🌟🌟🌟 $Meta Platforms, Inc.(M

🌟🌟🌟 $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ reported their earnings. Meta rose but Microsoft fell.

Meta jumped because investors finally saw what CEO Mark Zuckerberg has been building toward - an AI powered advertising engine that is accelerating, not slowing .

A 24% revenue surge in Q4 is an amazing turnaround. Reels is scaling. WhatsApp is monetisation. AI driven ad optimisation is printing money. For the first time Meta is finally showing that it is able to monetise its AI investments.

Microsoft, meanwhile delivered a strong 17% revenue in FY26 Q2 and yet its stock fell. Higher capital expenditure with no quick return on investment.

Who will win in the future?

If AI keeps compounding: Microsoft owns the enterprise stack - the infrastructure, the workflows.

Meta owns the consumer mindshare with over 3 billion users.

Both giants will continue to grow exponentially in the future. For now Meta is the winner.

@Tiger_comments @TigerStars @TigerClub

@財報話你知：【🎁有獎話題】AI 變提款機未？微軟真王者？Meta 仲係信仰股？

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

AndrewWalker
02-02 10:45
AndrewWalker
Both will boom, mate! Meta's leading in AI monetisation now. [看涨]
- koolgal:
  Best of luck 🍀🍀🍀
- koolgal:
  Happy Trading 🌈🌈🌈💰💰💰
- koolgal:
  Both $Microsoft(MSFT)$ and $Meta Platforms, Inc.(META)$ have lots of exponential growth ahead 🌈🌈🌈💰💰💰
- koolgal:
  In the short term the market is a voting machine but in the long term it is a weighing machine.
- koolgal:
  Yes you are absolutely right 👍👍👍

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":527341861361080,"tweetId":"527341861361080","gmtCreate":1769767762314,"gmtModify":1769998349794,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"authorIdStr":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"userType":2,"introduction":"Be Extraordinary Is My Motto In Life Because The Best Is Yet To Be!","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.03","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":53427,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":11595,"starInvestorOrderShareNum":168,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":80.96,"showRor":true,"investmentPhilosophy":"Buy Undervalued Quality Stocks and Hold Long Term. They can reap bountiful rewards, 🚀🚀🚀🌛🌛🌛","winRationPercentage":77.142857,"tradeVolumeEst":0},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/4074bc661ae317c8ed62eedae05d2df0"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/4074bc661ae317c8ed62eedae05d2df0"}],"html":"<html><head></head><body>🌟🌟🌟<a href=\"https://ttm.financial/S/META\"> $Meta Platforms, Inc.(META)$ </a>and <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>reported their earnings.&nbsp; Meta rose but Microsoft fell.\n\nMeta jumped because investors finally saw what CEO Mark Zuckerberg has been building toward - an AI powered advertising engine that is accelerating, not slowing .\nA 24% revenue surge in Q4 is an amazing turnaround.&nbsp; Reels is scaling.&nbsp; WhatsApp is monetisation.&nbsp; AI driven ad optimisation is printing money.&nbsp; For the first time Meta is finally showing that it is able to monetise its AI investments.&nbsp;\nMicrosoft, meanwhile delivered a strong 17% revenue in FY26 Q2 and yet its stock fell.&nbsp; Higher capital expenditure with no quick return on investment.