大行評級|瑞銀:上調Meta目標價至683美元 維持“買入”評級
瑞銀髮表研報指,Meta季績驚喜在於持續於成本效率上取得進展,涵蓋折舊與基建成本及員工成本,能在削減成本同時繼續投資生成人工智能增長。管理層通過靈活應對宏觀環境,並建立槓桿緩衝以減輕任何潛在的短期收入衝擊,爲投資者提供充足空間,以重新聚焦於長期新收入來源,即商業AI聊天機器人和Meta AI搜尋廣告。
該行指,儘管整體宏觀經濟疲軟跡象持續累積,該行基本維持對公司收入預估,由於營運支出預測改善,對公司今明兩年每股盈利預估上調4%和6%,目標價由650美元上調至683美元。鑑於Meta在開拓多個新收入來源的路徑依然清晰,維持對其“買入”評級。
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