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亞馬遜一季報慘慘慘
uSMART盈立智投 04-29 21:16

由於受到俄烏衝突和疫情帶來的衝擊,亞馬遜(AMZN.US)一季度財報未能達到預期,二季度指引也低於市場共識。截至發稿,該股盤前跌近10%。華爾街看漲亞馬遜的投行均下調了對這家電子商務巨頭的預期和目標價。

下調目標價的投行包括德意志銀行(從4100美元下調至3500美元)、BMO Capital (從3650美元下調至3450美元)、Telsey Advisory(從3850美元下調至3400美元)、Susquehanna(從5000美元下調至3800美元)、Wedbush(從3950美元下調至3500美元)、Raymond James(從3950美元下調至3300美元),Truist Securities(從4000美元下調至3500美元)和摩根士丹利(從3800美元下調至4200美元)。

不過,儘管目標價有所下調,但所有投行仍維持亞馬遜“買入”評級,並持長期正面看法。

其中,William Blair指出,亞馬遜滿足了不斷上升的需求,但通脹和業務低效給利潤率帶來了壓力,不過,該行認爲,成本和投資支出將會逐漸正常化。Raymond James的觀點是,雖然亞馬遜的一些不利因素可能需要更長時間才能解決,但該公司第二季度的業績指引似乎考慮了所有可能的不利因素,下半年業績再加速和盈利的理論依然存在。摩根士丹利則指出,消費者對亞馬遜的需求仍然非常強勁,該公司有望在下半年實現盈利。

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