It's been a good week for shareholders of Nvidia (NVDA -2.85%). The market has been worried about the powerhouse artificial intelligence (AI) company, but management assuaged many fears about its future opportunities and its ability to thrive despite regulatory issues that are weighing on its financial statements.CEO Jensen Huang gave many positive updates, and they don't just bode well for Nvidia, but for the long-term potential of generative AI -- and more specifically, AI superstar Amazon (AMZN -0.31%).T ...

人工智能投资主题 - 人工智能是本十年最突出的投资主题 华尔街对AI股票表现出强烈兴趣 [1] - AI应用需求持续增长 云平台将承载大量AI软件运行 [4] - 高盛预计AI将推动全球云计算收入以22%年增速增长 2030年达2万亿美元 [4] 亚马逊(AWS) - AWS占据全球云基础设施市场30%份额 过去四季贡献公司58%运营利润但仅占净收入17% [3] - AWS一季度收入同比增长17% 公司正构建AI生态系统包括生成式AI开发平台Bedrock [5] - 分析师预计亚马逊长期年均盈利增长17% 当前市盈率33倍 [6][7] 高通 - 2025财年上半年芯片业务占营收64% 受益于低成本AI驱动的升级周期 [9] - 汽车和物联网部门收入同比分别增长60%和31% [10] - 2025财年前两季度营收226亿美元(同比+17%) 净利润60亿美元(同比+18%) 市盈率15倍 [11][12] 英伟达 - 2020年1月以来股价累计上涨2200% 市值突破3万亿美元 [13] - 2025年4月季度营收441亿美元(同比+69%) 净利润188亿美元(同比+26%) 季度股票回购141亿美元 [16] - 毛利率从78%降至61% 主因对华出口限制导致的库存减值 预计下半年回升至70%-75%区间 [14]

Amazon has the ingredients to keep growing for a while.After touching a multi-year low of around $84 in early 2023, Amazon's (AMZN -0.31%) stock price has more than doubled to $200 (as of this writing), thanks to the improvement in financials.As the company moves forward on tailwinds such as artificial intelligence (AI) and facing headwinds such as the e-commerce slowdown, investors may wonder: Is now the time to buy, hold, or sell Amazon stock?Let's take a closer look. How did Amazon perform in 2024?First, ...

公司概况 - 亚马逊是全球最具统治力、创新力和颠覆性的企业之一 当前市值达2.2万亿美元 [1] - 过去10年股价上涨853% 过去20年涨幅达11,290%（截至5月28日） 目前股价较峰值低15% [2] 增长潜力 - 2021-2024年营收增长36% 华尔街预计2024-2027年营收将再增31% 2023年销售额达6380亿美元 [4] - 公司将持续受益于四大趋势：电子商务增长、云计算（AWS）、数字广告和人工智能 [5] - 华尔街未来三年营收预测可能偏保守 因存在结构性增长动力 [6] 竞争优势 - 拥有沃伦·巴菲特推崇的"经济护城河" 具备多重竞争壁垒 [7] - 亚马逊网站具有强大网络效应：买家增加吸引卖家入驻 商品丰富度提升又反哺买家增长 Prime会员制度强化此正向循环 [8] - 物流网络形成成本优势 密集配送路线降低运输成本 规模效应带来供应商议价权 [9] - AWS存在转换成本优势 企业客户依赖其IT服务 人工智能工具普及将强化此优势 [9] 盈利潜力 - 2021-2024年运营利润从249亿美元增至686亿美元 反映管理层提升运营效率的成效 [12] - 公司长期战略仍侧重内在价值增长 当前盈利水平尚未充分释放 [13]

As an investor, I aim to own the companies that play a role in as many aspects of our everyday lives as possible. Think of businesses that touchHi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 2009.Since July 2018, I have ran Kody's Dividends. This is a blog that is documenting my journey towards f ...

If you have $1,000 to put away as an investment today, the choices could be overwhelming. There are many great market-beating stocks out there. If you're looking for reliable, low-risk stocks that could deliver outstanding returns over time, I recommend Taiwan Semiconductor (TSM -1.89%) and Amazon (AMZN -0.31%). 1. Taiwan Semiconductor: Benefiting from AI developmentTaiwan Semiconductor, or TMSC, manufactures semiconductors, usually interchangeable with chips, for most of the big companies you know and love ...

“Progress always involves risk. You can’t steal second base and keep your foot on first.” – Frederick B. WilcoxThe world of option trading is a fast-paced and exciting one. It can also be extremely lucrative provided that traders understand the risks involved. Options contain inherent leverage that make them riskier than owning individual stocks and ETFs, but as traders, it’s our job to identify those risks and put the odds back in our favor.We are in the business of prudent speculation. We must manage risk ...

Amazon Web Services (AWS) is reportedly continuing to add data centers after opening a cluster of them in Mexico earlier this year.The company is building new facilities in Chile, New Zealand, Saudi Arabia and Taiwan, AWS CEO Matt Garman said, per a Friday (May 30) Bloomberg News report.As it works to increase its capacity to power artificial intelligence, AWS also aims to expand its stock of Nvidia’s latest semiconductor, the GB200, according to the report.“Demand is strong,” Garman said.PYMNTS reported in ...

公司研究 - 亚马逊与英伟达之间正在展开一场激烈的竞争 [1] 投资策略 - 专注于长期增长和股息增长投资 [2] - 关注美国和欧洲股市 寻找被低估的股票或高质量股息增长公司 [2] - 认为盈利能力比低估值更能安全驱动收益 [2] - 高度重视利润率 自由现金流的稳定性和增长 以及投资资本回报率 [2] - 在能力范围内研究股票 对高质量公司进行深入研究 [2]

股价表现与市场情绪 - 亚马逊股价在5月底维持在205美元水平 自4月以来累计上涨25% [1] - 华尔街分析师给出12个月平均目标价244 09美元 较当前价有18 66%上行空间 最高目标价达305美元 [7] - 技术指标显示相对强弱指数(RSI)呈上升趋势 MACD维持看涨信号 股价在近期高点下方形成整理形态 [10] 机构观点与投资逻辑 - Pershing Square基金新建仓亚马逊 强调其电商与云业务双引擎模式 AWS全球云市场份额超40% [2][4] - 当前仅20%的IT工作负载上云 未来可能提升至80% 为AWS提供长期增长空间 [3] - 机构认为年初AWS增速放缓担忧过度 24 5倍市盈率为历史低位 构成买入机会 [5][6] - Tigress金融给出305美元目标价 隐含近50%上涨潜力 UBS等多家机构近期重申买入评级 [7][8] 业务优势与增长动力 - AWS盈利能力显著高于零售业务 但零售端庞大客户群构成难以复制的结构性优势 [4] - 公司被视作长期AI投资标的 受益于云基础设施领先地位和创新能力 [9] - 技术面与基本面形成共振 机构共识认为上涨动能将持续 [11][12]