Mark Zuckerberg's Leadership Gets Praise By Gary Black After Meta's Strong Q2 Performance, Tesla Bull Hails Facebook Founder's 'Drive, Focus, And Ability To Execute'
Mark Zuckerberg's Leadership Gets Praise By Gary Black After Meta's Strong Q2 Performance, Tesla Bull Hails Facebook Founder's 'Drive, Focus, And Ability To Execute'
Future Fund managing partner Gary Black has commended Meta Platforms Inc (NASDAQ:META) for its strong second-quarter performance and the leadership of CEO Mark Zuckerberg. This praise comes as the company's stock significantly surged after-hours trading.
未来基金公司董事总经理加里·布莱克（Gary Black）赞扬Meta平台公司（纳斯达克股票代码：META）在第二季度表现强劲，赞扬了首席执行官马克·扎克伯格的领导能力。这番赞扬来自该公司股票在盘后交易中大幅飙升之后。
What Happened: Black, who is also known for his bullish stance on Tesla Inc. lauded the Meta CEO, stating, "Say what you want about Zuck: You have to admire his drive, focus, and ability to execute," and praised the company's impressive financials in a series of posts on X.
发生了什么：布莱克是也以其看好特斯拉股票的立场而闻名。他赞扬Meta CEO说：“扎克有他的观点，你必须钦佩他的动力、专注和执行能力”，并在X上发了一系列赞扬该公司卓越的财务状况的帖子。
He noted that Meta's stock had seen a 41% year-to-date increase and a 220% rise over the past two years, including an over 7% gain in after-hours trading.
他指出，Meta股票今年迄今已上涨41%，过去两年涨幅达220%，其中盘后交易涨幅超过了7%。
Say what you want about Zuck: You have to admire his drive, focus, and ability to execute. $META +41% YTD and +220% over the past two years, including tonight's +7% gain.
— Gary Black (@garyblack00) July 31, 2024
Zuck不管你说什么：你必须钦佩他的决心、专注力和执行能力。$ META今年迄今为止上涨41%，在过去的两年中上涨220%，包括今晚的上涨7%。
线上文本（推特）
Black pointed out that Meta had outperformed across all second-quarter metrics, with a 22% year-over-year increase in revenue, surpassing the estimated 20% year-over-year. He anticipated analysts would raise their FY'24 Meta estimates by approximately 5% following this performance. Despite a 34% year-to-date increase, Meta's 2024 P/E ratio remains reasonable at 23x, considering the expected revenue growth of 14% (1.6x PEG).
布莱克指出，Meta在第二季度表现出色，所有指标都表现优异，营收同比增长22%，超过了预期的20%同比增长，他预计分析师将在这一表现后将他们对FY'24的Meta估值提高约5%。尽管年初至今股票涨幅达34%，但考虑到预期营收增长14%（1.6倍PEG），Meta2024年市盈率在23倍时仍保持合理。
Why It Matters: Meta's second-quarter performance has been impressive, with the company beating analyst estimates on both revenue and EPS. This marks the sixth consecutive quarter of surpassing expectations.
为什么这很重要：Meta的第二季度表现出色，公司在营收和每股收益方面均超过了分析师的预期。这是公司第六个连续超过预期的季度。
The company reported a revenue of $39.07 billion, surpassing the estimated $38.31 billion, and an adjusted EPS of $5.16, beating the estimated $4.73.
该公司报告的营业收入为390.7亿美元，超过了预计的383.1亿美元，并且每股调整后收益为5.16美元，超过了预计的4.73美元。
Despite this strong financial performance, Meta has faced criticism for allegedly profiting from ads promoting illegal drugs on its platforms.
尽管表现强劲，但Meta因被指控在其平台上推广非法药物广告而受到批评。
The company has also been under scrutiny for its AI assistant's false denial of an attempted assassination on former President Donald Trump, which Meta attributed to "hallucinations," a common issue in generative AI systems.
该公司的人工智能助手因否认对前总统唐纳德·特朗普的暗杀企图而备受关注，Meta将这归咎于“幻觉”，这是生成式AI系统中的常见问题。
However, Meta has been working to integrate AI into its consumer products, as seen in the recent introduction of AI Studio, a feature that allows users to create custom AI chatbots for their profiles. This move is part of Meta's efforts to attract creators and integrate AI into its products.
然而，Meta一直在努力将人工智能整合到其消费产品中，正如最近推出的AI工作室功能所展示的那样。该功能允许用户为其个人资料创建自定义AI聊天机器人，此举是Meta吸引创作者并将人工智能整合到其产品中的努力的一部分。
Price Action: Meta shares surged by 7.17% in after-hours trading, reaching $508.87 at the time of writing. The regular session on Wednesday concluded with a 2.51% increase, closing at $474.83, according to Benzinga Pro.
价格行动:Meta股票在盘后交易中上涨7.17%，报508.87美元。据Benzinga Pro报道，周三的常规交易收涨2.51%，收于474.83美元。