$AMZN

AMZN

Amazon.com Inc.

本窗口内的全部观点与内容

截至 10-02
09-16
T3 Live发布 2026-09-16
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$AMZN看跌
没有理由买入AMZN,尽管存在反弹可能,技术面仍偏空。

我告诉你,真正难做的地方在于,Amazon 的表现糟透了。我觉得全世界每一笔交易都开始真正厌恶 Amazon。为什么?因为它一直很具掠夺性。你看,从这里的 226 起,它给了你一个财报后的走势,然后一路猛烈拉到 287。

Amazon 回来了。看起来它要在这里守住,结果失败了。那是第一个该赶紧躲开的信号。然后如果你做多,最糟的是跳空枢轴位,你必须躲开。接着出现了看起来很棒的第一天,结果昨天突然创出更低的低点。

I'll tell you what's been really hard with bad Amazon's been horrendous. Amazon I think every trade in the world is starting to really hate Amazon. Why? Because it's been predatory.

You know, from down here at 226, it gave you a a post earnings move and a fierce move all the way to 287. Amazon's back. Looked like it was going to hold here and then failed. That was first clue to get the hell out of the way.

Then if you were long worst to gap pivot, you had to get out of the way. Then you had this day one that looked great and all of a sudden yesterday made a new lower low.

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09-15
T3 Live发布 2026-09-15
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$AMZN看涨
已买入部分 AMZN;尽管仍处于下降通道,若其守住当前价位,可能会加仓。

Amazon,有人会说:“嘿,Red Dog,你觉得它会不会走出Google那样的行情?”我只知道,你面前有249这个位置可以博弈。我昨天买了一点。它还卡在这个下降通道里,基本上什么动静都没有。

它跌了11美元。我可能会再加一点。你得给它一些空间,多试几次。这些东西你得试几次,直到它们奏效。这取决于你的交易。如果你是在262做多,你必须在这里出局。如果你是在50日线255做多,当它跌破时你就必须出局。

所以现在这是一个新的框架交易。如果你想做,或者你说:“嘿,我未来几年都会持有Amazon。”但不管怎样,我昨天买了Amazon。只要它守在这里,我可能会加仓;如果它碰巧突破这条下降趋势线,你知道,这就是它财报后的位置。

所以从那以后,你先是两天的行情,然后是磨人。这很难。这不容易。

Amazon, someone's like, "Hey, Red Dog, do you think this is going to do what Google did?" Um, all I know is, uh, you have 249 to play against. I bought a little bit yesterday. Um, it's still stuck in this descending channel here.

It's doing a whole lot of nothing. Um, it's uh down a$11. I'll probably buy a little bit more. You have to give it some room and try it a few times. You have to try these things a few times until they work.

It depends on your trade. If you were long at verse 262, you had to get out here. If you were long verse the 50-day 255, you had to get out when it broke it. So now this is the new frame trade. if you want to do it or you say, "Hey, I'm in Amazon for the next few years."

But anyway, so I bought Amazon yesterday. I might add to it as long as it holds here and if it happens to break this descending trend line, you know, this is where it was uh post earnings.

So since then, you had two-day move and then grind. That's tough. That's not easy.

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09-10
T3 Live发布 2026-09-10
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$AMZN看跌
AMZN 的价格走势疲弱,机会稀缺,因此减少交易活动。

就连 Amazon 也是如此,人们会回到 Amazon,因为他们觉得它总有一天会苏醒过来,可它并没有,你知道,这里的走势是最糟糕的。所以,你知道,我知道我在一个看涨价差里赚了钱,然后你迎来了那两个大涨的日子。

于是现在你又会想:“好吧,它又要好起来了。”如果你在 262 上方做多,因为那是跳空缺口的枢轴位,那就是该做的交易。那就是策略。可突然间,一切变得一团糟。它只是一点点渗下来,一点点渗下来。

每一天,任何本可以变得更好的东西都被扼杀了。所以,这很难受。而现在你又有了另一个……现在,它在下跌途中刚刚跌破了 SE 251。我又有了一个全新的参考点,在 25065。我现在交易这些东西少得多了,因为机会少得多了。

嗯,而且这很难。到了某个时候,这大概也会重新回到这个位置上方。但它是怎么做到的,一直非常艰难,对吧?呃,把它做成。嗯,所以如果你,你知道,如果你认为它会突破 287,你要做的也许是不要买两周后的期权。

要买……对,就像买、买、买十二月,买十二月的 285,然后如果它真的开始表现更好,你就可以继续持有,就像这里,这是一个更好的序列,这个跳空缺口从未被回补,你本可以买入,你知道,当时它更低,然后突破了高点,看看那个,你实际上有,你知道,一个月的滚动上移期权,以及非常好的交易。

Even even Amazon, people go back to Amazon because they think at some time it's going to wake up and then it hasn't, you know, here it get the crappiest action ever. So, you know, I know I I made money in a in a call spread and then you get these two big days.

So, now you're like, "All right, it's going to be great again." And if you're long verse 262, because that was the gap pivot, that's the play. That's the strategy. All of a sudden, it's been a mess.

It's just trickled in, trickled in. Every day one that turned into something that could be better was suffocated. So, that's been hard. And now you have another Now, it just took out SE 251 on its way down.

And I have a whole another new point of reference at 25065. I am trading these things a lot less because there is a lot less opportunity. Um and it's hard. At some point this will probably also get back above this.

