大行評級|美銀:上調亞馬遜目標價至230美元 有望於未來三個月內受益於任何貿易協議
美銀髮表報告指,亞馬遜首季營收及利潤分別爲1557億美元和184億美元,高於市場預期的1551億美元和175億美元。公司對第二季展望亦好過預期,管理層強調單位組合及第三方銷售商模式的許多正面因素。美銀維持對其“買入”評級,目標價由225美元升至230美元。報告指,亞馬遜在中國和其他進口市場有“重大的”第三方賣家收入風險,但到目前爲止,該平臺在2025年顯示出良好的穩定性,認爲該股已做好準備在未來三個月內受益於任何貿易協議。此外,雲端業務增長可能是波動性的,雖然旗下AWS(雲端運算服務)並未像Azure一樣從ChatGPT的使用中獲益,但企業支出仍然穩定,隨着產能的提升,AWS增長可能在下半年加速。
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