$AMZN · The Acquirers Podcast · 2026-11-05
说话者看好 Amazon：他已大幅加仓，将其视为自己青睐的超大规模计算公司之一，认为很少有公司比它更值得持有，并称其颇具吸引力；他还认为 Amazon 的盈利路径和 AI 基础强于一家未具名的对比公司。
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我认为，它们的盈利路径以及利用人工智能的基础，都不如 Amazon、Meta 和 Alphabet 这类全球公司那样扎实。
I don't think their path to profitability and the foundations for leveraging artificial intelligence are as strong as those of companies like Amazon, Meta, and Alphabet around the world.
所以，Amazon 无疑是这么多公司陷入困境的原因。以前，你可能会去商店买一件东西，然后顺便在那里买其他东西。现在，你从 Amazon 就能买到，再也不需要去商店，因此也就不会产生那些他们真正依赖的额外消费。
So, Amazon is definitely the reason why so many of these companies are struggling. Previously, you might go to the store to get one item, and then buy other things while you were there.
Now, you get it from Amazon and never need to go to the store, and therefore you don't make those additional purchases that they really depend on.
我可以告诉你，我已经大幅加仓了大多数超大规模计算公司。Meta、Google、Amazon。我觉得这非常有吸引力。我认为，在这个世界上，对我来说没有多少公司比 Amazon 更值得持有。所以，我认为这些公司确实很有吸引力。
I mean, I can tell you that I have strengthened my positions strongly in most of the ultra-large-scale computing companies. Meta, Google, Amazon. I thought it was very attractive. ...
I mean, I don't think there are many companies better than Amazon for me to own in this world. So, I think these companies are really compelling.
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The Acquirers Podcast 在这只股票上共 4 条判断，这里只列相邻的几条。