大摩：沃尔玛(WMT.US)给零售业敲响警钟亚马逊(AMZN.US)面临利润率风险

智通财经2022-07-26

智通财经APP获悉，摩根士丹利分析师Brian Nowak认为，沃尔玛(WMT.US)昨晚因持续的通胀和库存问题进而下调了二季度和全年利润指引，是一个“潜在的警告信号”，提高了亚马逊(AMZN.US)第一方商品利润率的风险，该分析师对亚马逊的评级为“增持”，目标价为175美元。Nowak认为，亚马逊可以采取措施部分抵消这种压力，并称，在亚马逊将于周四美股盘后发布第二季度报告之际，打折是“一个需要...

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大摩：沃尔玛(WMT.US)给零售业敲响警钟 亚马逊(AMZN.US)面临利润率风险

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大摩：沃尔玛(WMT.US)给零售业敲响警钟亚马逊(AMZN.US)面临利润率风险