Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now. One stock to keep an eye on is Lear (LEA) . LEA is currently sporting a Zacks Rank #2 (Buy) and an A for Value. The stock holds a P/E ratio of 7.87, while its industry has an average P/E of 18.92. Over t ...

文章核心观点 - 尽管面临竞争加剧、资本支出回报不确定以及市场波动等担忧，但亚马逊在未来十年仍有潜力跑赢大盘，其关键在于公司有能力通过提升运营效率来改善利润率，从而推动利润增长和长期回报 [1][2] 公司财务表现 - 公司最新财年营收超过7000亿美元，但利润率在“七巨头”中处于较低水平 [3] - 在“七巨头”中，仅资本密集型的特斯拉在最近报告期的营业利润率和净利润率低于亚马逊 [5] - 公司核心电子商务业务依赖昂贵的基础设施以实现快速配送，利润率极低 [6][7] - 公司的云计算部门利润率较高，但同样需要在数据中心进行大量投资以维持运营 [6] 业务运营与效率提升 - 公司正日益依赖工业机器人，以削减仓库运营成本并提高效率 [7] - 这一举措有望随着履约能力的持续提升，进一步增加电子商务销售额 [7] - 公司在线购物业务贡献了大部分营收，但利润率微薄 [7] 行业竞争与商业模式对比 - 部分“七巨头”同行，如Alphabet和Meta Platforms，主要收入来自数字广告；而英伟达和苹果则受益于强大的定价权 [5] - 亚马逊的云计算业务面临竞争加剧的担忧，可能失去其领先地位 [1]

For those who appreciate a crude sense of humor, the underrated 2004 romantic comedy Along Came Polly hits the mark. Ben Stiller plays the lead role of Reuben, a highly risk-averse actuary who is charged with determining whether an adventurous, devil-may-care CEO is insurable. Hank Azaria makes a memorable appearance in the film as Claude, the local St. Bart's scuba diving instructor with a heavy French accent. As Reuben and his new bride begin their honeymoon in the sun, au naturel Azaria casually strolls ...

CHANDLER, Ariz. and YUYAO CITY, China, April 13, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP), a broadline supplier of semiconductors committed to making innovative design easier through total system solutions, and Sunny Smartlead (subsidiary of Sunny Optical Technology Group), a global automotive camera module supplier, today announces a strategic collaboration to expand the Automotive SerDes Alliance Motion Link (ASA‑ML) ecosystem. As part of this collaboration, Sunny Smartlead is introduc ...

27 March 2026 | 7:13PM HKT Portfolio Strategy Research ASIA STRATEGY BASKETS Bruce Kirk, CFA +81(3)4587-9950 | bruce.kirk@gs.com Goldman Sachs Japan Co., Ltd. John Kwon +65-6654-6337 | jongmin.kwon@gs.com Goldman Sachs (Singapore) Pte Amorita Goel, CFA +65-6654-5445 | amorita.goel@gs.com Goldman Sachs (Singapore) Pte Trade Ideas for Higher‑for‑Longer Energy Prices Our strategy baskets provide investors with a unique investment platform to generate ideas and track Asian equities through macro slices, geograp ...

March 30, 2026 09:21 AM GMT Luxury Goods | Europe Back from China: key takeaways We spent last week in Greater China, meeting with corporates and industry contacts in the luxury and sporting goods space. In total we spent 3 days in Shanghai and 2 days in Hong Kong. Below, we lay out our key takeaways from our trip. Key Takeaways Bottom line: While Chinese spending on luxury goods continues to improve sequentially, the recovery remains modest, with industry contacts pointing to only low- to mid-single-digit ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 ab 30 March 2026 Global Research Lithium How many EVs does it take to solve an energy crisis? History repeating itself? Notwithstanding near-term macro and demand shocks that are difficult to quantify, we argue that the current energy crisis could deliver a materially stronger EV demand impulse than we initially expected heading into 2026. History offers a useful parallel. Supply-driven energy shocks have a track record of forcing lasting changes in government policy, consumer b ...

更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 Morqan Stanley | RESEARCH April 6, 2026 10:00 PM GMT Global Economic Briefing │Europe Global Growth Exposure to Middle East Trade Disruption We consider volume and price risks to economic activity from the energy supply shock. We trace MENA and energy trade exposure across supply chains. Asia and Europe are most exposed. The impact is modest after one quarter, but risks rise non-linearly the longer the disruption continues. Key Takeaways morgan Stanley & co. International plc (d ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 April 6, 2026 10:00 PM GMT Global Economic Briefing | Europe Global Growth Exposure to Middle East Trade Disruption We consider volume and price risks to economic activity from the energy supply shock. We trace MENA and energy trade exposure across supply chains. Asia and Europe are most exposed. The impact is modest after one quarter, but risks rise non-linearly the longer the disruption continues. 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加 ...

生成式人工智能(Gen-AI)带来的变革与影响 - 生成式人工智能(如ChatGPT, Claude)等技术正以前所未有的速度推动变革 这种变化比以往任何时候都更快[1] - 生成式人工智能是人工智能的一个分支 其核心功能是创造内容 而非仅仅分析数据[3] 行业投资与采用情况 - 投资者正重金押注人工智能的未来 美国私人与风险投资总额达到1090亿美元 去年同类投资者又投入了1940亿美元[8] - 美国在生成式人工智能的采用上领先全球 2025年下半年 美国28.3%的劳动年龄人口(约十分之三的工人)使用了生成式人工智能 远高于同期全球16.3%的平均使用率[9] 对就业市场的冲击 - 人工智能正以前所未有的速度取代部分工作岗位 导致员工对工作场所即将发生的变化感到焦虑和缺乏可预测性[3] - 人工智能直接导致就业岗位流失 2025年生成式人工智能直接导致54000人被解雇 其目的是让人工智能处理数据收集等重复性工作[4] - 约30%的工人担心随着人工智能代理的接管而失业[4] 历史视角与未来展望 - 变革总是伴随着压力 历史上的工业革命也曾导致失业 但最终创造了新的就业机会并带来了繁荣[2] - 尽管当前人工智能引发的失业令人担忧 但现实是生成式人工智能将长期存在 并且有充分的理由停止过度忧虑[5]