大行评级|瑞银:上调Meta目标价至812美元 维持“买入”评级

格隆汇
27 Jun

瑞银发表研究报告,将Meta目标价由683美元上调至812美元,维持“买入”评级,因考虑到公司长远可透过各种AI产品获取更多收入,特别是公司CEO扎克伯格在首季报告中提及的商业讯息(Business Messaging)和Meta AI。该行指,留意到市场上关于Meta对Scale AI的投资,以及加快招揽AI人才的消息,但目前该行的估算中已纳入资本开支及经营开支的考量,反而该行及市场仍未将上述的长远收入增长纳入考量范围。另外,该行认为Meta未必会面临企业的AI支出低于预期的风险,毕竟公司都是自身技术的使用者,因此该行对产能需求消化的忧虑较少。

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