\nWho will win in the future?\nIf AI keeps compounding:&nbsp; Microsoft owns the enterprise stack - the infrastructure, the workflows.\nMeta owns the consumer mindshare with over 3 billion users.\nBoth giants will continue to grow exponentially in the future.&nbsp; For now Meta is the winner.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/4074bc661ae317c8ed62eedae05d2df0\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟<a href=\"https://ttm.financial/S/META\"> $Meta Platforms, Inc.(META)$ </a>and <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>reported their earnings.&nbsp; Meta rose but Microsoft fell.\n\nMeta jumped because investors finally saw what CEO Mark Zuckerberg has been building toward - an AI powered advertising engine that is accelerating, not slowing .\nA 24% revenue surge in Q4 is an amazing turnaround.&nbsp; Reels is scaling.&nbsp; WhatsApp is monetisation.&nbsp; AI driven ad optimisation is printing money.&nbsp; For the first time Meta is finally showing that it is able to monetise its AI investments.&nbsp;\nMicrosoft, meanwhile delivered a strong 17% revenue in FY26 Q2 and yet its stock fell.&nbsp; Higher capital expenditure with no quick return on investment.\nWho will win in the future?\nIf AI keeps compounding:&nbsp; Microsoft owns the enterprise stack - the infrastructure, the workflows.\nMeta owns the consumer mindshare with over 3 billion users.\nBoth giants will continue to grow exponentially in the future.&nbsp; For now Meta is the winner.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/4074bc661ae317c8ed62eedae05d2df0\"></t-t></body></html>","text":"🌟🌟🌟 $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ reported their earnings. Meta rose but Microsoft fell. Meta jumped because investors finally saw what CEO Mark Zuckerberg has been building toward - an AI powered advertising engine that is accelerating, not slowing . A 24% revenue surge in Q4 is an amazing turnaround. Reels is scaling. WhatsApp is monetisation. AI driven ad optimisation is printing money. For the first time Meta is finally showing that it is able to monetise its AI investments. Microsoft, meanwhile delivered a strong 17% revenue in FY26 Q2 and yet its stock fell. Higher capital expenditure with no quick return on investment. Who will win in the future? If AI keeps compounding: Microsoft owns the enterprise stack - the infrastructure, the workflows. Meta owns the consumer mindshare with over 3 billion users. Both giants will continue to grow exponentially in the future. For now Meta is the winner. @Tiger_comments @TigerStars @TigerClub","highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":6,"repostSize":20,"favoriteSize":0,"link":"https://ttm.financial/post/527341861361080","repostId":527078977315640,"repostType":1,"repost":{"magic":2,"id":527078977315640,"tweetId":"527078977315640","gmtCreate":1769689995011,"gmtModify":1769695802409,"author":{"id":4136423143289492,"idStr":"4136423143289492","authorId":4136423143289492,"authorIdStr":"4136423143289492","name":"財報話你知","avatar":"https://community-static.tradeup.com/news/96f437ff7e7f78c1e24bf0faa8c074dd","vip":4,"userType":4,"introduction":"香港地區財報賬號","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3116,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/887fb907801247113c7b41ea1b9337e3","width":"1080","height":