瑞银:Meta 平台_受益于消费者和广告商对人工智能的需求
2025-07-01 00:40
ab 26 June 2025 Global Research Meta Platforms Benefitting from Consumer AND Advertiser Demand for AI Key Takeaways Concurrent with the 90+ page UBS Q-series report ("Will AI Demand be Sufficient to Justify the Investment?") highlighting the broader economy's demand for AI products, we raise our price target on META shares from $683 to $812. This is in view of the longer term opportunity for the company to extract incremental revenue from various AI products – in particular the two (out of the five) that CE ...