$META · Daniel Pronk · 2026-10-29
Meta是唯一仍在高速增长且持续加速的广告公司，并即将在广告收入上超过Google，而亚马逊和Google的广告季度表现较弱；Claude被认为将此视为最清晰的证据，表明Meta的AI投资已在产生回报并扩大其业务。
逐段跳播
第一张图向我们展示的是Amazon、Meta和Google每季度净增加的广告收入。在这里我们可以看到，Amazon确实经历了一个疲软的季度，其广告业务净收入增加了19亿美元，正如Google也经历了一个较弱的季度一样。
What this first graph shows us is the net advertising revenue added per quarter for Amazon, Meta, and Google. Here we can see that Amazon did indeed have a weak quarter, adding $1.9 billion in net revenue to its advertising business, just as Google also had a weaker quarter.
这张图还向我们表明，Meta在广告领域取得了真正的胜利。Amazon和Google都让Meta的广告业务和第三季度财报显得好得多。
This chart also shows us that Meta is achieving a real victory in the field of advertising. Both Amazon and Google make their Meta advertising business and third-quarter report look much better.
下图展示的是过去12个月的数据。在这里我们可以看到，Meta即将在广告收入上超过Google，正如我昨天与你们分享的那样。Meta是唯一一家仍然保持非常高速增长的公司。
The following graph represents the figures for the past 12 months. Here we can see that Meta is about to overtake Google in advertising revenue, as I shared with you yesterday.
Meta is the only one that still maintains very rapid growth rates .
Meta是唯一一家仍在持续加速的广告公司。Claude认为，这是最清晰的证据，表明Meta在人工智能上的投资已经开始见效，并在扩大其业务。
Meta is the only advertising company that is still in continuous acceleration. Claude believes this is the clearest evidence that Meta's investments in artificial intelligence are already paying off and expanding its business.
观察点
这个频道对 $META 的历次判断
Daniel Pronk 在这只股票上共 9 条判断，这里只列相邻的几条。