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《大行》花旗升Alphabet 、Meta、Pinterest及Reddit目標價 對線上廣告增長趨樂觀
花旗發表研究報告指,日前參與了於法國舉行的康城國際創意節,通過活動中的會議、論壇等多間公司、品牌、廣告代理機構及科技平台管理層會面和互動後,目前對整體線上廣告宏觀環境、科技、AI創新及互聯網增長更趨樂觀,數碼廣告市場正持續改善,生成式AI用戶採用率加快提升,認為業界正為廣告AI代理化作準備。 花旗對行業持正面看法,將Alphabet(GOOGL.US)、Meta(META.US)、Pinterest(PINS.US)及Reddit(RDDT.US)的目標價上調至203美元、803美元、44美元及163美元,對比此前為200美元、690美元、41美元及158美元。花旗並上調Alphabet、Meta、Pinterest及Reddit今年至2027年收入及盈利預測,全數給予「買入」評級;亦看好The Trade Desk(TTD.US)與Criteo(CRTO.US)。
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