ทำไม META รายได้พุ่ง แต่กำไรหด 83% ? | Up Wealth META รายได้พุ่ง 26% แต่กำไรสุทธิ หด 83% เพราะอะไร ? แล้วรายได้ค่าโฆษณาของ META ยังน่าจับตาหรือไม่ ? ที่สำคัญ META ยังมีธุรกิจ Reality Labs “แว่น AI” อย่าง Ray-Ban Meta แว่นตาอัจฉริยะ ที่ร่วมพัฒนากับ EssilorLuxottica จะน่าสนใจอย่างไร ? การเพิ่มงบประมาณลงทุนด้าน AI น่าสนใจอย่างไร ? และ คาดการณ์ปีหน้าที่ META ที่การลงทุน AI Infrastructure จะ "มหาศาล" ต้นทุนและ Capex จะโตในอัตราที่ "เร็วกว่ารายได้" จะลดการเติบโตของกำไรหรือไม่ ? ความเสี่ยงซ้ำเติมจาก กฎ
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