瑞银发表报告，将亚马逊的目标价从249美元上调至271美元，反映出对关税担忧减少的乐观情绪，维持“买入”评级。随着收入开始显著增长，亚马逊的营运利润和自由现金流的上行修订幅度应比同业更为显著。瑞银预期，亚马逊2026年和2027年的GMV估计上调约2%，毛利上调约2%；基于超预期的广告表现，广告业务预测上调约3%。
瑞银发表报告，将亚马逊的目标价从249美元上调至271美元，反映出对关税担忧减少的乐观情绪，维持“买入”评级。随着收入开始显著增长，亚马逊的营运利润和自由现金流的上行修订幅度应比同业更为显著。瑞银预期，亚马逊2026年和2027年的GMV估计上调约2%，毛利上调约2%；基于超预期的广告表现，广告业务预测上调约3%。
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