资本开支引发信任危机?大摩等机构力挺：亚马逊(AMZN.US)是最被低估的AI全能赢家

智通财经02-06

智通财经APP获悉，在亚马逊(AMZN.US)更新资本支出指引引发股价持续下挫后，华尔街分析师迅速为其看多立场展开辩护。美国银行维持对亚马逊的"买入"评级，但将目标价下调至275美元。该行分析师贾斯汀·波斯特指出，资本支出回报率已成为影响该股表现的首要驱动因素。他强调："尽管产能爬坡阶段可能在未来几个季度导致利润率波动加剧，但我们相信，随着人工智能业务在跨行业场景中的持续渗透，这部分新增产能将得到...

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Morgan Stanley and other institutions support: Amazon (AMZN.US) is the most undervalued AI all-around winner","themeId":"c8b28d46a5e6008739547b9e41ba3626","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AZYY":0.6,"AMZW":0.6,"AMZN":1.98,"AMZU":0.6,"USAW.SI":0.6,"AMZZ":0.6,"AMZD":0.6,"AMZY":0.6},"content_text":"智通财经APP获悉，在亚马逊(AMZN.US)更新资本支出指引引发股价持续下挫后，华尔街分析师迅速为其看多立场展开辩护。美国银行维持对亚马逊的\"买入\"评级，但将目标价下调至275美元。该行分析师贾斯汀·波斯特指出，资本支出回报率已成为影响该股表现的首要驱动因素。他强调：\"尽管产能爬坡阶段可能在未来几个季度导致利润率波动加剧，但我们相信，随着人工智能业务在跨行业场景中的持续渗透，这部分新增产能将得到充分释放，进而帮助亚马逊在极具吸引力的战略领域巩固竞争优势。\"摩根士丹利维持对亚马逊的\"增持\"评级及300美元目标价不变。该行分析师布莱恩·诺瓦克特别指出，AWS正呈现加速增长态势且未来增速有望进一步提升，同时零售业务持续兑现承诺并展现出效率优化成果。他进一步阐释：\"诚然，亚马逊正在对AWS、零售及低轨卫星等领域进行战略投资，但其过往在投入资本回报率(ROIC)上的卓越表现，让我们对这家被市场低估的生成式人工智能领域全面赢家保持坚定看多立场。\"加拿大皇家银行资本重申对亚马逊的\"跑赢大盘\"评级及300美元目标价。该机构分析师布拉德·埃里克森在亚马逊发布财报后亦表达乐观预期，指出财报整体呈现稳健态势，且AWS业务正加速增长。他强调：\"在我们追踪的科技板块中，亚马逊仍是最被低估的大型股。随着投入资本回报率(ROIC)合理性持续增强，其人工智能领域的领导地位将愈发凸显。\"在具体财务预期调整方面，埃里克森补充道：\"因AWS上调收入指引，我们相应调高收入预测;因低轨卫星项目成本优化，略微下调EBIT及EPS预期;同时鉴于资本支出规模扩大，适度下调自由现金流预期。\"韦德布什证券维持对亚马逊的\"跑赢大盘\"评级，但将目标价下调至300美元。该行分析师丹·艾夫斯指出，亚马逊最新收入指引展现积极信号。他分析称：\"考虑到该公司已连续多个季度实际业绩超出指引上限，我们判断管理层此次指引可能存在适度保守倾向。\"尽管当前资本支出规模较大，艾夫斯团队仍坚定看好亚马逊的投资价值。他们强调：\"我们观察到多个可持续提升利润率的结构性机会，包括履约网络效率优化、业务结构向高利润率的AWS云服务及广告业务倾斜等长期驱动因素。\"截至发稿，亚马逊股价在周五盘前交易中下跌超8%，报204.88美元。","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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2609759635","isCrawlerRequest":true}