大行評級|花旗:上調Meta目標價至690美元 核心AI焦點領域可推動未來持續增長
花旗發表研報指,Meta 2025財年首季財報超出預期,剔除匯率影響的廣告收入按年增長20%。公司第二季指引上限超出市場預期。關鍵在於Meta廣告需求趨勢相對健康,雖然該行關注宏觀經濟及中國廣告商開支減少的影響,但Meta用戶與廣告商規模,以及新產品焦點正抵銷部分宏觀挑戰。花旗表示,對Meta人工智能(AI)達到約10億每月活躍用戶,以及Threads達到3.5億每月活躍用戶,且核心應用程式參與度提升感到印象深刻。Meta確實將資本開支指引中位數上調約55億美元,該行相信公司5個核心AI焦點領域可推動未來持續增長。該行指出,Meta仍爲其首選股,故重申“買入”評級,並將目標價由655美元上調至690美元。
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