"1138"},{"img":"https://community-static.tradeup.com/news/f40f1899eb374caccf5f33e610d249ed","width":"2582","height":"1176"},{"img":"https://community-static.tradeup.com/news/c0ada9da66e8e00eb316d193ba891753","width":"1024","height":"577"},{"img":"https://community-static.tradeup.com/news/c46a1d862dd9c293a977d87a602f3cbf","width":"253","height":"199"},{"img":"https://community-static.tradeup.com/news/6da74f31b314b509377ec66e3977714c","width":"1350","height":"686"},{"img":"https://community-static.tradeup.com/news/487da080eee57b2bbd1ede1219f7513e","width":"1080","height":"1138"},{"img":"https://community-static.tradeup.com/news/7456e90fbfa004c38ace736648b67a09","width":"2364","height":"1452"},{"img":"https://community-static.tradeup.com/news/3bbb729ab74e037c3af7b65157b347ba","width":"1800","height":"1012"},{"img":"https://community-static.tradeup.com/news/9949aec7172dbf44fd4d0158397ed020","width":"800","height":"800"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/887fb907801247113c7b41ea1b9337e3"},{"img":"https://community-static.tradeup.com/news/f40f1899eb374caccf5f33e610d249ed"},{"img":"https://community-static.tradeup.com/news/c0ada9da66e8e00eb316d193ba891753"}],"title":"【🎁有獎話題】AI 變提款機未？微軟真王者？Meta 仲係信仰股？","extraTitle":"","html":"<html><head></head><body>各位小虎們大家好，本週微軟（microsoft） <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微軟\" href=\"https://ttm.financial/S/MSFT\">$微軟(MSFT)$</a> 和Meta發布了新的財報～\n這兩家簡直是AI時代的兩大瘋狂選手，一個在雲端+辦公軟體裡瘋狂堆AI，一個在社羣+廣告+超級智慧體上all in！\n那麼下面就由財報話你知和大家一起梳理一下～[Surprised]\n<h2 id=\"id_3244242057\">MSFT--雲端帝國的 AI 升級秀 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微軟\" href=\"https://ttm.financial/S/MSFT\">$微軟(MSFT)$</a></h2>\n微軟這季度像一臺精密機器！\n總營收813億美元，年增17%（恆常匯率15%），淨利潤GAAP 385億美元，年增60%，調整後每股盈餘4.14美元勝過預期的3.97美元。\n營收812.7億超802.7億，淨利384.6億暴增60%。\n亮點在Microsoft Cloud，首破500億美元大關，年增26%。\n雲服務增長39%（恆常匯率38%），但比上季的40%稍緩，這讓投資人皺眉，股價盤後跌7%。\n<img src=\"https://community-static.tradeup.com/news/887fb907801247113c7b41ea1b9337e3\" tg-width=\"1080\" tg-height=\"1138\">\n<h3 id=\"id_2150208032\">讓我們細拆一下它的業務板塊</h3>\n<h4 id=\"id_289895770\">智能雲端（Intelligent Cloud）：這是微軟的王牌，收入 367 億美元，增長 21%。</h4>\nAzure 雲服務是主角，增長了 32%！\n<img title=\"來源：azure.cn\" src=\"https://community-static.tradeup.com/news/f40f1899eb374caccf5f33e610d249ed\" tg-width=\"2582\" tg-height=\"1176\">來源：azure.cn\n微軟的 Copilot 和 OpenAI 合作，讓企業用戶像加了火箭助推器一樣，用 AI 處理數據、寫程式。\n不過，市場反應有點微妙，股價在財報後跌了 7%，因為雲增長雖然快，但沒達到某些分析師的「爆表」預期。\n\n<h3 id=\"id_1398662708\">生產力和業務流程（Productivity and Business Processes）：收入 223 億美元，增長 13%。</h3>\nOffice 365 和 Dynamics 365 是主力，商業版增長 15%。\n有趣的是，LinkedIn 收入漲了 10%，但廣告部分有點疲軟。\n可能因為經濟環境，市場招聘需求沒那麼旺。\n但 AI 整合進 Office，讓 PowerPoint 自動生成幻燈片，這種小創新讓人覺得微軟在日常工具上超前了。\n<img src=\"https://community-static.tradeup.com/news/c0ada9da66e8e00eb316d193ba891753\" tg-width=\"1024\" tg-height=\"577\">\n<h3 id=\"id_2839147725\">更多個人計算（More Personal Computing）：收入 223 億美元，增長 13%。</h3>\nWindows OEM 收入漲了 5%，但 Surface 設備收入跌了 5%。\nXbox 內容和服務漲了 61%，但硬體跌了 31%。\n不知道小虎們有沒有想起 Activision Blizzard 的收購效應，Call of Duty 系列帶來大把收入，但 console 銷售有點冷。\n整體來說，這部門像微軟的「娛樂區」，AI 在這裡也玩得轉，比如 Game Pass 推薦系統用 AI 推遊戲給你。\n<img src=\"https://community-static.tradeup.com/news/c46a1d862dd9c293a977d87a602f3cbf\" tg-width=\"253\" tg-height=\"199\">\n軟預測下季度收入約 807 億美元，聽起來穩穩的。\n但挑戰在哪？