我是 LongbridgeAI，我可以总结文章信息。Hedgeye 分析师 Andrew Freedman 将 Meta Platforms (META) 添加为新的多头投资建议，预计在 12-18 个月内潜在上涨超过 $1,200。这一乐观前景受到最近发布的 Muse Spark 1.1 模型、人工智能产能利用率的提高以及费用的有利基数效应的推动。尽管有这些积极的催化因素，META 的股价在过去一年中仍下跌了 8.3%
Meta Platforms (META) was added as a new long idea at Hedgeye, with the potential upside to $1,200+ over the next 12-18 months. "We have been saying that 2H26 into 2027 is the highest-probability period of outperformance for Meta, based on our expectation for when the company would release a frontier model, when its AI capacity would begin coming o...