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《大行報告》匯豐研究上調Meta(META.US)目標價至170美元 評級「減持」
阿思達克 04-28 12:00
匯豐研究發表研報指,Meta(META.US)首季業績全方位超出預期,表現強勁,當中每股盈利超出市場預期近一成,收入終止三個季度跌勢,再度錄得增長。在成本節省及人工智能(AI)熱潮下,年初至今股價向好,累升74%。 該行認為,在改善內容推薦和用戶參與度方面,AI都有帶來幫助,並提供新收入來源,期內AI發展未有重大改變,實際上是Meta過去的投資正在產生回報。 根據首季表現及公司對次季的指引,該行將全年收入及每股盈利預測分別上調1.2% 和23%,目標價調升至170美元,中期看法維持審慎,在宏觀環境及監管風險等不明朗因素影響下維持「減持」評級。
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