Meta营收创纪录，但AI成本拖累股价下跌近7%

Meta营收创纪录，但AI成本拖累股价下跌近7%

2026-07-30 07:47

ChainThink 消息，7 月 30 日，Meta Platforms 第二财季营收创历史新高，但 AI 支出计划更新引发市场对基础设施建设成本的担忧，盘后股价跌逾 6.8%。

Meta 第二季度营收为 608 亿美元，同比增长 28%；净利润为 158 亿美元，低于分析师预期。

公司将年度资本支出指引下限从 1250 亿美元上调至 1300 亿美元，上限维持在 1450 亿美元。

为推进 AI 投入，Meta 已在芯片采购、数据中心建设及人才招募方面投入数百亿美元，并近期与贝莱德合作融资至少 120 亿美元用于建设得州数据中心。

Meta 第二季度自由现金流为 7.84 亿美元。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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