雲競爭激烈，Amazon <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亞馬遜\" href=\"https://ttm.financial/S/AMZN\">$亞馬遜(AMZN)$</a> AWS 和 Google Cloud <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://ttm.financial/S/GOOG\">$谷歌(GOOG)$</a> 也在追趕。\nAI 投資雖然帶來增長，但訓練模型的電力和伺服器成本也高！\n微軟的 AI 策略是「全面滲透」，從雲到辦公軟體到遊戲，全都加 AI 元素。\n小虎們是不是都好奇：AI 會不會變成微軟的下一個 Windows，統治市場？還是隻是暫時的熱潮？\n<img src=\"https://community-static.tradeup.com/news/6da74f31b314b509377ec66e3977714c\" tg-width=\"1350\" tg-height=\"686\">\n<h2 id=\"id_1692490781\">Meta <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> ——社交帝國的 AI 狂歡派對</h2>\nMeta 就像個永不打烊的派對主辦人，Facebook、Instagram、WhatsApp 讓全球 35 億人每天上線刷刷刷。\nQ4營收598.9億美元，年增24%，全年2009.7億增22%。\n每股盈餘8.88美元超8.23美元，淨利227.7億增9%。\n營收598.9億超585.9億，盈餘8.88增11%。\n用戶基數嚇人：每日活躍35億人，年增7%。\n<img src=\"https://community-static.tradeup.com/news/487da080eee57b2bbd1ede1219f7513e\" tg-width=\"1080\" tg-height=\"1138\">\n<h3 id=\"id_2967085544\">來看看業務板塊</h3>\n<h4 id=\"id_1071919047\">廣告業務：這是 Meta 的金雞母，Q4 收入 589 億美元，增長 25%。</h4>\n為什麼這麼強？AI 推薦系統啊！Meta 的 AI 讓廣告更精準，像用戶剛想買鞋子，馬上跳出相關廣告。\nReels 和 Threads 也貢獻不少，用戶時間花在短影片上越來越多。\n有趣的是，儘管有隱私法規（如歐盟的 GDPR），Meta 還是穩穩賺錢。\n<img title=\"來源：business.meta.com\" src=\"https://community-static.tradeup.com/news/7456e90fbfa004c38ace736648b67a09\" tg-width=\"2364\" tg-height=\"1452\">來源：business.meta.com\n<h4 id=\"id_2979397818\">Reality Labs：這是 Meta 的「元宇宙夢工場」，但虧損依舊，Q4 虧了大概 40 億美元左右（全年累計更多）。</h4>\n不過，收入漲了 47%，主要是 Quest 頭盔銷售。\nMark Zuckerberg 表示，2026 年 Reality Labs 虧損會和 2025 年差不多，意思是還在燒錢階段。\n<img src=\"https://community-static.tradeup.com/news/3bbb729ab74e037c3af7b65157b347ba\" tg-width=\"1800\" tg-height=\"1012\">\n但 AI 整合進 AR/VR，讓虛擬會議更真實，這是未來趨勢嗎？還是隻是科幻泡泡？[Surprised]\n<h3 id=\"id_967794607\">整體支出和投資：這是財報的焦點！</h3>\nMeta 預測 2026 年總支出 1620-1690 億美元，資本支出 1150-1350 億美元，主要砸在 AI 上。\nZuckerberg 在電話會議上說，這是「重大 AI 加速」，要建「個人超級智能」（personal superintelligence）。\n聽起來像 Iron Man 的 Jarvis，但現實是買 GPU、建資料中心，花大錢！\nQ1 2026 收入預測 535-565 億美元，聽起來樂觀，但外匯影響有 4% 正面效應。\n<img title=\"來源：LinkedIn\" src=\"https://community-static.tradeup.com/news/9949aec7172dbf44fd4d0158397ed020\" tg-width=\"800\" tg-height=\"800\">來源：LinkedIn\nMeta 的增長靠廣告，但 AI 是轉型關鍵。\n它從「社交公司」變成「AI 玩家」，Llama 模型開放源碼，讓開發者用，間接推廣自家平臺。\n但是面臨監管壓力，如歐盟最近要求調整廣告個人化，Meta 說會影響收入，但目前看來影響有限。\n用戶增長在成熟市場放緩，但亞洲和非洲還在爆發。\n<h3 id=\"id_15753399\">微軟（MSFT）和 Meta（META）都深耕科技行業，尤其在 AI、雲計算、社交媒體和 AR/VR 賽道上重疊，但玩法天差地遠。</h3>\n<ul style=\"\">\n <li>\n 微軟像個穩重企業家，主攻 B2B：Azure 雲服務霸佔企業 AI 市場，Copilot 工具滲透辦公軟體，遊戲（Xbox）也用 AI 推薦內容。它的優勢是生態完整，從 Windows 到 Office，全包式服務，去年雲增 32%，穩紮穩打。</li>\n <li>\n Meta 則是派對狂人，聚焦 B2C：靠 Facebook、Instagram 撈廣告金，AI 推薦系統讓 Reels 短影音吸睛，用戶黏性超強。元宇宙（Reality Labs）燒錢玩 AR/VR，Llama 模型開源搶 AI 開發者。但弱點明顯：廣告易受經濟波動，隱私監管常挨批。</li>\n</ul>\n對比起來，微軟在 AI 企業應用領先，營收更穩（FY26 Q2 增 17%），Meta 成長爆發（Q4 增 24%），但資本支出狂燒（2026 高達 1350 億美元）。\n兩家都押注 AI 轉型，微軟偏防守，Meta 愛進攻。\n未來誰贏？看 AI 泡沫破不破！\n那麼小虎們怎麼看呢？一起來評論區聊聊吧～～[Sly]\n（相關港美股標的：美股如 <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://ttm.financial/S/GOOG\">$谷歌(GOOG)$</a> （Alphabet，AI 競爭者）、 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亞馬遜\" href=\"https://ttm.financial/S/AMZN\">$亞馬遜(AMZN)$</a> （AWS 雲對手）；港股 <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"騰訊控股\" href=\"https://ttm.financial/S/00700\">$騰訊控股(00700)$</a> （0700.HK，社交+遊戲重疊）、 <a data-mention-id=\"09988\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴-W\" href=\"https://ttm.financial/S/09988\">$阿里巴巴-W(09988)$</a> （9988.HK，雲+電商 AI）。）\n🎁評論即可得獎品如下噢~\n🐯對以下帖子的所有有效評論都將收到5個老虎硬幣。