大摩：Meta(META.US)解锁WhatsApp变现 预估年收最高可破60亿美元
Meta Platforms(US:META) 智通财经网·2025-06-20 16:27智通财经APP获悉，摩根士丹利发表研报指出，Meta(META.US)近日表示计划在WhatsApp的"动态"标签 页中引入广告功能，预计这一举措将为公司开辟重要的收入增长新路径，维持该股"增持"评级，目标价 650美元。 | Exhibit 1: We forecast WhatsApp Ads to reach 5bn in revenue in our base | | --- | | case, providing a ~ 1.5-2% uplift to META '26 revenue ... with the bull case S6bn+ | | providing 3% uplift | | WhatsApp '26 Ad Opportunity | | | Scenario Analysis | | | | --- | --- | --- | --- | --- | --- | | Updates Tab DAUs (mns) | | | 1,500 | | | | US Analysis | | | | | | | US DAUs mns | | | 71 | | | | % U ...