<p><strong>英伟达</strong> 的股价今年迄今已上涨 29%，使这家芯片制造商的市值达到 4.2 万亿美元。而 <strong>Palantir Technologies</strong> 的股价则上涨了 104%，使其市值达到 3650 亿美元。这意味着这两家公司总共价值 4.6 万亿美元。</p>
<p>我认为 <strong>Meta Platforms</strong>（META 3.49%）在五年内可以超过这个数字。该公司的当前市值为 1.9 万亿美元，因此到 2030 年，其市值需要增加 150% 至 4.7 万亿美元，以满足我的预测。在这种情况下，股票年回报率约为 20%。</p>
<p>我的预测比较激进，但投资者有充分理由相信 Meta 能够应对挑战。以下是原因。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjc4NzQvbW9uZXktMTkuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjc4NzQvbW9uZXktMTkuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>Meta Platforms 正在利用人工智能增强其广告技术业务</h2>
<p>Meta Platforms 拥有 Facebook、Instagram 和 WhatsApp 三个最受欢迎的社交媒体平台，按月活跃用户计算。这三个平台在去年也是四个最受欢迎的移动应用下载应用之一，这意味着该公司成功维护了其在行业中的主导地位。</p>
<p>Meta 目前的大部分收入来自广告。其广告技术工具帮助品牌在其社交媒体平台以及第三方网站和移动应用上向消费者展示相关广告。广告商愿意支付的费用取决于用户参与度和活动表现，而该公司正在依靠人工智能（AI）来改善这两个指标。</p>
<p>首席执行官马克·扎克伯格最近告诉分析师：“人工智能显著提高了我们向人们展示他们会觉得有趣和有用内容的能力。” 改进的推荐导致 Facebook 的使用时间增加了 5%，Instagram 的使用时间增加了 6%。此外，更多品牌使用 Meta 的 AI 创意工具，导致 Facebook 的广告转化率增加了 3%，Instagram 的广告转化率增加了 5%。</p>
<p>结论是：Meta Platforms 是仅次于 <strong>Alphabet</strong> 的谷歌的第二大广告技术公司，并且成功利用人工智能增强其对消费者和品牌的价值主张。根据 Grand View Research 的预测，广告技术支出预计到 2030 年将以 14% 的年增长率增长。这为 Meta 在其广告部门内实现类似的收益增长提供了良好的机会。</p>
<h2>Meta Platforms 主导蓬勃发展的智能眼镜市场</h2>
<p>Meta Platforms 目前是智能眼镜的领先供应商。去年该公司占据了超过 60% 的出货量，市场规模增长了三倍。预计未来几年增长将保持强劲。Counterpoint Research 表示，智能眼镜的出货量预计到 2029 年将以超过 60% 的年增长率增长。</p>
<p>其他分析师的乐观程度稍低。Grand View Research 估计，智能眼镜的销售预计到 2030 年将以 27% 的年增长率增长。尽管如此，首席执行官马克·扎克伯格认为，智能眼镜在未来 15 年内可能会逐渐取代智能手机（或至少减少其重要性），特别是当镜片嵌入增强现实显示器时。</p>
<p>这可能使 Meta Platforms 成为 2030 年代的 <strong>苹果</strong>。进一步说，苹果在过去二十年中之所以成为一个引人注目的投资，主要是因为 iPhone 的成功，而如果智能眼镜确实成为个人计算和移动通信的首选形态，Meta 在未来二十年内可能会看到类似的成功。</p>
<h2>为什么 Meta Platforms 到 2030 年可能价值 4.7 万亿美元</h2>
<p>总而言之，Meta Platforms 正在利用人工智能增强其广告业务，并且该公司在智能眼镜市场也是早期的领导者。因此，华尔街分析师预计其收益在未来三到五年内将以 17% 的年增长率增长。这使得当前 27 倍的市盈率看起来合理。</p>
<p>然而，Meta Platforms 在过去四个季度的共识收益预期中平均超出 18%，这意味着华尔街常常低估了该公司。如果这一趋势持续，收益可能在未来五年内以 21% 的年增长率增长，在这种情况下，其市值可能达到 4.7 万亿美元（超过今天的英伟达和 Palantir 的总和），而其估值降至 26 倍的市盈率。</p>
<p>重要的是，尽管我对我所描述的情景持中等信心，但即使 Meta Platforms 的市值在五年内未能达到 4.7 万亿美元，它仍然是一个明智的长期投资。耐心的投资者应该考虑今天小幅买入。</p>

META

<p>Meta Platforms 预计到 2030 年将超过 Nvidia 和 Palantir Technologies 的总市值，可能达到 4.7 万亿美元。目前，Meta 的市值为 1.9 万亿美元，其增长得益于在广告领域的人工智能进展以及在智能眼镜市场的领导地位。分析师预测年收益增长为 17%，如果趋势持续，可能达到 21%。这使得 Meta 成为一个强劲的长期投资，即使它未能达到预测的市值</p>

