大行評級|招商證券國際:亞馬遜首季業績強勁且關税影響短期可控 予其“買入”評級
招商證券國際的研究報吿指,亞馬遜今年首季業績強勁,惟次季指引疲軟,預期次季銷售介乎1510億至1555億美元,按年升5%至9%,符合預期;而經營利潤預測介乎140億至180億美元,比起2023年第四季的112億美元,不如預期。該行指,關税影響在短期內可控,但展望不明朗。另外,該行相信隨運算產能增加,由AI帶動的AWS潛在增長有望在下半年加速。該行認為,快速應對美國關税問題可能是一個強勁的催化劑,對亞馬遜目標價為213美元,評級“買入”。
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