【美银升亚马逊目标价至230美元 评级买入】金十数据5月6日讯，美银发表报告指，亚马逊(AMZN.O)首季营收及利润分别为1557亿美元和184亿美元，高于市场预期的1551亿美元和175亿美元。公司对第二季展望亦好过预期，管理层强调单位组合及第三方销售商模式的许多正面因素。维持买入评级，目标价由225美元升至230美元。报告指，亚马逊在中国和其他进口市场有重大的第三方卖家收入风险，但到目前为止，该平台在2025年显示出良好的稳定性，认为该股已做好准备在未来三个月内受益于任何贸易协议。此外，云端业务增长可能是波动性的，虽然旗下AWS(云端运算服务)并未像Azure一样从ChatGPT的使用中获益，但企业支出仍然稳定，随着产能的提升，AWS增长可能在下半年加速。
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