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Meta涨8%：通过云业务变现AI冗余算力，打响科技CapEx修复第一枪

Meta Cloud Monetization of AI Surplus Compute: Tech CapEx Repair Thesis

叙事时间线

CNBC 快讯 7月1日 14:26

The new business is a welcome signal for some investors who have been uneasy about the company's infrastructure spending…

CNBC 快讯 7月1日 19:19

The stock's struggles in 2026 had been due to concerns about its aggressive AI spending.

CNBC 快讯 7月2日 12:00

Meta appears poised to enter the cloud computing market in an effort to monetize its massive AI infrastructure.