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《大行報告》大摩升Alphabet(GOOGL.US)目標價至150美元 上調Meta(META.US)目標價至350美元
阿思達克 07-13 14:59
大摩發表評級報告指,即使人工智能於未來數年或會帶來改革,但對於投資者而言,仍需重點關注在2023年至24年基本面盈利能力。 該行指,現階段仍處於人工智能應用初期,未來可能需要新的創新和工具,以進一步加速其採用,這應有助Alphabet(GOOGL.US)管理用戶和行為的轉移,以及減少短期內對收入及資金變現的影響。加上,Alphabet高度重視長期支出控制紀律,和有關實現收入增長快於支出目標的言論,這令該行對公司能夠實現盈利能力有信心。 另外,該行預料Meta(META.US)將新的大型語言模型整合至其應用程式,以為用戶和廣告商帶來新功能,惟行為變化和實質成功較為不確定。該行稱,社交商業的仍是Meta最大發展機會之一。 該行將Alphabet目標價由140美元上調至150美元 ,而Meta目標價則由300美元上調至350美元,維持各投資評級均為「增持」。
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