<p><strong>Meta Platforms</strong>(META 3.61%) 的股票上個月上漲，此前這家社交媒體巨頭髮布了超出預期的財報，且在 5 月的第二週，因美中貿易戰緩和的消息，股價再次上漲。</p>
<p>根據 S&amp;P Global Market Intelligence 的數據，該股票在本月結束時上漲了 18%。從下面的圖表可以看出，股票在月初財報發佈後大幅上漲，並從此繼續攀升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/5733247b724b014f15f81a6b4af29c70.png?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://media.ycharts.com/charts/5733247b724b014f15f81a6b4af29c70.png"/></p>
<p>META 數據來源於 YCharts。</p>
<h2>Meta 再次迴歸</h2>
<p>在 4 月因貿易戰擔憂而下滑後，Meta 憑藉令人印象深刻的第一季度業績實現了強勁反彈，並希望貿易戰的影響將比之前預期的更温和。</p>
<p>Meta 的股票在 5 月 1 日上漲了 4.2%，次日又上漲了 4.4%，因為其第一季度財報超出預期。第一季度的收入增長了 16%，達到 423 億美元，超出預期的 414 億美元。公司報告了用户、廣告展示次數和每個廣告的平均價格的增長，推動了收入的強勁增長，且其利潤率持續改善，使每股收益（EPS）上漲 37% 至 6.43 美元，遠超市場共識的 5.22 美元。</p>
<p>Meta 的指引也很樂觀，公司預測第二季度的收入將在 425 億美元到 455 億美元之間，並將全年支出指引下調了 10 億美元。</p>
<p>推動股價上漲的另一個重要事件是 5 月 12 日市場的普遍上漲，此前美國和中國達成協議，暫時降低關税。由於依賴數字廣告，Meta 被視為對宏觀經濟敏感的股票，5 月 12 日因這一消息上漲了 8%，並在 5 月剩餘時間內大部分橫盤交易，最終以 1% 的漲幅結束了本月。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAzMzcvZ3V5LW9uLWNvbXB1dGVyLWFuZC1zbWFydHBob25lLXNvY2lhbC1tZWRpYS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAzMzcvZ3V5LW9uLWNvbXB1dGVyLWFuZC1zbWFydHBob25lLXNvY2lhbC1tZWRpYS5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>Meta 的未來</h2>
<p>上個月可能影響股價的另一個問題是對競爭對手 <strong>Alphabet</strong> 的壓力，該公司被指控在兩個不同的業務中運營壟斷。上個月，因 <strong>Apple</strong> 考慮在其設備上提供像 Perplexity 這樣的 AI 搜索引擎作為 Google 的替代方案，Alphabet 的股票下跌。</p>
<p>Meta 應該會從 Alphabet 的任何弱勢中受益，因為兩者在數字廣告支出和人工智能領域競爭。</p>
<p>儘管經濟疲軟將對公司構成挑戰，但根據其第二季度的指引和 Meta AI 的強勁表現，該股票看起來有良好的基礎繼續上漲。</p>

META

<p>Meta Platforms 的股票在 5 月份上漲了 18%，這得益於強勁的財報和美中貿易緊張局勢的緩解。該公司報告第一季度收入為 423 億美元，超出預期，並上調了第二季度收入預測。在財報發佈後，Meta 的股票在 5 月 1 日和 2 日分別上漲了 4.2% 和 4.4%。此外，5 月 12 日的 8% 漲幅歸因於美中關税協議。預計 Meta 將從競爭對手 Alphabet 在數字廣告領域面臨的挑戰中受益</p>

