《大行報告》美銀證券升Meta(META.US)目標價至425美元 評級「買入」
美銀證券發表報告指,Meta(META.US)去年股價升194%,跑贏其他網上媒體同業及納斯達克指數,主要受收入增長、成本控制、以及人工智能(AI)的樂觀憧憬推動。今年宏觀環境利好廣告收入、Reels功能帶來正面貢獻、訊息收入提升、AI推動業績表現、成本仍有削減空間,對該股仍持積極看法,預期去年第四季收入及每股盈利將優於預期,將Meta目標價由405美元上調至425美元,維持評級「買入」。
報告指,Meta去年第四季見收入增長高峰,今年有可能放緩,但公司定位穩健,IG的使用量屬同業的龍頭,Reels、訊息業務及AI廣告仍處於收入周期的初段,相信可以越過增長放緩的挑戰。
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