Meta Platforms 被 Hedgeye 新增為一個新的看漲投資想法

Hedgeye 分析師 Andrew Freedman 將 Meta Platforms (META) 添加為新的多頭投資建議，預計在 12-18 個月內潛在上漲超過 $1,200。這一樂觀前景受到最近發佈的 Muse Spark 1.1 模型、人工智能產能利用率的提高以及費用的有利基數效應的推動。儘管有這些積極的催化因素，META 的股價在過去一年中仍下跌了 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...