Amazon.com Inc NASDAQ: AMZN closed out last week just under the $190 mark, following a much-anticipated earnings report that, while beating expectations on both revenue and EPS, came with cautious guidance that initially held shares back from breaking higher. Still, the stock’s price action into the weekend told a different story. After a brief dip on Friday morning, Amazon rebounded and ended the session strong, finishing near the day’s high. That kind of reversal is often a sign that buyers are stepping i ...

Bringing nearly 20 years of global experience at Amazon, Nader Kabbani is joining the executive leadership team to help the company further innovate on the delivery of affordable, seamless personalized care in the U.S. and globally.Hims & Hers Health on Monday announced Nader Kabbani, a former Amazon executive who helped establish many of its health-care offerings, will join the telehealth company as its chief operations officer.Kabbani spent nearly 20 years at Amazon, where he oversaw the launch of Amazon ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

报告公司投资评级 未提及相关内容 报告的核心观点 - 2025Q1亚马逊营收、运营利润和净利润均实现同比增长且超预测上限，AWS需求旺盛，AI业务发展态势良好，虽面临供应链和关税等问题，但随着时间推进供应链问题将改善，公司也有应对关税策略 [3][4] - 公司预计25Q2营收和运营利润有一定增长区间，不过股权激励、Kuiper发射费用会部分拖累运营利润 [4] 根据相关目录分别进行总结 亚马逊2025Q1业绩情况 总体经营情况 - 25Q1营收1556.67亿美元，同比+9%（排除汇率+10%），超预测上限，北美、国际、AWS收入占比分别为60%、21%、19%；运营利润184亿美元，同比+20%，超预测上限；净利润171亿美元，同比+64% [3][8][9] - 25Q1资本支出243亿美元，主要用于支持技术基础设施需求，与AWS相关，还投资履约和运输网络以支持未来增长 [4][13] 营收划分 - 零售业务：北美地区收入928.87亿美元，同比+8%，运营利润58亿美元，同比+17%（排除汇率+18%）；国际地区收入335.13亿美元，同比+5%，运营利润10亿美元，同比+11%；Aamazon Ads业务收入139亿美元，同比增长19% [14][16][17] - AWS：收入292.67亿美元，同比+17%，运营利润115亿美元，同比+23%；AI业务年度营收运行率达数十亿美元，年同比三位数增长，未来将增加大量Trainium2和下一代NVIDIA实例 [18] - 关税影响：难以判断关税走向，公司思考如何为客户提供广泛商品选择和低价；若关税提高，部分卖家或转嫁成本，但公司有机会让部分卖家拿下份额且不转嫁全部关税；过去6 - 7年公司分散了生产地点 [19][22] 业绩指引 - 预计25Q2营收1590 - 1640亿美元，同比+7%~11%，汇率有10个基点不利影响；预计运营利润130 - 175亿美元，同比 - 11%~+19%，股权激励、Kuiper发射费用会拖累 [4][20] 问答环节 - 关于25Q2 AI工作负载供需失衡：公司增加P5和Trainium2实例，AI业务年度运行率达数十亿美元且同比三位数增长，未来几个月继续增加实例，随着25年推进供应链和容量问题将改善 [21] - 关于全球贸易环境和关税影响：难以判断关税，公司思考为客户提供广泛商品和低价；若关税提高部分卖家或转嫁成本，但公司有机会让部分卖家拿下份额且不转嫁全部关税；过去6 - 7年分散生产地点；25Q2股权激励支出增加，有额外Kuiper发射成本 [22] - 关于AWS收入波动：因客户业务波动传导所致，AWS年收入运行率1170亿美元上年同比增17%，若容量增加收入会更高，预计未来几个月容量缓解 [23] - 关于AWS利润率和Alexa：AWS利润率高归因于业务增长和技术投资，未来基础设施投资将产生影响；Alexa+已推出超10万用户使用，未来几个月更多用户加入，功能将增加，需用户调整使用习惯 [24][26][28] - 关于零售业务：关注确保出色Prime Day，要考虑库存运输到履约节点的量；25Q2股权激励支出增加，有新增Kuiper费用 [29][30] - 关于AWS积压订单和核心工作负载迁移：25Q1积压订单1890亿美元，同比增长约20%，加权平均剩余年限4.1年；企业意识到要同时推进人工智能和基础设施迁移到云端，相关计划开始加速 [31]

