$AMZN
这只股票

The Intrinsic Value Podcast 对 $AMZN 的判断变化

频道资料 →共 2 条
2026-08-15看涨
《Google, Reddit, Amazon, TSMC – Are our Biggest Winners Still a Buy Now?》
亚马逊目前是比谷歌更好的投资机会，因为其定价更具吸引力，且在人工智能和自动化领域拥有强劲的长期基本面。

而且我相信你在 Mata Libre、Amazon 上投资相当重，但也在 Reddit 和其他一些股票上投资不少。

and I believe you're pretty heavily invested in Mata Libre, Amazon, but but also Reddit and some other names, too.

但我们何不转到投资组合中的另一只 Mag 7 股票。Amazon 自今年 2 月起一直是我们的持仓，当时我们以每股 190 美元左右的价格买入，而过去几周它已经回调。因此，回报率比 Amazon 交易价格高达每股 270 美元时要低一些。

But how about we jump to our other Mag 7 name in the portfolio. So Amazon has been a holding since February of this year when we bought it in the 190 range per share and it has corrected over the last few weeks. So returns are a little lower than they were when Amazon was trading at as high as $270 per share.

看原视频01:26
2026-08-13看涨
《Ranking Mag7 Companies and AI Stocks》
Amazon是S级投资，因其电商护城河和AWS的主导地位；AI带来的下行风险有限，并可能提升电商渗透率和广告收入。

我认为谷歌和亚马逊都取得了类似的业绩，云计算业务虽然不能说是指数级增长，但增速确实在加快，尤其是亚马逊，其增速是我们多年来未曾见过的。

Um I think you know both Google and Amazon had similar results where cloud grew just ex almost wouldn't say exponentially but accelerated in terms of growth um to I think growth rates especially for Amazon that we haven't seen in many years.

如果我们看这些公司，并且我必须只选择一家到那时仍然存在的公司，我认为要么是谷歌，要么是我接下来要展示的那家，那就是亚马逊。

Um, if we look at these and I would have to choose just one company that still exists at that point, I think it would be either Google or the next one that I pull up now and that would be Amazon.

是的，亚马逊是另一家。显然，它有着非常辉煌的历史，表现一直非常出色，而且整个亚马逊网络服务（AWS）业务对这家公司来说是一个巨大的顺风。

Yeah, I mean Amazon is um is another one. I mean obviously like it has such as such a rich history of of of doing incredibly well and obviously the whole Amazon Web Services thing was this massive um tailwind for the business.

看原视频02:21
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