《大行報告》摩通上調Meta(META.US)目標價至225美元 評級「增持」
摩根大通發表研究報告指,Meta(META.US)去年第四季業績超出市場預期,相信公司仍堅守財務指標要求,創始人兼朱克伯格將2023 年定為「效率之年」,與去年第三季財報形成鮮明對比,相信公司現時的內部方針將推動長期發展。
該行指,最新業績顯示Meta在充滿挑戰的宏觀環境中表現出色,電商廣告支出有所改善 ,Instagram連續短片(Reels)和點擊類廣告(CTM)增長強勁,人工智能技術推動創新,平台私隱保護措施變化。
摩通又指,成本下降是近期較大的推動因素,Meta預期今年總開支將下降50億美元至890億至950億美元,資本開支料下降40億美元至300億至330億美元,均超出預期;另外計劃持續積極投資的策略未變,相信將有助提升效率及盈利能力的好處。
摩通表示依然看好Meta,目標價由150美元升至225美元,對應2024年通用會計準則下每股盈利預測約17.5倍,重申評級「增持」。
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