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高盛将亚马逊目标价上调至375美元

deitaone 美股公司事件
原文 · SOURCE RECORDS
deitaone 07-31 15:42:03 *Walter Bloomberg

$AMZN - GOLDMAN RAISES AMAZON PT TO $375 Goldman Sachs raised its Amazon price target to $375 from $335, maintaining a Buy rating. The firm cited accelerating AWS growth, strong AI and custom chip momentum, a higher 2026 capex plan of $220B, robust $496B backlog, solid Prime demand, and 26% advertising growth, saying the results reinforce Amazon's long-term AI and cloud leadership.

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译文 · CHINESE

高盛将亚马逊目标价从335美元上调至375美元,维持买入评级。高盛指出,AWS增长加速、人工智能和定制芯片势头强劲、2026年资本支出计划上调至220B美元、强劲的496B美元积压订单、稳健的Prime需求以及26%的广告增长,并表示这些业绩巩固了亚马逊在人工智能和云领域的长期领导地位。

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