2026年5月28日,招商证券(HK6099)(香港)发布研报,上调Meta(META)评级,评级由“增持”调整为“买入”。本次评级报告研究员为王腾杰。
该研报摘要表示:
Maintain BUY with TP USD890: Our DCF-TP is USD890, implying FY26/27E 22x/19x P/E and 15x/13x EV/EBITDA. We like Meta(META)‘s social media dominance with massive user base driving monetization opportunities including subscriptions and AI powered advertising. Risks: 1) Macro, 2) Competition, 3) Regulatory.
(数据来源:同花顺(300033)iFinD)
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