核心观点 - Meta近期与多家新闻机构就AI工具内容授权进行谈判 标志着公司在新闻内容付费策略上的重大转变 [1][4] 谈判进展 - 谈判对象包括Axel Springer、Fox Corp和News Corp等新闻集团 涉及新闻及其他内容在AI机器人中的应用授权 [1][2] - 部分谈判仍处于早期阶段 可能不会立即达成协议 [4] - 公司近期才开始与更多出版商展开广泛谈判 去年10月仅与路透社达成AI内容授权协议 [8] 历史策略对比 - 多年前曾签署价值数千万美元协议 引入纽约时报、华盛顿邮报等新闻内容至News Tab功能 [5] - 2022年宣布逐步取消对出版商的付费 因用户并非主要为获取新闻而使用Facebook [5] - 终止协议后出版商来自Facebook的流量减少 但近期部分出版商流量出现回升 [6] 行业动态 - AI技术对出版行业造成重大冲击 科技公司未经许可抓取网站内容训练大语言模型 [6] - 出版商声称谷歌AI摘要等新功能严重削弱其网站流量 [7] - 出版企业尝试通过技术手段阻止AI爬虫未经补偿的内容抓取 [8] 竞争格局 - 竞争对手更快与媒体集团签署协议 OpenAI已与News Corp、Axel Springer等达成授权 [8] - 亚马逊与纽约时报达成类似内容授权合作 [9]

Meta Platforms, Inc. (NASDAQ:META) is among the 15 Stocks ChatGPT Predicts Could Make You Wealthy in 5 Years. However, the company is in the hot seat again over whistleblower allegations that the tech giant stifled kids’ safety. Meta Platforms, Inc. (META) Put VR Profits Over Kids' Safety, Whistleblowers Allege Halfpoint/Shutterstock.com On September 9, two former researchers told a Senate panel that the Facebook parent prioritized profits from its virtual-reality platform over safety. Cayce Savage, a f ...

NEW YORK , Sept. 18, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Snap Inc. (NYSE: SNAP). ...

公司动态 - Meta Platforms近几个月与包括Axel Springer、Fox Corp和News Corp在内的媒体公司进行谈判 以获取新闻内容授权用于其AI产品集成 [1]

股价表现 - 公司股价在一周内上涨6% 主要受新一代Spectacles智能眼镜和Snap OS 2.0系统发布推动 [2] - 尽管近期反弹 但年内累计跌幅仍达30% 主要受财务表现不佳影响 [3] - 当前股价为7.74美元 较2021年9月83.11美元的历史高点下跌90.7% 恢复程度有限 [11] 财务表现 - 过去3年收入年均增长7.7% 最近12个月收入从50亿美元增长13%至56亿美元 [10] - 最近季度收入同比增长8.7% 从12亿美元增至13亿美元 [10] - 经营亏损6.54亿美元 经营利润率为-11.6% 净亏损5.46亿美元 净利率为-9.7% [10] - 经营现金流为5.87亿美元 现金流利润率为10.4% [10] 估值水平 - 当前市值130亿美元 债务42亿美元 债务权益比为32.3% [5][10] - 现金及等价物29亿美元 占总资产74亿美元的39.1% [10] - 估值被认为偏高 尽管运营和财务表现一般 [4][6] 业务构成 - 公司主要提供相机应用 包含消息传递、Snap地图、Stories和Spotlight等功能 [5] - 同时开发Spectacles智能眼镜 可从人类视角捕捉照片和视频 [5] 抗风险能力 - 在经济下行期间表现弱于大盘 2022年通胀冲击中跌幅达90.7% 而标普500仅下跌25.4% [7][11] - 2020年疫情期间股价从19.25美元跌至8.37美元 跌幅56.5% 但同年6月完全恢复至危机前水平 [11]

The overtures mark a shift in the Facebook parent's relationships with news outlets and other publishers. ...

The deal was similar to one discussed earlier this year, Reuters reported, and requires TikTok's American assets to be transferred to US owners from China's "We have a group of very big companies that want to buy it," Trump has said, ahead of an extended December 16 deadline to sell or shut down the short video app in the US TikTok, which is used by about 170 million Americans, has attracted several suitors. Here is a list of potential buyers as well as parties that had expressed interest in TikTok:Existi ...

According to their latest 13F filings, Andreas Halvorsen’s Viking Global Investors LP made aggressive reductions across multiple high-profile holdings in Q2 2025, signaling a broad shift away from higher-beta growth stocks. The most dramatic cut came in Meta Platforms Inc. (META), where the fund pared back nearly its entire position. Meta Platforms (META) – Biggest Reduction Shares: 265,499 Change: ↓ –1,200,812 (Previously: 1,466,311) Value: $195.96M % Change: –81.89% Viking slashed its META stake by alm ...

公司股价表现 - Snap股价周三上涨超过3% 优于标普500指数小幅下跌 [1] TikTok交易进展 - 特朗普总统发布行政命令 第四次延长TikTok禁令执行期限至12月16日 [2][4] - 美中官员就TikTok美国业务框架达成协议 将移交由美国投资者主导的财团 [4][5] - 收购财团包括甲骨文、银湖科技管理和安德森霍洛维茨 美资持股比例约80% [5] 行业竞争格局 - TikTok交易延期使Snap受益 延缓了资金充足的美国投资者对TikTok的整合进程 [6] - 美资控股的TikTok可能发展成为社交媒体巨头 对Snap等现有参与者构成市场份额威胁 [6]

(Reuters) -President Donald Trump on Tuesday announced an agreement between the U.S. and China to keep TikTok operating in the United States, a breakthrough in months-long talks between the two biggest economies as they seek to defuse a wide-ranging trade war that has unnerved global markets. The deal was similar to one discussed earlier this year, Reuters reported, and requires TikTok's American assets to be transferred to U.S. owners from China's ByteDance, potentially resolving a saga that has lingered ...