<p>幾年前，Facebook 母公司 <strong>Meta Platforms</strong>（META 1.21%）更改了名稱，部分原因是為了反映其對元宇宙雄心的新關注。儘管該公司仍在致力於該項目，但其在人工智能（AI）方面的舉措最近引起了更多的關注。</p>
<p>Meta 希望通過人工智能轉型其業務，最近的消息表明，到 2026 年底，它可能在這方面邁出重要一步。讓我們來看看這些發展，並判斷它們是否使 Meta Platforms 的股票值得購買。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjA3MzIvYS1wZXJzb24td29ya2luZy1vbi1hLWxhcHRvcC5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjA3MzIvYS1wZXJzb24td29ya2luZy1vbi1hLWxhcHRvcC5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>Meta 希望自動化其廣告業務</h2>
<p>Meta Platforms 大部分收入來自於對其龐大用户羣的廣告投放。截至第一季度末，Meta 在其網站和應用程序（包括 Facebook、Instagram、Messenger 和 WhatsApp）上擁有 34.3 億日活躍用户。</p>
<p>然而，如果 Meta 能夠通過改善廣告創作和發佈流程為廣告商提供更多價值，其廣告業務可能會變得更好。它已經開始使用人工智能驅動的工具來做到這一點——例如，幫助廣告商使用人工智能定義目標受眾。雖然企業通常需要進行研究來找出這一點，但人工智能使這項工作變得更快、更簡單和更便宜。</p>
<p>然而，Meta 希望邁出下一步。根據《華爾街日報》的報道，它旨在通過人工智能從頭到尾自動化這一過程。企業將能夠在每個步驟中使用該技術——創建圖像、調整圖像、生成適當的文本、定義目標受眾等。</p>
<p>Meta Platforms 計劃在明年年底之前完成這一目標。這對投資者意味着什麼？</p>
<h2>另一個購買股票的理由</h2>
<p>如果成功，Meta Platforms 的新廣告人工智能工具可以在企業實現類似（或甚至更好）結果的同時降低廣告支出。如果是這樣，Meta 的人工智能驅動工具在其網站和應用程序上發佈廣告的需求將顯著增加，從而帶來更令人印象深刻的銷售額。</p>
<p>需要明確的是，Meta 的廣告業務無論如何都是一個關鍵的增長驅動力。數字廣告市場仍在增長，而這家科技巨頭龐大的用户生態系統使其成為商業客户的有價值目標。然而，這些新舉措將進一步增強這一已經高度盈利的產品。</p>
<p>與此同時，Meta 也在通過人工智能改善用户參與度。其算法幫助增加了用户在 Facebook 和 Instagram 上花費的時間，因此該公司正在利用人工智能在商業方程的兩個方面進行工作。</p>
<p>考慮到它還有其他潛在的增長驅動力，這些努力應該在長期內獲得回報。它一直在加大 WhatsApp 上的商業消息投放，並且在元宇宙方面也在努力。</p>
<p>現在，Meta Platforms 並非沒有風險。美中貿易緊張局勢可能會影響其財務業績。在第一季度，由於特朗普政府結束了一項允許某些來自中國的進口在美國免税的漏洞，它從亞洲零售商那裏獲得的廣告收入減少。</p>
<p>儘管面臨這一逆風，Meta Platforms 的第一季度業績仍然出色。收入同比增長 16%，達到 423 億美元，而每股淨收益為 6.43 美元，比去年同期高出 37%。如果貿易戰持續，可能會有更多的不確定性，但 Meta Platforms 顯示出儘管如此仍能表現相當不錯。</p>
<p>一些人可能還會指出公司的估值是避免購買該股票的理由。截至目前，Meta 的前瞻市盈率（P/E）為 27.4，遠高於通信服務行業 19.1 的平均水平。但考慮到 Facebook 母公司的優秀業績和強勁前景，這似乎值得溢價。在我看來，Meta Platforms 將在五年或更長時間內充分證明其相對較高的估值，這仍然使其成為值得長期持有的股票。</p>

