奥本海默上调亚马逊目标价至315美元，看好AWS增长潜力

壹览商业01-29

奥本海默分析师将亚马逊目标股价从305美元上调至315美元，看好其云计算部门AWS的增长潜力，并列为今年首选大盘股之一，预期涨幅达29%。报告指出，分析师Jason Helfstein基于对AI初创公司Anthropic合作收益的乐观评估，预测2026财年AWS收入增速将达24%（高于华尔街共识的21%），仅Anthropic项目即可带来110亿美元收入。此外，亚马逊机器人业务被视作新增长点——...

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potential","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZU":0.6,"AMZY":0.6,"AMZZ":0.6,"AMZD":0.6,"AMZW":0.6,"USAW.SI":0.6,"AZYY":0.6,"AMZN":1.96},"content_text":"奥本海默分析师将亚马逊目标股价从305美元上调至315美元，看好其云计算部门AWS的增长潜力，并列为今年首选大盘股之一，预期涨幅达29%。报告指出，分析师Jason Helfstein基于对AI初创公司Anthropic合作收益的乐观评估，预测2026财年AWS收入增速将达24%（高于华尔街共识的21%），仅Anthropic项目即可带来110亿美元收入。此外，亚马逊机器人业务被视作新增长点——预计到2027年机器人处理包裹比例翻倍至10%，可替代5%人力并提速25%，实现70亿美元成本节约。分析师强调当前估值仍偏保守，维持\"超配\"评级。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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