$AMZN · The Acquirers Podcast · 2026-10-29
按当前估值，Amazon 非常有吸引力；尽管存在 Amazon 不向 Muse 应用开放其网站访问权限这一不利因素，说话者仍认为 Amazon 将始终守住购物领域。
逐段跳播
我认为，基于当前的评级，Amazon 非常有吸引力。
I think Amazon is very attractive based on current ratings.
Toby，确实存在不利因素。比如，当 Muse 应用购物时，Amazon 并不允许它访问自己的网站。
There are definitely headwinds, Toby. I mean, for example, when the Muse app shops, Amazon does not grant it access to its website.
但我仍然相信，Amazon 会始终守住购物领域。
But I still believe that Amazon will always retain the shopping sector.
如果是在两年前说，你肯定会说 Google、Amazon 和 Meta。这些都是世界上最好的公司之一，能以二十几倍或二十出头的市盈率买入它们，真的很有吸引力。
if you had spoken two years ago, you would have undoubtedly said, you know, Google, Amazon, and Meta. I mean, these are some of the best companies in the world, and being able to buy them at a P/ E ratio in the late twenties or early twenties is really attractive.
这个频道对 $AMZN 的历次判断
The Acquirers Podcast 在这只股票上共 4 条判断，这里只列相邻的几条。