\n🐯前10名和後10名有合格評論的小虎將獲得另一個10個老虎硬幣。\n🐯前5名最受歡迎和高質量的評論將獲得另一個15虎硬幣。</body></html>","htmlText":"<html><head></head><body>各位小虎們大家好，本週微軟（microsoft） <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微軟\" href=\"https://ttm.financial/S/MSFT\">$微軟(MSFT)$</a> 和Meta發布了新的財報～\n這兩家簡直是AI時代的兩大瘋狂選手，一個在雲端+辦公軟體裡瘋狂堆AI，一個在社羣+廣告+超級智慧體上all in！\n那麼下面就由財報話你知和大家一起梳理一下～[Surprised]\n<h2 id=\"id_3244242057\">MSFT--雲端帝國的 AI 升級秀 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微軟\" href=\"https://ttm.financial/S/MSFT\">$微軟(MSFT)$</a></h2>\n微軟這季度像一臺精密機器！\n總營收813億美元，年增17%（恆常匯率15%），淨利潤GAAP 385億美元，年增60%，調整後每股盈餘4.14美元勝過預期的3.97美元。\n營收812.7億超802.7億，淨利384.6億暴增60%。\n亮點在Microsoft Cloud，首破500億美元大關，年增26%。\n雲服務增長39%（恆常匯率38%），但比上季的40%稍緩，這讓投資人皺眉，股價盤後跌7%。\n<img src=\"https://community-static.tradeup.com/news/887fb907801247113c7b41ea1b9337e3\" tg-width=\"1080\" tg-height=\"1138\">\n<h3 id=\"id_2150208032\">讓我們細拆一下它的業務板塊</h3>\n<h4 id=\"id_289895770\">智能雲端（Intelligent Cloud）：這是微軟的王牌，收入 367 億美元，增長 21%。</h4>\nAzure 雲服務是主角，增長了 32%！\n<img title=\"來源：azure.cn\" src=\"https://community-static.tradeup.com/news/f40f1899eb374caccf5f33e610d249ed\" tg-width=\"2582\" tg-height=\"1176\">來源：azure.cn\n微軟的 Copilot 和 OpenAI 合作，讓企業用戶像加了火箭助推器一樣，用 AI 處理數據、寫程式。\n不過，市場反應有點微妙，股價在財報後跌了 7%，因為雲增長雖然快，但沒達到某些分析師的「爆表」預期。\n\n<h3 id=\"id_1398662708\">生產力和業務流程（Productivity and Business Processes）：收入 223 億美元，增長 13%。</h3>\nOffice 365 和 Dynamics 365 是主力，商業版增長 15%。\n有趣的是，LinkedIn 收入漲了 10%，但廣告部分有點疲軟。\n可能因為經濟環境，市場招聘需求沒那麼旺。\n但 AI 整合進 Office，讓 PowerPoint 自動生成幻燈片，這種小創新讓人覺得微軟在日常工具上超前了。\n<img src=\"https://community-static.tradeup.com/news/c0ada9da66e8e00eb316d193ba891753\" tg-width=\"1024\" tg-height=\"577\">\n<h3 id=\"id_2839147725\">更多個人計算（More Personal Computing）：收入 223 億美元，增長 13%。</h3>\nWindows OEM 收入漲了 5%，但 Surface 設備收入跌了 5%。\nXbox 內容和服務漲了 61%，但硬體跌了 31%。\n不知道小虎們有沒有想起 Activision Blizzard 的收購效應，Call of Duty 系列帶來大把收入，但 console 銷售有點冷。\n整體來說，這部門像微軟的「娛樂區」，AI 在這裡也玩得轉，比如 Game Pass 推薦系統用 AI 推遊戲給你。\n<img src=\"https://community-static.tradeup.com/news/c46a1d862dd9c293a977d87a602f3cbf\" tg-width=\"253\" tg-height=\"199\">\n軟預測下季度收入約 807 億美元，聽起來穩穩的。\n但挑戰在哪？雲競爭激烈，Amazon <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亞馬遜\" href=\"https://ttm.financial/S/AMZN\">$亞馬遜(AMZN)$</a> AWS 和 Google Cloud <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://ttm.financial/S/GOOG\">$谷歌(GOOG)$</a> 也在追趕。\nAI 投資雖然帶來增長，但訓練模型的電力和伺服器成本也高！\n微軟的 AI 策略是「全面滲透」，從雲到辦公軟體到遊戲，全都加 AI 元素。\n小虎們是不是都好奇：AI 會不會變成微軟的下一個 Windows，統治市場？還是隻是暫時的熱潮？\n<img src=\"https://community-static.tradeup.com/news/6da74f31b314b509377ec66e3977714c\" tg-width=\"1350\" tg-height=\"686\">\n<h2 id=\"id_1692490781\">Meta <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> ——社交帝國的 AI 狂歡派對</h2>\nMeta 就像個永不打烊的派對主辦人，Facebook、Instagram、WhatsApp 讓全球 35 億人每天上線刷刷刷。\nQ4營收598.9億美元，年增24%，全年2009.7億增22%。\n每股盈餘8.88美元超8.23美元，淨利227.7億增9%。\n營收598.9億超585.9億，盈餘8.88增11%。\n用戶基數嚇人：每日活躍35億人，年增7%。\n<img src=\"https://community-static.tradeup.com/news/487da080eee57b2bbd1ede1219f7513e\" tg-width=\"1080\" tg-height=\"1138\">\n<h3 id=\"id_2967085544\">來看看業務板塊</h3>\n<h4 id=\"id_1071919047\">廣告業務：這是 Meta 的金雞母，Q4 收入 589 億美元，增長 25%。</h4>\n為什麼這麼強？AI 推薦系統啊！Meta 的 AI 讓廣告更精準，像用戶剛想買鞋子，馬上跳出相關廣告。\nReels 和 Threads 也貢獻不少，用戶時間花在短影片上越來越多。\n有趣的是，儘管有隱私法規（如歐盟的 GDPR），Meta 還是穩穩賺錢。