Joseph Carlson After Hours 对 $AMZN 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Wall Street Journal article共 1 条
2026-08-24看涨
《I’m Buying $10,000 Of This Company Next》
亚马逊在每股200美元时值得买入,保守假设5年EPS增长16.1%、市盈率27倍,可带来19.3%的复合回报和2.4倍资金增长。

亚马逊,这也是一个非常大的仓位。现在,当我们看这三个最大的持仓时,我只想向你们展示它们之间的差距有多小。谷歌占13.8%,万事达卡占13.3%,亚马逊占12.8%。所以它们几乎是等权重的,然后无论它们朝哪个方向交易,无论哪一个表现好一周或一个月,那一个就会跃居首位。

到目前为止,谷歌已经保持了相当长一段时间,但亚马逊最近一直在上升。亚马逊是一个191,000美元的仓位,其中67,000美元是收益。现在,当我看亚马逊时,这只股票的买入目标价是每股200美元。

如果亚马逊先达到200美元,那么这家公司将获得那10,000美元。

Amazon, which is also a very big position. Now, when we look at these top three positions, I just want to show you how close together they are. Google's 13.8%, Mastercard's 13.3, and Amazon's 12.8.

So they're almost evenly weighted and then whatever direction they trade, whatever one has a good week or a good month, that one will leaprog to the top place position. So far, Google has held its own for quite some time, but Amazon has been working its way up more recently.

Amazon is a $191,000 position, $67,000 of that being gains. Now, when I look at Amazon, the buyin target for this one is at $200 per share. If Amazon reaches $200 first, then this company's getting the $10,000.