<p><strong>Meta Platforms</strong>（META 1.56%）在这个月的开端表现强劲。7 月 1 日，该公司的股票上涨了 9%，因为它宣布将开始向客户出租部分多余的计算能力。这项新 云计算 业务的推出与首席执行官马克·扎克伯格早前的评论一致，他在 Meta 第一季度的财报电话会议上表示，如果公司觉得其内部需求过剩，可以以溢价出售部分计算能力。</p>
<p>根据彭博社的报道，Meta 仍在讨论是提供在其基础设施上运行的 AI 模型，还是仅仅出售直接访问计算能力。Meta 已经开发了自己的大型语言模型（LLMs），尽管它们主要用于内部使用。具体来说，该公司利用这些模型来优化其内容推荐引擎，帮助用户在其网站上停留更长时间，并帮助广告客户更好地定位和转化客户。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01FVEEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Meta Platforms 股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01FVEEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: META</h2>
<p>Meta Platforms</p>
<p>今日变动</p>
<p>(-1.56%) $-9.60</p>
<p>当前价格</p>
<p>$605.98</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$1.6T 市值仅计算公开交易的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅计算公开交易的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
<p>日内区间</p>
<p>$600.70 - $615.81</p>
<p>52 周区间</p>
<p>$520.26 - $796.25</p>
<p>成交量</p>
<p>128.3K</p>
<p>平均成交量</p>
<p>17.5M</p>
<p>毛利率</p>
<p>81.94%</p>
<p>股息收益率</p>
<p>0.34%</p>
<p>本周早些时候，Meta 推出了其首个图像生成模型：Muse Image，该模型由其超级智能实验室开发，将与其 Muse Spark 文本模型协同工作。Muse Image 将为 Meta 的广告客户专注的图像生成工具提供动力，帮助营销人员更轻松地创建和调整广告活动。Muse Image 将在有限的基础上免费提供给消费者，Meta 还将提供月度订阅服务。</p>
<p>同时提供云计算能力和 AI 模型将帮助 Meta 与 <strong>亚马逊</strong>、<strong>微软</strong> 和 <strong>Alphabet</strong> 竞争——这三家公司是全球最大的云计算提供商——并为公司提供另一个收入来源。然而，最重要的是，这一公告应有助于缓解投资者对公司在 AI 基础设施上高额支出的担忧。Meta 已宣布计划在今年花费高达 1450 亿美元用于 资本支出（capex），这主要与其 AI 工作相关。创建云计算部门将使其能够在自己和客户之间分配和调整计算能力，从而提供更多灵活性。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NjUvbWV0YS5wbmcmdz0zODQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Meta logo." original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NjUvbWV0YS5wbmcmdz0zODQw"/></p>
<p>图片来源：The Motley Fool。</p>
<h2>这只股票值得购买吗？</h2>
<p>在我看来，Meta 是目前市场上最被低估的巨型科技股之一。它的 前瞻市盈率（P/E） 仅为 2026 年分析师预估的 19 倍，低于 2027 年预估的 17 倍。同时，在第一季度，它的收入同比增长了 33%。</p>
<p>Meta 在将 AI 应用于其核心业务以推动增长方面表现出色，其新的云计算部门应有助于缓解投资者对其资本支出计划的担忧。考虑到其估值和增长，以及消除这种负担，我会在当前价格水平上购买该股票。</p>

亚马逊

微软

<p>Meta Platforms 的股票在宣布新云计算业务以租赁多余计算能力后上涨了 9%。这一举措与首席执行官马克·扎克伯格之前的评论一致，旨在创造收入并抵消高昂的人工智能基础设施支出。Meta 正考虑提供直接的计算访问和自有的人工智能模型，以与亚马逊和微软等主要供应商竞争</p>

