金吾财讯 | 招商证券发表研究报告指，亚马逊(AMZN)去年指控Perplexity AI的Comet购物机械人未经授权代客下单、涉嫌计算机诈欺。亚马逊最新获得法院禁令，禁止PerplexityAI使用其Comet购物机器人在亚马逊平台代用户下单。法院要求Perplexity停止存取亚马逊受密码保护的帐户并删除相关数据，禁令暂缓一周以供上诉。该行认为，这个案件为AI购物代理划定法律边界，或将影响电商、搜索及美国数字广告市场格局。这次诉讼结果表明，拥有强大整合服务能力的科技龙头，并不会像近期市场忧虑的轻易被AI代理绕过与去中介化。该行维持亚马逊“增持”评级，目标价283美元，看好亚马逊在电商与云计算领域的领导地位、国际贸易形势稳定及AWS增长加快。
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