《大行報告》美銀證券上調Meta(META.US)目標價至384美元 評級「買入」
美銀證券發表報告指,Meta(META.US)第三季度收入341億美元,按年升23%,好過市場預期。扣除匯兌影響,廣告收入按年升21%,升幅較第二季度加快8個百分點,主要受內地廣告開支增加所推動。不過,第四季度收入指引為365億至400億美元,意味著市場預測的387億美元再上調空間有限,亦反映第四季度增長放慢,加上公司預示廣告市場表現波動,中東地區的紛爭令部分廣告計劃暫停,亦可能令股價受壓。
該行認為明年廣告收入仍具強勁動力,主要因為使用影片的整體用戶呈穩定上升,Reels功能未來將會推動增長,「Advantage+」廣告方案及更多AI工具吸引廣告客戶,以及訊息資產的貨幣化提升。維持其「買入」評級,目標價由375美元上調至384美元。
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