大行评级｜大摩：上调亚马逊目标价至230美元上调2025和26年EBIT预测

港股那点事11-04

格隆汇11月4日｜摩根士丹利发表报告指，更新对亚马逊第三季每股盈利预测模型，并将2025和2026年EBIT预测各调高10%和6%，受服务成本降低的推动，这一变化在很大程度上抵销了，由于转移到低价必需品而导致的商品利润率下降趋势，同时将2025年资本支出预测调高至约960亿美元。该行将目标价由210美元升至230美元，维持“增持”评级。海量资讯、精准解读，尽在...

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大行评级｜大摩：上调亚马逊目标价至230美元 上调2025和26年EBIT预测

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大行评级｜大摩：上调亚马逊目标价至230美元上调2025和26年EBIT预测