美股详情

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Meta Platforms, Inc.

525.72

-21.8200-3.99%

盘后：524.99-0.7300-0.14%16:45 EDT

成交量：2,973.46万

成交额：157.24亿

市值：1.33万亿

市盈率：22.38

高：543.60

开：540.10

低：520.26

收：547.54

52周最高：796.25

52周最低：479.80

股本：25.21亿

流通股本：21.65亿

量比：1.58

换手率：1.37%

股息：2.10

股息率：0.40%

每股收益(TTM):23.49

每股收益(LYR):23.49

净资产收益率：30.24%

总资产收益率：16.21%

市净率：6.10

市盈率(LYR):22.38

数据加载中...

总览公司新闻资讯公告

消息称Meta自研芯片梦受挫：最先进芯片夭折，靠合作寻求替代方案

Meta与谷歌签署数十亿美元AI芯片协议

Meta扩大AI合作关系，以应对平台安全性质疑

超威半导体：与META达成合作协议关注项目落地进程

传：依视路陆逊梯卡或联合 Meta 为 PRADA 开发智能眼镜

AI军备竞赛白热化：英伟达印钞，Meta砸千亿，白宫定规矩

标杆研学中心

繁荣的暗面：6620亿美元影子杠杆与AI时代的表外数据中心债务危机

华尔街俱乐部

通信行业研究：旭创发布业绩快报关注3月GTC大会

去年要读懂谷歌，今年则要读懂Meta

半导体产业纵横

从巨额芯片采购到融资“狂潮”：2026的AI基础设施，正在变成一场只属于巨头的资本游戏？

硅基商业笔记

Meta与谷歌达成数十亿美元AI芯片合作将租用谷歌云自研的TPU

第一次，多模态大模型学会边看边听，Meta新作性能暴涨113%

砸下600亿买“备胎”：Meta 集齐三大芯片，英伟达的“铁王座”裂开了

看不懂的Meta：破碎就破碎放下自己才能高飞

华人AI大牛放弃Meta 14亿薪酬，加盟 OpenAI！

维科网电子工程

法官阻止弗吉尼亚州限制儿童使用社交媒体的法律

Form 144 | Meta Platforms 高管 Susan J LI 拟减持56571股，总价3647万美元

老虎公告助手

硅谷风云：2亿美金难留华人英才，OpenAI缘何成技术新归处？

ITBEAR科技资讯

Meta的芯片梦遭遇硬性限制

环球市场播报

特拉华州最高法院支持最近的公司法改革

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07:18","pubTimestamp":1772407094,"startTime":"0","endTime":"0","summary":"AIPress.com.cn报道3月2日消息，Meta,这个拥有Facebook、Instagram、WhatsApp和Threads的公司正在加码人工智能算力投入，同时应对围绕平台安全性的长期争议。巨额 AI 基础设施承诺与平台完整性相关的法律与监管压力交织在一起，可能在未来几年影响监管机构、用户和商业伙伴对 Meta 的整体认知。这意味着执行风险与监管风险并存。与此同时，Meta 正针对诈骗广告商采取法律行动，并持续面临监管审查，使得合规与声誉问题成为焦点。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302072041a43f5c95&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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关注3月GTC大会","url":"https://stock-news.laohu8.com/highlight/detail?id=2616822781","media":"国金证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616822781?lang=zh_cn&edition=fundamental","pubTime":"2026-03-01 00:00","pubTimestamp":1772294400,"startTime":"0","endTime":"0","summary":"展望3 月，NVIDIA GTC 大会即将开幕。2）旭创发布业绩快报，2025 年全年收入382.40 亿元，我们测算对应4Q25 单季度收入132.35 亿元，同比+102%/环比+30%，增长稳健。整体处于此前业绩预告中枢。我们认为当前公司处于估值低位，股价下行幅度有限，同时GTC&OFC 大会召开有望price-in scale-up 增量，看好公司当前位置的向上弹性。展望3 月，NVIDIA GTC 大会即将开幕,我们预计有望展示CPO交换机、rubin ultra 等方案，或将给再催化光通信板块。2025 年电信业务收入累计完成1.75 万亿元，同比增长0.7%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301205636a43e2975&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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18:07","pubTimestamp":1772273268,"startTime":"0","endTime":"0","summary":"然而，进入2026年，一个更值得关注的样本正在浮现——Meta。如果说谷歌的成功是十年磨一剑的厚积薄发，那么Meta在短短一年内展现出的全面、激进且高度务实的战略，则更直接地预示了AI竞赛下一阶段的产业格局。2026年初，Meta公布了一系列大规模投资计划，清晰地展示了其在人工智能领域的布局。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260228180851a43ab742&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:03","pubTimestamp":1772254980,"startTime":"0","endTime":"0","summary":"新智元报道编辑：LRSTMeta联合多所高校发布首个可规模化自动生成第一视角音视频理解数据的引擎EgoAVU ，让多模态大模型首次真正“听懂世界”。