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《大行》花旗升Meta(META.US)目標價至915美元 重申「買入」 短中長期迎多重催化劑
阿思達克 08-01 11:25
花旗發表研究報告,指Meta(META.US)次季業績、第三季度指引在收入和盈利方面顯著超預期,重要的是,花旗認為有關趨勢可持續,因Meta投資於核心AI基礎模型,貨幣化擴展至WhatsApp、Threads和商業AI等較新平台,並提升廣告商的廣告投資報酬率(ROAS)。花旗注意到,Meta超級智能實驗室的投資正在增加,因此大幅提高了Meta明年資本支出和費用預測。鑑於Meta用戶參與度和貨幣化的持續改善,花旗相信Meta在短、中、長期均具備多重增長催化劑。 花旗表示,Meta仍為其首選股票,重申「買入」評級,並將目標價從803美元上調至915美元,該目標價基於預測2026年GAAP市盈率28.5倍,隱含預測2026年EV/EBITDA約16倍。 花旗又關注Meta幾方面的情況,包括其新成立超級智能實驗室的產品路線圖與投資回報率,認為有關投資回報可能需數年;2026年費用增長預計加速;2026年資本支出可能達960億至1,060億美元;持續的監管風險,其中,Meta面臨的兩項風險包括:(1)Meta的較低個人化廣告(LPA)被歐盟認定不符《數碼市場法》(DMA),目前正上訴;(2)聯邦貿易委員會(FTC)指控Meta通過收購Instagram和WhatsApp壟斷「個人社交網絡服務」市場的審判。
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