在近日的Meta公司财报电话会议中，CEO马克·扎克伯格向投资者传达了一个重要信息：生成式人工智能（AI）是一项长期投资，可能需要数年时间才能看到显著的回报。尽管Meta第一季度的财务报告显示，公司营收达到364.55亿美元，同比增长27%，净利润跃升至123.69亿美元，同比增长117%，摊薄后每股收益为4.71美元，同比增长114%，显示出强劲的业绩增长，但这一乐观景象并未能打消市场对Meta未来投资策略的疑虑。
扎克伯格强调的AI领域，特别是生成式AI，被视为Meta未来的关键发展方向。然而，这一领域的投资意味着需要耐心等待，而Meta的现实实验室（Reality Labs）目前仍在亏损状态，这使得公司的财务前景增添了不确定性。受此影响，Meta的股价在盘后交易中大幅下挫，跌幅超过16%，反映出市场对Meta加大AI投入并持续承受短期亏损的担忧。
Meta的这一决策展示了其对未来技术趋势的押注，但同时也提醒投资者，高科技领域的创新往往伴随着风险与挑战，短期内可能无法转化为直接的财务收益。面对这一前景，Meta需要在保持增长势头的同时，有效管理投资者的期望，并确保其在AI领域的投资能够最终转化为可持续的竞争优势。
英语如下：
News Title: “Zuckerberg Warns: Generative AI Investments Won’t Pay Off for Years, Meta’s Share Price Plunges Over 16% After-Hours”
Keywords: Zuckerberg, Generative AI, Meta Losses
News Content: During Meta’s recent earnings call, CEO Mark Zuckerberg conveyed a crucial message to investors: Generative Artificial Intelligence (AI) is a long-term investment that may take years to yield significant returns. Despite Meta’s first-quarter financial report showing revenue of $36.455 billion, a 27% year-over-year increase, and net income soaring to $12.37 billion, up 117%, with diluted earnings per share at $4.71, a 114% growth, the strong performance failed to alleviate concerns about Meta’s future investment strategy.
Zuckerberg’s emphasis on the AI domain, particularly generative AI, is seen as a pivotal direction for Meta’s future. However, investments in this area imply a need for patience, and Meta’s Reality Labs remains in a loss-making position, adding uncertainty to the company’s financial outlook. In response, Meta’s share price tumbled sharply in after-hours trading, dropping over 16%, reflecting market concerns about Meta’s increased AI investments and short-term losses.
Meta’s decision showcases its bet on future technological trends but also serves as a reminder to investors that innovation in high-tech sectors often comes with risks and challenges, and may not immediately translate into direct financial gains. As Meta navigates this landscape, the company needs to maintain its growth momentum, manage investors’ expectations effectively, and ensure that its investments in AI ultimately translate into a sustainable competitive advantage.
【来源】https://www.ithome.com/0/764/172.htm
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