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《大行報告》富瑞升META(META.US)目標價至550美元 評級「買入」
阿思達克 02-05 11:09
富瑞發表報告指,META(META.US)繼續是數碼廣告市場的強勢企業,將其2024年度收入預測上調5%,估計按年有22%增長,在支出預測不變下,將2024及2025年度的每股盈利預測,分別上調13%及18%,目標價由455美元上調至550美元,反映預測2025年度市盈率22倍,評級「買入」。 報告指,META將2024年度資本開支指引上調20億美元,主要投放於伺服器、數據中心及網絡基建,在2024年度以後,相關投資將會繼續增加,以發展人工智能。該行估計,生成式人工智能(GenAI)的相關功能,將會推動未來數年廣告業務增長。
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