{"id":23780,"date":"2026-07-30T10:16:02","date_gmt":"2026-07-30T03:16:02","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=23780"},"modified":"2026-07-30T10:16:02","modified_gmt":"2026-07-30T03:16:02","slug":"meta-tersandung-microsoft-melaju","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/saham-as\/meta-tersandung-microsoft-melaju-23780\/","title":{"rendered":"Meta Tersandung, Microsoft Buktikan Hasil Investasi AI"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Dua raksasa teknologi melaporkan kinerja keuangan pada malam yang sama, tetapi pasar memberikan respons yang sangat berbeda.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Saham <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=META&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DMETA\"><span style=\"font-weight: 400;\">Meta (META)<\/span><\/a><span style=\"font-weight: 400;\"> turun hampir 8% dalam perdagangan setelah jam kerja setelah laba kuartal kedua perusahaan berada di bawah ekspektasi dan proyeksi pendapatan berikutnya gagal memberikan kejutan positif. Pada saat bersamaan, kenaikan rencana belanja modal kembali menimbulkan pertanyaan mengenai seberapa cepat investasi besar Meta dalam <\/span><i><span style=\"font-weight: 400;\">artificial intelligence<\/span><\/i><span style=\"font-weight: 400;\"> akan menghasilkan keuntungan.<\/span><\/p>\n<p><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=MSFT&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DMSFT\"><span style=\"font-weight: 400;\">Microsoft (MSFT)<\/span><\/a><span style=\"font-weight: 400;\"> justru bergerak ke arah sebaliknya. Saham perusahaan naik setelah pendapatan dan laba melampaui proyeksi Wall Street, didukung pertumbuhan Azure serta kontrak cloud yang terus membesar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perbedaan tersebut menunjukkan bahwa investor belum menolak belanja AI secara keseluruhan. Pasar masih bersedia menerima pengeluaran besar selama perusahaan mampu menunjukkan hubungan yang jelas antara investasi, pendapatan, dan permintaan pelanggan.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_86 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Daftar Isi <\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/meta-tersandung-microsoft-melaju-23780\/#Bisnis_Iklan_Meta_Tetap_Kuat_Tapi_Laba_Tertekan\" >Bisnis Iklan Meta Tetap Kuat, Tapi Laba Tertekan\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/meta-tersandung-microsoft-melaju-23780\/#Belanja_AI_Meta_Semakin_Besar\" >Belanja AI Meta Semakin Besar<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/meta-tersandung-microsoft-melaju-23780\/#Microsoft_Mulai_Menunjukkan_Hasil_Investasi\" >Microsoft Mulai Menunjukkan Hasil Investasi<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/meta-tersandung-microsoft-melaju-23780\/#Investor_Tidak_Menolak_Capex_Tapi_Menuntut_Bukti\" >Investor Tidak Menolak Capex, Tapi Menuntut Bukti<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/meta-tersandung-microsoft-melaju-23780\/#Pantau_Peluang_di_Tengah_Perkembangan_AI\" >Pantau Peluang di Tengah Perkembangan AI<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Bisnis_Iklan_Meta_Tetap_Kuat_Tapi_Laba_Tertekan\"><\/span><b>Bisnis Iklan Meta Tetap Kuat, Tapi Laba Tertekan\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Meta mencatat pendapatan kuartal kedua sebesar US$60,8 miliar, sedikit di atas estimasi analis sebesar US$60,2 miliar. Pendapatan iklan, yang masih menjadi mesin utama perusahaan, mencapai US$59,3 miliar dan juga melampaui ekspektasi pasar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, laba per saham hanya sebesar US$6,18, jauh di bawah perkiraan US$7,14. Penurunan tersebut terutama disebabkan oleh biaya hukum tak terduga sebesar US$2,4 miliar dan biaya pesangon sekitar US$1,2 miliar. Tanpa dua beban tersebut, kinerja laba Meta sebenarnya akan melampaui ekspektasi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meski demikian, pasar lebih mencermati prospek ke depan. Meta memperkirakan pendapatan kuartal ketiga berada di kisaran US$61 miliar hingga US$64 miliar. Titik tengah proyeksi tersebut masih berada di bawah perkiraan Wall Street sekitar US$63,1 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kombinasi laba yang meleset, panduan yang kurang kuat, serta kebutuhan investasi yang terus membesar membuat investor memilih mengurangi eksposur terhadap saham Meta.