《大行》瑞銀升Meta目標價至812美元 維持「買入」評級
瑞銀研究報告將Meta(META.US)目標價由683美元升至812美元,因考慮到公司長遠可透過各種AI產品獲取更多收入,特別是行政總裁朱克伯格在首季報告中提及的商業訊息(Business Messaging)和Meta AI。該行指,留意到市場上關於Meta對Scale AI的投資,以及加快招攬AI人才的消息,但目前該行的估算中已納入資本開支及經營開支的考量,反而該行及市場仍未將上述的長遠收入增長納入考量範圍。
另外,該行認為Meta未必會面臨企業的AI支出低於預期的風險,畢竟公司都是自身技術的使用者,因此該行對產能需求消化的憂慮較少;維持「買入」評級。
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