大行評級|摩根大通:上調Meta目標價至610美元 健康的廣吿市場趨勢延續至第三季
摩根大通發表報吿指,重申對Meta的“增持”評級,目標價由480美元升至610美元,指公司近期表現良好,相信已在關鍵的長遠計劃上適當投資,尤其是AI。健康的廣吿市場趨勢支持第二季的強勁業績,並已延續至第三季,META 第三季的營收指引為增長13%至20%,超出投資者預期。摩通將對Meta今年的資本支出預測增加4%至400億美元,明年的資本支出預測增加21%至520億美元;同時對今明兩年營收預估分別調高2%和6%,目前預估今年第四季營收增長15%。
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