$AMZN · Daniel Pronk · 2026-10-28
说话者认为 Amazon 比 Google 更便宜、价值高得多，因此计划加仓 Amazon，而不是增持 Google。
逐段跳播
因此，Google 与 Meta 和 Amazon 类似，为了建设 AI 基础设施，它的自由现金流已经转为负值。
Therefore, Google is similar to Meta and Amazon, as it has become negative free cash flow in order to build AI infrastructure.
我每个季度还会做另一件事，就是跟踪 Google、Meta 和 Amazon 广告收入的增长情况。Amazon 明天将公布财报，所以等我明天收盘后制作 Amazon 财报视频时，会把这些数据纳入图表中。
Another thing I do every quarter is track the growth of advertising revenue for Google, Meta, and Amazon. Amazon , as you know, will be announcing its earnings tomorrow, so I will include its numbers in these charts when I prepare Amazon's earnings video tomorrow after closing.
但总体而言，我仍然认为 Meta 和 Amazon 更便宜，我的重点将是在我的投资组合中买入更多 Amazon 和 Meta 的股票，而不是在这里加仓 Google，原因很简单：我认为那两家公司仍然提供大得多的价值。
But overall, I still think Meta and Amazon are cheaper, and my focus will be on buying more Amazon and Meta shares in my portfolio rather than adding more Google here, simply because I think those companies still offer much greater value.
这个频道对 $AMZN 的历次判断
Daniel Pronk 在这只股票上共 7 条判断，这里只列相邻的几条。