文章核心观点 - 近期股市暴跌，几只领先的人工智能股票价格下跌，尽管市场因关税和贸易战可能保持波动，但现在是开始建仓市场领先企业的好时机，推荐五只本月值得购买的廉价领先人工智能股票 [1] 英伟达（Nvidia） - 英伟达是人工智能芯片市场领导者，其图形处理单元（GPU）是处理人工智能工作负载的主要组件，过去两年销售额均实现翻倍增长，凭借CUDA软件平台在GPU领域占据超80%市场份额 [2] - 只要人工智能基础设施建设持续，英伟达有望成为最大受益者之一，预计到2028年数据中心资本支出将达1万亿美元 [3] - 市场抛售使英伟达股价跌至低位，基于今年分析师估计，其远期市盈率为21.5倍，市盈率相对盈利增长比率（PEG）为0.4，PEG低于1的股票被视为低估 [4] 博通（Broadcom） - 英伟达是现货GPU领导者，博通则成为帮助客户开发定制人工智能芯片的领导者，定制芯片前期成本高、设计耗时，但性能更好、功耗更低 [5] - 博通在首个客户Alphabet取得成功后，获得更多人工智能芯片客户，预计2026财年其三个最成熟客户的潜在市场机会在600亿至900亿美元之间，近期还新增了包括苹果在内的客户，开发项目不太可能受关税影响 [6] - 博通股价便宜，远期市盈率略超23倍，公司启动了100亿美元的股票回购计划以利用低价 [7] 亚马逊（Amazon） - 亚马逊是电子商务领导者，但其盈利能力最强的业务是云计算，通过亚马逊网络服务（AWS）开创了基础设施即服务模式，至今仍是市场份额领导者 [8] - AWS因客户构建人工智能模型和应用程序并在其平台上运行人工智能工作负载而快速增长，但受容量限制，亚马逊今年将在数据中心资本支出上投入1000亿美元，还通过子公司Annapurna开发了自己的定制人工智能芯片以获得成本优势 [9] - 亚马逊股价处于历史最低估值之一，按今年分析师估计的市盈率为27.5倍，现在是买入这一云计算和电子商务领导者股票的好时机 [10] Meta Platforms - Meta Platforms通过开发Llama人工智能模型拥抱人工智能，该模型提高了社交媒体平台的用户参与度和广告商的营销效果，上季度平均广告价格上涨14%，广告展示次数增加6%，收入增长21%，公司还希望将Llama打造成具有多模态和自主能力的领先人工智能助手 [12] - 除人工智能外，Meta正在构建新的社交媒体平台Threads，月活跃用户持续增长，去年底达到3.2亿用户，后期将实现平台货币化，有望成为强劲的增长驱动力，其股票远期市盈率仅为20.5倍 [13] Salesforce - Salesforce是客户关系管理（CRM）软件领导者，正寻求成为自主人工智能的领导者，自主人工智能是人工智能的下一次进化，人工智能代理可在几乎无需人工监督的情况下执行任务 [14] - 该软件即服务（SaaS）公司通过Agentforce平台进入市场，提供即用型解决方案，客户可使用平台内置的无代码和低代码工具定制人工智能代理，还与合作伙伴推出了人工智能代理市场，以扩展用例，Agentforce是按使用量计费的产品，每次交互收费2美元，为公司带来巨大市场机会 [15] - Salesforce股票远期市销率为5.7倍，远期市盈率低于22倍，鉴于其面前的机会，该股票很划算 [16]

In this article, I want to focus on Amazon (NASDAQ: AMZN ) and explain why I bought more of it and will continue doing so. Although some may call it a no-brainer orI focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much safer driver of gains than low valuation. As a result ...

文章核心观点 - 周五市场抛售使亚马逊股价跌至24个月均线，当前有多层技术支撑，是逢低买入的好时机 [2][4] 分组1：亚马逊股价情况 - 周五市场抛售使亚马逊股价跌至24个月或两年移动平均线 [2] - 股价落在175美元区域附近，该区域是2020 - 2021年多个高点所在位置 [3] - 周五低点166美元与2024年4月低点重合，且接近4月标准到期期权的最后主要看跌未平仓合约行权价位置 [3] 分组2：投资建议 - 拥有10年投资银行从业经验的资深研究分析师认为现在是逢低买入亚马逊股票的好时机 [4] - 因本月晚些时候财报可能带来的潜在波动，时间止损较紧 [4] - 推荐的看涨期权杠杆比率为6.0，标的股票上涨18.8%时期权价值将翻倍 [4] 分组3：服务信息 - Schaeffer's Weekend Trader期权推荐服务的订阅者在周日晚上收到了关于亚马逊的评论和详细期权交易建议 [1]

The stock market sold off rapidly over the past few weeks, leading many to label this a stock market crash brought on by President Donald Trump's tariff announcements. Stocks moved down sharply this week as reciprocal tariffs went into effect; they recovered quickly as Trump announced tariff relief on every country except China, but continued to mark additional losses on Thursday.We are a long way from seeing how this all shakes out, but the prevailing notion in the markets is that tariffs will still have a ...

Amazon’s third-party sellers are likely to try to pass the cost of tariffs on to consumers, Amazon CEO Andy Jassy said Thursday (April 10).Interviewed on CNBC, which shared the video on its website, Jassy said sellers may not have the margin to absorb the tariffs themselves.“So, I think they’ll try and pass the cost on,” Jassy said.Asked about reports that Amazon has cut back on its purchases from China, Jassy said the company is doing everything it can to keep prices as low as possible for its customers.“W ...

Amazon is stepping in to help weather the tariff storm — only for some vendors. Amazon will pay higher prices to its vendors on a "case-by-case basis" to "share the tariff impact," according to an internal document obtained by Business Insider.That means Amazon will pay some of its wholesale vendors more than the previously agreed-upon prices for their products. By doing so, vendors can offset the increased cost of sourcing their products from countries hit by tariffs. The change reflects the urgency Amaz ...

A lot of it could have to do with the general sell-off in the Mag7, which have all been hitThe Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global markets for the past decade. ...

Amazon CEO Andy Jassy thinks companies should invest “aggressively” in AI now to reap the full financial rewards in the future.In his annual letter to Amazon shareholders published Thursday, Jassy said “substantial capital” is required to keep up with the pace of AI innovation and customer demand for AI products. He added that Amazon, too, needs to spend this money now if it hopes to see strong returns on its investment years down the line. Jassy’s comments come after Amazon announced plans during its four ...

Chinese sellers on Amazon's marketplace are weighing whether to hike prices in the U.S. or leave the market entirely due to President Donald Trump's tariffs on China.  The head of the Shenzhen Cross Border E-commerce Association, Wang Xin, told Reuters that it will be "very hard for anyone to survive in the U.S. market," calling Trump's tariff plan an "unprecedented blow."The Shenzhen Cross Border E-commerce Association represents 3,000 Amazon sellers.  TRUMP'S TARIFFS: WHAT TARIFFS HAVE BEEN IMPOSED ON MAJ ...

AI is going to get a lot cheaper, especially as the price of chips comes down, Amazon CEO Andy Jassy said Thursday in his annual shareholder letter. Jassy pointed to chips as "the biggest culprit" behind the cost of AI. "Most AI to date has been built on one chip provider," Jassy wrote in an apparent reference to Nvidia.But inference, or what AI models produce, will become more efficient in the next couple of years, Jassy wrote. Chips will also offer progressively better performance for price over time, he ...