Schwab Network 对 $AMZN 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 4 条
2026-09-25看涨
《What Gives AMZN "Most Interesting" Stock Set Up of Mag 7 Since All-Time High Plunge》
AMZN 当前估值合理,且在罗素1000价值指数中位列第一大或第二大成分股,不过资本开支方面的担忧依然存在。

我们看到 Amazon 和 Meta 的股价下跌,而 Apple 和 Microsoft 的股价上涨。因此,今天早盘「七巨头」阵营的走势出现分化。

We have a decline in Amazon and Meta shares, while Apple and Microsoft shares are rising . So, the picture is divided this morning across the " Great Seven" group.

那么,让我们深入看看 Amazon 的具体情况。不过,从表现榜单来看,可以说 Amazon 的表现处于中游。显然,基本面非常强劲。能否请您解释一下您对股价走势的看法?

So, let's delve into the details of Amazon's situation. However, when looking at the performance list, it can be said that Amazon is in the middle in terms of performance. Clearly, the fundamentals are very strong.

Could you please explain your point of view regarding the price movement?

2026-09-15看涨
《Ca$htag$: AMZN Cloud Growth Lags Behind MSFT, "Their Game to Lose"》
AMZN 在电商与云计算领域处于领先地位;尽管竞争激烈,强劲的 AI/算力需求与历史执行力支撑逢低买入,以获取长期上行空间。

是的,Amazon 面临的竞争格局正变得越来越严峻,尤其是在 AWS 这一块,也就是云计算这一块。Amazon 能提供的供给是有限的。它目前已经相当接近其供给约束了。

Yeah, the competitive landscape for Amazon it's getting tougher, you know, on the the AWS side especially, the cloud computing side. There's only so much that Amazon can supply.

It's pretty near its supply constraints right now.

我们看到开发者对使用 Microsoft 云平台的采用率相比 Amazon 和 Google 出现了非常强劲的上升。

We've seen a really strong uptick in developer uptake of using Microsoft's cloud platforms versus Amazon's and Google.

2026-09-11看涨
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2026-09-01看涨
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