根据摩根士丹利的说法，亚马逊有望因多种催化剂的共同作用而获得相当大的提升。该投资银行对亚马逊给予增持评级。
Amazon is poised to get a considerable boost from a combination of catalysts, according to Morgan Stanley. The investment bank has an overweight rating on Amazon.
其将股票价格目标从335美元上调至350美元，较周五收盘价暗示40%的上涨空间。摩根士丹利还将该股票列为其首选之一。
It hiked its price target on shares to $350 from $335, implying 40% upside from Friday's close. Morgan Stanley also named the stock one of its top picks.
分析师布赖恩·诺瓦克表示，投资者低估了亚马逊网络服务（即公司提供按使用付费基础设施服务的云计算平台）对亚马逊业务和股价的影响。
Analyst Brian Nowak said investors underappreciate the impact of Amazon Web Services — the company's cloud computing platform that offers pay-as-you-go infrastructure services — on Amazon's business and shares.
他指出，随着亚马逊对其人工智能聚焦的云服务Bedrock的可见度提升，AWS将为公司收入做出贡献。”我们继续认为AWS的增长和盈利空间被低估，”诺瓦克写道。摩根士丹利预计AWS在2027年将实现年增长47%。
He noted that AWS will contribute to the company's revenue, particularly as it gains more visibility into its artificial intelligence-focused cloud service called Bedrock. "We continue to think AWS's growth and profit runway is under-appreciated," Nowak wrote. Morgan Stanley expects AWS to notch growth of 47% on a year-over-year basis in 2027.
AMZN YTD mountain AMZN in 2026 根据诺瓦克的说法，亚马逊也有望成为代理人工智能购物兴起的受益者。
AMZN YTD mountain AMZN in 2026 Amazon is also likely to be a beneficiary of the rise in agentic artificial intelligence shopping, according to Nowak.
“AMZN是代理人工智能的关键推动者和赢家，这一点即使在[Meta个人AI代理]Muse发布之后也未改变，”他写道。
"AMZN is a key agentic enabler and winner, and that remains unchanged even through [the launch of Meta's personal AI agent] Muse," he wrote.
“我们预计AMZN将利用其领先的电子商务基础设施和忠实用户群继续实现变现。”根据摩根士丹利的说法，亚马逊还有望成为实体人工智能的赢家。
"We expect AMZN to leverage its leading e-commerce infrastructure and loyal user base to continue to monetize." Amazon is also positioned to become a physical AI winner, according to Morgan Stanley.
“我们看到的AMZN在2027年机器人履约中心的扩张程度（新建和改造）可能展示出AMZN是实体人工智能的赢家，”诺瓦克写道。摩根士丹利的观点与华尔街共识一致。
"The extent to which we see AMZN's robotics fulfillment centers ramp (new builds and retrofits) throughout '27 could showcase how AMZN is a physical AI winner," Nowak wrote. Morgan Stanley's call falls in line with consensus on the Street.
LSEG数据显示，在覆盖亚马逊的64位分析师中，有62位对该股票给予买入或强烈买入评级。股票年内已上涨超过8%。
Of the 64 analysts covering Amazon, 62 have a buy or strong buy rating on the stock, LSEG data shows. Shares have risen more than 8% year to date.