《大行報告》大摩降Meta(META.US)評級至「與大市同步」 削目標價近半至105美元
摩根士丹利發表報告,將Meta(META.US)評級由「增持」降至「與大市同步」,目標價由205美元削近半至105美元,以反映Meta需要更高的資本開支(未來兩年達690億美元)密度,以建立人工智能驅動的數據中心;以及仍然存在的執行風險,以推動更多的用戶參與度和變現。同時亦關注Meta自由現金流情況。
報告認為,META的最新業績和未來的資本支出指引是命題變化,並可能在一段時間內對該股造成壓力,直到市場對其大型投資的執行和投資資本的回報感到有信心為止。
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