[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod613bd53":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciod613bd53","Meta今年将在净广告收入上首次超越谷歌","\u002Fdoc\u002Fdciod613bd53","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">据美股大数据获悉，广告研究机构\u003C\u002Fspan>Emarketer\u003Cspan style=\"font-family: DengXian;\">预测，\u003C\u002Fspan>Meta Platforms (META) \u003Cspan style=\"font-family: DengXian;\">今年将在净广告收入上首次超越\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">谷歌\u003C\u002Fspan>-C (GOOG) \u003Cspan style=\"font-family: DengXian;\">母公司\u003C\u002Fspan>Alphabet\u003Cspan style=\"font-family: DengXian;\">，登顶全球最大数字广告商宝座。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">4\u003Cspan style=\"font-family: DengXian;\">月\u003C\u002Fspan>13\u003Cspan style=\"font-family: DengXian;\">日，据华尔街日报消息，\u003C\u002Fspan>Emarketer\u003Cspan style=\"font-family: DengXian;\">预计\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">今年净广告收入将达\u003C\u002Fspan>2434.6\u003Cspan style=\"font-family: DengXian;\">亿美元，超过谷歌的\u003C\u002Fspan>2395.4\u003Cspan style=\"font-family: DengXian;\">亿美元。上述数据已扣除流量及内容获取成本，包括谷歌向创作者分成的部分。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">分析指出，这一预测对市场的意义在于：它标志着谷歌长达多年的行业霸主地位首次遭到实质性撼动，也意味着\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">的广告商业模式已从追赶者跃升为行业标杆。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">报道指出，驱动这一格局转变的核心力量，是\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">在人工智能与短视频广告领域的持续押注。与此同时，谷歌在搜索广告市场的份额正面临多方蚕食，增长动能明显趋缓。两家公司截然不同的增长轨迹，正在重塑整个数字广告行业的竞争秩序。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI\u003Cspan style=\"font-family: DengXian;\">驱动，\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">广告增速创纪录\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Meta\u003Cspan style=\"font-family: DengXian;\">广告业务的强劲表现，建立在短视频产品\u003C\u002Fspan>Reels\u003Cspan style=\"font-family: DengXian;\">的商业化突破与人工智能技术的深度赋能之上。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Emarketer\u003Cspan style=\"font-family: DengXian;\">数据显示，\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">全球广告收入增速预计将从\u003C\u002Fspan>2025\u003Cspan style=\"font-family: DengXian;\">年的\u003C\u002Fspan>22.1%\u003Cspan style=\"font-family: DengXian;\">进一步提升至今年的\u003C\u002Fspan>24.1%\u003Cspan style=\"font-family: DengXian;\">。分析师指出，这一加速增长尤为罕见——通常情况下，体量越大的平台增速越难维持，而\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">却呈现出反常规的提速态势。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Reels\u003Cspan style=\"font-family: DengXian;\">是这轮增长的重要引擎。\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">表示，其\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">推荐系统在最近一个季度将美国用户的\u003C\u002Fspan>Reels\u003Cspan style=\"font-family: DengXian;\">观看时长同比提升逾\u003C\u002Fspan>30%\u003Cspan style=\"font-family: DengXian;\">，更长的观看时长意味着更多广告展示机会。据此前报道，\u003C\u002Fspan>Reels\u003Cspan style=\"font-family: DengXian;\">未来\u003C\u002Fspan>12\u003Cspan style=\"font-family: DengXian;\">个月的收入有望达到\u003C\u002Fspan>500\u003Cspan style=\"font-family: DengXian;\">亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Emarketer\u003Cspan style=\"font-family: DengXian;\">主分析师\u003C\u002Fspan>Max Willens\u003Cspan style=\"font-family: DengXian;\">认为，\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">在产品商业化上展现出\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">难得的耐心\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">——无论是\u003C\u002Fspan>Reels\u003Cspan style=\"font-family: DengXian;\">、微博客平台\u003C\u002Fspan>Threads\u003Cspan style=\"font-family: DengXian;\">还是即时通讯工具\u003C\u002Fspan>WhatsApp\u003Cspan style=\"font-family: DengXian;\">，\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">均选择先培育用户习惯，待用户规模与粘性成熟后再引入广告变现，这一策略正在收获回报。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI\u003Cspan style=\"font-family: DengXian;\">的影响不止于内容推荐，也在改变广告主的创作方式。\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">披露，视频生成工具的收入运营率在第四季度已达\u003C\u002Fspan>100\u003Cspan style=\"font-family: DengXian;\">亿美元。不过，这场\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">驱动的增长攻势代价不菲——\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">今年资本支出预计将高达\u003C\u002Fspan>1350\u003Cspan style=\"font-family: DengXian;\">亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">谷歌承压，搜索护城河出现裂缝\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">谷歌的广告版图横跨搜索、\u003C\u002Fspan>YouTube\u003Cspan style=\"font-family: DengXian;\">、第三方网络广告等多个领域，但多重压力正在同步侵蚀其增长空间。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Emarketer\u003Cspan style=\"font-family: DengXian;\">预计，谷歌今年全球广告收入增速将维持在\u003C\u002Fspan>11.9%\u003Cspan style=\"font-family: DengXian;\">，与上年持平，与\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">的加速形成鲜明对比。在最核心的搜索广告市场，谷歌的美国市场份额预计将降至\u003C\u002Fspan>48.5%\u003Cspan style=\"font-family: DengXian;\">，这将是十余年来首次跌破\u003C\u002Fspan>50%\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">份额流失来自多个方向：\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">亚马逊\u003C\u002Fspan> (AMZN) \u003Cspan style=\"font-family: DengXian;\">凭借电商平台的天然流量优势，持续从谷歌手中抢夺商品搜索广告预算；\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">等\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">公司以及\u003C\u002Fspan>TikTok\u003Cspan style=\"font-family: DengXian;\">等社交媒体平台，则被认为将在未来数年内进一步重塑搜索市场格局。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">谷歌高度多元化的商业模式也在一定程度上制约了广告收入增长。\u003C\u002Fspan>YouTube Premium\u003Cspan style=\"font-family: DengXian;\">订阅服务虽能带来数百亿美元的订阅收入，但大量付费用户因此不再接触广告，形成广告变现的结构性缺口。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">值得注意的是，尽管行业座次发生更迭，数字广告市场的整体集中度仍在持续上升。\u003C\u002Fspan>Emarketer\u003Cspan style=\"font-family: DengXian;\">预计，\u003C\u002Fspan>Meta\u003Cspan style=\"font-family: DengXian;\">、谷歌与亚马逊三家合计市场份额今年将从去年的\u003C\u002Fspan>59.9%\u003Cspan style=\"font-family: DengXian;\">升至\u003C\u002Fspan>62.3%\u003Cspan style=\"font-family: DengXian;\">，寡头格局进一步强化。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FM\u002FMETA\u002FMETA.jpg","2026-04-14T18:17:41","2026.04.14","2026\u002F04\u002F14",45219,[22],"META","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]