Core Insights - Meta has formed a multiyear partnership with Nvidia to enhance its artificial intelligence infrastructure [1][2] - The collaboration aims to support the development of data centers for AI training and inference, as well as Meta's core business [2] Partnership Details - Engineers from both companies will work together to optimize and accelerate state-of-the-art AI models for global AI capabilities [4] - Meta will utilize Nvidia's technology in its WhatsApp messaging service and broader infrastructure initiatives [3] AI Capabilities - Meta's AI assets include the Llama open foundation model family, which features advanced recommendation systems and ad-ranking tools [9] - AI-powered advertising products are projected to reach an annualized run rate of approximately $60 billion by 2025, enhancing click-through, conversion, and pricing metrics [10] Strategic Focus - The company's smart glasses are primarily viewed as an AI interface to retain users within Meta's ecosystem, focusing on monetizing views through advertising rather than establishing an independent commerce platform [11] - AI and agents are seen as strengthening Meta's core business rather than threatening it, with speculation about a potential rebranding to "MetAI" [12]

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Group 1 - Meta is making a significant investment in the upcoming elections to counter state legislation that may hinder artificial intelligence development [1] - The spending initiative will commence this week in Texas and Illinois [1]

Core Insights - David Tepper has significantly increased his investments in Alphabet, Micron, and Meta, while reducing his positions in Alibaba and Amazon, indicating a strong focus on AI infrastructure [1] Group 1: Investment Increases - Tepper increased his Alphabet stake by 29%, now holding nearly 1.8 million shares, with Alphabet guiding for $175 billion to $185 billion in CapEx for 2026, primarily for AI infrastructure [1] - Micron's holdings were increased from 500,000 shares to 1.5 million, a 200% increase, with Q1 FY2026 revenue of $13.64 billion beating estimates by $410 million and non-GAAP EPS of $4.78 surpassing the $4.07 consensus [1] - Tepper also raised his stake in Meta, which reported Q4 2025 revenue of $59.89 billion and EPS of $8.88, guiding for $115 billion to $135 billion in CapEx for 2026 focused on AI infrastructure [1] Group 2: Investment Reductions - Tepper reduced his position in Alibaba, which reported a 53% year-over-year decline in net income to $2.90 billion due to aggressive investments in AI and quick-commerce [1] - Amazon's position was also reduced, with the company down 13% year-to-date, despite AWS growing 20% to $33 billion in Q3 2025 [1] Group 3: Strategic Focus - Tepper's investment strategy reflects a shift away from China risk and towards companies that are heavily investing in AI infrastructure, with Alphabet, Micron, and Meta all committing tens of billions to AI CapEx [1]

本文源自：金融界AI电报 美股开盘集体上涨，道指涨0.2%，纳指涨0.23%，标普500指数涨0.28%。英伟达涨2%，Meta加码英伟 达，未来数年部署数百万颗芯片，首次采用Grace CPU。知情人士称苹果正发力可穿戴领域，2027年智 能眼镜、AI吊坠将陆续登场。 ...

Meta否认相关指控，公司发言人称："洛杉矶陪审团需要裁定的问题是，Instagram是否是导致原告出现 心理健康问题的重要因素。" 上周，Instagram负责人亚当·莫塞里出庭作证时表示，尽管他认为社交媒体存在不当使用的可能，但并 不认为这等同于临床意义上的成瘾。 Meta首席执行官马克·扎克伯格定于周三在洛杉矶高等法院出庭作证，这场具有里程碑意义的庭审围绕 社交媒体安全问题展开。 这场庭审于1月下旬启动，核心原告为一名年轻女性，她声称自己对Instagram、YouTube等社交媒体及 视频流媒体应用成瘾。 原告律师指控Meta、YouTube、Snap等公司在产品安全性上误导公众，且明知其应用设计与部分功能会 对青少年用户造成心理健康伤害。 Snap已在庭审开始前与本案原告达成和解。 这场庭审于1月下旬启动，核心原告为一名年轻女性，她声称自己对Instagram、YouTube等社交媒体及 视频流媒体应用成瘾。 原告律师指控Meta、YouTube、Snap等公司在产品安全性上误导公众，且明知其应用设计与部分功能会 对青少年用户造成心理健康伤害。 Snap已在庭审开始前与本案原告达成和解。 "这是个人 ...

来源：智通财经网 周三，英伟达(NVDA.US)股价盘前走高，截至发稿，该股涨超2%，报188.74美元。消息面上， Meta(META.US)已同意在未来几年内部署"数百万"英伟达芯片，进一步巩固这两家人工智能行业巨头之 间本已紧密的合作关系。根据此前发布的声明，Meta承诺将使用更多来自英伟达的AI处理器和网络设 备。同时，Meta还将首次在其独立计算机的核心部件采用英伟达的Grace CPU。此次部署将涵盖基于英 伟达当前Blackwell架构，以及即将推出的Vera Rubin设计的AI加速器产品。 ...

智通财经APP获悉，周三，英伟达(NVDA.US)股价盘前走高，截至发稿，该股涨超2%，报188.74美元。 消息面上，Meta(META.US)已同意在未来几年内部署"数百万"英伟达芯片，进一步巩固这两家人工智能 行业巨头之间本已紧密的合作关系。根据此前发布的声明，Meta承诺将使用更多来自英伟达的AI处理 器和网络设备。同时，Meta还将首次在其独立计算机的核心部件采用英伟达的Grace CPU。此次部署将 涵盖基于英伟达当前Blackwell架构，以及即将推出的Vera Rubin设计的AI加速器产品。 ...

Meta CEO Mark Zuckerberg is scheduled to testify on Wednesday in Los Angeles Superior Court as part of a landmark trial about social media and safety that's being likened to the industry's "Big Tobacco" moment.The trial, which began in late January, centers on a young woman who alleged that she became addicted to social media and video streaming apps like Instagram and YouTube.Lawyers representing the plaintiff contend that Meta, YouTube, TikTok and Snap misled the public about the safety of their services ...

美联储会议纪要今晚公布。将于北京时间周四凌晨3点公布的美联储1月会议纪要可能会为央行未来的货币政策路径提供更多洞察。值得注意的是,两位美 联储理事斯蒂芬·米兰和克里斯托弗·沃勒对美联储上月维持利率不变并暂停自去年年中以来的一系列降息决定表示反对。政策制定者强调就业形势趋于稳 定以及通胀稳定的迹象,作为将利率维持在3.5%至3.75%的理由。官员们也普遍倾向于至少在6月之前将利率维持在这一区间,采取观望态度,试图观察未来几 个月就业和价格涨幅的演变。同时,美联储主席鲍威尔即将结束其央行掌门人的任期。特朗普已提名前美联储理事沃什接替鲍威尔,投资者一直在试图摸清 沃什的利率政策可能与其前任有何不同。 美国能源部长：对格陵兰的主要兴趣不是稀土。美国能源部长赖特称，特朗普政府对格陵兰的主要兴趣在于国家安全，而非开发其稀土或能源资源。特 朗普长期以来一直寻求控制格陵兰，自他重返白宫以来，其政府一直在就开发当地尚未开发的矿产资源进行谈判。但赖特周二表示，这些努力只是次要 目标的一部分，即美国寻求扩大在格陵兰岛的军事存在的同时，为格陵兰人创造更多经济机会。 "七巨头"2026年开局不利拖累大盘，标普500关键支撑位处于失守边 ...