AI变现只是开始?大摩大幅上调Meta目标价:Q2广告收入有望首超谷歌搜索

华尔街见闻
Jan 30

摩根士丹利指出,Meta当前的股价并未充分反映其AI转型的潜在价值,其增长逻辑正在发生质的飞跃。如果说之前的上涨是基于“效率之年”的成本削减,那么下一阶段的增长将完全由AI带来的核心回报率(ROIC)驱动。据追风交易台,1月29日,大摩Brian Nowak分析团队在报告中将Meta的目标价从750美元大幅上调至825美元,这意味着较当前水平仍有约15%的上涨空间。大摩报告不仅上调了2027年的...

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