德银发表研报前瞻Meta二季度业绩，认为AI资本支出成为焦点，投资者需关注费用压力。 据追风交易台消息，7月21日德意志银行研报指出，基于2026年预期GAAP每股收益30.22美元的26倍市盈率，德银维持对Meta"买入"的评级、同时目标价 看向770美元： 预计Meta二季度收入预期上调至450亿美元，同比增长约15%。 | I Lighte 4 Sumate | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (In millions unless otherwise noted) | | 2Q25E | | | | 3Q25E | | | | FY25E | | | | FY26E | | | | per share figures in $) | New | Old | Delta | Chg. (%) | New | Old | Delta | Chg. (%) | New ...