《大行報告》美銀證券:亞馬遜(AMZN.US)短期最大風險或已被市場預期 重申「買入」評級
美銀證券發表報告指,亞馬遜(AMZN.US)近期的第三方銷售數據正面,預期第四季度零售收入有上升空間,經營利潤率將接近或高於指引上限,亞馬遜雲端運算服務(AWS)收入預期則較為黯淡,符合市場估計的12.5%至13%增幅,不過投資者相信,最終可能高於市場預測水平。
展望今年,零售利潤率有提升空間、網絡服務加速發展,已屬市場預期之內,若果有證據表明雲智能進入正面周期、物流服務模式更具前瞻性、人工智能科技取得進展、長期利潤率增長得以持續,將會推動估值進一步提升,短期最大風險或已被市場預期,維持其「買入」評級,目標價185美元。
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