研报掘金丨招商证券：下调Meta目标价至870美元，强劲增长支撑下估值仍相对具吸引力

格隆汇03-11

招商证券发表报告指，Meta收购AI智能体社交网络平台Moltbook，以获取多智能体交互数据并强化安全、可扩展的AI能力。即将推出的多项AI产品、Llama Avocado/Mango升级版以及代理式电商工具，加上广告业务持续改善，将成主要催化剂。此外，Meta已否认内部AI政治斗争的传闻，并重申其致力打造行业领先的AI系统。该行将Meta的目标价由964美元下调至870美元，在强劲增长支撑下...

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