机构重申看好Instacart，AI驱动广告业务潜力受关注

环球市场播报07-13

市场机构近期重申对Instacart（纳斯达克：CART）的积极评级，维持60美元目标价，较当前股价约48美元存在约24%的上行空间。分析指出，Instacart认为当AI模型基于同一零售领域的数据进行训练时，零售媒体广告的表现最为出色。　　凭借Instacart旗下2200家零售合作伙伴的庞大网络，其Carrot Ads广告产品的广告支出回报率有望超越整体杂货行业。分析认为，基于杂货数据训练的...

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(Maplebear Inc.)","BK4113":"食品零售","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF"},"translate_title":"Institutions reiterate their bullishness on Instacart, with AI-driven advertising business potential on the radar","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CART":1.5,"AIPO":1.5,"VTHR":1.5,"QTOC":1.5,"AGIX":1.5,"ARTY":1.5,"CHAT":1.5},"content_text":"市场机构近期重申对Instacart（纳斯达克：CART）的积极评级，维持60美元目标价，较当前股价约48美元存在约24%的上行空间。分析指出，Instacart认为当AI模型基于同一零售领域的数据进行训练时，零售媒体广告的表现最为出色。\n　　凭借Instacart旗下2200家零售合作伙伴的庞大网络，其Carrot Ads广告产品的广告支出回报率有望超越整体杂货行业。分析认为，基于杂货数据训练的AI模型，凭借对购物篮构成、重复购买行为、季节性需求规律及商品替代关系的深度理解，在杂货场景中的表现应优于通用广告模型。公司以广告为核心的商业模式已体现在73%的毛利率上，过去12个月收入增长近12%。\n　　Instacart近期已在AI领域展开全面布局。公司已与多家领先AI平台合作，将自家目录、实时库存、个性化及配送网络整合至用户的聊天界面。此外，公司还推出了面向零售商的AI解决方案，涵盖代理式购物助手、店内货架实时监控、AI目录智能以及代理式分析等功能，旨在帮助各规模零售商获得AI能力。\n　　在广告业务方面，Carrot Ads已为超过240家零售合作伙伴提供白标零售媒体技术，整合超过7500家消费品牌广告主的需求。该方案已获得媒体评级委员会的扩展认证，覆盖展示广告和视频广告的展示次数、点击率及可见度等指标。\n　　有观点指出，随着传统杂货商应对沃尔玛和亚马逊的竞争，他们正加速采用店内定价策略，这一趋势短期内将为Instacart的总交易额带来正面推动力。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2651110902","isCrawlerRequest":true}