大行評級|瑞銀:上調亞馬遜目標價至224美元 上調2024至26年每股盈測
瑞銀髮表研報指,亞馬遜將公佈次季業績,過去幾年市場焦點都主要放在公司的利潤率擴張,展望未來瑞銀預測亞馬遜將採取更進取的投資戰略方針,相信對AWS的資本開支將增加,並會加強投入於食品雜貨業務的拓展,以及衞星連網服務Project Kuiper的部署。 該行期望管理層會透露更多資本開支的細節,從而可預測AWS未來收入增長潛力。瑞銀維持對亞馬遜的“買入”評級,目標價從217美元上調至224美元,並將估值參數推前至2025年第三季至2026年第二季,並將2024至2026年每股盈利預測上調4%、5%及5%。
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