《大行報告》瑞銀上調Meta(META.US)目標價至400美元 評級「買入」
瑞銀發表報告,將Meta(META.US)2024年通用會計準則下每股盈利預測從16.75美元上調13%至19美元,最牛每股盈利預測上調至20.21美元,相應亦將目標價從335美元上調至400美元,對應2025年預測市每股盈測約18倍;評級「買入」。
該行指,Meta用戶參與度提升,宏觀環境趨向健康,在Instagram Reels短片模式推出及商業化水平持續改善及採用更多新型廣告手段的推動下,撇除外匯因素影響,公司第三季、第四季及明年廣告收入可分別增長16%、20%及18%。
瑞銀認為,明年經營前景風險已有所下降,同時憧憬9月份舉行的Meta Connect大會或是積極的催化劑,新推出的生成式AI產品最新消息可帶來更正面影響。
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