AMZN 股票看涨，受 Prime Day 销售以及通过 AWS Bedrock 打造的强劲 AI 商业模式推动；股价已突破 200 日均线。
逐段跳播
得益于Prime Day，Amazon的股价上涨了。
Amazon's stock rose thanks to Prime Day
因为转向了Amazon。本周开盘时每股251。哇，它还在继续上涨，本周涨幅超过4%，达到262。Amazon方面没有太多消息，不过他们已确认在管理层岗位裁员约1000人，这种情况我们总是在财报公布前看到。
By switching to Amazon. The week began at 251 per share. Wow, it continues to rise, with an increase of over 4% this week to reach 262. There isn't much news from Amazon , although they have confirmed laying off around 1,000 employees from management positions, something we always see before the earnings announcement.
事实上，我们并没有看到太多这种情况，这让我觉得这些公司大概率人员规模是合适的，因为我们通常在财报公布前两三周才会看到这种情况。
In fact, we haven't seen much of this, which makes me think that most of these companies probably have the right size staff, because we usually see this two or three weeks before earnings are announced.
这些公司先结账，然后开始裁员。Amazon这次只裁了1000人，在管理层面上这不算一个大数目。该公司推出了可访问Google Play Store的新款Alexa平板电脑，还发布了采用手动备用系统的新款Ring智能锁，这种电子锁正是我绝对想要的。
These companies close their accounts, then begin laying off employees. Amazon did this with only 1,000 employees, which is not a large number at the management level. The company unveiled new Alexa tablets with access to the Google Play Store, and also revealed new Ring smart locks that operate with a manual backup system, which is something I definitely want in such electronic locks.
我认为我们在Amazon身上看到的另一点，也是我认为股价上涨的原因之一，就是当我们谈到OpenAI和Anthropic时——我们稍后会谈到——这些公司正把越来越多的流量导向Amazon。
I think the other thing we 've seen with Amazon, which I believe is one of the reasons for the stock's rise, is when we get to OpenAI and Anthropic, which we'll talk about shortly, these companies are directing more and more traffic through Amazon.
通过他们在AWS上的Bedrock平台，这正在变成最大的原型供应商之一。Amazon处在中间位置，显然在托管模型，显然与客户保持着关系，并且无论客户使用OpenAI还是Anthropic的模型，都能赚取费用。
This is turning into one of the largest vendors of prototypes through their Bedrock platform on AWS. Amazon stands in the middle there, clearly hosting the model, clearly having relationships with customers, and earning fees whether they use the OpenAI or Anthropic model.
我认为从长远来看，人们会意识到Amazon的商业模式在人工智能方面非常强大。
I think people will realize in the long run that Amazon's business model is very strong when it comes to artificial intelligence.
Constellation Energy，一家上市公司（CEG），上周与Amazon签署了一项协议，本周又与Google达成了一项重大核能协议，因为该公司正与这些科技巨头签订为期20年的电力购买协议。
Constellation Energy, a publicly traded company ( CEG), signed a deal with Amazon last week and a major nuclear deal this week with Google, as the company enters into 20-year power purchase agreements with the tech giants.
然而，事实证明，这200亿美元实际上是流向了Microsoft和Amazon这样的公司，通过Bedrock和他们的云计算平台。所以，我认为这清楚地表明了正在发生的转变。大公司，我认为这种转变很可能会继续加速。
公司会尝试OpenAI和Anthropic的API，但最终会通过AWS、Azure或Google Cloud购买这些服务。这就是我看好这三个云平台的原因。
However, it turned out that the $20 billion was actually going to companies like Microsoft and Amazon through Bedrock and their cloud computing platforms . So, I think this clearly demonstrates the transformation we are witnessing.
Large companies , and I think this shift is likely to continue to accelerate. Companies will experiment with OpenAI and Anthropic's APIs, but will end up purchasing the services in the long run via AWS, Azure, or Google Cloud.
That's why I'm optimistic about these three cloud platforms.
Amazon，大幅远离200日均线。如果你在200日均线处买入了Amazon，恭喜你自己。那是正确的时机。现在你正处在上涨中，进入假日季。该公司将在，哇，仅仅20天后公布利润。那会很令人兴奋。
Amazon, a great move away from the 200-day average. Congratulate yourself if you bought Amazon at the 200-day mark. That was the right time. Now you're on the rise, entering the holiday season.
The company will announce its profits in, wow , just 20 days. That would be exciting .
这个频道对 $AMZN 的历次判断
The Investor Channel 在这只股票上共 3 条判断，这里只列相邻的几条。