大行評級|招商證券國際:下調Meta目標價至697美元 預期在關税戰下具一定防守性
招商證券國際發表研報指,Meta首財季業績表現好過預期,收入按年增長16%至420億美元,較市場預期高出2%。第二財季展望亦較市場憂慮為好,收入指引介乎425億至455億美元,相信在關税戰導致宏觀經濟不明朗前景下,指引有助增強投資者信心。Meta管理層重申將加強對AI的投入,基於更高的資本支出預期,將目標價從721美元降至697美元。該行認為,Meta用户長期增長、地域和平台多元化,加上AI帶來的機遇,預期在關税戰下具有一定防守性,給予“買入”評級。
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