Rich Habits 对 $AMZN 的判断变化

频道资料 →本频道有 2 位标注的说话人：Andy Jassy、Wall Street favorites.com / 'We both'共 2 条

2026-08-07

《SpaceX's 1st Earnings Report, Big Tech Spending $725B & LinkedIn AI Slop》Andy Jassy

亚马逊正积极投资AI基础设施（资本支出提高至2200亿美元），管理层预计AWS长期营收将大幅增长（可能达到1万亿美元），尽管目前自由现金流为负。

在包括亚马逊、微软、Alphabet、Meta 和甲骨文在内的五大 AI 支出者中，2026 年的资本支出指引总额现已超过 7250 亿美元。

Across the five biggest AI spenders, including Amazon, Microsoft, Alphabet, Meta, and Oracle, 20026 capex, guidance now totals more than $725 billion.

亚马逊以 2200 亿美元领先。这一数字是其 CEO 安迪·贾西从最初 2000 亿美元的指引上调而来的，该指引是在上周的第二季度财报电话会议上发布的。安迪·贾西将原因归咎于内存成本上升。

And Amazon is leading the pack at $220 billion. It's a number that their CEO Andy Jasse raised from their original 200 billion guidance that was issued during their Q2 earnings call last week. Andy Jasse blamed higher memory costs.

看原视频00:57

2026-07-31看涨

《Situational Awareness' Collapse, Big Tech Earnings & The Fed》

AMZN被低估；批准付费机器人出租车服务创造了高利润的经常性收入流，支撑长期看涨论点。

你看看微软、Meta 和亚马逊。它们每年进口数千亿美元的半导体设备、电信设备以及诸如此类的东西。

You go look at Microsoft and Meta and Amazon. They're importing hundreds of billions of dollars of semiconductor equipment and telecom equipment and things of that nature.

我们都认为英伟达便宜，亚马逊也便宜。

We both think that Nvidia is cheap, Amazon is cheap.

所以如果你想一想，在 Meta、Alphabet、微软和亚马逊之间，我们看到的 2026 年仅一年的 AI 相关资本支出合计将接近 5000 亿美元。Meta 为 1300 亿至 1450 亿美元，Alphabet 为 1950 亿至 2050 亿美元，而微软和亚马逊本周尚未更新其指引。

So if you think about it, between Meta, Alphabet, Microsoft, and Amazon, we're looking at combined AI related capital expenditures approaching 500 billion in 2026 alone. Meta at 130 to 145 billion, Alphabet at 195 to 205 billion, and Microsoft and Amazon have not yet updated their guidance this week.

看原视频07:27