《大行報告》富瑞上調亞馬遜(AMZN.US)目標價至135美元 評級「買入」
富瑞發表研報指,亞馬遜(AMZN.US)旗下雲端運算服務(AWS)增長放緩,年初至今放緩至介乎約13%至17%,同時核心零售成本上升,拖累經營溢利率回升的可見度。
不過該行預期,AWS客戶目前只是在靜觀其變,而並非減少相關開支,預期一旦宏觀不確定性因素消退,業務情況將出現快速轉變,因此對今年銷售額預測基本保持不變,而經營溢利預測則因應AWS疲軟,而從190億美元下調至166億美元;今年淨銷售預測大致不變。
富瑞預計,AWS的前景及今年下半年成本水平將出現改善,相信核心零售業務增長將略微加快,抵銷AWS增長放緩,目標價從125美元提升至135美元,以反映較同業更高的估值水平,評級「買入」。
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