大行力撐亞馬遜季績 高盛:表現全面領先 觀望AWS重新加速
亞馬遜(AMZN.US)第三季收益超出分析師預期,並顯示削減成本的努力正發揮作用,亞馬遜周五升超過8%。
亞馬遜公佈營業利潤率為7.8%,較一年前的2%大幅增長,是自2021年第一季創紀錄8.2%以來的最高水平。
高盛分析師表示,雖然對AWS重新加速和全球消費者的性質仍存有疑問,但認為亞馬遜第三季業績「全面領先」,指亞馬遜的風險回報仍然「強烈偏向積極」,重申亞馬遜收入軌跡穩健,利潤率不斷擴大,將於多年投資周期中提供收益及回報。
Jefferies分析師在周五給投資者的報告中表示,亞馬遜利潤率狀況持續改善,AWS增長加速,對其保持樂觀態度。
亞馬遜第三季收入增13%至1,431億美元,純利增長逾兩倍至99億美元,每股盈利94美仙,遠超過華爾街預期的58美仙。
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