Meet Kevin 对 $AMZN 的判断变化

频道资料 →本频道有 3 位标注的说话人:Adam Jonas、Goldman Sachs、Wells Fargo共 1 条
2026-08-31看涨
Amazon SUED by FTC, Stocks Struggle, Bears are Back - BUY?!?!?
亚马逊近期3%的跌幅已计入FTC诉讼风险,这创造了逢低买入的机会。

亚马逊被联邦贸易委员会起诉了。电讯稿告诉我们,亚马逊认为联邦贸易委员会(FTC)的指控从根本上误解了广告商的运作方式,而且FTC自己的投诉中没有消费者价格上涨的证据。

Amazon got sued by the FTC. The wire feed tells us that Amazon's FT or the FTC's uh claim fundamentally misunderstands how advertisers operate and that the FTC's own complaint sites no evidence of consumer price increases.

你可以看到亚马逊最初确实受到重创,从261一路跌到257,跌幅略超过3%。

You could see Amazon did get hammered initially all the way down to 257 from 261, just a little more than a 3% decline.

亚马逊下跌2%。

Amazon down two.

我们这里有几件事要更新。让我们尽可能简单地分解一下。让我们从……嗯,这里有两件事要讲。有亚马逊,然后是苹果,然后我们还会对苹果进行估值。

So, uh we got a couple things to update here. Let's just break this down as simply as possible. Uh let's start with um well, there are two things to hit here. There's the Amazon and then Apple and then we'll do a valuation on uh on Apple as well.