大行評級|瑞銀:上調Meta目標價至719美元 投資推動產品擴張最終實現貨幣化
瑞銀髮表研報指,Meta 2025年資本支出預計將顯著增加,預測投資可推動產品擴張,最終實現貨幣化,帶來變現收益,隨着收入增長加快和技術進步,相信該公司的長期增長潛力仍然強勁,相應將2025及2026年每股盈測分別上調5%,以反映期內收入料按年各增長4%及7%,有助抵銷成本的升幅。該行預期新產品推出將為Meta在2026年及以後廣吿收入成長增添潛力,當中包括生成式AI所釋放的增量收入,將目標價從690美元上調至719美元,評級“買入”。
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