实验结果显示，在新数据上微调后，Benchmark性能最高提升113%、其他任务最高提升28%研究进一步揭示：当前多模态模型普遍存在严重视觉偏置。这标志着多模态AI正在从“模型驱动”迈向新的技术范式“数据驱动”。EgoAVU为这些领域提供了关键突破，让多模态大模型第一次真正学会“听懂第一视角世界”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260228141632a72980d9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14亿薪酬，加盟 OpenAI！","url":"https://stock-news.laohu8.com/highlight/detail?id=2614899634","media":"维科网电子工程","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614899634?lang=zh_cn&edition=fundamental","pubTime":"2026-02-28 09:42","pubTimestamp":1772242934,"startTime":"0","endTime":"0","summary":"据 The Information、路透社等多家权威媒体报道，OpenAI 已正式确认，前 Meta 超级智能实验室 AI 基础设施负责人、华人顶尖 AI 专家庞若鸣 已于上周离职 Meta，加入 OpenAI 核心研发团队。据悉，庞若鸣放弃 Meta 超 2 亿美元的天价薪酬，入职仅 7 个月便跳槽至 OpenAI。这份绑定里程碑的天价合约，一度被视为 Meta 冲击 AGI 领先地位的关键筹码。在 OpenAI 长达数月的强势招募下，庞若鸣最终选择放弃 Meta 未兑现的巨额薪酬，投身 AGI 研发前沿阵地 OpenAI。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260228095456a728c2d9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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\"的影响以及应对青少年心理健康危机而合理制定的。但法官说，尽管弗吉尼亚州有保护儿童的利益，但该法律要求包括成年人在内的每个人都要核实自己的年龄，这就显得过于包容，而将可能使人上瘾的互动游戏排除在覆盖范围之外，又显得不够包容。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260227:nL4S3ZN278:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0289960550.SGD","LU0124676726.USD","LU2125154778.USD","LU1267930730.SGD","BK4598","SG9999015978.USD","LU0072462426.USD","LU1323610961.USD","LU0795875086.SGD","LU2347655156.SGD","LU2106854487.HKD","GB00B4QBRK32.GBP","LU1974910355.USD","LU1992135472.HKD","LU0210528500.USD","GB00B4LPDJ14.GBP","LU0251132253.USD","LU0353189680.USD","IE00BFSS8Q28.SGD","LU1244550577.SGD","LU2077746001.SGD","LU2361044865.SGD","LU2362541273.HKD","LU2473716301.USD","LU2487616109.SGD","IE00BBT3K403.USD","SG9999004303.SGD","LU0130102774.USD","LU1032955483.USD","LU0053666078.USD","LU0964807845.USD","HK0000914660.USD","LU1935042991.SGD","LU2272731782.SGD","LU1506573853.SGD","BK4503","LU0308772762.SGD","BK4547","GOU","LU0648001328.SGD","LU1316542783.SGD","LU2237957902.USD","LU2168564065.EUR","LU2491049909.HKD","IE0034235303.USD","IE00B3SWFQ91.USD","GGLS","LU0708994859.HKD","LU2023251221.USD","LU1564329032.USD","LU1935042215.USD","LU1145028129.USD","IE000KEQY171.SGD","LU1366333091.USD","LU1804176565.USD","LU1670711123.USD","LU0683600562.USD","LU1242518857.USD","IE000ITXATA3.USD","BK4534","LU0079474960.USD","LU2764263039.SGD","SGXZ23171101.USD","LU1629891620.HKD","LU2125154935.USD","LU1548497426.USD","LU0820561818.USD","LU1064131342.USD","IE00BQXX3F31.USD","BK4533","LU2236285917.USD","RDYY","LU0077335932.USD","BK4532","BK4551","LU0256863811.USD","LU0056508442.USD","LU0784383803.USD","SGXZ81514606.USD","LU0342679015.USD","LU0149725797.USD","LU2362540622.SGD","LU1951200564.SGD","BK4527","IE00BJJMRX11.SGD","LU0976567544.SGD","LU1280957306.USD","BK4550","LU0345769631