《大行報告》美銀證券上調亞馬遜(AMZN.US)目標價至185美元 重申「買入」評級
美銀證券發表報告指出,亞馬遜(AMZN.US)去年股價表現跑贏納斯達克和電商板塊,公司多重擴張有助於推動股價表現,現價相當於市銷率今年2.4倍,相對於去年初為1.7倍,該行料今年零售毛利擴張/上升之下,公司今年市銷率估值或進一步擴大。
另外,該行提及亞馬遜管理層預期人工智能(AI)帶來的「巨大」機會驅動需求,加上公司旗下Amazon Web Services(AWS)的加速發展,以及雲端AI收入能見度提升,都將是今年關鍵的正面因素。至於公司的基礎架構即服務(IaaS)的吸引力、AI晶片技術及加強Prime廣告亦是公司潛在的正面因素。
該行對亞馬遜今年的收入及公認會計準則預測各為6,370億與500億美元,與市場預期的6,380億及493億美元一致。對公司目標價由168美元上調至185美元,重申「買入」評級。
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