\n<img title=\"來源：business.meta.com\" src=\"https://community-static.tradeup.com/news/7456e90fbfa004c38ace736648b67a09\" tg-width=\"2364\" tg-height=\"1452\">來源：business.meta.com\n<h4 id=\"id_2979397818\">Reality Labs：這是 Meta 的「元宇宙夢工場」，但虧損依舊，Q4 虧了大概 40 億美元左右（全年累計更多）。</h4>\n不過，收入漲了 47%，主要是 Quest 頭盔銷售。\nMark Zuckerberg 表示，2026 年 Reality Labs 虧損會和 2025 年差不多，意思是還在燒錢階段。\n<img src=\"https://community-static.tradeup.com/news/3bbb729ab74e037c3af7b65157b347ba\" tg-width=\"1800\" tg-height=\"1012\">\n但 AI 整合進 AR/VR，讓虛擬會議更真實，這是未來趨勢嗎？還是隻是科幻泡泡？[Surprised]\n<h3 id=\"id_967794607\">整體支出和投資：這是財報的焦點！</h3>\nMeta 預測 2026 年總支出 1620-1690 億美元，資本支出 1150-1350 億美元，主要砸在 AI 上。\nZuckerberg 在電話會議上說，這是「重大 AI 加速」，要建「個人超級智能」（personal superintelligence）。\n聽起來像 Iron Man 的 Jarvis，但現實是買 GPU、建資料中心，花大錢！\nQ1 2026 收入預測 535-565 億美元，聽起來樂觀，但外匯影響有 4% 正面效應。\n<img title=\"來源：LinkedIn\" src=\"https://community-static.tradeup.com/news/9949aec7172dbf44fd4d0158397ed020\" tg-width=\"800\" tg-height=\"800\">來源：LinkedIn\nMeta 的增長靠廣告，但 AI 是轉型關鍵。\n它從「社交公司」變成「AI 玩家」，Llama 模型開放源碼，讓開發者用，間接推廣自家平臺。\n但是面臨監管壓力，如歐盟最近要求調整廣告個人化，Meta 說會影響收入，但目前看來影響有限。\n用戶增長在成熟市場放緩，但亞洲和非洲還在爆發。\n<h3 id=\"id_15753399\">微軟（MSFT）和 Meta（META）都深耕科技行業，尤其在 AI、雲計算、社交媒體和 AR/VR 賽道上重疊，但玩法天差地遠。</h3>\n<ul style=\"\">\n <li>\n 微軟像個穩重企業家，主攻 B2B：Azure 雲服務霸佔企業 AI 市場，Copilot 工具滲透辦公軟體，遊戲（Xbox）也用 AI 推薦內容。它的優勢是生態完整，從 Windows 到 Office，全包式服務，去年雲增 32%，穩紮穩打。</li>\n <li>\n Meta 則是派對狂人，聚焦 B2C：靠 Facebook、Instagram 撈廣告金，AI 推薦系統讓 Reels 短影音吸睛，用戶黏性超強。元宇宙（Reality Labs）燒錢玩 AR/VR，Llama 模型開源搶 AI 開發者。但弱點明顯：廣告易受經濟波動，隱私監管常挨批。</li>\n</ul>\n對比起來，微軟在 AI 企業應用領先，營收更穩（FY26 Q2 增 17%），Meta 成長爆發（Q4 增 24%），但資本支出狂燒（2026 高達 1350 億美元）。\n兩家都押注 AI 轉型，微軟偏防守，Meta 愛進攻。\n未來誰贏？看 AI 泡沫破不破！\n那麼小虎們怎麼看呢？一起來評論區聊聊吧～～[Sly]\n（相關港美股標的：美股如 <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://ttm.financial/S/GOOG\">$谷歌(GOOG)$</a> （Alphabet，AI 競爭者）、 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亞馬遜\" href=\"https://ttm.financial/S/AMZN\">$亞馬遜(AMZN)$</a> （AWS 雲對手）；港股 <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"騰訊控股\" href=\"https://ttm.financial/S/00700\">$騰訊控股(00700)$</a> （0700.HK，社交+遊戲重疊）、 <a data-mention-id=\"09988\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴-W\" href=\"https://ttm.financial/S/09988\">$阿里巴巴-W(09988)$</a> （9988.HK，雲+電商 AI）。）\n🎁評論即可得獎品如下噢~\n🐯對以下帖子的所有有效評論都將收到5個老虎硬幣。\n🐯前10名和後10名有合格評論的小虎將獲得另一個10個老虎硬幣。\n🐯前5名最受歡迎和高質量的評論將獲得另一個15虎硬幣。</body></html>","text":"各位小虎們大家好，本週微軟（microsoft） $微軟(MSFT)$ 和Meta發布了新的財報～ 這兩家簡直是AI時代的兩大瘋狂選手，一個在雲端+辦公軟體裡瘋狂堆AI，一個在社羣+廣告+超級智慧體上all in！ 那麼下面就由財報話你知和大家一起梳理一下～[Surprised] MSFT--雲端帝國的 AI 升級秀 $微軟(MSFT)$ 微軟這季度像一臺精密機器！ 總營收813億美元，年增17%（恆常匯率15%），淨利潤GAAP 385億美元，年增60%，調整後每股盈餘4.14美元勝過預期的3.97美元。 營收812.7億超802.7億，淨利384.6億暴增60%。 亮點在Microsoft Cloud，首破500億美元大關，年增26%。 雲服務增長39%（恆常匯率38%），但比上季的40%稍緩，這讓投資人皺眉，股價盤後跌7%。 讓我們細拆一下它的業務板塊 智能雲端（Intelligent Cloud）：這是微軟的王牌，收入 367 億美元，增長 21%。 Azure 雲服務是主角，增長了 32%！ 來源：azure.cn 微軟的 Copilot 和 OpenAI 合作，讓企業用戶像加了火箭助推器一樣，用 AI 處理數據、寫程式。 不過，市場反應有點微妙，股價在財報後跌了 7%，因為雲增長雖然快，但沒達到某些分析師的「爆表」預期。 生產力和業務流程（Productivity and Business Processes）：收入 223 億美元，增長 13%。 Office 365 和 Dynamics 365 是主力，商業版增長 15%。 有趣的是，LinkedIn 收入漲了 10%，但廣告部分有點疲軟。 可能因為經濟環境，市場招聘需求沒那麼旺。 但 AI 整合進 Office，讓 PowerPoint 自動生成幻燈片，這種小創新讓人覺得微軟在日常工具上超前了。 更多個人計算（More Personal Computing）：收入 223 億美元，增長 13%。 Windows OEM 收入漲了 5%，但 Surface 設備收入跌了 5%。 Xbox 內容和服務漲了 61%，但硬體跌了 31%。 不知道小虎們有沒有想起 Activision Blizzard 的收購效應，Call of Duty 系列帶來大把收入，但 console 銷售有點冷。 整體來說，這部門像微軟的「娛樂區」，AI 在這裡也玩得轉，比如 Game Pass 推薦系統用 AI 推遊戲給你。 軟預測下季度收入約 807 億美元，聽起來穩穩的。 