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大行評級|美銀:上調亞馬遜目標價至220美元 仍是FANG中的首選
格隆匯 07-01 10:22
美銀證劵的研究報吿指,亞馬遜興建了一座物流中心,料今年全球派送逾90億件貨物,目前有可能超越聯合包裹成為美國最大的託運商。而派送速度亦大幅改善,有近25%的預期貨件都可即日或翌日送達。即使效率在2023年有明顯改善,但在美銀證券的五大物流業指標中,公司仍然處於2018年水平以下,反映仍有提升效率的空間。該行將公司目標價由210美元升至220美元,仍是俗稱FANG的四大科技股中的首選,重申“買入”評級。
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