德银激进唱多Meta AI“人才争夺战”或引爆成本“核弹”

环球网
22 Jul

【环球网财经综合报道】7月21日,德意志银行发布研报维持Meta“买入”评级,目标价大幅上调至770美元,并警告投资者需直面AI战略下的成本风暴。德银调研显示,Meta二季度广告收入增速环比提升1个百分点,三季度或进一步加速,与华尔街预期的北美市场连续下滑形成剧烈反差。核心引擎在于AI工具Advantage+显著提升广告主ROAS(广告支出回报率),同时Meta竞价系统的“深度拍卖动态”有效对冲了...

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