U.S. stocks settled higher on Friday following the release of jobs data, with the S&P 500 recording gains for the ninth consecutive day to notch its longest winning streak since Nov. 2004.All three major averages recorded gains for the second week, with the S&P 500 adding 2.9% and the Dow gaining 3% on the week. The Nasdaq, meanwhile, closed higher by 3.4% for the week.Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track ...

A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding the industry, and strive to provide readers with ample research and investment opportunities.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN either through stock ownership, options, or other derivatives. I wrote this ...

亚马逊一季度业绩表现 - 一季度营收增长9%至1557亿美元 超出市场预期的1551亿美元 [2] - 营业利润增长20.2%至184亿美元 每股收益从0.98美元跃升至1.59美元 高于预期的1.37美元 [2] - 二季度营收指引为1590-1640亿美元 同比增长7%-11% 符合市场预期 [2] 零售业务现状 - 面临关税威胁和经济疲软压力 但公司强调200万卖家基础和低价必需品销售提供灵活性 [3] - 杂货等低价必需品占销售重要部分 相比其他零售商更具抗风险能力 [3] 云计算业务发展 - AWS营收增长17%至293亿美元 营业利润从94亿美元增至115亿美元 [4] - 全球IT支出仅15%在云端 预计未来10-20年该比例将反转 [4] - 在"云服务三巨头"中营收领先 但增速落后于微软Azure(33%)和谷歌云(28%) [6][10] 市场竞争格局 - 微软智能云部门营收达268亿美元 Azure整合企业软件优势明显 [7] - 谷歌云营收123亿美元 数据分析能力突出 [6][7] - 微软整体营收增速13% 高于亚马逊的9% [10] AI领域布局 - 在AI战略上落后于微软(2019年投资OpenAI)和谷歌(自主开发AI模型) [11] - 已投资AI初创公司Anthropic 但产品丰富度不及竞争对手 [11] 公司整体竞争力 - 电商业务进入成熟期 云计算市场份额被蚕食 [12] - 与同属"美股七巨头"的微软和谷歌相比 谷歌估值更具吸引力 [12]

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Amazon (NASDAQ: AMZN ) is a $2 trillion company, one of the largest companies in the world, and a modern day tech conglomerate. The company has gone from ...

文章核心观点 公司持续在纽约曼哈顿扩张地产版图 分组1：公司过往地产交易 - 公司在10 Bryant Park签署33万平方英尺的租约 [1] - 公司以10亿美元收购前Lord & Taylor大楼 [1] - 公司在其他三栋大楼签订大量租约 [1] 分组2：公司最新地产交易 - 公司于周五完成从Aby Rosen的RFR Realty收购522 Fifth Ave [1][2] - 此次收购为公司在纽约增加60万平方英尺的面积 [2]

文章核心观点 - 亚马逊市值达2万亿美元，虽很多投资者认为买入已晚，但公司最大增长机会仍在前方，新投资者仍有时间参与 [1] 亚马逊业务情况 - 多数人认为亚马逊是电商企业，按营收算它是全球第二大零售商，但亚马逊网络服务（AWS）业务比电商业务更令人兴奋 [2] - AWS是全球最大的云基础设施提供商，全球市场份额约30% [4] - 2020年AWS约占亚马逊总收入的10%，如今占比超15% [5] - 近年来AWS贡献了亚马逊超一半的总营业利润，虽销售额占比小，但对盈利能力至关重要 [7] - AWS凭借30%的全球市场份额能为客户提供更多基础设施，规模和品牌知名度带来的运营效率连其他大型科技竞争对手都无法比拟 [8] 亚马逊股票情况 - 亚马逊股票市盈率达34倍，相比市场较高，但随着AI革命持续多年以及AWS对亚马逊愈发重要，耐心的投资者仍可认为其股价不算太贵 [9]