<p><strong>Meta Platforms</strong>（META 1.93%），作为领先的社交媒体公司之一，于 2012 年上市。自那时以来，股票表现异常出色。在此期间，其回报远高于更广泛的股票市场。然而，有人可能会认为，现在进入已经太晚了。</p>
<p>Meta Platforms 目前的市值接近 2 万亿美元。该股票还能否产生改变人生的回报？让我们来看看。</p>
<h2>Meta Platforms 的看涨理由</h2>
<p>Meta 的核心业务是广告。该公司拥有一系列社交媒体品牌，包括 Facebook、Instagram、Messenger 和 WhatsApp。截至 2025 年第二季度末，这些平台的日活跃用户超过 30 亿。Meta 生态系统的庞大规模使其成为广告投放的理想场所，但该公司更进一步。</p>
<p>它可以访问大量用户数据，包括基本的人口统计信息、兴趣、喜爱的名人等等。这使得公司能够帮助企业制作针对特定受众的精准广告，从而提高广告的性价比。</p>
<p>Meta Platforms 的战略取得了成功，财务结果就是明证。第二季度收入同比增长 22%，达到 475 亿美元，而每股收益为 7.14 美元，比去年同期高出 38%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzMwMjAvcGVyc29uLXNpdHRpbmctYW5kLXdvcmtpbmctYXQtYS1kZXNrLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzMwMjAvcGVyc29uLXNpdHRpbmctYW5kLXdvcmtpbmctYXQtYS1kZXNrLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<p>公司的核心广告业务在可预见的未来将继续是其业绩的核心。而好消息是：Meta 正在通过人工智能（AI）改善其广告业务。一方面，它通过 AI 驱动的工具改善广告发布流程，帮助企业制作广告，包括生成相关信息和图像，并进一步增强目标定位。另一方面，AI 驱动的算法正在提升公司网站和应用的用户参与度。</p>
<p>结果是：最近在 Facebook 和 Instagram 上的使用时间有所增加。根据公司进行的一项研究，AI 驱动的广告工具使广告支出的回报提高了 22%。Meta 正在寻求完全自动化广告流程，这应该会带来更大的收益。随着公司朝着这一目标迈进，其表现可能会很好。但广告之外会发生什么呢？</p>
<p>在我看来，Meta Platforms 最大的优势在于其生态系统和创新文化。凭借数十亿用户，这家科技巨头可以开发多种变现方案，其中只有少数几种成功就能对其财务结果产生重大影响。Meta 正在逐步扩展到其他领域，包括 WhatsApp 的付费消息服务。该公司正在投资于 AI 眼镜，首席执行官马克·扎克伯格相信，这将在未来十年内成为常态。</p>
<p>得益于其核心业务、庞大的生态系统和各种其他举措，Meta 仍有可能在未来 20 年内实现超越市场的回报。</p>
<h2>一些需要考虑的风险</h2>
<p>Meta Platforms 可能会遇到一些障碍。例如，该公司在 AI 基础设施上的支出不菲。如果其 AI 项目未能产生预期效果，这可能会成为问题，尤其是在经济衰退时。经济不景气时，消费者和企业（包括广告支出）都会减少开支。收入增长放缓（如果广告支出减少）与由于 Meta 在 AI 上的投资而增加的支出相结合，可能会对公司的财务结果造成伤害。</p>
<p>反垄断诉讼可能对 Meta Platforms 造成另一个潜在威胁。美国监管机构认为 Meta 在社交网络领域拥有垄断地位。这些诉讼仍在进行中。在最坏的情况下，Meta 可能被迫剥离部分资产。这些潜在挑战是否值得投资者避开该股票？在我看来并不值得。几年前，Meta 证明了它能够应对经济挑战。</p>
<p>在支出增加、用户增长放缓和收入增长减缓的情况下，该公司重新整顿，削减成本，并从困境中走出，变得比以往更强大。到目前为止，Meta 的 AI 计划正在产生切实的成果，而我们尚未看到该公司在这一领域的全部潜力。</p>
<p>关于公司的法律问题，虽然值得关注，但潜在的不确定的最坏情况不应阻止投资者投资于这家强大且运营良好的企业。若 Meta 输掉反垄断案件，可能值得重新审视这个问题，但就目前而言，该股票的前景依然非常吸引人。</p>
<p>最后，Meta 现在是一只分红股票——这是一个相对较新的发展——再投资分红将提升其本应已经优越的长期回报。那么，Meta Platforms 能否为投资者铺就一条致富之路？我认为可以。</p>

META

<p>Meta Platforms 是一家领先的社交媒体公司，自 2012 年上市以来，其股票表现卓越，目前市值接近 2 万亿美元。该公司的广告业务在人工智能进步的推动下持续蓬勃发展，第二季度收入同比增长 22%。尽管面临经济衰退和反垄断诉讼等潜在风险，Meta 创新的生态系统和新的分红政策表明其强大的长期增长潜力。分析师认为，投资 Meta 可能为投资者带来改变人生的回报</p>

