招商证券国际发表研报指，Meta(META.US) 首财季业绩表现好过预期，收入按年增长16%至420亿美元，较市场预期高出2%，第二财季展望亦较市场忧虑为好，收入指引介乎425亿至455亿美元，相信在关税战导致宏观经济不明朗前景下，指引有助增强投资者信心。Meta管理层重申将加强对AI的投入，基于更高的资本支出预期，将目标价从721美元降至697美元。
该行认为，Meta用户长期增长、地域和平台多元化，加上AI带来的机遇，预料在关税战下具有一定防守性，给予“买入”评级。(gc/u)(美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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