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《大行報告》美銀證券料谷歌和亞馬遜今年或從人工智能中受益 重申Meta(META.US)「買入」評級
美銀證券發表報告指,Meta(META.US)委任博通(Broadcom)(AVGO.US)行政總裁陳福陽(Hock Tan)出任董事,在生成式AI能力的競賽加劇、全球AI晶片供不應求及價格上升之下,相信今次委任主要晶片商的專才進入董事局,對Meta長遠AI策略有利。 報告指,Meta正在加速建設AI硬件設施,集團表示會繼續從合作夥伴如英偉達(NVDA.US)、博通等購買晶片,亦會發展自家晶片以支持AI應用。互聯網龍頭如谷歌及亞馬遜(AMZN.US)今年均可從AI發展中受惠,對Meta而言,AI對於提升廣告效益有重要作用,其他較小型的社交平台難以追上,相信Meta將會對用戶、廣告商及內容創作者,提供更多新服務,維持其「買入」評級,目標價510美元。
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