META

<p>Meta Platforms 正在專注於人工智能，以增強其廣告業務，計劃在 2026 年底之前實現廣告創作和定向的自動化。這可能會降低廣告商的成本，並增加對其服務的需求。儘管面臨美中貿易緊張局勢的風險，Meta 在第一季度報告了 16% 的收入增長，達到 423 億美元。儘管其市盈率高於行業平均水平，但強勁的業績和增長前景表明，長期來看仍然是一個值得投資的選擇</p>

<p>Several years ago, Facebook parent <strong>Meta Platforms</strong>(META 1.21%) changed its name, partly to reflect its newfound focus on its metaverse ambitions. Although the company is still working on that project, its initiatives in artificial intelligence (AI) garnered more headlines recently.</p>
<div class="lb-trans"><p>幾年前，Facebook 母公司 <strong>Meta Platforms</strong>（META 1.21%）更改了名稱，部分原因是為了反映其對元宇宙雄心的新關注。儘管該公司仍在致力於該項目，但其在人工智能（AI）方面的舉措最近引起了更多的關注。</p>
</div><p>Meta is looking to transform its business through AI, and recent news suggests it may take a significant step in that direction by the end of 2026. Let's examine these developments and determine whether they make Meta Platforms stock a buy.</p>
<div class="lb-trans"><p>Meta 希望通過人工智能轉型其業務，最近的消息表明，到 2026 年底，它可能在這方面邁出重要一步。讓我們來看看這些發展，並判斷它們是否使 Meta Platforms 的股票值得購買。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjA3MzIvYS1wZXJzb24td29ya2luZy1vbi1hLWxhcHRvcC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F820732%2Fa-person-working-on-a-laptop.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>Meta is looking to automate its ad business</h2>
<div class="lb-trans"><h2>Meta 希望自動化其廣告業務</h2>
</div><p>Meta Platforms makes most of its money from advertising to its massive user base. As of the end of the first quarter, Meta boasted 3.43 billion daily active users across its websites and apps, which include Facebook, Instagram, Messenger, and WhatsApp.</p>
<div class="lb-trans"><p>Meta Platforms 大部分收入來自於對其龐大用户羣的廣告投放。截至第一季度末，Meta 在其網站和應用程序（包括 Facebook、Instagram、Messenger 和 WhatsApp）上擁有 34.3 億日活躍用户。</p>
</div><p>However, Meta's ad business could become even better if it could provide more value to advertisers by improving their ad creation and launch processes. It already started to do that with the use of AI-powered tools -- for instance, helping advertisers define their target audience using AI. While businesses typically need to conduct research to figure that out, AI is making the job faster, easier, and cheaper.</p>
<div class="lb-trans"><p>然而，如果 Meta 能夠通過改善廣告創作和發佈流程為廣告商提供更多價值，其廣告業務可能會變得更好。它已經開始使用人工智能驅動的工具來做到這一點——例如，幫助廣告商使用人工智能定義目標受眾。雖然企業通常需要進行研究來找出這一點，但人工智能使這項工作變得更快、更簡單和更便宜。</p>
</div><p>However, Meta is looking to take the next steps. According to a report from <em>The Wall Street Journal</em>, it aims to automate the process with AI from start to finish. Businesses will be able to use the technology at every step of the way -- to create images, tweak them, generate appropriate text, define the target audience, and more.</p>
<div class="lb-trans"><p>然而，Meta 希望邁出下一步。根據《華爾街日報》的報道，它旨在通過人工智能從頭到尾自動化這一過程。企業將能夠在每個步驟中使用該技術——創建圖像、調整圖像、生成適當的文本、定義目標受眾等。</p>
</div><p>Meta Platforms aims to complete this by the end of next year. What does this mean for investors?</p>
<div class="lb-trans"><p>Meta Platforms 計劃在明年年底之前完成這一目標。這對投資者意味着什麼？</p>
</div><h2>One more reason to buy the stock</h2>
<div class="lb-trans"><h2>另一個購買股票的理由</h2>
</div><p>If successful, Meta Platforms' new AI tools for ads could reduce advertising expenses for companies while they achieve similar (or perhaps even better) results. If that's the case, demand for Meta's AI-powered tools to post ads across its websites and apps would increase significantly, leading to even more impressive sales.</p>
