<p>“七大巨頭” 股票在年初至今的表現各異，但 <strong>Meta Platforms</strong>(META 0.64%) 的股價因強勁的財務業績和投資者對其人工智能（AI）戰略的積極情緒上漲了 22%。該公司將在 7 月 30 日星期三市場收盤後公佈第二季度財報。</p>
<p>華爾街對該報告持樂觀態度。在 72 位分析師中，該股票的共識評級為買入，目標價中位數為 750 美元。這意味着相較於當前的 712 美元股價有 5% 的上漲空間。</p>
<p>以下是投資者應瞭解的關於 Meta Platforms 的信息。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjY4ODAvYnV5LXNlbGwtMy5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjY4ODAvYnV5LXNlbGwtMy5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>華爾街對 Meta Platforms 公佈第二季度業績的預期</h2>
<p>Meta Platforms 將在 7 月 30 日星期三美國股市收盤後公佈 2025 年第二季度的財務業績。管理層預計銷售增長為 12.6%，但未提供盈利預估。華爾街分析師的共識預測如下：</p>
<ul>
<li>收入將增長 14.7%，達到 448 億美元。</li>
<li>每股收益將增長 14.5%，達到 5.91 美元。</li>
</ul>
<p>即使公司超出共識預期並提供強勁的前瞻指引，Meta 股票也可能不會上漲。該公司在 2024 年第三季度滿足了這兩個條件，但由於對人工智能項目重投入的擔憂，股價在報告後仍下跌了 4%。</p>
<p>截至 7 月 28 日，期權合約的價格暗示財報發佈後的波動幅度為 5.5%。在這種情況下，股價將在 7 月 31 日收於 674 美元至 751 美元之間。但該範圍可能會根據報告前幾天的股價交易情況而變化。</p>
<p>更重要的是，雖然期權價格用於估算波動性，但並不能保證這些估算是準確的。期權合約的風險溢價僅反映了投資者的預期。</p>
<h2>Meta Platforms 正在利用人工智能增強其廣告業務</h2>
<p>根據去年總下載量，Meta 擁有 Facebook、Instagram 和 WhatsApp 這三大最受歡迎的社交媒體平台。它還擁有第六大（Threads）和第八大（Messenger）社交平台，數據來源於 Sensor Tower。Meta 能夠吸引消費者並收集數據，使其成為理想的廣告合作伙伴。</p>
<p>因此，Meta Platforms 是全球最大的廣告技術公司之一，僅次於 <strong>Alphabet</strong> 的 Google，但 Meta 正在獲得市場份額。去年，Meta 佔數字廣告支出的 21.6%，比前一年增加了兩個百分點。隨着 Meta 依靠人工智能提高用户參與度並幫助營銷人員優化廣告活動，市場份額的增長可能會持續。</p>
<p>首席執行官馬克·扎克伯格最近告訴分析師：“在過去六個月中，我們推薦系統的改進使 Facebook 的使用時間增加了 7%，Instagram 增加了 6%，Threads 增加了 35%。” 此外，使用 AI 創意工具的廣告客户在最近一個季度增加了 30%。</p>
<p>扎克伯格報告了 Meta AI 對話助手的日益受歡迎。這項技術在其社交媒體平台生態系統中活躍用户接近 10 億。最後，該公司最近宣佈了新的 AI 功能，使品牌能夠為不同的人個性化同一廣告，將對話 AI 代理嵌入廣告中，並將靜態圖像拼接成連貫的視頻廣告。</p>
<h2>在當前價格下，Meta Platforms 的股票值得購買</h2>
<p>展望未來，Grand View Research 預計廣告技術支出將在 2030 年前以 14% 的年率增長。反過來，華爾街預計 Meta Platforms 的收益在未來三年將以 15% 的年率增長。這使得其當前 28 倍的市盈率看起來是可以接受的。然而，分析師往往低估該公司。</p>
<p>在過去六個季度中，Meta Platforms 的業績平均超出共識預期 13%，並可能繼續超出預測，因為它在 AI 創新和新產品方面不斷髮力。例如，Meta 在快速增長的智能眼鏡市場中佔據主導地位，該市場去年規模增長了三倍，預計到 2029 年銷售將每年增長超過 60%，數據來源於 Counterpoint Research。</p>
<p>耐心的投資者應該感到購買 Meta 股票是舒適的。隨着第二季度財務報告的臨近，最謹慎的策略是在今天購買一些股票，並在報告後再購買一些。這一策略將平滑一些股價波動，確保投資者能夠利用任何財報後的收益，同時也對潛在的財報後損失進行對沖。</p>

META

<p>Meta Platforms (META) 今年股價上漲了 22%，這得益於強勁的財務業績和對其人工智能戰略的積極情緒。該公司將於 7 月 30 日公佈第二季度財報，分析師預測收入將增長 14.7%，達到 448 億美元，每股收益為 5.91 美元。儘管財報公佈後可能會出現波動，分析師們仍然維持一致的買入評級，目標價中位數為 750 美元。建議投資者現在和財報公佈後購買股票，以降低風險並抓住潛在收益</p>

