#1 Meta的eps是来搞笑的吗
发表于 ： 2025年 10月 29日 16:13
EPS of $1.05 missing expectations of $6.66
EPS of $1.05 missing expectations of $6.66
钱都花去雇人搞AI了。
小札会解释说你们这预期太高了
这EPS比股价100那会都要低吧
结合小札近一段的表现，可不可以理解为--碰瓷碰砖头上了？
深井冰，是$7.25
Adjusted EPS: $7.25 per diluted share, which excludes the one-time, non-cash income tax charge of $15.93 billion. This figure was above the analyst consensus estimate of $6.72.
么她又得去趟80？
biggestballs 写了： 2025年 10月 29日 16:17深井冰，是$7.25
Adjusted EPS: $7.25 per diluted share, which excludes the one-time, non-cash income tax charge of $15.93 billion. This figure was above the analyst consensus estimate of $6.72.
这是什么tax
Meta's non-cash income tax charge of $15.93 billion is primarily due to a valuation allowance recorded against its deferred tax assets. This accounting measure was triggered by the implementation of the "One Big Beautiful Bill Act," which includes a U.S. Corporate Alternative Minimum Tax.
biggestballs 写了： 2025年 10月 29日 16:17深井冰，是$7.25
Adjusted EPS: $7.25 per diluted share, which excludes the one-time, non-cash income tax charge of $15.93 billion. This figure was above the analyst consensus estimate of $6.72.
丢，那怎么meta还跌成屎了。。。
biggestballs 写了： 2025年 10月 29日 16:17深井冰，是$7.25
Adjusted EPS: $7.25 per diluted share, which excludes the one-time, non-cash income tax charge of $15.93 billion. This figure was above the analyst consensus estimate of $6.72.
那为啥跌这么多
biggestballs 写了： 2025年 10月 29日 16:24Meta's non-cash income tax charge of $15.93 billion is primarily due to a valuation allowance recorded against its deferred tax assets. This accounting measure was triggered by the implementation of the "One Big Beautiful Bill Act," which includes a U.S. Corporate Alternative Minimum Tax.
Effective tax rate -- 87% !!!!!!!! 全交了税了
是被巨巨整了
这是网上总结的：
Meta's stock is down due to a one-time tax charge impacting its recent quarterly profit, coupled with concerns about its high capital expenditures on AI infrastructure and a perception that the company's AI progress is not as fast as competitors'. Investor sentiment is also affected by concerns over potential competition and legal risks, despite a strong revenue performance in the last quarter.
你要这么想，如果没这个解释是不是8个点打不住。理解成一次性大利空是不是合适点
其他大科技公司没有这个tax?
具体细节不太清楚，只是看到这个数字而已
感觉好像明天可以捞买它，这个税是个大意外，意外的坏就要买入
你好勇，真要大跌到不该等三天吗，飞刀可不太好接。要不你问问大球接不接
Meta蹭不上AI热点，不看好