<p>Shares of <strong>Nvidia</strong> have advanced 29% year to date, leaving the chipmaker with a market value of $4.2 trillion. And shares of <strong>Palantir Technologies</strong> have surged 104% year to date, bringing its market value to $365 billion. That means the companies are collectively worth $4.6 trillion.</p>
<div class="lb-trans"><p><strong>英伟达</strong> 的股价今年迄今已上涨 29%，使这家芯片制造商的市值达到 4.2 万亿美元。而 <strong>Palantir Technologies</strong> 的股价则上涨了 104%，使其市值达到 3650 亿美元。这意味着这两家公司总共价值 4.6 万亿美元。</p>
</div><p>I think <strong>Meta Platforms</strong>(META 3.49%) can surpass that figure in five years. The company is currently worth $1.9 trillion, so its market value needs to increase 150% to $4.7 trillion by 2030 to satisfy my prediction. In that scenario, the stock would return about 20% annually.</p>
<div class="lb-trans"><p>我认为 <strong>Meta Platforms</strong>（META 3.49%）在五年内可以超过这个数字。该公司的当前市值为 1.9 万亿美元，因此到 2030 年，其市值需要增加 150% 至 4.7 万亿美元，以满足我的预测。在这种情况下，股票年回报率约为 20%。</p>
</div><p>My forecast is aggressive, but investors have good reason to think Meta is equal to the challenge. Here's why.</p>
<div class="lb-trans"><p>我的预测比较激进，但投资者有充分理由相信 Meta 能够应对挑战。以下是原因。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjc4NzQvbW9uZXktMTkuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F827874%2Fmoney-19.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 Platforms is using artificial intelligence to strengthen its ad tech business</h2>
<div class="lb-trans"><h2>Meta Platforms 正在利用人工智能增强其广告技术业务</h2>
</div><p>Meta Platforms owns three of the four most popular social media platforms in Facebook, Instagram, and WhatsApp as measured by monthly active users. Those three platforms also ranked among the four most downloaded social applications for mobile devices last year, meaning the company is successfully defending its dominant position in the industry.</p>
<div class="lb-trans"><p>Meta Platforms 拥有 Facebook、Instagram 和 WhatsApp 三个最受欢迎的社交媒体平台，按月活跃用户计算。这三个平台在去年也是四个最受欢迎的移动应用下载应用之一，这意味着该公司成功维护了其在行业中的主导地位。</p>
</div><p>Meta currently earns the vast majority of its revenue from advertising. Its ad tech tools help brands reach consumers with relevant ads across its social media platforms, as well as third-party websites and mobile applications. What advertisers are willing to pay depends on user engagement and campaign performance, and the company is leaning on artificial intelligence (AI) to improve both metrics.</p>
<div class="lb-trans"><p>Meta 目前的大部分收入来自广告。其广告技术工具帮助品牌在其社交媒体平台以及第三方网站和移动应用上向消费者展示相关广告。广告商愿意支付的费用取决于用户参与度和活动表现，而该公司正在依靠人工智能（AI）来改善这两个指标。</p>
</div><p>CEO Mark Zuckerberg recently told analysts, &#34;AI is significantly improving our ability to show people content that they're going to find interesting and useful.&#34; Improved recommendations led to a 5% increase in time spent on Facebook and a 6% increase in time spent on Instagram in the second quarter. Also, more brands used Meta's AI creative tools, leading to 3% more ad conversions on Facebook and 5% more on Instagram.</p>
<div class="lb-trans"><p>首席执行官马克·扎克伯格最近告诉分析师：“人工智能显著提高了我们向人们展示他们会觉得有趣和有用内容的能力。” 改进的推荐导致 Facebook 的使用时间增加了 5%，Instagram 的使用时间增加了 6%。此外，更多品牌使用 Meta 的 AI 创意工具，导致 Facebook 的广告转化率增加了 3%，Instagram 的广告转化率增加了 5%。</p>
</div><p>Here's the bottom line: Meta Platforms is the second largest ad tech company, behind only <strong>Alphabet</strong>'s Google, and it is successfully using AI to strengthen its value proposition for consumers and brands. Ad tech spending is forecast to increase at 14% annually through 2030, according to Grand View Research. That gives Meta a good shot at similar earnings growth within its advertising segment.</p>
<div class="lb-trans"><p>结论是：Meta Platforms 是仅次于 <strong>Alphabet</strong> 的谷歌的第二大广告技术公司，并且成功利用人工智能增强其对消费者和品牌的价值主张。根据 Grand View Research 的预测，广告技术支出预计到 2030 年将以 14% 的年增长率增长。这为 Meta 在其广告部门内实现类似的收益增长提供了良好的机会。</p>
