大行评级|花旗:线上广告市场正持续改善 上调Alphabet及Meta目标价

格隆汇
25 Jun

花旗发表研究报告指,日前参与了于法国举行的戛纳国际创意节,通过活动中的会议、论坛等多间公司、品牌、广告代理机构及科技平台管理层会面和互动后,目前对整体在线广告宏观环境、科技、AI创新及互联网增长更趋乐观,线上广告市场正持续改善,生成式AI用户采用率加快提升,认为业界正为广告AI代理化作准备。 花旗对行业持正面看法,将Alphabet、Meta、Pinterest及Reddit的目标价分别上调至203美元、803美元、44美元及163美元,对比此前分别为200美元、690美元、41美元及158美元,全数给予“买入”评级,并上调今年至2027年收入及盈利预测。该行亦看好The Trade Desk与Criteo。

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