$AMZN · Schwab Network · 2026-11-06
AI 摘要 · Schwab Network
亚马逊的消费业务强劲且稳定，但因市场关注集中在AWS上而被忽视；两年内AWS可能占公司业务的50%，而消费业务依然重要。
看涨他说的是几年内
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Schwab Network发布 2026-11-06 · 1 段内容
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我说的是 Amazon。不，你清楚自己手里持有的是什么。你清楚买入这些股票时得到的是什么。我认为，人们在消费业务方面已经完全把 Amazon 忘了。大家都在谈论 AWS 服务。
未来两年，AWS 很可能占到公司业务的 50%。但归根结底，他们还有一块消费业务，一直是非常强劲且稳定的业务。
I'm talking about Amazon . No, you know what you have. You know what you get when you buy these names. I think people have completely forgotten about Amazon in terms of their consumer sector.
Everyone is talking about the AWS service. It is likely that AWS will make up 50% of the company in the next two years. But ultimately, they have a consumer side that has been a very strong and stable business.
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。