大行评级 | 杰富瑞：上调亚马逊目标价至235美元评级“买入”

格隆汇资讯07-09

杰富瑞发表报告，更新亚马逊分类加总估值法(SOTP)分析，其中强调约四分之三的内涵价值(EV)来自于云端运算服务(AWS)和广告，为两个增长最快、利润率最高的部门。随著AWS的加速发展和广告业务约20%的增长，这两项业务将带来持续的推动力，再可选性加上Prime Video。核心零售占营业额的三分之二，但占内涵价值的四分之一，为息税前利润(EBIT)作出贡献，帮助整体息税前利润率，从2022财年的...

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大行评级 | 杰富瑞：上调亚马逊目标价至235美元评级“买入”