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《大行報告》花旗上調META(META.US)目標價至525美元 季績與展望超出預期
阿思達克 02-05 15:25
花旗發表報告指出,META(META.US)去年第四季業績和今年首季展望的大多數指標均超預期,主要受惠於其不斷增長的用戶參與度及廣告收入加速增長,大幅擴大毛利率。該行相信,有關趨勢可持續下去。 此外,該行認為雖然META管理層將資本開支預測中位數上調約3%,但估計在生成式人工智能(GenAI)在內容發現、創意及訊息方面的機會,遠遠超過增加的投資。 該行重申META為其首選股,維持「買入」評級,目標價由440美元上調至525美元。
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