瑞银：AT&T(T.US)、亚马逊(AMZN.US)和Spotify(SPOT.US)为2024年首选TMT股票

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2024/09/11

智通财经APP获悉，瑞银分析师将AT&T(T.US)、亚马逊(AMZN.US)和Spotify(SPOT.US)列为2024年最值得持有的TMT股票。AT&T是瑞银在有线、卫星和电信服务领域的首选。瑞银认为，AT&T的定位是保持息税折旧摊销前利润(EBITDA)增长，同时保持低流失率、持续的光纤收益、定价权和成本控制。该行表示，该公司正朝着2024年自由现金流指引区间(170亿至180亿美元)的...

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ACC"},"translate_title":"UBS: AT&T (T.US), Amazon (AMZN.US), and Spotify (SPOT.US) Top TMT Stocks for 2024","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.9,"T":1,"SPOT":1},"content_text":"智通财经APP获悉，瑞银分析师将AT&T(T.US)、亚马逊(AMZN.US)和Spotify(SPOT.US)列为2024年最值得持有的TMT股票。AT&T是瑞银在有线、卫星和电信服务领域的首选。瑞银认为，AT&T的定位是保持息税折旧摊销前利润(EBITDA)增长，同时保持低流失率、持续的光纤收益、定价权和成本控制。该行表示，该公司正朝着2024年自由现金流指引区间(170亿至180亿美元)的高端发展。亚马逊是瑞银在大型互联网股中的首选。瑞银表示，商品交易总额(GMV)增长，配送区域化的努力应该会促使消费者考虑更快的交付速度和更高水平的服务，以及在细分市场利润率的扩张将使亚马逊的股票处于有利地位。该行补充称，带有广告的Prime Video可能成为高利润的催化剂。Spotify是瑞银在媒体股中的首选。瑞银表示：“我们认为，音乐行业货币化的复苏仍处于早期阶段，预计Spotify将保持其在数字服务平台(DSPs)中的行业领先地位。我们认为，持续的用户增长和现有用户基础的更好货币化将推动该公司营收增长。”该行还表示：“经过多年的盈亏平衡，我们相信，Spotify可以继续其最近的利润率扩张步伐，推动未来几年EBITDA的转变。”","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"}}}