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《大行》招商證券升Meta(META.US)目標價至866美元 次季業績大獲全勝
阿思達克 08-04 11:11
招商證券發表報告指,Meta(META.US)第二季業績大獲全勝,營收按年增22%,盈利按年增38%,第三季營收指引下限高於市場共識。用戶增長強勁,日活躍用戶增長6%,AI驅動廣告效果增強,帶動廣告展示量和平均廣告價格增長。Meta為該行行業首推股票,目標價由759美元上調至866美元,增長加速印證AI驅動下用戶及廣告收入的持續穩健增長,緩解資本支出擔憂,評級「增持」。 報告指,第二季集團收入為475億美元,按年增22%,超預期6%;經營利潤達204億美元,超預期 19%。強勁增長主要由 Family of Apps 的廣告收入推動,日活躍用戶按年增6%達34.8億,廣告曝光量按年增11%,平均每廣告價格按年增9%。 該行指,集團第三季指引收入預期為475億至505億美元,中點按年增 21%,下限高於市場共識,扭轉上一季度因宏觀/貿易戰對二季度的謹慎展望。AI基礎設施資本支出指引從640億-720億美元,收窄至660億-720億美元,此前一季度已大幅增加。
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