<p>The &#34;Magnificent Seven&#34; stocks have delivered mixed performances year to date, but shares of <strong>Meta Platform</strong>(META 0.64%) have gained 22% due to strong financial results and positive investor sentiment concerning its artificial intelligence (AI) strategy. The company will announce second-quarter earnings results after market close on Wednesday, July 30.</p>
<div class="lb-trans"><p>“七大巨頭” 股票在年初至今的表現各異，但 <strong>Meta Platforms</strong>(META 0.64%) 的股價因強勁的財務業績和投資者對其人工智能（AI）戰略的積極情緒上漲了 22%。該公司將在 7 月 30 日星期三市場收盤後公佈第二季度財報。</p>
</div><p>Wall Street is optimistic ahead of the report. Among 72 analysts, the stock has a consensus rating of buy, and the median target price is $750. That implies 5% upside from its current share price of $712.</p>
<div class="lb-trans"><p>華爾街對該報告持樂觀態度。在 72 位分析師中，該股票的共識評級為買入，目標價中位數為 750 美元。這意味着相較於當前的 712 美元股價有 5% 的上漲空間。</p>
</div><p>Here's what investors should know about Meta Platforms.</p>
<div class="lb-trans"><p>以下是投資者應瞭解的關於 Meta Platforms 的信息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjY4ODAvYnV5LXNlbGwtMy5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F826880%2Fbuy-sell-3.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 Wall Street expects when Meta Platforms announces its second-quarter results</h2>
<div class="lb-trans"><h2>華爾街對 Meta Platforms 公佈第二季度業績的預期</h2>
</div><p>Meta Platforms will announce financial results for Q2 2025 after the U.S. stock market closes on Wednesday, July 30. Management guided for 12.6% sales growth but didn't share an earnings estimate. The consensus forecasts among Wall Street analysts are listed below:</p>
<div class="lb-trans"><p>Meta Platforms 將在 7 月 30 日星期三美國股市收盤後公佈 2025 年第二季度的財務業績。管理層預計銷售增長為 12.6%，但未提供盈利預估。華爾街分析師的共識預測如下：</p>
</div><ul>
<li>Revenue will increase 14.7% to $44.8 billion.</li>
<li>Earnings will increase 14.5% to $5.91 per share.</li>
</ul>
<div class="lb-trans"><ul>
<li>收入將增長 14.7%，達到 448 億美元。</li>
<li>每股收益將增長 14.5%，達到 5.91 美元。</li>
</ul>
</div><p>Meta stock may not rise even if the company beats the consensus estimates and provides strong forward guidance. The company checked both boxes in Q3 2024, but the stock still declined 4% following the report due to concerns about heavy spending on AI projects.</p>
<div class="lb-trans"><p>即使公司超出共識預期並提供強勁的前瞻指引，Meta 股票也可能不會上漲。該公司在 2024 年第三季度滿足了這兩個條件，但由於對人工智能項目重投入的擔憂，股價在報告後仍下跌了 4%。</p>
</div><p>As of July 28, prices on options contracts imply a post-earnings move of 5.5%. In that scenario, the stock would close between $674 and $751 on July 31. But that range is subject to change, depending on how the stock trades in the days before the report.</p>
<div class="lb-trans"><p>截至 7 月 28 日，期權合約的價格暗示財報發佈後的波動幅度為 5.5%。在這種情況下，股價將在 7 月 31 日收於 674 美元至 751 美元之間。但該範圍可能會根據報告前幾天的股價交易情況而變化。</p>
</div><p>More importantly, while options prices are used to estimate volatility, there's no guarantee the estimates are accurate. The risk premiums on options contracts simply reflect what investors anticipate.</p>
<div class="lb-trans"><p>更重要的是，雖然期權價格用於估算波動性，但並不能保證這些估算是準確的。期權合約的風險溢價僅反映了投資者的預期。</p>
</div><h2>Meta Platforms is using artificial intelligence to strengthen its advertising business</h2>
<div class="lb-trans"><h2>Meta Platforms 正在利用人工智能增強其廣告業務</h2>
</div><p>Meta owns 3 of the 4 most popular social media platforms in Facebook, Instagram, and WhatsApp, as measured by total downloads last year. It also owns the sixth most popular social platform (Threads) and the eighth most popular social platform (Messenger), according to Sensor Tower. That ability to engage consumers and collect data makes Meta Platforms an ideal advertising partner.</p>
<div class="lb-trans"><p>根據去年總下載量，Meta 擁有 Facebook、Instagram 和 WhatsApp 這三大最受歡迎的社交媒體平台。它還擁有第六大（Threads）和第八大（Messenger）社交平台，數據來源於 Sensor Tower。Meta 能夠吸引消費者並收集數據，使其成為理想的廣告合作伙伴。</p>