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Belanja_AI_Meta_Semakin_Besar\"><\/span><b>Belanja AI Meta Semakin Besar<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Meta menaikkan batas bawah proyeksi belanja modal tahunannya dari sebelumnya US$125 miliar-US$145 miliar menjadi US$135 miliar-US$145 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perubahan tersebut menunjukkan bahwa kebutuhan infrastruktur AI perusahaan semakin sulit ditekan. Meta membutuhkan pusat data, chip, jaringan, serta kapasitas komputasi dalam jumlah besar untuk mengembangkan model AI dan mengintegrasikannya ke Facebook, Instagram, WhatsApp, serta layanan lainnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perusahaan baru-baru ini juga mencapai kesepakatan dengan <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=BLK&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DBLK\"><span style=\"font-weight: 400;\">BlackRock (BLK)<\/span><\/a><span style=\"font-weight: 400;\"> untuk membangun pusat data berkapasitas 1 gigawatt di Texas dengan nilai sekitar US$14 miliar. Dalam struktur tersebut, BlackRock akan memiliki 80% kepemilikan, sedangkan Meta memegang sisanya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kemitraan ini memungkinkan Meta memperluas kapasitas tanpa menanggung seluruh biaya pembangunan sendiri. Perusahaan juga mulai membuka kemungkinan menyewakan sebagian kapasitas pusat datanya kepada pelanggan lain.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Langkah tersebut dapat mengubah Meta dari sekadar pengguna infrastruktur AI menjadi penyedia kapasitas komputasi. Namun, strategi itu juga menempatkan perusahaan dalam persaingan yang lebih langsung dengan penyedia cloud dan neocloud seperti Microsoft Azure, Google Cloud, serta CoreWeave.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meta mencoba memperkuat daya tarik produknya melalui strategi harga yang agresif. Model Spark 1.1 ditawarkan dengan biaya US$1,25 per satu juta token input dan US$4,25 per satu juta token output, jauh lebih murah dibandingkan beberapa model premium milik pesaing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Harga rendah dapat membantu Meta merebut pelanggan yang sensitif terhadap biaya. Namun, investor masih menunggu bukti bahwa strategi tersebut mampu menghasilkan pendapatan yang cukup untuk mengimbangi besarnya belanja infrastruktur.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Microsoft_Mulai_Menunjukkan_Hasil_Investasi\"><\/span><b>Microsoft Mulai Menunjukkan Hasil Investasi<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Microsoft memberikan gambaran yang lebih meyakinkan mengenai hubungan antara belanja AI dan pertumbuhan bisnis. Perusahaan membukukan pendapatan kuartal sebesar US$90 miliar, melampaui perkiraan US$87,7 miliar. Laba per saham mencapai US$4,74, lebih tinggi dari proyeksi US$4,25.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Segmen Intelligent Cloud mencatat pendapatan US$39,3 miliar, melampaui estimasi US$38,1 miliar. Azure juga untuk pertama kalinya menghasilkan pendapatan tahunan lebih dari US$100 miliar, menjadi tonggak penting bagi bisnis cloud Microsoft.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Segmen <\/span><i><span style=\"font-weight: 400;\">Productivity and Business Processes<\/span><\/i><span style=\"font-weight: 400;\"> mencatat pendapatan US$37,8 miliar, sedangkan <\/span><i><span style=\"font-weight: 400;\">More Personal Computing<\/span><\/i><span style=\"font-weight: 400;\"> menghasilkan US$12,9 miliar. Keduanya berada di atas ekspektasi pasar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Selain pertumbuhan pendapatan, Microsoft memiliki kewajiban kinerja tersisa sebesar US$678 miliar. Angka tersebut mencerminkan kontrak yang telah ditandatangani, tetapi belum diakui sebagai pendapatan. Besarnya backlog memberi investor visibilitas yang lebih kuat terhadap permintaan cloud dan AI dalam beberapa tahun mendatang.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Microsoft mengeluarkan sekitar US$41 miliar untuk belanja modal, termasuk sewa, selama kuartal tersebut. Nilainya memang masih sangat besar, tetapi berada sedikit di bawah perkiraan pasar sebesar US$42 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perbedaan ini penting. Microsoft tetap meningkatkan kapasitas AI, tetapi pertumbuhan Azure, backlog kontrak, dan kenaikan pendapatan menunjukkan bahwa investasi tersebut mulai memberikan hasil yang terukur.