当前或是“择机买入”时点！Baird重申Meta“跑赢大盘”评级，小幅下调目标价至815美元

智通财经2025-12-24

尽管近期市场情绪承压，Baird分析师仍看好Meta Platforms的中长期表现，认为人工智能(AI)推进与变现机会将为股价提供进一步上行空间。周二，Baird分析师Colin Sebastian将Meta目标价从820美元小幅下调至815美元，但重申对该股的“跑赢大盘”(Outperform)评级，并表示当前或是“择机买入”的时点。以周一收盘价661.5美元计算，其最新目标价仍意味着约23%...

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Baird Reiterates \"Outperform\" Rating on Meta (META.US), Slightly Lowers Price Target to $815","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3dd3ce16ab92eb45642728c310edec3e","symbols_score_info":{"META":1.98},"content_text":"尽管近期市场情绪承压，Baird分析师仍看好Meta Platforms的中长期表现，认为人工智能(AI)推进与变现机会将为股价提供进一步上行空间。周二，Baird分析师Colin Sebastian将Meta目标价从820美元小幅下调至815美元，但重申对该股的“跑赢大盘”(Outperform)评级，并表示当前或是“择机买入”的时点。以周一收盘价661.5美元计算，其最新目标价仍意味着约23%的上涨空间。Sebastian指出，Meta多空博弈仍在持续，短期情绪可能面临进一步波动，但与三个月前相比，市场对公司的隐含预期已更趋平衡，投资者可把握阶段性回调进行布局。年初以来，Meta股价累计上涨约13%，略逊于标普500指数同期约17%的涨幅；不过，自8月12日创下790美元的历史收盘高位以来，股价已回落约16%。10月30日公司公布的三季度业绩喜忧参半，管理层披露利润率下滑并上调AI基础设施投入预期，导致当日股价下挫11%。市场担忧主要集中在两点，一是相较其他科技巨头，Meta在AI进展上可能“掉队”；二是社交媒体竞争加剧，尤其是TikTok继续留在美国市场。Sebastian在研报中提到，投资者最常见的顾虑是Meta在AI方面改善路径不够清晰，这可能在用户活动向大型语言模型集中之际，带来数年增长放缓与利润率压力。不过，Sebastian对明年走势更为乐观。他看好Meta即将推出的新一代AI模型，认为有望提升公司AI能力；在收入端，广告业务仍具增长潜力，AI将提升广告相关性，且包括WhatsApp在内的平台首次引入广告，为变现打开新空间。Sebastian表示：“我们认为，围绕Meta的分歧情绪可能延续至2026年初，尤其是对中长期利润率路径仍存疑问。但当前市场的负面倾向或已略显过度，明年随着叙事改善，股价有望再度转向积极。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593468854","isCrawlerRequest":true}