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《大行報告》中金首予亞馬遜(AMZN.US)「跑贏行業」評級 目標價140美元
阿思達克 07-10 10:12
中金發表研究報告指,首予亞馬遜(AMZN.US)「跑贏行業」評級,目標價為140美元,預計集團2023及24財年的每股盈利將分別扭虧為盈錄得1.78美元和按年增32.2%至2.32美元。該行指,集團通過擴張雲計算領域而獲得優勢,相信其雲計算業務可通過完善商業模式和技術進步來突破傳統計算,在推動IT行業轉型方面發揮著重要作用。 另外,該行提到,公司受惠於Prime會員和亞馬遜物流(FBA)的運輸,集團成功培育了廣泛的用戶群,並擁有蓬勃發展的生態系統。該行認為,Prime會員通過推動流量和收入,從而增加其對商家的吸引力,在加強亞馬遜電子商務平台方面發揮著關鍵作用,會員又可以擴展產品類別,進一步增強平台對用戶的吸引力,這會推動電子商務業務的良性循環及增長。再加上美國電商行業有充分的增長空間,亦為集團提供了有利機會。
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