.USD","SG9999001077.SGD","LU0784385170.HKD","LU0354030511.USD","LU1551013342.USD","LU0157215616.USD","LU1121112475.USD","LU2237438978.USD","LU0444973449.USD","LU2458330243.SGD","LU1035775433.USD","GOOP","LU1059921491.USD","IE0002270589.USD","LU2552382215.SGD","LU0957808578.USD","LU0985320562.USD","LU2471134879.HKD","IE0005OL40V9.USD","LU0345770993.USD","LU2505996509.AUD","LU2746668461.USD","LU0128525689.USD","LU0942090050.USD","LU1221951129.SGD","LU2756315664.SGD","LU1267930227.SGD","LU0994945656.USD","LU2326559502.SGD","BK4579","GOOY","LU1435385759.SGD","LU0211331839.USD","LU0823421416.USD","LU1917777945.USD","BK4585","LU2065170008.USD","IE00BKDWB100.SGD","LU2265009873.SGD","LU2092627202.USD","IE0004091025.USD","LU0980610538.SGD","LU0719512351.SGD","LU1585245621.USD","LU1852331112.SGD","IE0004445239.USD","LU0320765059.SGD","LU2028103732.USD","LU2275660780.HKD","LU2213496289.HKD","BK4587","LU1778281490.HKD","LU0672654240.SGD","LU1868837136.USD","IE00BJTD4V19.USD","LU0203202063.USD","IE0004445015.USD","LU1496350502.SGD","IE00BFSS7M15.SGD","LU1043141396.HKD","LU0130517989.USD","LU1242518931.SGD","SG9999002224.SGD","IE0009G5SDU7.USD","LU0061474705.USD","SG9999002232.USD","LU0787776722.HKD","LU0949170772.SGD","LU1989764748.USD","BK4524","BK4602","IE00B1XK9C88.USD","LU1674673691.USD","LU0690374961.EUR","LU2456880835.USD","LU2420271590.USD","LU0868494617.USD","LU0496365809.HKD","GOOW","LU0267386448.USD","IE00BMPRXN33.USD","LU0784384876.USD","LU2168564149.EUR","LU0345770308.USD","LU0130103400.USD","LU0211327993.USD","LU0070217475.USD","BK4588","LU1366192091.USD","LU0029864427.USD","LU0096364046.USD","LU1988902786.USD","LU0477156797.USD","LU0786609619.USD","LU0553294199.USD","LU1633808545.USD","IE00BKPKM429.USD","LU0889565833.HKD","BK4543","LU0225283273.USD","LU2461242641.AUD","LU0175139822.USD","LU2430703178.SGD","LU2108987350.USD","LU1642822529.SGD","NFXL","SG9999014914.USD","IE00BWXC8680.SGD","LU1935042488.USD","LU2023250504.SGD","LU2430703095.HKD","IE00B19Z8X17.USD","LU0158827948.USD","LU2764262908.HKD","LU0082616367.USD","IE00BK4W5M84.HKD","LU0742534661.SGD","LU2357305700.SGD","LU2264538146.SGD","IE00BN8TJ469.HKD","LU0208291251.USD","LU1914381329.SGD","LU2133065610.SGD","SG9999015952.SGD","LU0943347566.SGD","LU1232071149.USD","IE00BLSP4239.USD","IE00BQXX3D17.EUR","LU1699723380.USD","LU1670711040.USD","LU1861215975.USD","LU1496350171.SGD","GGLL","IE00BMPRXR70.SGD","LU1551013425.SGD","LU2237957811.SGD","LU1043141123.HKD","BK4592","IE00BMPRXQ63.HKD","LU0788109477.HKD","SG9999014906.USD","LU0096362180.USD","LU2404859741.USD","LU0128525929.USD","SGXZ51526630.SGD","LU0127658192.USD","LU0312595415.SGD","LU1066051498.USD","IE0003U64NQ7.SGD","LU0316494557.USD","LU2125909593.SGD","LU2404859667.USD","LU2111349929.HKD","LU0265550359.USD","LU2720916845.USD","LU2750360997.AUD","LU1116320737.US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04:12","pubTimestamp":1772223120,"startTime":"0","endTime":"0","summary":"　　据报道，Meta Platforms在放弃其最先进的训练处理器并转向更简单的方法后，正深刻认识到内部构建尖端AI芯片远比看起来要困难得多。　　