据知情人士透露，Meta Platforms Inc. 扩大规模至 250 亿美元的股票发行吸引了约五倍于可供股份的认购需求，因为该公司寻求筹集 980 亿美元用于 AI 支出。
Platforms Inc.’s upsized $25 billion share sale attracted demand for about five times the available shares, according to people familiar with the offering, as the company seeks to raise $98 billion for its AI spending.
知情人士称，普通股发行中超过一半的股份分配给了长线投资者和现有投资者，这些人士因信息属私密而要求不具名。认购前 15 大份额的投资者约占发行股份的 70%。
More than half of the shares in the common stock offering were allocated to long-only and existing investors, said the people, who asked not to be identified because the information is private. The investors taking the 15 largest stakes in the offering accounted for about 70% of the shares, the people said.
发行定价为每股 625 美元，较发行宣布前周五收盘价折价 2.7%。周二在纽约交易中，Meta 股价一度下跌 1.4% 至每股 621.47 美元。
The offering priced at $625 per share, a 2.7% discount to Friday’s closing price before the offering was announced. Meta shares fell as much as 1.4% to $621.47 each on Tuesday in New York.
Meta 的股票发行是该计划的一个组成部分，计划还包括 125 亿美元的强制可转换优先股发行和预期的市场配售股份计划。按 980 亿美元计算，这将是历史上最大规模的股权融资计划之一。
Meta’s stock sale represents one component of the plan, which also includes a $12.5 billion offering of mandatory convertible preferred stock and an expected at-the-market share program. At $98 billion, it would be one of the largest equity financing plans in history.
公司承诺将新资金用于 AI 基础设施和个人超级智能。它推出了名为 Muse 的个人 AI 代理，以及名为 Muse Wonder 的 AI 模型，领导层称该模型在编码等任务上与 OpenAI 的 ChatGPT 和 Anthropic PBC 的 Claude 不相上下。
The company pledged to devote the new funds to AI infrastructure and personal superintelligence. It has unveiled a personal AI agent known as Muse, and an AI model called Muse Wonder which leadership says is on par with OpenAI’s ChatGPT and Anthropic PBC’s Claude in terms of tasks such as coding.
知情人士称，强制可转换优先股发行也获得了数倍超额认购。Meta 发言人未立即回应置评请求。摩根士丹利和高盛集团参与了此次发行承销。
The mandatory convertible preferred stock offering was also multiple times oversubscribed, the people said. A spokesperson for Meta didn’t immediately respond to a request for comment. Morgan Stanley and Goldman Sachs Group Inc. worked on the offering.