</div><p>Consequently, Meta Platforms is one of the largest ad tech companies in the world, second only to <strong>Alphabet</strong>'s Google, but Meta is gaining market share. It accounted for 21.6% of digital ad spending last year, up two points from the previous year. Market-share gains could continue as Meta leans on artificial intelligence to improve user engagement and help marketers optimize their advertising campaigns.</p>
<div class="lb-trans"><p>因此，Meta Platforms 是全球最大的廣告技術公司之一，僅次於 <strong>Alphabet</strong> 的 Google，但 Meta 正在獲得市場份額。去年，Meta 佔數字廣告支出的 21.6%，比前一年增加了兩個百分點。隨着 Meta 依靠人工智能提高用户參與度並幫助營銷人員優化廣告活動，市場份額的增長可能會持續。</p>
</div><p>CEO Mark Zuckerberg recently told analysts, &#34;In the last six months, improvements to our recommendation systems have led to a 7% increase in time spent on Facebook, 6% increase on Instagram, and 35% increase on Threads.&#34; Also, the number of advertisers using AI creative tools increased 30% in the most recent quarter.</p>
<div class="lb-trans"><p>首席執行官馬克·扎克伯格最近告訴分析師：“在過去六個月中，我們推薦系統的改進使 Facebook 的使用時間增加了 7%，Instagram 增加了 6%，Threads 增加了 35%。” 此外，使用 AI 創意工具的廣告客户在最近一個季度增加了 30%。</p>
</div><p>Zuckerberg reported growing traction with the conversational assistant Meta AI. The technology has nearly reached 1 billion active users across its ecosystem of social media platforms. Finally, the company recently announced new AI features that let brands personalize the same ad for different people, embed conversational AI agents into ads, and stitch together static images into cohesive video ads.</p>
<div class="lb-trans"><p>扎克伯格報告了 Meta AI 對話助手的日益受歡迎。這項技術在其社交媒體平台生態系統中活躍用户接近 10 億。最後，該公司最近宣佈了新的 AI 功能，使品牌能夠為不同的人個性化同一廣告，將對話 AI 代理嵌入廣告中，並將靜態圖像拼接成連貫的視頻廣告。</p>
</div><h2>Meta Platforms stock is worth buying at its current price</h2>
<div class="lb-trans"><h2>在當前價格下，Meta Platforms 的股票值得購買</h2>
</div><p>Looking ahead, Grand View Research estimates ad tech spending will grow at 14% annually through 2030. In turn, Wall Street expects Meta Platform's earnings to grow at 15% annually in the next three years. That makes its current valuation of 28 times earnings look tolerable. However, analysts have a tendency to underestimate the company.</p>
<div class="lb-trans"><p>展望未來，Grand View Research 預計廣告技術支出將在 2030 年前以 14% 的年率增長。反過來，華爾街預計 Meta Platforms 的收益在未來三年將以 15% 的年率增長。這使得其當前 28 倍的市盈率看起來是可以接受的。然而，分析師往往低估該公司。</p>
</div><p>Meta Platforms beat the consensus estimate by an average of 13% in the last six quarters and may continue to top forecasts as it leans into AI innovation and new products. For instance, Meta dominates the burgeoning smart glasses market, which tripled in size last year, and sales are projected to increase more than 60% annually through 2029, according to Counterpoint Research.</p>
<div class="lb-trans"><p>在過去六個季度中，Meta Platforms 的業績平均超出共識預期 13%，並可能繼續超出預測，因為它在 AI 創新和新產品方面不斷髮力。例如，Meta 在快速增長的智能眼鏡市場中佔據主導地位，該市場去年規模增長了三倍，預計到 2029 年銷售將每年增長超過 60%，數據來源於 Counterpoint Research。</p>
</div><p>Patient investors should feel comfortable buying Meta stock. With the second-quarter financial report imminent, the most prudent strategy is to buy a few shares today and a few more shares after the report. That strategy will smooth out some of the share-price volatility, ensuring investors capitalize on any post-earnings gains, while also hedging against potential post-earnings losses.</p>
<div class="lb-trans"><p>耐心的投資者應該感到購買 Meta 股票是舒適的。隨着第二季度財務報告的臨近，最謹慎的策略是在今天購買一些股票，並在報告後再購買一些。這一策略將平滑一些股價波動，確保投資者能夠利用任何財報後的收益，同時也對潛在的財報後損失進行對沖。</p>
</div>

Should You Buy Meta Platforms Stock Before July 30? Wall Street Has a Clear Answer for Investors.

- Meta Platforms 股票因強勁財報和 AI 戰略，年初至今上漲 22%。  
- 華爾街預計 Q2 收入將增長 14.7%，達 448 億美元。  
- 廣告支出預計年均增長 14%，Meta 未來前景樂觀。  

投資者是否應該在 7 月 30 日之前購買 Meta Platforms 的股票？華爾街對此有明確的建議