<p><strong>Meta Platforms</strong>(META 1.93%), one of the leading social media companies, went public in 2012. Since then, the stock has performed exceptionally well. Its returns over this period are well above those of broader equities. However, some might argue that it's too late to get in on the bandwagon.</p>
<div class="lb-trans"><p><strong>Meta Platforms</strong>（META 1.93%），作为领先的社交媒体公司之一，于 2012 年上市。自那时以来，股票表现异常出色。在此期间，其回报远高于更广泛的股票市场。然而，有人可能会认为，现在进入已经太晚了。</p>
</div><p>Meta Platforms is now worth almost $2 trillion. Can the stock still generate life-changing returns? Let's find out.</p>
<div class="lb-trans"><p>Meta Platforms 目前的市值接近 2 万亿美元。该股票还能否产生改变人生的回报？让我们来看看。</p>
</div><h2>The bullish case for Meta Platforms</h2>
<div class="lb-trans"><h2>Meta Platforms 的看涨理由</h2>
</div><p>Meta's bread and butter is advertising. The company boasts a portfolio of social media brands that includes Facebook, Instagram, Messenger, and WhatsApp. It has more than 3 billion daily active users across these platforms as of the end of the second quarter of 2025. The sheer volume of Meta's ecosystem makes it an attractive place to run ads, but the company goes even further.</p>
<div class="lb-trans"><p>Meta 的核心业务是广告。该公司拥有一系列社交媒体品牌，包括 Facebook、Instagram、Messenger 和 WhatsApp。截至 2025 年第二季度末，这些平台的日活跃用户超过 30 亿。Meta 生态系统的庞大规模使其成为广告投放的理想场所，但该公司更进一步。</p>
</div><p>It has access to a considerable amount of data from its users, including basic demographic information, interests, favorite celebrities, and much more. This enables the company to assist businesses in crafting ads that are carefully targeted toward specific audiences, making them highly cost-effective.</p>
<div class="lb-trans"><p>它可以访问大量用户数据，包括基本的人口统计信息、兴趣、喜爱的名人等等。这使得公司能够帮助企业制作针对特定受众的精准广告，从而提高广告的性价比。</p>
</div><p>Meta Platforms' strategy has been successful, as evidenced by its financial results. Second-quarter revenue increased 22% year over year to $47.5 billion, while earnings per share came in at $7.14, 38% higher than the year-ago period.</p>
<div class="lb-trans"><p>Meta Platforms 的战略取得了成功，财务结果就是明证。第二季度收入同比增长 22%，达到 475 亿美元，而每股收益为 7.14 美元，比去年同期高出 38%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzMwMjAvcGVyc29uLXNpdHRpbmctYW5kLXdvcmtpbmctYXQtYS1kZXNrLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F833020%2Fperson-sitting-and-working-at-a-desk.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><p>The company's core advertising business will remain central to its results for the foreseeable future. And here is the good news: Meta is improving its ad business thanks to artificial intelligence (AI). On the one hand, it helps improve the ad launch process with AI-powered tools that assist businesses in crafting ads, including by generating relevant messages and images and further enhancing targeting. On the other hand, AI-powered algorithms are boosting engagement on the company's websites and apps.</p>
<div class="lb-trans"><p>公司的核心广告业务在可预见的未来将继续是其业绩的核心。而好消息是：Meta 正在通过人工智能（AI）改善其广告业务。一方面，它通过 AI 驱动的工具改善广告发布流程，帮助企业制作广告，包括生成相关信息和图像，并进一步增强目标定位。另一方面，AI 驱动的算法正在提升公司网站和应用的用户参与度。</p>
</div><p>The result: Time spent on Facebook and Instagram has increased lately. And according to a study the company ran, AI-powered ad tools improved return on ad spend by 22%.Meta is looking to automate the ad process completely, which should lead to even greater gains. The company could perform well as it moves toward that goal. But what happens beyond advertising?</p>
<div class="lb-trans"><p>结果是：最近在 Facebook 和 Instagram 上的使用时间有所增加。根据公司进行的一项研究，AI 驱动的广告工具使广告支出的回报提高了 22%。Meta 正在寻求完全自动化广告流程，这应该会带来更大的收益。随着公司朝着这一目标迈进，其表现可能会很好。但广告之外会发生什么呢？</p>
