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Google才剛募資 Meta也傳擬發股籌資數百億美元 股價重挫超5.5% @ 2026-06-09T
AI 軍備競賽正迫使科技巨頭尋找新的資金來源,繼Alphabet (GOOGL.US)本周宣布擴大募資規模後,《金融時報》(FT)周五(5 日) 報導,Meta (META.
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美股|Meta 全力推動訂閱服務冀分散廣告收入依賴 @ 2026-06-08T
自創立以來,Meta(META)的收入主要依賴廣告業務,對訂閱服務僅略有涉獵。然而,近期一系列公告及報道顯示,Meta正全面推進訂閱服務業務,以協助支付其不斷...
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【美股動態】Meta押注AMD高達6GW算力,股價卻跌5.5%在算什麼? @ 2026-06-08T
Meta部署6GW AMD Instinct算力引發資本支出疑慮,Meta股價回落。本文解析AMD訂單與估值風險、台積電CoWoS與散熱受惠、以及Q2營收與ARPU三大觀察點。
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