10/24/2024, 02:48 PM UTC
亚马逊：警惕一个关键数字Amazon: Watch Out For A Single Number
1、亚马逊的广告业务对股价表现越来越重要；2、亚马逊打破了谷歌和Meta的数字广告双头垄断；3、公司正在大量投资AI芯片和广告商的AI工具；4、亚马逊通过AI和机器人技术扩大利润空间处于有利位置；5、与同行相比，该股票价格合理。1. Amazon's advertising segment is becoming increasingly important for stock performance; 2. Amazon has broken the digital advertising duopoly of Google and Meta; 3. The company is investing heavily in AI chips and AI tools for advertisers; 4. Amazon is well-positioned to expand margins through AI and robotics; 5. The stock is reasonably priced compared to peers.
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