【4 月 14 日,招商证券发布研究报告称】美国关税政策给股价带来巨大冲击,对当前高关税政策的持续性持观望态度,因其或对美国消费者产生负面影响,且因各国报复措施而加剧。该行称,该政策直接影响美国购买进口商品的消费者,因而将亚马逊盈利预期下调,目标价由 270 美元降至 215 美元,不过鉴于其相对估值和强大市场地位,虽面临短期不确定性,仍维持“增持”评级。该行推荐大型网络公司,因这些公司凭借稳健...
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