Meta：投资备忘录：加码 AI 算力布局

on 27-Jan-2026 U.S. Internet Meta Platforms Inc. Rating Outperform Price Target META 870.00 USD 27 January 2026 Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Wenhuan Chang +1 917 344 8546 wenhuan.chang@bernsteinsg.com Deeksha Pandey +1 917 344 8447 deeksha.pandey@bernsteinsg.com Lavnik Balyan +1 917 344 8563 lavnik.balyan@bernsteinsg.com Meta Investment Memo: Pumping AI Iron It's still January which means gyms are full of new year resolutioners, weather permitting. In the AI gym, where gains are ...