$AMZN

AMZN

Amazon.com Inc.

本窗口内的全部观点与内容

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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
更早的记录
09-29
《Risk Warning: 5 Stocks to Sell Before It's Too Late》
$AMZN看跌
Amazon面临零售增长放缓以及AI代理可能冲击其广告驱动盈利能力的结构性逆风,其估值缺乏吸引力。

第三个可能有点出人意料,那就是 Amazon。实际上,我喜欢 Amazon 如今在人工智能领域的作为。构建风险投资是它擅长的,设计能改进其系统的芯片——尤其是在 AWS 上——也是它擅长的。

The number three might be a little surprising, and that's Amazon. Actually, I like what Amazon is doing in the world of artificial intelligence today. Building venture capital is what she excels at, and designing chips that improve their systems—especially on AWS—is also what she excels at.

更早的记录
09-28
StockCharts TV发布 2026-09-28
《The Market’s Most Important Growth Stocks: Dave’s Dirty Dozen》
$AMZN未站边
AMZN 因守住 200 日移动均线而尚可接受,但受制于下行趋势中的中性动能,表现落后。

Amazon,我会说它更令人担忧一些,因为它正在大幅下跌。Amazon在8月初就已经创下了新的单日纪录,那是它的历史最高水平,而自那以后它一直在下跌。这是伴随着财报公布发生的,对吧?在7月30日。

Amazon, I would say it's a little more worrying because it's declining significantly. Amazon had already set a new one-day record at the beginning of August, which was its highest level ever, and it has been declining ever since.

This happened with the earnings announcement, didn't it? On July 30th.

《Google Has Fallen Behind》
$AMZN看涨
Amazon 多元化的实力与物流护城河使其在代理式商务中占据有利位置,当前估值合理。

接下来是 Amazon。这是持仓规模第四大的股票,占比 12%。这是一个 18 万美元的仓位,浮盈 5.5 万美元。很多人抱怨 Amazon,因为这只股票的走势确实不像其他很多公司那样强劲。

过去五年它有点落后,但如果我们看这里的图表,其实看起来并没有那么糟。Amazon 过去 5 年上涨了 50%。标普 500 上涨了约 70%。所以过去 5 年 Amazon 确实略有跑输。

但如果你在回调期间的任何时间段买入 Amazon——它给了你充足的时间买入——那么你就跑赢了标普 500。所以除非你正好在 5 年期的起点买入、之后再也没买过,否则你投资 Amazon 很可能都跑赢了标普 500。

此外,看 10 年维度,这才是它真正跑赢标普 500 的地方。Amazon 过去 10 年上涨了 495%。标普 500 上涨了大约一半。所以除非你只在最糟糕的时间段——也就是 5 年前股价平台期的那个时点——买入,那才是你唯一表现不佳的时间段。

这只股票实际上表现不错,而且是在风险较低的情况下做到的。

Now next up we have Amazon. This is holding number four in size, a 12% position. It's a $180,000 position, $55,000 in the green. Now, a lot of people have complained about Amazon because the stock really doesn't rock it up like a lot of other companies.

It's been a little bit of a lagard over the past five years, but if we look at the the chart here, it actually doesn't look that bad. Amazon is up 50% in the past 5 years. The S&P 500 is up around 70%.

So we have a little bit of underperformance in Amazon over the past 5 years. But if you invested in Amazon any time period during the dip, which it gave you ample time to buy, then then you've outperformed the S&P 500.

So unless you bought right at the beginning of the 5-year period and never bought again, you probably have outperformed the S&P 500 investing in Amazon. Furthermore, when we look at the 10 years, this is where it really outperforms the S&P 500.

Amazon is up 495% over the past 10 years. The S&P 500 is up around half of that. So unless you invested at the worst time period only only 5 years ago during this plateau of the stock price, that is really the only time period that you had poor performance.

The stock has actually done well and it's done so with a low amount of risk.

更早的记录
Invest with Henry发布 2026-09-28
《How I Pick Stocks to Sell Puts for $8,000/Month in Passive Income》
$AMZN看涨
Amazon 基本面强劲(AWS 增长、销售上升)支撑看涨前景;说话者持乐观态度并积极卖出看跌期权。

我们将使用 Nvidia、Amazon、Mara 和 Peloton 的股票。

We will use shares of Nvidia, Amazon, Mara, and Peloton.

2020 年我们看到了停摆,而 Amazon 和 Peloton 这两只有趣的股票大幅下跌。这两只股票下跌,是因为人们待在家里、订购 Amazon 的产品,

Well, in 2020 we saw shutdowns, and shares of Amazon and Peloton, which are two interesting stocks, declined significantly. The shares of these two stocks declined because people were staying at home and ordering Amazon products,

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