<div class="lb-trans"><p>如果成功，Meta Platforms 的新廣告人工智能工具可以在企業實現類似（或甚至更好）結果的同時降低廣告支出。如果是這樣，Meta 的人工智能驅動工具在其網站和應用程序上發佈廣告的需求將顯著增加，從而帶來更令人印象深刻的銷售額。</p>
</div><p>To be clear, Meta's ad business would be a key growth driver anyway. The digital ad market is still growing, and the tech leader's deep ecosystem of users makes it a valuable target for business clients. However, these new initiatives would further enhance this already highly profitable offering.</p>
<div class="lb-trans"><p>需要明確的是，Meta 的廣告業務無論如何都是一個關鍵的增長驅動力。數字廣告市場仍在增長，而這家科技巨頭龐大的用户生態系統使其成為商業客户的有價值目標。然而，這些新舉措將進一步增強這一已經高度盈利的產品。</p>
</div><p>Meanwhile, Meta is also improving engagement thanks to AI. Its algorithms have helped increase the amount of time users spend on Facebook and Instagram, so the company is working on both sides of the commerce equation with AI.</p>
<div class="lb-trans"><p>與此同時，Meta 也在通過人工智能改善用户參與度。其算法幫助增加了用户在 Facebook 和 Instagram 上花費的時間，因此該公司正在利用人工智能在商業方程的兩個方面進行工作。</p>
</div><p>These efforts should pay off in the long run, especially considering it has other potential growth drivers. It has been ramping up commercial messaging on WhatsApp, as well as working on the metaverse.</p>
<div class="lb-trans"><p>考慮到它還有其他潛在的增長驅動力，這些努力應該在長期內獲得回報。它一直在加大 WhatsApp 上的商業消息投放，並且在元宇宙方面也在努力。</p>
</div><p>Now, Meta Platforms isn't without risk. U.S.-China trade tensions could impact its financial results. During the first quarter, it received less advertising revenue from Asia-based retailers after the Trump administration ended a loophole that allowed some imports from China to enter the U.S. tax-free.</p>
<div class="lb-trans"><p>現在，Meta Platforms 並非沒有風險。美中貿易緊張局勢可能會影響其財務業績。在第一季度，由於特朗普政府結束了一項允許某些來自中國的進口在美國免税的漏洞，它從亞洲零售商那裏獲得的廣告收入減少。</p>
</div><p>Still, despite this headwind, Meta Platforms' first-quarter results were excellent. Revenue increased by 16% year over year to $42.3 billion, while net earnings per share came in at $6.43, 37% higher than the year-ago period. There might be more uncertainty if the trade wars continue, but Meta Platforms is showing that it can perform reasonably well despite that.</p>
<div class="lb-trans"><p>儘管面臨這一逆風，Meta Platforms 的第一季度業績仍然出色。收入同比增長 16%，達到 423 億美元，而每股淨收益為 6.43 美元，比去年同期高出 37%。如果貿易戰持續，可能會有更多的不確定性，但 Meta Platforms 顯示出儘管如此仍能表現相當不錯。</p>
</div><p>Some might also point to the company's valuation as a reason to avoid the stock. Meta's forward price-to-earnings (P/E) ratio is 27.4 as of this writing, much higher than the average of 19.1 for the communication services industry. But given the Facebook parent's excellent results and strong prospects, it seems worth a premium. In my view, Meta Platforms will more than justify its relatively steep valuation in five years or more, which still makes it a stock worth owning for a long time.</p>
<div class="lb-trans"><p>一些人可能還會指出公司的估值是避免購買該股票的理由。截至目前，Meta 的前瞻市盈率（P/E）為 27.4，遠高於通信服務行業 19.1 的平均水平。但考慮到 Facebook 母公司的優秀業績和強勁前景，這似乎值得溢價。在我看來，Meta Platforms 將在五年或更長時間內充分證明其相對較高的估值，這仍然使其成為值得長期持有的股票。</p>
</div>

Does This News Make Meta Platforms Stock a Buy?

- Meta Platforms 正在通過 AI 自動化廣告業務，提升廣告價值。  
- 預計到 2026 年底，AI 工具將簡化廣告創建流程。  
- 儘管面臨風險，Meta 第一季度收入增長 16%，顯示出強勁表現。

這則新聞是否讓 Meta Platforms 的股票值得買入？