</div><h2>Meta Platforms dominates the burgeoning smart glasses market</h2>
<div class="lb-trans"><h2>Meta Platforms 主导蓬勃发展的智能眼镜市场</h2>
</div><p>Meta Platforms is currently the leading supplier of smart glasses. The company accounted for over 60% of shipments last year as the market tripled in size. And growth is projected to remain robust in the years ahead. Counterpoint Research says smart glasses shipments will grow faster than 60% annually through 2029.</p>
<div class="lb-trans"><p>Meta Platforms 目前是智能眼镜的领先供应商。去年该公司占据了超过 60% 的出货量，市场规模增长了三倍。预计未来几年增长将保持强劲。Counterpoint Research 表示，智能眼镜的出货量预计到 2029 年将以超过 60% 的年增长率增长。</p>
</div><p>Other analysts are a little less optimistic. Grand View Research estimates smart glasses sales will increase at 27% annually through 2030. Nevertheless, CEO Mark Zuckerberg thinks smart glasses could slowly replace smartphones (or at least reduce their importance) in the next 15 years, especially once lenses are embedded with augmented reality displays.</p>
<div class="lb-trans"><p>其他分析师的乐观程度稍低。Grand View Research 估计，智能眼镜的销售预计到 2030 年将以 27% 的年增长率增长。尽管如此，首席执行官马克·扎克伯格认为，智能眼镜在未来 15 年内可能会逐渐取代智能手机（或至少减少其重要性），特别是当镜片嵌入增强现实显示器时。</p>
</div><p>That could make Meta Platforms the <strong>Apple</strong> of the 2030s. To elaborate, whereas Apple was a sensational investment over the past two decades in large part because of the success of the iPhone, Meta could see similar success in the next two decades if smart glasses do indeed become the form factor of choice in personal computing and mobile communications.</p>
<div class="lb-trans"><p>这可能使 Meta Platforms 成为 2030 年代的 <strong>苹果</strong>。进一步说，苹果在过去二十年中之所以成为一个引人注目的投资，主要是因为 iPhone 的成功，而如果智能眼镜确实成为个人计算和移动通信的首选形态，Meta 在未来二十年内可能会看到类似的成功。</p>
</div><h2>Why Meta Platforms could be worth $4.7 trillion by 2030</h2>
<div class="lb-trans"><h2>为什么 Meta Platforms 到 2030 年可能价值 4.7 万亿美元</h2>
</div><p>To summarize, Meta Platforms is using artificial intelligence to strengthen its advertising business, and the company is also an early leader in the smart glasses market. In turn, Wall Street analysts expect its earnings to grow at 17% annually over the next three to five years. That makes the current valuation of 27 times earnings look reasonable.</p>
<div class="lb-trans"><p>总而言之，Meta Platforms 正在利用人工智能增强其广告业务，并且该公司在智能眼镜市场也是早期的领导者。因此，华尔街分析师预计其收益在未来三到五年内将以 17% 的年增长率增长。这使得当前 27 倍的市盈率看起来合理。</p>
</div><p>However, Meta Platforms beat the consensus earnings estimate by an average of 18% in the last four quarters, meaning Wall Street has routinely underestimated the company. If that trend continues, earnings could grow at 21% annually over the next five years, in which case its market value could hit $4.7 trillion (more than Nvidia and Palantir combined today) while its valuation fell to 26 times earnings.</p>
<div class="lb-trans"><p>然而，Meta Platforms 在过去四个季度的共识收益预期中平均超出 18%，这意味着华尔街常常低估了该公司。如果这一趋势持续，收益可能在未来五年内以 21% 的年增长率增长，在这种情况下，其市值可能达到 4.7 万亿美元（超过今天的英伟达和 Palantir 的总和），而其估值降至 26 倍的市盈率。</p>
</div><p>Importantly, while I am moderately confident in the scenario I've outlined, Meta Platforms is still a smart long-term investment even if its market value does not reach $4.7 trillion in five years. Patient investors should consider buying a small position today.</p>
<div class="lb-trans"><p>重要的是，尽管我对我所描述的情景持中等信心，但即使 Meta Platforms 的市值在五年内未能达到 4.7 万亿美元，它仍然是一个明智的长期投资。耐心的投资者应该考虑今天小幅买入。</p>
</div>

Prediction: 1 Artificial Intelligence (AI) Stock Will Be Worth More Than Palantir Technologies and Nvidia Combined by 2030

- Nvidia 和 Palantir 的市值合计为 4.6 万亿美元。  
- Meta Platforms 预计到 2030 年市值将增至 4.7 万亿美元。  
- 公司通过人工智能和智能眼镜市场的领导地位推动增长。  

预测：到 2030 年，一只人工智能（AI）股票的市值将超过 Palantir Technologies 和 Nvidia 的总和