从近期软件公司披露的财报看，很多头部企业收入和盈利预期只是增长略有放缓，远不到行业见顶的程度。同时，这些企业也在强化自身的AI能力，基本面并不差。
Meta's handling of scammy advertisers has come under increased scrutiny in recent months after Reuters reported that researchers at the company at one point estimated that as much as 10 percent of its ad revenue could be coming from scams and banned products. The fact that Meta has made billions of dollars from problematic advertisers has also caused the company to be slow to take action against repeat offenders.
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