【如需和我们交流可扫码添加进社群】情况是否有变化?总体而言,下调评级的主要原因是亚马逊阶段性面临的走势动能不足问题。7 月以来,由于缺乏短期催化剂,该股走势愈发平稳。估值与 7 月相比几乎没有变化,预期企业价值(EV)与息税折旧摊销前利润(EBITDA)比率约为 14 倍。这个估值不算高。Data by YCharts不过,宏观环境已发生变化 —— 在此期间,美国利率下调了 25 个基点,这提振了...
Source Link【如需和我们交流可扫码添加进社群】情况是否有变化?总体而言,下调评级的主要原因是亚马逊阶段性面临的走势动能不足问题。7 月以来,由于缺乏短期催化剂,该股走势愈发平稳。估值与 7 月相比几乎没有变化,预期企业价值(EV)与息税折旧摊销前利润(EBITDA)比率约为 14 倍。这个估值不算高。Data by YCharts不过,宏观环境已发生变化 —— 在此期间,美国利率下调了 25 个基点,这提振了...
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