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美國銀行稱，《紐約時報》的成長前景依然穩固，但估值限制了上漲空間。

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-- 美國銀行證券週三在一份報告中指出，《紐約時報》（NYT）預計將透過其捆綁式數位訂閱、廣告收入成長、視訊業務擴張以及潛在的人工智慧授權收入繼續保持成長，但近期股價的優異表現和估值擴張使其短期內上漲空間有限。 該公司透過其「All Access」捆綁包，圍繞新聞、生活方式產品和實用工具構建了更廣泛的訂閱業務，從而在數位媒體領域佔據了有利地位。美國銀行預計，從2025年到2028年，其收入將以每年7%的速度成長，調整後營業利潤將以每年14%的速度成長。 美國銀行表示，訂閱收入占公司業務的近70%，能夠提供持續的現金流量和可預測性。在強勁的數位廣告需求、遊戲和體育等領域的獲利能力提升和用戶參與度提高的支撐下，廣告業務仍將是成長的主要驅動力。 這家投資公司還表示，該公司在影片領域的佈局以及與亞馬遜達成的人工智慧授權協議，預計將在未來創造新的高利潤收入來源。 美國銀行首次對《紐約時報》進行評級，給予中性評級，目標價為 84 美元，並指出估值和人工智慧可能造成的交通中斷等風險使風險回報保持平衡。

Price: $81.08, Change: $-0.54, Percent Change: -0.66%

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美國銀行稱，《紐約時報》的成長前景依然穩固，但估值限制了上漲空間。 | FINWIRES