还在等广告复苏？Meta 已经换引擎了_老虎社区_美港股上老虎 - 老虎社区

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还在等广告复苏？Meta 已经换引擎了

SG Visual Research 图解研报
02-05

$Meta Platforms, Inc.(META)$

这季 Meta 的看点不在“宏观好没好”。

广告量、价格都在涨，但更关键的是：

AI 在同时拉参与度、提转化、扩产品层级。

不是广告回来了，

是广告系统本身被重写了。

# 微软领跌“7巨头”！科技股还能买吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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thinorfat
·02-05
AI重塑广告，Meta稳赢！
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