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奧本海默公司稱,Meta的計算成本可能限制其獲利槓桿

-- 奧本海默週四在一份報告中指出,Meta Platforms (META) 預計第一季營收將實現強勁成長,但不斷上漲的營運成本可能會限制獲利成長空間。 報告指出:「儘管營收前景強勁,但即便裁員,不斷上漲的計算成本仍將限制獲利成長空間。」 歐本海默維持對該股的「與大盤持平」評級。 奧本海默分析師表示,他們對4月29日即將公佈的第一季業績持謹慎態度。他們預期營收成長將超過30%,與先前預期中位數一致,但比華爾街預期低約1%。 報告指出,儘管2026年的資本支出預期可能保持不變、下調或推遲,但Meta正在更多地利用第三方計算資源,從而推高營運成本。

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