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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 05-02 15:25
匯豐研究發表報告指出,Meta(META.US)首季業績超預期,每股盈利2.2美元,較市場預期高9.5%;收入在連續三個季度按年下跌後回復增長,按年轉正升2.6%,按固定匯率計甚至升6%。此外,公司對第二季收入預測指引介乎295億至320億美元,較市場預期中位數高出3.7%,意味著按年增長2.4%至11%。 該行認為,Meta今年迄今股價表現強勁累升74%,主要受惠於削減成本及AI技術提高廣告收入。但在宏觀環境不確定下,可能導致公司廣告業務增長放緩,加上全球監管環境收緊的影響,該行重申對Meta「減持」評級,目標價由110美元上調至170美元。
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