智通财经APP获悉，周一，Meta(META.US)涨近3%，报771.51美元。高盛研报指出，Meta第二季业绩显示核心业务动能强劲，AI发展有效提升广告业务效能。Meta管理层维持全年支出指引，并将专注于长期算力投资及人才培养，看好媒体消费、创作者经济、通信平台及广告生态AI应用等领域的长期增长。基于最新业绩及指引，高盛上调Meta2026年GAAP开支预测至增长25%，资本开支预测至约1000亿美元，重申“买入”评级，目标价由775美元上调至830美元。
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