美股異動|Meta盤後升超4%,一季報整體向好,下調全年資本開支預期
Meta盤後升超4%。Meta一季度EPS為6.43美元,分析師預期5.25美元。一季度營收423.1億美元,分析師預期413.8億美元。一季度廣吿營收413.9億美元,分析師預期405.5億美元。一季度現實實驗室(Reality Labs)營收4.12億美元,分析師預期4.96億美元。一季度APP Family營收419.0億美元,分析師預期408.9億美元。一季度運營利潤175.6億美元,分析師預期155.2億美元。一季度現實實驗室(Reality Labs)運營虧損42.1億美元,分析師預期虧損45.4億美元。一季度APP Family運營利潤217.7億美元,分析師預期200.4億美元。預計全年總體營收介於425億-455億美元。預計全年總體開支1130億-1180億美元,公司原本預計1140億-1190億美元。業績展望包括意料之中的基建硬件成本增長。公司認為,額外數據中心投資將支持人工智能(AI)努力。預計二季度營收425億-455億美元,分析師預期440.6億美元。

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