大行評級|花旗:線上廣吿市場正持續改善 上調Alphabet及Meta目標價
花旗發表研究報吿指,日前參與了於法國舉行的戛納國際創意節,通過活動中的會議、論壇等多間公司、品牌、廣吿代理機構及科技平台管理層會面和互動後,目前對整體在線廣吿宏觀環境、科技、AI創新及互聯網增長更趨樂觀,線上廣吿市場正持續改善,生成式AI用户採用率加快提升,認為業界正為廣吿AI代理化作準備。花旗對行業持正面看法,將Alphabet、Meta、Pinterest及Reddit的目標價分別上調至203美元、803美元、44美元及163美元,對比此前分別為200美元、690美元、41美元及158美元,全數給予“買入”評級,並上調今年至2027年收入及盈利預測。該行亦看好The Trade Desk與Criteo。
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