From "burning money black hole" to "cash flow engine": Meta's computing power realization opens up the valuation ceiling, with Deutsche Bank and Morgan Stanley both singing praises.

Zhtng cijng APP noticed that Meta (META.US) is currently planning to enter the cloud infrastructure market and intends to open AI computing power and model access services to external developers. After the news came out, Deutsche Bank and Morgan Stanley both raised their evaluation of Meta's cloud business prospects, believing that utilizing surplus computing power to "monetize" is a highly attractive EPS gold mine in the short term. This not only effectively reduces the risk exposure of high capital expenditures but also opens up a whole new space for the market's imagination.