互联网-2026 年影响行业的十大争议与核心标的--Internet-10 Debates to Shape the Sector and Key Picks in '26
2026-01-13 02:11
January 12, 2026 11:02 PM GMT Internet | North America 10 Debates to Shape the Sector and Key Picks in '26 For analyst certification and other important disclosures, refer to the Disclosure Section, located at the end of this report. M peers. We also don't believe this is priced as AMZN trades at a ~40% discount to peers on a PEG basis. Our $315PT (~27% upside), implies a 31X multiple on '27 EPS of $10, and a 1.4X PEG ratio (still ~20 % discount to peers). META (OW $750 PT, ~15% upside): All About Super Tea ...