《AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around》
AMZN基本面依然强劲，营收增长约20%；AI购物智能体可能带来的利润率影响很小，因此由此引发的股价下跌是买入信号。
我们需要谈谈 Meta 的同行和竞争对手，尤其是在 Amazon 对 Muse 设下限制、不允许 Muse 用户通过 Amazon 购物和下单之后。
We need to talk about the peers and competitors to Meta, especially after Amazon put a block on Muse, not allowing Muse users to be able to shop Amazon and make purchases.
Amazon，季度营收2000亿美元。他们的年销售额将逼近8000亿美元。我们认为，未来几年内，Amazon 会成为年销售额达1万亿美元的公司。
Amazon, $200 billion in quarterly revenue. They're gonna be pushing $800 billion in annual sales. We think within the next couple of years, Amazon is a trillion dollars per year in sales company.