智通财经APP获悉，瑞银分析师周四将Meta Platforms(META.US)目标价大幅上调，从 683 美元上调至 812 美元，称该公司将从消费者和广告商对人工智能的需求中获益。该投行表示，此举是基于公司从各种人工智能产品中获取额外收入的长期机遇，尤其是 Business Messaging和Meta AI业务。
瑞银表示，其对 Meta 实现其通用人工智能资本支出计划的能力更有信心，并认为 Meta 能够在更长时间内保持广告收入的较高增长态势。他们还认为，Meta“未必会受到”企业人工智能支出可能低于预期这一风险的影响，因为该公司是其自身技术的主要用户。
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