-- 獨立研究機構CFRA向發布了以下研究報告。 CFRA分析師的觀點總結如下：我們將META未來12個月的目標股價從804美元下調至750美元，本益比約為2027年每股盈餘預期的19倍，低於其長期歷史平均水準。我們將2026年每股盈餘預期從30.68美元調整至29.29美元，並將2027年每股盈餘預期從36.68美元調整至39.39美元。 META公佈了強勁的第一季營收成長（+33%）和第二季營收預期（+25%），我們認為該公司正在成功找到方法，利用其廣告平台的AI投資（其價值優化套件的年化收入超過200億美元）。然而，我們感到失望的是，管理層未能向投資者清楚闡述其計劃如何將高支出/新產品目標變現。此外，個人AI代理商、企業AI訂閱（META目前平均每週處理1,000萬次企業AI對話）以及Muse模型API介面等新的獲利模式，可望在未來三到五年內大幅拓展META的收入來源，使其不再僅依賴廣告。目前META的股價約為我們2027財年預期每股收益的15-16倍，極具吸引力，如果META能夠實現成長目標並繼續實現廣告平台的盈利，則股價還有上漲空間。
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