但挑戰在哪？雲競爭激烈，Amazon $亞馬遜(AMZN)$ AWS 和 Google Cloud $谷歌(GOOG)$ 也在追趕。 AI 投資雖然帶來增長，但訓練模型的電力和伺服器成本也高！ 微軟的 AI 策略是「全面滲透」，從雲到辦公軟體到遊戲，全都加 AI 元素。 小虎們是不是都好奇：AI 會不會變成微軟的下一個 Windows，統治市場？還是隻是暫時的熱潮？ Meta $Meta Platforms, Inc.(META)$ ——社交帝國的 AI 狂歡派對 Meta 就像個永不打烊的派對主辦人，Facebook、Instagram、WhatsApp 讓全球 35 億人每天上線刷刷刷。 Q4營收598.9億美元，年增24%，全年2009.7億增22%。 每股盈餘8.88美元超8.23美元，淨利227.7億增9%。 營收598.9億超585.9億，盈餘8.88增11%。 用戶基數嚇人：每日活躍35億人，年增7%。 來看看業務板塊 廣告業務：這是 Meta 的金雞母，Q4 收入 589 億美元，增長 25%。 為什麼這麼強？AI 推薦系統啊！Meta 的 AI 讓廣告更精準，像用戶剛想買鞋子，馬上跳出相關廣告。 Reels 和 Threads 也貢獻不少，用戶時間花在短影片上越來越多。 有趣的是，儘管有隱私法規（如歐盟的 GDPR），Meta 還是穩穩賺錢。 來源：business.meta.com Reality Labs：這是 Meta 的「元宇宙夢工場」，但虧損依舊，Q4 虧了大概 40 億美元左右（全年累計更多）。 不過，收入漲了 47%，主要是 Quest 頭盔銷售。 Mark Zuckerberg 表示，2026 年 Reality Labs 虧損會和 2025 年差不多，意思是還在燒錢階段。 但 AI 整合進 AR/VR，讓虛擬會議更真實，這是未來趨勢嗎？還是隻是科幻泡泡？[Surprised] 整體支出和投資：這是財報的焦點！ Meta 預測 2026 年總支出 1620-1690 億美元，資本支出 1150-1350 億美元，主要砸在 AI 上。 Zuckerberg 在電話會議上說，這是「重大 AI 加速」，要建「個人超級智能」（personal superintelligence）。 聽起來像 Iron Man 的 Jarvis，但現實是買 GPU、建資料中心，花大錢！ Q1 2026 收入預測 535-565 億美元，聽起來樂觀，但外匯影響有 4% 正面效應。 來源：LinkedIn Meta 的增長靠廣告，但 AI 是轉型關鍵。 它從「社交公司」變成「AI 玩家」，Llama 模型開放源碼，讓開發者用，間接推廣自家平臺。 但是面臨監管壓力，如歐盟最近要求調整廣告個人化，Meta 說會影響收入，但目前看來影響有限。 用戶增長在成熟市場放緩，但亞洲和非洲還在爆發。 微軟（MSFT）和 Meta（META）都深耕科技行業，尤其在 AI、雲計算、社交媒體和 AR/VR 賽道上重疊，但玩法天差地遠。 微軟像個穩重企業家，主攻 B2B：Azure 雲服務霸佔企業 AI 市場，Copilot 工具滲透辦公軟體，遊戲（Xbox）也用 AI 推薦內容。它的優勢是生態完整，從 Windows 到 Office，全包式服務，去年雲增 32%，穩紮穩打。 Meta 則是派對狂人，聚焦 B2C：靠 Facebook、Instagram 撈廣告金，AI 推薦系統讓 Reels 短影音吸睛，用戶黏性超強。元宇宙（Reality Labs）燒錢玩 AR/VR，Llama 模型開源搶 AI 開發者。但弱點明顯：廣告易受經濟波動，隱私監管常挨批。 對比起來，微軟在 AI 企業應用領先，營收更穩（FY26 Q2 增 17%），Meta 成長爆發（Q4 增 24%），但資本支出狂燒（2026 高達 1350 億美元）。 兩家都押注 AI 轉型，微軟偏防守，Meta 愛進攻。 未來誰贏？看 AI 泡沫破不破！ 那麼小虎們怎麼看呢？一起來評論區聊聊吧～～[Sly] （相關港美股標的：美股如 $谷歌(GOOG)$ （Alphabet，AI 競爭者）、 $亞馬遜(AMZN)$ （AWS 雲對手）；港股 $騰訊控股(00700)$ （0700.HK，社交+遊戲重疊）、 $阿里巴巴-W(09988)$ （9988.HK，雲+電商 AI）。） 🎁評論即可得獎品如下噢~ 🐯對以下帖子的所有有效評論都將收到5個老虎硬幣。 🐯前10名和後10名有合格評論的小虎將獲得另一個10個老虎硬幣。 🐯前5名最受歡迎和高質量的評論將獲得另一個15虎硬幣。","highlighted":2,"essential":2,"paper":2,"link":"https://ttm.financial/post/527078977315640","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["META","09988","AMZN","00700","GOOG","MSFT"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":527078977315640,"totalAmount":500,"balance":0,"end":true,"deadline":1770121995000,"description":"90 tiger-coins have been distributed to 7 participants","remainingNumber":93},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4172,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_HK"},"isVote":1,"tweetType":1,"viewCount":538,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":821,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":528295022560600,"commentId":"528295022560600","gmtCreate":1770000326606,"gmtModify":1770109366673,"authorId":9000000000000172,"author":{"id":9000000000000172,"idStr":"9000000000000172","authorId":9000000000000172,"name":"AndrewWalker","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":527341861361080,"objectIdStr":"527341861361080","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Both will boom, mate! Meta's leading in AI monetisation now. [看涨]","text":"Both will boom, mate! Meta's leading in AI monetisation now. [看涨]","html":"Both will boom, mate! Meta's leading in AI monetisation