</div><p>In my view, Meta Platforms' greatest strength is its ecosystem and culture of innovation. With several billion users, the tech giant can develop various monetization schemes, only a few of which need to take off to have a meaningful impact on its financial results. Meta is gradually expanding into other avenues, including paid messaging on WhatsApp. The company is investing in AI glasses, which CEO Mark Zuckerberg believes will become the norm within the next decade.</p>
<div class="lb-trans"><p>在我看来，Meta Platforms 最大的优势在于其生态系统和创新文化。凭借数十亿用户，这家科技巨头可以开发多种变现方案，其中只有少数几种成功就能对其财务结果产生重大影响。Meta 正在逐步扩展到其他领域，包括 WhatsApp 的付费消息服务。该公司正在投资于 AI 眼镜，首席执行官马克·扎克伯格相信，这将在未来十年内成为常态。</p>
</div><p>Thanks to its core business, its vast ecosystem, and various other initiatives, Meta could still deliver market-beating returns over the next 20 years.</p>
<div class="lb-trans"><p>得益于其核心业务、庞大的生态系统和各种其他举措，Meta 仍有可能在未来 20 年内实现超越市场的回报。</p>
</div><h2>Some risks to consider</h2>
<div class="lb-trans"><h2>一些需要考虑的风险</h2>
</div><p>Meta Platforms may encounter some obstacles. For instance, the company is spending a small fortune on AI infrastructure. That could be a problem if its AI initiatives don't have the impact it hopes they will, especially if we enter an economic recession. Consumers spend less -- and so do businesses, including on advertising -- when the economy is struggling. The combination of slower revenue growth (if ad spending decreases) and increased expenses due to Meta's investments in AI could harm the company's financial results.</p>
<div class="lb-trans"><p>Meta Platforms 可能会遇到一些障碍。例如，该公司在 AI 基础设施上的支出不菲。如果其 AI 项目未能产生预期效果，这可能会成为问题，尤其是在经济衰退时。经济不景气时，消费者和企业（包括广告支出）都会减少开支。收入增长放缓（如果广告支出减少）与由于 Meta 在 AI 上的投资而增加的支出相结合，可能会对公司的财务结果造成伤害。</p>
</div><p>Antitrust lawsuits could present another potential threat to Meta Platforms. Regulators in the U.S. have argued that Meta has a monopoly in the social networking space. These lawsuits are still ongoing. In the worst-case scenario, Meta may be forced to divest some of its assets. Do these potential challenges justify avoiding the stock? Not in my view. Meta proved it could navigate economic challenges a couple of years ago.</p>
<div class="lb-trans"><p>反垄断诉讼可能对 Meta Platforms 造成另一个潜在威胁。美国监管机构认为 Meta 在社交网络领域拥有垄断地位。这些诉讼仍在进行中。在最坏的情况下，Meta 可能被迫剥离部分资产。这些潜在挑战是否值得投资者避开该股票？在我看来并不值得。几年前，Meta 证明了它能够应对经济挑战。</p>
</div><p>Amid growing expenses, declining user growth, and slower revenue increases, the company regrouped, cut costs, and emerged from the ordeal stronger than ever. Meta's AI plans are, so far, yielding tangible results, and we haven't seen all that the company can do in this area yet.</p>
<div class="lb-trans"><p>在支出增加、用户增长放缓和收入增长减缓的情况下，该公司重新整顿，削减成本，并从困境中走出，变得比以往更强大。到目前为止，Meta 的 AI 计划正在产生切实的成果，而我们尚未看到该公司在这一领域的全部潜力。</p>
</div><p>Regarding the company's legal problems, while it's worth keeping an eye on those, a potential and uncertain worst-case scenario shouldn't deter investors from this robust, well-run business that is firing on all cylinders. It might be worth revisiting the question if Meta loses its antitrust case, but the stock's prospects remain highly attractive as things stand.</p>
<div class="lb-trans"><p>关于公司的法律问题，虽然值得关注，但潜在的不确定的最坏情况不应阻止投资者投资于这家强大且运营良好的企业。若 Meta 输掉反垄断案件，可能值得重新审视这个问题，但就目前而言，该股票的前景依然非常吸引人。</p>
</div><p>Lastly, Meta is now a dividend stock -- a fairly new development -- and reinvesting the payout will boost what should already be superior returns over the long run. So can Meta Platforms set investors up for life? I think it can.</p>
<div class="lb-trans"><p>最后，Meta 现在是一只分红股票——这是一个相对较新的发展——再投资分红将提升其本应已经优越的长期回报。那么，Meta Platforms 能否为投资者铺就一条致富之路？我认为可以。</p>
</div>

Can Buying Meta Platforms Stock Today Set You Up for Life?

- Meta Platforms 目前市值接近 2 万亿美元，广告业务是其核心。  
- 第二季度收入同比增长 22%，达到 475 亿美元，AI 正在提升广告效果。  
- 尽管面临经济和法律风险，Meta 仍有潜力实现超越市场的回报。

今天购买 Meta Platforms 的股票能否让你一生无忧？