差价合约是复杂的金融交易产品,可带来由杠杆作用而导致迅速亏损的高风险。大部分的零售投资者帐户在跟交易差价合约时录得资金亏损。您应当考虑您是否充分明白差价合约如何运作,以及您是否能承受您的资金损失的高风险。

Meta股价下跌,尽管推出新Meta Compute项目

由于地缘政治担忧情绪的影响,Meta (NAS100:META) 的股价下跌,该公司新的人工智能产品发布未能获得市场的好评。

META – Daily Chart

META – 日线图表

META 重新呈现出看跌态势,582美元成为近期的支撑位。

马克·扎克伯格推出了 META 计算机项目,旨在利用数据中心和能源容量来进一步发展人工智能解决方案。该公司正在大力投资计算能力,以支持 Facebook、Instagram 和 WhatsApp 的更高级人工智能解决方案。

来自Gartner的最新研究预测,2026 年全球 IT 支出将增长 9.8%,并首次超过 6 万亿美元。在人工智能驱动的工作负载和云基础设施方面的支出正在增长。与此同时,数据中心市场预计将在2025年至2030年期间以19.7%的复合年增长率(CAGR)增长,达到约 1.11 万亿美元。

这一趋势将取决于积极的市场情绪,而地缘政治紧张局势可能会影响未来的支出。美国股票最近达到了有史以来的最高估值,这增加了出现更大规模回调的风险。

股票还受到了明尼阿波利斯联邦储备银行行长尼尔·卡什卡利鹰派言论的影响。他表示,美国经济显示出“韧性”,并且他认为本月美联储没有“进一步降息”的动力。费城联邦储备银行行长安娜·保罗森补充道:“我预计通胀会逐渐放缓,劳动力市场会趋于稳定,今年的经济增长率将保持在 2%左右。如果这一切都能实现,那么在下半年适当调整联邦基金利率可能会是合适的举措。”

市场原本期待美联储能更快地采取降息行动,而这种期望给科技股带来了压力。总统与央行之间的持续紧张关系也让投资者感到担忧。

对于Meta平台公司而言,问题在于人工智能方面的支出,因为投资者担心这会削弱盈利能力,这导致了该公司估值的下降。

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