<p>Shares of <strong>Meta Platforms</strong>(META 3.61%) were moving higher last month after the social media giant jumped on a better-than-expected earnings report, and the stock gained again in the second week of May on news of a detente in the trade war between the U.S. and China.</p>
<div class="lb-trans"><p><strong>Meta Platforms</strong>(META 3.61%) 的股票上個月上漲，此前這家社交媒體巨頭髮布了超出預期的財報，且在 5 月的第二週，因美中貿易戰緩和的消息，股價再次上漲。</p>
</div><p>According to data from S&amp;P Global Market Intelligence, the stock finished the month up 18%. As you can see from the chart below, the stock jumped early in the month following its earnings report and tacked on gains from there.</p>
<div class="lb-trans"><p>根據 S&amp;P Global Market Intelligence 的數據，該股票在本月結束時上漲了 18%。從下面的圖表可以看出，股票在月初財報發佈後大幅上漲，並從此繼續攀升。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/5733247b724b014f15f81a6b4af29c70.png" alt="" original-src="https://media.ycharts.com/charts/5733247b724b014f15f81a6b4af29c70.png"/></p>
<p>META data by YCharts.</p>
<div class="lb-trans"><p>META 數據來源於 YCharts。</p>
</div><h2>Meta is back on the move</h2>
<div class="lb-trans"><h2>Meta 再次迴歸</h2>
</div><p>After sliding in April on concerns around the trade war, Meta delivered a solid rebound thanks to impressive first-quarter results and hopes that the impact of the trade war would be more modest than previously expected.</p>
<div class="lb-trans"><p>在 4 月因貿易戰擔憂而下滑後，Meta 憑藉令人印象深刻的第一季度業績實現了強勁反彈，並希望貿易戰的影響將比之前預期的更温和。</p>
</div><p>Meta stock gained 4.2% on May 1 and 4.4% the following day after its Q1 earnings report came in above expectations. Revenue in Q1 rose 16% to $42.3 billion, ahead of estimates at $41.4 billion. The company reported growth in users, ad impressions, and average price per ad, driving the strong growth in revenue, and its margins continued to improve, lifting its earnings per share (EPS) up 37% to $6.43, which easily beat the consensus at $5.22.</p>
<div class="lb-trans"><p>Meta 的股票在 5 月 1 日上漲了 4.2%，次日又上漲了 4.4%，因為其第一季度財報超出預期。第一季度的收入增長了 16%，達到 423 億美元，超出預期的 414 億美元。公司報告了用户、廣告展示次數和每個廣告的平均價格的增長，推動了收入的強勁增長，且其利潤率持續改善，使每股收益（EPS）上漲 37% 至 6.43 美元，遠超市場共識的 5.22 美元。</p>
</div><p>Meta's guidance was also promising as the company forecast revenue of $42.5 billion to $45.5 billion in Q2 and lowered its full-year expense guidance by $1 billion.</p>
<div class="lb-trans"><p>Meta 的指引也很樂觀，公司預測第二季度的收入將在 425 億美元到 455 億美元之間，並將全年支出指引下調了 10 億美元。</p>
</div><p>The other significant event lifting the stock was the broader surge in the market on May 12 after the U.S. and China agreed to temporarily lower tariff rates. Meta, which is seen as a macroeconomically sensitive stock due to its dependence on digital advertising, gained 8% on May 12 on that news, and it closed out the month 1% higher as it traded mostly sideways over the remainder of May.</p>
<div class="lb-trans"><p>推動股價上漲的另一個重要事件是 5 月 12 日市場的普遍上漲，此前美國和中國達成協議，暫時降低關税。由於依賴數字廣告，Meta 被視為對宏觀經濟敏感的股票，5 月 12 日因這一消息上漲了 8%，並在 5 月剩餘時間內大部分橫盤交易，最終以 1% 的漲幅結束了本月。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAzMzcvZ3V5LW9uLWNvbXB1dGVyLWFuZC1zbWFydHBob25lLXNvY2lhbC1tZWRpYS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F820337%2Fguy-on-computer-and-smartphone-social-media.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>What's next for Meta</h2>
<div class="lb-trans"><h2>Meta 的未來</h2>
</div><p>Another issue that may have impacted the stock last month is pressure on rival <strong>Alphabet</strong>, which has been accused of operating a monopoly in two different businesses. Last month, the stock fell on news that <strong>Apple</strong> was considering offering AI search engines like Perplexity on its devices as an alternative to Google.</p>
<div class="lb-trans"><p>上個月可能影響股價的另一個問題是對競爭對手 <strong>Alphabet</strong> 的壓力，該公司被指控在兩個不同的業務中運營壟斷。上個月，因 <strong>Apple</strong> 考慮在其設備上提供像 Perplexity 這樣的 AI 搜索引擎作為 Google 的替代方案，Alphabet 的股票下跌。</p>
</div><p>Meta should benefit from any weakness at Alphabet as the two compete for digital advertising spending and in AI.</p>
<div class="lb-trans"><p>Meta 應該會從 Alphabet 的任何弱勢中受益，因為兩者在數字廣告支出和人工智能領域競爭。</p>
</div><p>While a weakening economy would present a challenge to the company, based on its Q2 guidance and the strength of Meta AI, the stock looks well positioned to keep gaining.</p>
<div class="lb-trans"><p>儘管經濟疲軟將對公司構成挑戰，但根據其第二季度的指引和 Meta AI 的強勁表現，該股票看起來有良好的基礎繼續上漲。</p>
</div>

Why Meta Platforms Stock Jumped 18% in May

- Meta Platforms 股價因超預期財報上漲，5 月份上漲 18%。  
- 第一季度營收增長 16%，達到 423 億美元，超出預期。  
- 美中貿易戰緩和及競爭對手 Alphabet 的壓力也推動了股價。  

為什麼 Meta Platforms 的股票在五月份上漲了 18%