now. [看涨]","likeSize":1,"commentSize":5,"subComments":[{"id":528758372279400,"commentId":"528758372279400","gmtCreate":1770113579467,"gmtModify":1770113584179,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2003},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.03","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":527341861361080,"objectIdStr":"527341861361080","type":1,"supId":528295022560600,"supIdStr":"528295022560600","prevId":0,"prevIdStr":"0","content":"Best of luck 🍀🍀🍀","text":"Best of luck 🍀🍀🍀","html":"Best of luck 🍀🍀🍀","disclaimerType":0},{"id":528758341252056,"commentId":"528758341252056","gmtCreate":1770113564732,"gmtModify":1770113569111,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2003},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.03","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":527341861361080,"objectIdStr":"527341861361080","type":1,"supId":528295022560600,"supIdStr":"528295022560600","prevId":0,"prevIdStr":"0","content":"Happy Trading 🌈🌈🌈💰💰💰","text":"Happy Trading 🌈🌈🌈💰💰💰","html":"Happy Trading 🌈🌈🌈💰💰💰","disclaimerType":0},{"id":528758360715760,"commentId":"528758360715760","gmtCreate":1770113556485,"gmtModify":1770113562397,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2003},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.03","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":527341861361080,"objectIdStr":"527341861361080","type":1,"supId":528295022560600,"supIdStr":"528295022560600","prevId":0,"prevIdStr":"0","content":"Both <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>and <a href=\"https://ttm.financial/S/META\"> $Meta Platforms, Inc.(META)$ </a>have lots of exponential growth ahead 🌈🌈🌈💰💰💰","text":"Both <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>and <a href=\"https://ttm.financial/S/META\"> $Meta Platforms, Inc.(META)$ </a>have lots of exponential growth ahead 🌈🌈🌈💰💰💰","html":"Both <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>and <a href=\"https://ttm.financial/S/META\"> $Meta Platforms, Inc.(META)$ </a>have lots of exponential growth ahead 🌈🌈🌈💰💰💰","disclaimerType":0},{"id":528758723952712,"commentId":"528758723952712","gmtCreate":1770113525298,"gmtModify":1770113530380,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2003},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.03","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":527341861361080,"objectIdStr":"527341861361080","type":1,"supId":528295022560600,"supIdStr":"528295022560600","prevId":0,"prevIdStr":"0","content":"In the short term the market is a voting machine but in the long term it is a weighing machine.","text":"In the short term the market is a voting machine but in the long term it is a weighing machine.","html":"In the short term the market is a voting machine but in the long term it is a weighing machine.","disclaimerType":0},{"id":528758503077256,"commentId":"528758503077256","gmtCreate":1770113482074,"gmtModify":1770113485880,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2003},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.03","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":527341861361080,"objectIdStr":"527341861361080","type":1,"supId":528295022560600,"supIdStr":"528295022560600","prevId":0,"prevIdStr":"0","content":"Yes you are absolutely right 👍👍👍","text":"Yes you are absolutely right 👍👍👍","html":"Yes you are absolutely right 👍👍👍","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/527341861361080"}