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《大行》花旗升亞馬遜(AMZN.US)目標價至265美元 料次季業績勝預期
阿思達克 07-22 13:52
花旗發表報告指出,亞馬遜(AMZN.US)將於7月31日(下週四)美股盤後公佈2025年第二季業績,該行預期其營收與經營溢利均有望超出市場預期。雲端運算服務(AWS)收入增速仍是核心關注點,該行將密切追蹤上半年基礎設施建設進展,此或推動下半年增長加速。 零售業務方面,花旗觀察到季度內趨勢持續改善,隨着廣告需求增長及AI+倉儲機械人提升營運效率,返校季業績可期,該行預測北美零售營業利潤率將持續擴張。 基於零售業務韌性、AWS需求回升及利潤率擴張,亞馬遜仍是花旗在互聯網板塊的首選標的。該行重申亞馬遜「買入」評級,並將目標價由225美元上調至265美元。
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