研报掘金|招商证券:上调亚马逊目标价至270美元 受惠于AI解决方案及模型带来的成本效益改善

格隆汇资讯
10 Feb

招商证券发表报告,指亚马逊去年末季业绩强劲,净销售按年升10%,经营利润更升61%,胜预期。首季指引则逊预期,但无损该行对其的正面展望。亚马逊旗下AWS维持强劲增长趋势,按年升19%,经营利润率升7.3个百分点,推动经营利润胜预期。今年资本开支升幅增长指引,以百分率计属同业之间最低。该行予亚马逊“买入”评级,目标价由原先252美元上调至270美元。近期发展及资本开支展望切合该行看法,即亚马逊受惠于...

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