《3 Trillion-Dollar AI Stocks That Still Look CHEAP!!》
AMZN相对于历史估值偏低；强劲的AI/云需求和大量资本支出支持长期增长。
现在，第三只股票是亚马逊，对吧？亚马逊的股价目前为250美元，自年初以来已上涨13%。当它在200美元区间，以及210美元和220美元区间时，我们多次讨论过这只股票。
Now, the third stock is Amazon, right? Amazon's stock is now priced at $250, and since the beginning of the year, it has risen by 13%. We talked a lot about this stock when it was in the $200 range , and also in the $210 and $220 range .
对我来说，亚马逊的未来市盈率肯定比其他竞争对手更贵，为27倍，但与其历史平均水平相比，它是便宜的。非常非常便宜。
For me, Amazon's future price-to-earnings ratio is definitely more expensive than other competitors, at 27, but compared to its historical averages, it's cheap. It's very, very cheap .
那么，我真正喜欢亚马逊的什么呢？实际上，我对亚马逊有两个理由，但我认为他们将在人工智能市场上进行非常大规模的投资。他们已表示，今年的资本支出超过2200亿，即使如此，到2026年我们仍将没有足够的产能来满足所有需求。