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Investor_Tidak_Menolak_Capex_Tapi_Menuntut_Bukti\"><\/span><b>Investor Tidak Menolak Capex, Tapi Menuntut Bukti<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Reaksi berbeda terhadap Meta dan Microsoft memperjelas standar baru Wall Street terhadap perusahaan teknologi. Belanja modal besar tidak otomatis dianggap buruk. Investor masih menerima pengeluaran agresif jika perusahaan dapat menunjukkan permintaan pelanggan, pertumbuhan pendapatan, serta jalur menuju arus kas yang kuat.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Microsoft memenuhi sebagian besar kriteria tersebut melalui Azure dan kontrak cloud jangka panjang. Meta masih memiliki bisnis iklan yang sangat kuat, tetapi monetisasi dari model AI dan kapasitas pusat datanya belum sejelas pesaing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tekanan serupa sebelumnya terlihat pada <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=GOOG&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DGOOG\"><span style=\"font-weight: 400;\">Alphabet (GOOG)<\/span><\/a><span style=\"font-weight: 400;\">. Meskipun kinerja operasional perusahaan solid, sahamnya tertekan setelah proyeksi belanja modal dinaikkan menjadi US$195 miliar-US$205 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pesannya semakin konsisten: pasar tidak lagi hanya menghargai seberapa besar perusahaan berinvestasi dalam AI, tetapi seberapa cepat pengeluaran itu dapat diubah menjadi pendapatan dan keuntungan.<\/span><\/p>\n<div style=\"background: linear-gradient(135deg, #4F46E5, #6D5EF9); padding: 30px; border-radius: 18px; margin: 30px 0; color: #ffffff; text-align: center; box-shadow: 0 12px 28px rgba(79, 70, 229, 0.22);\">\n<h3 style=\"margin: 0 0 12px; color: #ffffff; font-size: 26px; line-height: 1.3;\"><span class=\"ez-toc-section\" id=\"Pantau_Peluang_di_Tengah_Perkembangan_AI\"><\/span>Pantau Peluang di Tengah Perkembangan AI<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"margin: 0 auto 24px; max-width: 720px; color: #f5f3ff; font-size: 16px; line-height: 1.75;\">Pantau pergerakan Meta Platforms (META), Microsoft (MSFT), dan saham teknologi Amerika lainnya melalui aplikasi Nanovest. Ikuti juga perkembangan earnings, AI, dan Wall Street lewat News dan Artikel Tips Nanovest.<\/p>\n<div style=\"display: flex; flex-wrap: wrap; justify-content: center; gap: 12px;\"><a style=\"display: inline-flex; align-items: center; justify-content: center; min-width: 190px; padding: 13px 22px; border-radius: 10px; background: #ffffff; color: #4f46e5; font-size: 15px; font-weight: bold; text-decoration: none; box-shadow: 0 6px 16px rgba(31, 41, 55, 0.16);\" href=\"https:\/\/nanovest.io\/\" target=\"_blank\" rel=\"noopener noreferrer\">Investasi di Nanovest<\/a><a style=\"display: inline-flex; align-items: center; justify-content: center; min-width: 190px; padding: 13px 22px; border-radius: 10px; background: transparent; color: #ffffff; font-size: 15px; font-weight: bold; text-decoration: none; border: 1.5px solid rgba(255, 255, 255, 0.85);\" href=\"https:\/\/www.nanovest.io/blog\/\" target=\"_blank\" rel=\"noopener noreferrer\">Baca News &amp; Artikel Tips<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Dua raksasa teknologi melaporkan kinerja keuangan pada malam yang sama, tetapi pasar memberikan respons yang sangat berbeda. Saham Meta (META) turun hampir 8% dalam perdagangan setelah jam kerja setelah laba kuartal kedua perusahaan berada di bawah ekspektasi dan proyeksi pendapatan berikutnya gagal memberikan kejutan positif. Pada saat bersamaan, kenaikan rencana belanja modal kembali menimbulkan pertanyaan<\/p>\n","protected":false},"author":35,"featured_media":23782,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[80,39],"tags":[74,276,70,28,52,29],"class_list":["post-23780","post","type-post","status-publish","format-standard","has-post-thumbnail","category-berita","category-saham-as","tag-berita","tag-meta","tag-microsoft","tag-saham-amerika","tag-saham-as","tag-us-stocks"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Meta tertekan setelah laba meleset dan capex AI meningkat, sementara Microsoft melampaui ekspektasi berkat pertumbuhan Azure dan kontrak cloud yang kuat.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Maretha Putri\"\/>\n\t<link rel=\"canonical\" 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