$Meta Plat_老虎社区_美港股上老虎

$Meta Platforms, Inc.(META)$ 现在两头挨打。一边是法律诉讼连环爆，合规成本蹭蹭往上涨；另一边是自己还在疯狂砸钱，2026年资本支出干到1150-1350亿美金，一年光AI基建就花这么多。账上利润再厚也经不住这么烧。这位置我选择先撤，等这些事都明朗了再看。

聚焦美股7巨头：Meta、亚马逊加速AI进程！

美东时间8日周三，Meta正式发布自研AI模型Muse Spark，标志着该司重金押注AI战略后的首次实质性落地，Meta股价一度涨9.5%。业内普遍认为，这标志着Meta从“AI布道者”向“AI竞争者”的身份转变；次日，在CEO股东信确认一季度AI年化营收超150亿美元，自研芯片规模翻倍至200亿，股价收涨5.6%、领涨科技巨头。【大家接下来看好哪只科技巨头表现？亚马逊现在能买吗？】

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