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$AMZN

$AMZN · Schwab Network · 2026-11-04

AI 摘要 · Schwab Network

说话者所在机构持有的 Amazon 近期表现良好:AWS 尽管已占据领先市场份额,仍保持快速增长,第三季度利润率有所扩大,电商和广告业务也同步向好。

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《Agentic AI, Cash Flow, & Growth: Ali Mogharabi on Key Metrics in Software Earnings》
Schwab Network发布 2026-11-04 · 2 段内容
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2 段内容

举个例子,Amazon 就是个很好的例子。我们投资了这只股票,而且它最近的表现确实不错。他们有电商业务、广告业务,而且在云计算业务方面显然是先驱,毫无疑问是先驱。

Well, for example, Amazon would be a good example. We have invested in this name, and it has actually been performing well lately. They have an e-commerce side, an advertising side, and they are clearly pioneers , undoubtedly pioneers in the cloud computing side of business.

AWS(Automatic Web Services)继续非常快速地增长,尽管他们在市场份额上已经领先。在他们公布财报的那个季度,我们看到了利润率的扩张。我想是第三季度,不,不是我想,就是第三季度。所以,他们在这方面做得非常好。

AWS (Automatic Web Services) continues to grow very rapidly, even though they already lead in market share. We saw an expansion in profit margins in the quarter they reported. I think it was the third quarter, I do n't say I think, it was the third quarter. So, they are doing very well on this front.

这个频道对 $AMZN 的历次判断

Schwab Network 在这只股票上共 25 条判断,这里只列相邻的几条。

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