<p><strong>Meta Platforms</strong>( META 1.56%) started the month with a bang. Its shares climbed 9% on July 1 after the company revealed that it will begin leasing some of its surplus computing power to customers. The launch of this new cloud computing business was in line with earlier comments from CEO Mark Zuckerberg, who said on Meta's first-quarter earnings conference call that the social media giant could sell some of its capacity at a premium if it feels that it has overbuilt for its in-house needs.</p>
<div class="lb-trans"><p><strong>Meta Platforms</strong>（META 1.56%）在这个月的开端表现强劲。7 月 1 日，该公司的股票上涨了 9%，因为它宣布将开始向客户出租部分多余的计算能力。这项新 云计算 业务的推出与首席执行官马克·扎克伯格早前的评论一致，他在 Meta 第一季度的财报电话会议上表示，如果公司觉得其内部需求过剩，可以以溢价出售部分计算能力。</p>
</div><p>According to Bloomberg, Meta is still debating whether to offer AI models that run on its infrastructure, or simply sell direct access to computing power. Meta has developed its own large language models (LLMs), although they're primarily for internal use. Specifically, the company deploys these models to optimize its content recommendation engine, helping keep users on its sites longer, and to help advertisers better target and convert customers.</p>
<div class="lb-trans"><p>根据彭博社的报道，Meta 仍在讨论是提供在其基础设施上运行的 AI 模型，还是仅仅出售直接访问计算能力。Meta 已经开发了自己的大型语言模型（LLMs），尽管它们主要用于内部使用。具体来说，该公司利用这些模型来优化其内容推荐引擎，帮助用户在其网站上停留更长时间，并帮助广告客户更好地定位和转化客户。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01FVEEucG5nJnc9MTI4" alt="Meta Platforms Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FMETA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: META</h2>
<div class="lb-trans"><h2>NASDAQ: META</h2>
</div><p>Meta Platforms</p>
<div class="lb-trans"><p>Meta Platforms</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-1.56%) $-9.60</p>
<div class="lb-trans"><p>(-1.56%) $-9.60</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$605.98</p>
<div class="lb-trans"><p>$605.98</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$1.6TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$1.6T 市值仅计算公开交易的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅计算公开交易的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$600.70 - $615.81</p>
<div class="lb-trans"><p>$600.70 - $615.81</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$520.26 - $796.25</p>
<div class="lb-trans"><p>$520.26 - $796.25</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>128.3K</p>
<div class="lb-trans"><p>128.3K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>17.5M</p>
<div class="lb-trans"><p>17.5M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>81.94%</p>
<div class="lb-trans"><p>81.94%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.34%</p>
<div class="lb-trans"><p>0.34%</p>
</div><p>Earlier this week, it introduced its first image generation model: Muse Image, which was developed by its Superintelligence Lab, and which will work in conjunction with its Muse Spark text model. Muse Image will help power Meta's advertiser-focused image generation tools to help marketers more easily create and adjust ad campaigns. Muse Image will be available to consumers for free on a limited basis, and Meta will also offer a monthly subscription.</p>
<div class="lb-trans"><p>本周早些时候，Meta 推出了其首个图像生成模型：Muse Image，该模型由其超级智能实验室开发，将与其 Muse Spark 文本模型协同工作。Muse Image 将为 Meta 的广告客户专注的图像生成工具提供动力，帮助营销人员更轻松地创建和调整广告活动。Muse Image 将在有限的基础上免费提供给消费者，Meta 还将提供月度订阅服务。</p>
</div><p>Offering both cloud computing capacity and its AI models would help Meta compete with <strong>Amazon</strong>, <strong>Microsoft</strong>, and <strong>Alphabet</strong> -- the world's three biggest cloud computing providers -- and provide the company with another revenue source. Most importantly, though, the announcement should help ease investors' concerns about the company's high spending on AI infrastructure. Meta has announced plans to spend up to $145 billion on capital expenditures (capex) this year, largely tied to its AI efforts. Creating a cloud computing arm would allow it to allocate and shift compute capacity between itself and customers, giving it more flexibility.</p>
<div class="lb-trans"><p>同时提供云计算能力和 AI 模型将帮助 Meta 与 <strong>亚马逊</strong>、<strong>微软</strong> 和 <strong>Alphabet</strong> 竞争——这三家公司是全球最大的云计算提供商——并为公司提供另一个收入来源。然而，最重要的是，这一公告应有助于缓解投资者对公司在 AI 基础设施上高额支出的担忧。Meta 已宣布计划在今年花费高达 1450 亿美元用于 资本支出（capex），这主要与其 AI 工作相关。创建云计算部门将使其能够在自己和客户之间分配和调整计算能力，从而提供更多灵活性。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NjUvbWV0YS5wbmcmdz0zODQw" alt="Meta logo." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F877765%2Fmeta.png&amp;w=3840&amp;op=resize"/></p>
<p>Image source: The Motley Fool.</p>
<div class="lb-trans"><p>图片来源：The Motley Fool。</p>
</div><h2>Is the stock a buy?</h2>
<div class="lb-trans"><h2>这只股票值得购买吗？</h2>
</div><p>In my view, Meta is one of the most undervalued mega-cap tech stocks in the market today. It trades at a forward price-to-earnings (P/E) ratio of just 19 times 2026 analyst estimates and below 17 times 2027 estimates/ Meanwhile, in Q1, it grew its revenue by 33% year over year.</p>
<div class="lb-trans"><p>在我看来，Meta 是目前市场上最被低估的巨型科技股之一。它的 前瞻市盈率（P/E） 仅为 2026 年分析师预估的 19 倍，低于 2027 年预估的 17 倍。同时，在第一季度，它的收入同比增长了 33%。</p>
</div><p>Meta has been one of the best companies at applying AI to its core business to drive growth, and its new cloud computing unit should help allay investors' fears about its capex plans. Given its valuation and growth, and the removal of that overhang, I would be a buyer of the stock at current levels.</p>
<div class="lb-trans"><p>Meta 在将 AI 应用于其核心业务以推动增长方面表现出色，其新的云计算部门应有助于缓解投资者对其资本支出计划的担忧。考虑到其估值和增长，以及消除这种负担，我会在当前价格水平上购买该股票。</p>
</div>

Mark Zuckerberg's Meta Stock Surged 9% on New Cloud Business Plan

- Meta Platforms 将开始出租多余计算能力，股价上升 9%。
- 公司正探讨提供 AI 模型或直接销售计算能力，增强市场竞争力。
- 新业务有助于减轻投资者对高支出担忧，预计资本支出达 1450 亿美元。

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马克·扎克伯格的 Meta 股票因推出新的云业务计划而上涨了 9%