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META

NMS
Meta Platforms, Inc.
通信服务 Internet Content & Information United States 官网
$571.55
-0.8% 当日
AI选股 28 条

AI选股记录

AI事件选股 #8 评分 68 概率 54%

这个股票来自自动 AI 选股池。以后只要 CLI 写入新的 ticker,这里会自动生成个股页面,不需要手工补页面。

2026-08-04 · 历史验证
META

广告展示量和价格继续保持双位数增长,公司预计第三季度收入610亿至640亿美元;同时2026年资本开支指引达到1300亿至1450亿美元,现金流压力明显上升。

观察计划:不直接抄底;只有在放量收复财报后区间中位并形成更高低点时考虑反转,继续弱于大盘则保持观望。
风险提示:自由现金流同比大幅下降; AI资本开支回报周期和商业模式仍不清晰; 法律、监管和重组费用可能继续影响利润
自动来源
记录数
28
最近更新
2026-08-14T15:10:41+00:00
该股票的历史 AI 入选记录
2026-08-04
AI事件选股 #8
META
广告展示量和价格继续保持双位数增长,公司预计第三季度收入610亿至640亿美元;同时2026年资本开支指引达到1300亿至1450亿美元,现金流压力明显上升。
68
2026-08-03
AI事件选股 #7
META
广告量价仍保持双位数增长,公司预计第三季度收入610亿至640亿美元;同时2026年资本开支指引为1300亿至1450亿美元,现金流压力显著上升。
69
2026-07-14
AI事件选股 #3
META
算力容量扩张强化长期AI平台能力,但短期自由现金流和ROI压力同步上升;若AI API、广告工具和自研芯片能形成收入验证,估值压力会缓和。
84
2026-07-14
新闻热度选股 #4
META
监管事件被AP、The Verge、Investopedia等媒体覆盖,并且后续欧盟儿童社媒限制讨论延续热度。
80
2026-07-13
热门股票选股 #1
META
成交量、价格变化和流动性更突出,适合作为热门观察池候选。
70
2026-07-13
明日AI观察Top3 #2
META
热度池唯一入选,上一交易日涨幅约5.97%、成交量约2.12倍;AI代码模型、Meta自研芯片和算力扩张缓解部分AI投入回报担忧。
60%
2026-07-13
AI事件选股 #9
META
AI叙事从纯投入转向API变现、自研芯片降本和算力容量利用率提升,有助于缓和市场对高额AI capex的质疑。
76
2026-07-10
次日看涨Top3 #1
META
官方AI产品催化、盘前延续上涨、放量明显,且股价仍低于52周高点;短线条件优于其他候选。
84
2026-07-10
新闻热度选股 #4
META
AI商业化、云业务可能性和自研芯片同时被MarketWatch、IBD、Barron's等报道,且成交量明显高于均量。
88
2026-07-10
AI事件选股 #4
META
事件把Meta的AI叙事从纯资本开支转向可计价API收入、自研芯片降本和企业AI产品化,有助于缓和市场对AI投资回报的担忧。
85
2026-07-08
AI事件选股 #6
META
若Meta能将过剩AI基础设施商业化,AI投入回报路径更清晰;但资本开支继续上修会加重自由现金流和估值压力。
74
2026-07-06
新闻热度选股 #1
META
新闻覆盖密集,事件影响收入结构和估值叙事,同时股价出现近9%的单日反应,是本池最明确的新闻催化。
92
查看AI历史

基本信息

市值
$1.46T
市盈率 TTM
21.52
前瞻市盈率
16.41
股息率
36.00%
52周高点
$790.80
52周低点
$520.26
Beta
1.24
日均成交量
18.58M

成交结构

基于近 60 日量价数据观察资金强弱。

截至 2026-08-27
资金流强弱 MFI
54.3
中性
Chaikin 资金流 CMF
-0.039
中性
量能变化
0.52x
缩量
空头持仓比
1.27%
极低

交易信号历史

按时间回看该股票被模型捕捉到的买点信号。

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公司简介

Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) headsets, and AI glasses in the United States, Canada, Europe, Asia-Pacific, and internationally. It operates through two segments, Family of Apps (FoA) and Reality Labs (RL). The FoA segment offers Facebook, which enables people to build community through feed, reels, stories, groups, marketplace, and other; Instagram that brings people closer through Instagram feed, stories, reels, live, and messaging; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; Meta AI, an assistant that's available across apps, as a stand-alone app, on AI glasses, and on the web; Threads, an application for text-based updates and public conversations; and WhatsApp, a messaging application that is used by people and businesses to communicate and transact. The RL segment provides virtual and augmented reality products, including consumer hardware, software, and content that help people feel connected, as well as Meta Quest devices that enable social experiences across gaming, fitness, entertainment, and more. The segment also includes wearables such as AI glasses like Ray Ban Meta and Oakley Meta glasses; and the Meta Ray Ban Display, which combines AI glasses with an integrated lens display and the Meta Neural Band, a wrist worn device using electromyography that lets people control their AI glasses through neuromuscular signals. Meta Platforms, Inc. has a collaboration with Microsoft Corporation, NVIDIA Corporation, Advanced Micro Devices, Inc., Broadcom Inc., and OpenAI, L.L.C. The company was formerly known as Facebook, Inc. and changed its name to Meta Platforms, Inc. in October 2021. The company was incorporated in 2004 and is headquartered in Menlo Park, California.

员工数量 75,472 总部 Menlo Park, United States

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