智通财经APP获悉，在财报发布前夕，摩根士丹利分析师Brian Nowak于7月21日将Meta Platforms(META.US)的目标价从650美元大幅上调至750美元，维持“增持”评级。此次评级调整基于该机构对互联网行业的整体估值提升，主要考虑到宏观经济环境改善以及中国关税下调等利好因素。
这家华尔街投行同步更新了其估值模型至2026年年中周期。分析师指出，Meta的核心增长引擎——基于GPU的机器学习技术持续优化，将有效提升用户参与度和变现能力，推动营收加速增长。
摩根士丹利强调，Meta在2025年下半年的表现将取决于两大关键因素：一是公司需要向市场证明其有能力实现2026年每股收益至少30美元的目标;二是新一代Llama模型需展现出突破性的推理能力。
随着Meta定于美东时间7月30日发布财报，市场目光正聚焦其人工智能战略进展。该行特别指出，生成式AI产品的商业化落地至关重要，这将直接关系到市场对其近期人才招募和资本开支的投资回报评估。
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