Meta Platforms
METAcustomerMeta Platforms is the world's largest social media company and one of the biggest buyers of AI infrastructure. Its open-source Llama models and massive GPU clusters make it a key player in the AI ecosystem, while its advertising business generates the cash to fund $40B+ annual capex.
製品と売上
製品別売上シェア
売上内訳 ($185.4B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
Social-media advertising across the family of apps
Open-source large language models and enterprise AI
Business messaging and payments platform
Quest VR headsets, Ray-Ban Meta glasses, and metaverse R&D
Short-form video monetization competing with TikTok
サプライチェーン関係
主要サプライヤー
マクロ・市場概況
하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
AWS 성장률
AI 소프트웨어 침투율
GPU 리드타임
次の主要イベント
サプライチェーン問題
메타 자체 AI 추론칩 MTIA v2 대규모 배포 시작. 전체 AI 추론 워크로드 60% 자체칩으로 처리 목표.
Llama 4 멀티모달 모델 오픈소스 공개. 엔터프라이즈 채택 급증으로 Meta AI 플랫폼 점유율 확대.
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| BlackRock | accumulating | $2.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $923M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $67M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $161M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $29.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $24.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.9B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $12M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $7.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $277M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $313M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $738M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $222M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $53M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $101K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $101K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $16M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $958K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $50K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | accumulating | $117.7B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $8.2B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $3K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $2.3B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $676M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $3.1B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $1M | 2025.12 | 2026-01-29↓ |
| State Street | accumulating | $60.0B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $5.1B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $218K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $125M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $61M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $15M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $27M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $38M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $314M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $25K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $4M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $93M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $9K | 2025.12 | 2026-02-17↑ |
| Pershing Square Capital | new position | $1.8B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $59.4B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $21M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $12.1B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $5.3B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $598M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $3.3B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $53M | 2025.12 | 2026-02-17↑ |
機関保有状況
13F基準 · Q4 2025| 機関 | 変化 | 保有比率 | 前四半期 | 保有株数 | 評価額 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 維持 | 7.00% | — | 990.0M株 | $58,000M | 13F |
| Fidelity | 増加 | 0.29% | — | 41.0M株 | $2,400M | 13F |
| Capital Group | 増加 | 0.73% | — | 104.0M株 | $6,100M | 13F |
| D1 Capital | 新規取得 | 0.11% | — | 15.0M株 | $890M | 13F |
最新ニュース
AI分析
Meta PlatformsのAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。
企業情報
ニュースギャップスコア
機関活動
90
メディアスコア
85
カスケードポジション
カスケード内の役割
mid cap
典型的な遅延
1-5 trading days
Meta's AI capex follows the same GPU procurement cycle, though driven by AI model training rather than cloud revenue.
完全なカスケードを見るセクター概況 — AI / 클라우드
セクターニュース하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
AWS 성장률
AI 소프트웨어 침투율
GPU 리드타임
主要テーマ
- •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
- •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
- •SaaS → AI-as-a-Service 전환 가속
次の主要イベント
- ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
- ◆OpenAI GPT-5 출시 영향