《大行》美銀證券升Meta(META.US)目標價至775美元 重申「買入」評級
美銀證券發表研究報告指,Meta(META.US)董事長在社交媒體發文表示,Meta正在建造多個千兆瓦數據中心,其中包括一個1GW的超級集群(Prometheus),預計將於明年上線,而另一個項目Hyperion預計將於2030年提供至少5GW的運算能力。
該行認為,這表明管理層對Meta的收入充滿信心,但投資規模則意味著未來的資本開支和營運開支會更高。該行預期,AI投資將是即將召開的財報電話會議的重點。
對於2025年,該行將Meta收入預測上調1%至1,900億美元,每股盈測上調至26.83美元。至於2026年,該行上調收入預測1%至2,170億美元,但下調每股盈測1%至29.16美元。該行將公司目標價從765美元調升至775美元,重申「買入」評級。
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