The Investor Channel 对 $AMZN 的判断变化

2026-08-28看涨
Semi TRADE COOKED | Apple's NEW Products | Grok Bot CRUSHES
亚马逊激进的AI硬件收购(与英伟达合作)和数据库软件投资支持其作为主要AI参与者的地位;未来利润率扩张依赖于通过机器人技术实现的大规模劳动力自动化。

接下来看亚马逊,本周开盘价为 261 美元。股价在本周晚些时候获得买盘,上涨近 1.8% 8%,最终收于 266 美元。

Moving on to Amazon started the week at 261. Shares caught a bid late in the week, up nearly 1.8% 8% to finish the week at 266.

AWS 与英伟达达成战略合作,新增 200 万块 GPU。这实际花费将远超 2 亿美元。200 万块英伟达 GPU 价值数十亿美元。这还不包括亚马逊已同意从 2026 年开始购买的 100 万块 GPU。

AWS and Nvidia striking a strategic partnership for $2 million 2 million additional GPUs. It's going to cost way more than $2 million. 2 million Nvidia GPUs is billions of dollars. This is on top of the 1 million GPUs that Amazon agreed to buy starting in 2026.

2026-08-21看涨
META On TRIAL!! (Full Update) | Nvidia Earnings Preview
亚马逊技术面稳健,正向移动平均线提供支撑,且有望受益于经营杠杆和其有保障的计算资产。

接下来看亚马逊,本周初股价为263美元。股价上下波动,技术上大致持平,对亚马逊来说处于一个不错的位置。股价收于258美元,下跌约1.6%。

Moving on to Amazon, start of the week at 263. Shares went up and down, roughly flat technically, kind of in a decent spot for Amazon. Shares closed at 258. That was down about 1.6%.

该公司正像许多公司一样涌入德克萨斯州奥斯汀,建设一个新的机器人设施,基本上将创造300至500个制造和工程岗位。

The company is piling into Austin, Texas like a lot of companies are to build a new robotics facility, essentially creating 300 to 500 manufacturing and engineering jobs.

我长期以来的信念是,这家市值2.8万亿美元、年化收入接近1万亿美元的公司,将通过在未来十年削减大量人力,获得巨大的运营杠杆,也就是利润。

My long-held belief is this $2.8 trillion company nearly a trillion dollars in annualized revenue are going to get a lot of operating leverage, otherwise known as profit, by cutting a lot of human workforce over the next decade.