Rich Habits 对 $AMZN 的判断变化

频道资料 →本频道有 4 位标注的说话人:Andy Jassy、Deutsche Bank analyst、Wall Street、Wall Street favorites.com / 'We both'共 3 条
2026-09-15看涨
《When Should I Take Profits From Investments as a High Earner?》
长期持有 AMZN,基于对公司的信心,无意卖出。

这些就是我的 Nvidia、我的 Microsoft、我的 AMD、我的 Tesla、我的 Amazon,诸如此类。我不打算卖出这些股票。我长期、非常非常长期地看好这些公司。

That's my Nvidias, my Microsofts, my AMDs, my Teslas, my Amazons, all that stuff. I don't plan to sell those shares. I believe in those companies for a very, very long time.

这就是为什么我们会在这些高风险、高贝塔的标的上获利了结,然后把这笔钱和这些利润重新配置到我们的长期持仓上,就像我们提到的 Amazon,以及现在的 Nvidia 和 Tesla 这类公司。

that is why we take profits on these kind of high risk, high beta names and then we move that money and those profits back over to our long-term holds like we mentioned the Amazons and now the Nvidias and the Teslas of the world.

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.

2026-07-31看涨
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