The Motley Fool 对 $AMZN 的判断变化

2026-09-28看涨
《4 Stocks to Buy and Hold for the Long Term!》
AMZN 是一只强劲的长期买入标的;优秀的管理层以及 AWS(同比增长 36.7%)、广告和 AI 基础设施的增长支撑这一判断。

说到电商领域的主要玩家,Neil,你的下一个选择正是这一领域的领军者。是的,我的下一个选择是一家叫 Amazon 的小公司。它……就是一家小型的家族店铺。没错,一家来自九十年代的小企业。

Well, speaking of the major players in e-commerce, your next choice, Neil, is a leader in this field. Yes, my next choice is a small company called Amazon. It's... just a small family shop. Yes, a small business from the nineties.

哦不,我把 Google 选作了我的第一选择。正如我所说,第二选择同样属于巨头这一类别,也就是 Amazon。

Oh no, I chose Google as my first choice. As I said, the second choice is also in the same category of giants, namely Amazon.

2026-09-15看涨
《What If NVIDIA Isn't the Future? 4 AI Stocks to Own Now》
Amazon在资本成本和基础设施方面的结构性优势,使其成为长期赢家,也是高增长AI股之外波动更低的替代选择。

好,我们要谈的第三只股票是另一家这样的巨头。这是一个主题,这些公司中有很多都是世界上最大的公司之一,但 Amazon 不仅是 Nvidia 最大的客户之一,而且也是一家试图摆脱 Jensen Huang 掌控的公司。

All right, number three stock that we want to talk about is another one of these huge players. This is This is a theme that a lot of these companies are some of the biggest companies in the world, but Amazon, not [snorts] only one of Nvidia's biggest customers, but again, another one that's trying to get out from under Jensen Huang's thumb.