作者TyuzuChou (润润润)
看板Stock
标题[新闻] Meta与Google商讨广告业务中的AI模型合作
时间Fri Sep 26 08:56:55 2025
原文标题：
Meta in talks with Google about AI models for ad business, Alphabet stock
gains
原文连结：
https://tinyurl.com/4ybytubk
发布时间：Fri, September 26, 2025 at 5:18 AM GMT+8
记者署名：Louis Juricic
原文内容：
Investing.com -- Alphabet (NASDAQ:GOOGL) stock rose 1.5% in afterhours trading
Thursday following a report that Meta Platforms (NASDAQ:META) is considering
using Google’s artificial intelligence models to enhance its advertising
business.
据 Investing.com 报导 —— Alphabet（NASDAQ:GOOGL）股价在周四盘後交易上涨 1.5%
，因有消息指出 Meta Platforms（NASDAQ:META）正考虑使用 Google 的人工智慧模型来
强化其广告业务。
According to The Information, Meta staffers have engaged in discussions with
Google Cloud regarding the potential use of Google’s AI models to improve
Meta’s ad operations. These talks specifically involve fine-tuning Google’s
Gemini and open-source Gemma models on Meta’s advertising data.
根据《The Information》报导，Meta 员工已与 Google Cloud 进行讨论，探讨使用
Google 的 AI 模型来改善 Meta 的广告运作。这些讨论特别涉及在 Meta 的广告数据上
对 Google 的 Gemini 与开源 Gemma 模型进行微调。
The report indicates Meta is exploring how Gemini models could help with
content understanding capabilities, which are essential for tasks like ad
summarization and serve as inputs for Meta’s ad recommendation system. This
system is designed to optimize ad targeting to relevant audiences.
报导指出，Meta 正在研究 Gemini 模型如何帮助提升内容理解能力，这对於 广告摘要
等任务至关重要，并可作为 Meta 广告推荐系统的输入。该系统旨在优化广告定位，使其
更精准地触达相关受众。
These discussions highlight Meta’s ongoing challenges with its own AI
development, pushing the company to consider external technology solutions
while its recently restructured AI teams work to improve internal capabilities
. The Information had previously reported that Meta was evaluating both OpenAI
and Google models for various services, including its Meta AI conversational
features.
这些讨论突显了 Meta 在自身 AI 开发上的持续挑战，迫使公司考虑外部技术解决方案，
同时其最近重组的 AI 团队仍在努力提升内部能力。《The Information》先前报导，
Meta 正在评估 OpenAI 与 Google 的模型，应用於包括 Meta AI 对话功能在内的多种服
务。
The discussions about integrating Google’s AI into Meta’s advertising
business remain in early stages and may not necessarily result in a formal
agreement between the two tech giants.
有关将 Google 的 AI 整合进 Meta 广告业务的讨论仍处於早期阶段，未必一定会导致两
大科技巨头之间的正式协议。
心得/评论：
Meta 必须优先顾营收
所以更倾向找现成解决方案，而不是等待自研技术成熟
与其单压自己未成熟的模型，不如多线并进，让业务不中断
--
※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 150.117.197.145 (台湾)
※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1758848218.A.F20.html
1F：→ Brioni : Meta典型砸钱砸出脑洞 09/26 09:01
2F：推 BlueBird5566: 诈骗集团利多 09/26 09:03
3F：推 bananatito : 20 09/26 09:10
4F：推 tomdavis : Meta阿祖砸钱不手软的 有机会的通通用力砸 09/26 09:11
5F：推 chou3321 : 更精准的诈骗广告 09/26 09:20
6F：→ mystage : Google 明显领先啊，大模型大概会淘汰到剩几个，可 09/26 09:22
7F：→ mystage : 能美国两个中国两个 09/26 09:22
8F：→ mystage : 假设Meta带枪投靠就有趣了，Google 缺的只有社群资 09/26 09:22
9F：→ mystage : 料 09/26 09:22
10F：推 majiyami5566: 商讨诈骗模型 09/26 09:28
11F：推 k798976869 : 诈骗模型吗 09/26 09:41
12F：→ k798976869 : 卖高价诈骗广告太好赚 09/26 09:42
13F：推 FncRookie001: 超可悲 砸钱砸半天最後去跪谷狗 09/26 09:46
14F：推 cphe : Meta AI看起来不行啊 09/26 09:53
15F：推 david850914 : 剩open酱和谷狗 09/26 10:04
16F：嘘 alwaysalone : 嘻嘻 09/26 12:11