But how it does it has been very hard, right? Uh get it done. Um so if you you know if you think it's going to take out 287, what you got to do is maybe not go out two weeks. Go Yeah. like go go go out to December buy the December 285s and then if it really starts acting better you could stay with it like here this was a better sequence this gap up never got filled you could have bought the you know it was lower and then took out the high and look at that you had actually like you know a a month of rolling up options and really good trading anyway

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09-02
Financial Education发布 2026-09-02
《This Stock is the next Nvidia‼️》
$AMZN看涨
AMZN是5年时间跨度的首选股;不建议用于短期交易。

请记住,还有其他公司,如谷歌和亚马逊,也销售芯片,它们也在那个名单上。我没有称它们为芯片公司,因为它们还有其他重要的业务,对吧?

And remember, there are other companies like Google and Amazon that sell chips, and they're on that list too. I didn't call them a chip company because they have other significant businesses too, right?

亚马逊和Meta是我最喜欢的,但不是短期,而是长期。所以,在考虑未来五年时,亚马逊和Meta是我最喜欢的两个。

Amazon and Meta are my favorites, but not in the short term, but for the long term. So, when thinking about the next five years, Amazon and Meta are my two favorites.

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10-01
Schwab Network发布 2026-10-01
《Thursday's First Moves: AMZN Conviction List Add, MSFT PT Hike, ACN Surges》Goldman Sachs
$AMZN看涨
高盛将AMZN纳入其确信买入名单,375美元的目标价意味着超过40%的上涨空间,支撑看多观点。

我们把目光转向 Amazon,我们在这里看到了来自 Goldman Sachs 的正面评论。事实上,他将其加入了投资信念名单。因此,他做了一些增补,也做了一些删减。

Let's shift our focus to Amazon, where we saw positive comments from Goldman Sachs. Indeed, he added it to his list of investment convictions . Therefore, he makes some additions and some deletions.

回到 Amazon,Goldman Sachs 再次将其加入首选股票名单。事实上,大多数分析师对 Amazon 给出“买入”评级,超过 90% 的分析师对其持看多观点,这一比例甚至高达 95%,因此 Goldman Sachs 的这份额外支持无疑有所帮助。

Returning to Amazon, Goldman Sachs has once again added it to its list of preferred stocks. In fact, most analysts have a "buy" rating for Amazon, with over 90% of analysts holding bullish views on it, and the figure reaching as high as 95%, so this additional support from Goldman Sachs certainly helps.

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《The AI Frenzy in Markets, As Understood by Two Value Investors》
$AMZN看涨
Amazon 的电商威胁已经减弱;目前在资本配置上更受青睐;预计将在 10 年内受益于 AI 带来的生产率提升。

对于我们这些在投资组合中持有Alphabet和Amazon这类公司的人来说,这意味着什么?

What It means for us who We own companies like Alphabet and Amazon in Our investment portfolio?

我刚说过,我想我们两天前在社区里有过一次讨论,当时他提出疑问:人们在问,是否有必要给Amazon和Google、Microsoft这类公司授予倍数。如今情况不同了,这些公司的负债比以往更深,但基本上,难道不是这样吗?

I have I just spoke, I think We had a discussion years in the community before Two days, where he wondered People are asking whether it is from It is necessary to grant companies such Amazon and Google Microsoft multipliers It's different now that These companies became Deeper in debt Ever, but Basically, isn't that right?

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09-30
Daniel Pronk发布 2026-09-30
《Meta Is Up 30% - Is It Too Late To Buy?》
$AMZN未站边
AI 智能体对 Amazon 广告业务的冲击尚未得到证实,广告收入增长依然强劲且正在加速。

在网络购物领域,Muse 能够以最低的价格找到最好的产品并为你下单,无需访问 Amazon,这正在从根本上改变 Amazon 的广告业务,因为人类看不到广告。

In the field of online shopping , " Muse" can find the best products at the lowest prices and order them for you without the need to visit Amazon, which is radically changing Amazon's advertising business, because humans do not see the ads.

从根本上改变 Amazon 的广告业务,因为人类看不到广告。取而代之的是,计算机程序会前往 Amazon 平台完成购买流程。

radically changing Amazon's advertising business, because humans do not see the ads. Instead, the computer programs will go to the Amazon platform to complete the purchase process.

他说在等
Amazon 广告收入增速
持续加速,或未显示出 AI 智能体带来的实质性影响
持续监测财报
支持颠覆并非迫在眉睫的观点;若增速因智能体使用而放缓,则削弱该观点
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Invest with Henry发布 2026-09-30
《If You Missed Palantir... These 5 AI Stocks are Next》
$AMZN看涨
在AWS快速增长(4960亿美元积压订单)和广告业务的推动下,AMZN具备强劲的长期潜力,但高额资本开支对自由现金流回报构成风险。

今天,我将谈谈AMD、Broadcom、Amazon、Meta和Nvidia。Amazon、Microsoft、Google和Meta正在花费数十亿美元建设数据中心、购买芯片并确保电力供应。

Today , I will talk about AMD, Broadcom, Amazon, Meta, and Nvidia. Amazon, Microsoft, Google and Meta are spending billions to build data centers, buy chips and secure electricity.

接下来看下一个箭头,Amazon。Amazon很有意思,因为人们往往把它看作一家在线购物公司,但我认为你应该把Amazon看作实际上是几家不同的公司同处一个屋檐下运营。

Let's move on to the next arrow, Amazon. Amazon is interesting because people tend to think of it as an online shopping company , but I think you should look at Amazon as several different companies actually operating under one roof.

他说在等
AWS营收和营业利润的增长快于基础设施支出
增长快于资本支出
持续进行中财报
若投入资本回报率具吸引力则支撑看涨逻辑;若资本支出侵蚀自由现金流则削弱该逻辑
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