这一现实正迫使Meta目前更多地依赖外部合作伙伴。该公司最近与Alphabet旗下的谷歌签署了一项价值数十亿美元的协议，租用其AI芯片，并与Advanced Micro Devices合作，在其数据中心部署高达6千兆瓦的Instinct芯片。Meta还承诺在其数据中心内多代际地部署英伟达硬件。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-28/doc-inhphzaw3334073.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4535","BK4588","BK4585","META"],"gpt_icon":1},{"id":"2614222863","title":"特拉华州最高法院支持最近的公司法改革","url":"https://stock-news.laohu8.com/highlight/detail?id=2614222863","media":"路透中文","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614222863?lang=zh_cn&edition=fundamental","pubTime":"2026-02-28 00:53","pubTimestamp":1772211197,"startTime":"0","endTime":"0","summary":"路透2月27日 - 特拉华州最高法院周五维持了2025 年的一项法律，该法律对该州广泛使用的公司法进行了全面修订，以限制针对有权势的商界领袖的诉讼，这项措施被反对者称为 \"亿万富翁法案\"。立法者于 2025 年 3 月通过了这项措施，试图阻止公司离开特拉华州，这种趋势被称为 DExit。近年来，商界领袖对法院的裁决表示不满，因为这些裁决打破了人们对特拉华州公司法的某些预期。特拉华州最高法院在12月的上诉中恢复了  马斯克的赔偿方案。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260227:nL4S3ZN1NP:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2360032135.SGD","BK4555","LU1116320901.HKD","LU2505996509.AUD","LU0320765059.SGD","COIG","LU0267386448.USD","LU0353189680.USD","BK4612","LU2361045086.USD","LU0109392836.USD","LU0943347566.SGD","SG9999014898.SGD","LU0784384876.USD","TSYY","LU2237957811.SGD","BK4565","IE00BWXC8680.SGD","LU2473716301.USD","IE00BMPRXN33.USD","IE0001KFT4U8.USD","LU1720051017.SGD","LU0979878070.USD","LU1003077747.HKD","BK4534","TSLW","LU0256863811.USD","LU1235294995.USD","LU1564329461.SGD","BK4598","TEST","BK4551","LU0640476718.USD","LU2543165471.USD","BK4507","LU1571399168.USD","IE000KEQY171.SGD","LU1066051498.USD","LU0068578508.USD","IE00BJTD4N35.SGD","IE00BQXX3F31.USD","LU1489326972.SGD","ICOI","IE00B5949003.HKD","LU0210528500.USD","LU0980610538.SGD","LU2290526834.HKD","SG9999002232.USD","LU2456880835.USD","IE00BQXX3D17.EUR","BK4539","LU0823421416.USD","LU1803068979.SGD","LU2361044949.HKD","SGXZ31699556.SGD","LU0889565833.HKD","IE00BSNM7G36.USD","LU1674673691.USD","LU0823434740.USD","LU1066051811.HKD","LU0170899867.USD","LU0878866978.SGD","LU1670710661.SGD","LU2430703251.USD","LU2462157665.USD","LU2065171402.SGD","SG9999001077.SGD","IE0009356076.USD","LU1815336760.USD","LU0211327993.USD","IE0034235188.USD","LU0225283273.USD","RBLX","BK4533","SG9999014906.USD","LU1868837136.USD","BK4527","CONI","LU1127390331.HKD","LU2430703095.HKD","LU1116320737.USD","LU2487616109.SGD","LU2237957902.USD","LU1917777945.USD","LU1119994496.HKD","LU0345770308.USD","LU1564329032.USD","LU0726765562.USD","SG9999018857.SGD","COIA","SG9999018865.SGD","LU1974910355.USD","LU0690374615.EUR","BK4604","LU2317271919.USD","LU0672654240.SGD","LU0795875086.SGD","LU1074936037.SGD","LU0149725797.USD","LU1435385759.SGD","SG9999015952.SGD","LU0203201768.USD","LU1732799900.SGD","BK4596","LU0719512351.SGD","LU0964807845.USD","LU2720916845.USD","LU2860962120.EUR","BK4574","IE0005OL40V9.USD","LU2552382215.SGD","IE00BJLML261.HKD","LU0320765489.SGD","LU1153585028.USD","LU1429558221.USD","LU1066051225.USD","LU0661504455.SGD","LU1064131342.USD","IE0009G5SDU7.USD","LU0784385170.HKD","LU0203202063.USD","LU0061474705.USD","LU1732800096.USD","GB00B4QBRK32.GBP","BK4543","IE00BJTD4V19.USD","LU0708995401.HKD","LU0882574139.USD","LU0011850046.USD","LU2326559502.SGD","LU0203347892.USD","07766","LU1914381329.SGD","LU2063271972.USD","LU0316494557.USD","LU0203345920.USD","LU1201861249.SGD","IE00BN29S564.USD","LU2265009873.SGD","IE00B3SWFQ91.USD","LU1564329115.USD","SGXZ99366536.SGD","LU2087625088.SGD","BK4085","LU1242518931.SGD","LU0784383803.USD","LU0985320562.USD","IE00B19Z3581.USD","BK4547","LU0690374961.EUR","BK4595","IE0003U64NQ7.SGD","LU0787776722.HKD","LU0082616367.USD","LU1861215975.USD","DBX","LU2347655073.USD","TSLY","LU0433182093.SGD","COIO","LU0061474960.USD","LU0345769128.USD","LU0553294199.USD","LU0985489474.SGD","LU2420271590.USD","IE00B19Z9505.USD","LU0354030438.USD","LU2361044865.SGD","LU0545039389.USD","TSLQ","LU2272731782.SGD","LU0210536198.USD","LU1839511570.USD","LU2168564065.EUR","LU1242518857.USD","LU2360106780.USD","LU1261432733.SGD","LU0234572021.USD","LU2065170008.USD","SG9999015986.USD","LU0157215616.USD","LU0528227936.USD","BK4524","LU1868836914.USD","LU1861220033.SGD","SG9999015978.USD","LU2552382058.USD","LU1642822529.SGD","LU2322448791.USD","LU1697837992.HKD","TESL","RBLU","LU0079474960.USD","LU2764263203.CNY","IE00B7SZLL34.SGD","LU2461242641.AUD","BK4581","LU1992135399.USD","LU1267930730.SGD","IE00BKDWB100.SGD","LU0642271901.SGD","LU0323591593.USD","LU0738911758.USD","LU2458330243.SGD","TSLG","LU2750360641.GBP","LU0072462426.USD","LU2023250504.SGD","BK4535","LU2322448957.HKD","BK4554","BK4550","IE0004445239.USD","LU1564329628.SGD","LU0215105999.USD","LU0957791311.USD","LU0444971666.USD","LU2357305700.SGD","LU2471134952.CNY","IE00BQXX3C00.GBP","LU1992135472.HKD","LU0795875169.SGD","LU1035775433.USD","LU1852331112.SGD","LU2087621335.USD","TSII","LU0276348264.USD","LU1232071149.USD","IE00BFSS8Q28.SGD","TSLI","LU0823414478.USD","LU1670627923.USD","TLA","TSLR","LU2168564495.EUR","COIW","LU2404859667.USD","LU0823421333.USD","LU1814569148.SGD","LU2065171311.SGD","COYY","LU0127658192.USD","LU1670711123.USD","LU0154236417.USD","LU0265550359.USD","LU1791710400.SGD","LU1066053197.SGD","BK4585","CONY","LU0949170772.SGD","BK4077","LU0786609619.USD","TSDD","LU1551013425.SGD","LU2054465674.USD","LU1720051108.HKD","TSLZ","LU2065169927.USD","IE00B19Z8X17.USD","LU2125154935.USD","HK0000914686.HKD","LU0211328371.USD","LU2471134796.USD","LU0476273544.USD","LU1670710588.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