Research estimates ad tech spending will grow at 14% annually through 2030. In turn, Wall Street expects Meta Platform's earnings to grow at 15% annually in the next three years. That makes its current valuation of 28 times earnings look tolerable. However, analysts have a tendency to underestimate the company.</p>
<div class="lb-trans"><p>展望未来，Grand View Research 预计广告技术支出将在 2030 年前以 14% 的年率增长。反过来，华尔街预计 Meta Platforms 的收益在未来三年将以 15% 的年率增长。这使得其当前 28 倍的市盈率看起来是可以接受的。然而，分析师往往低估该公司。</p>
</div><p>Meta Platforms beat the consensus estimate by an average of 13% in the last six quarters and may continue to top forecasts as it leans into AI innovation and new products. For instance, Meta dominates the burgeoning smart glasses market, which tripled in size last year, and sales are projected to increase more than 60% annually through 2029, according to Counterpoint Research.</p>
<div class="lb-trans"><p>在过去六个季度中，Meta Platforms 的业绩平均超出共识预期 13%，并可能继续超出预测，因为它在 AI 创新和新产品方面不断发力。例如，Meta 在快速增长的智能眼镜市场中占据主导地位，该市场去年规模增长了三倍，预计到 2029 年销售将每年增长超过 60%，数据来源于 Counterpoint Research。</p>
</div><p>Patient investors should feel comfortable buying Meta stock. With the second-quarter financial report imminent, the most prudent strategy is to buy a few shares today and a few more shares after the report. That strategy will smooth out some of the share-price volatility, ensuring investors capitalize on any post-earnings gains, while also hedging against potential post-earnings losses.</p>
<div class="lb-trans"><p>耐心的投资者应该感到购买 Meta 股票是舒适的。随着第二季度财务报告的临近，最谨慎的策略是在今天购买一些股票，并在报告后再购买一些。这一策略将平滑一些股价波动，确保投资者能够利用任何财报后的收益，同时也对潜在的财报后损失进行对冲。</p>
</div>

Should You Buy Meta Platforms Stock Before July 30? Wall Street Has a Clear Answer for Investors.

- Meta Platforms 股票因强劲财报和 AI 战略，年初至今上涨 22%。  
- 华尔街预计 Q2 收入将增长 14.7%，达 448 亿美元。  
- 广告支出预计年均增长 14%，Meta 未来前景乐观。  

投资者是否应该在 7 月 30 日之前购买 Meta Platforms 的股票？华尔街对此有明确的建议