<p><strong>亚马逊</strong>(AMZN 7.28%) 的股价在周五上涨，最高涨幅达到 7.6%。截至东部时间上午 10:52，该股仍上涨 7.1%。</p>
<p>推动这家电子商务和云计算巨头股价上涨的催化剂是其业绩远超许多投资者预期的乐观结果。</p>
<h2>反弹正在加速</h2>
<p>首席执行官安迪·贾西近年来一直在努力控制亚马逊的开支，而这些努力的成果在公司公布第三季度业绩时显而易见。1589 亿美元的收入同比增长 11%，每股收益（EPS）为 1.43 美元，激增 52%。</p>
<p>作为对比，分析师的共识预期为收入 1573 亿美元和每股收益 1.16 美元，因此亚马逊盈利能力的跃升成为焦点。贾西的成本削减措施取得成效的进一步证据是公司的自由现金流达 477 亿美元，激增 123%。</p>
<p>还有其他乐观的指标。亚马逊的每个主要业务部门都显示出积极的结果。北美电子商务销售额为 955 亿美元，同比增长 9%；国际销售额为 359 亿美元，增长 12%。受生成性人工智能需求推动，亚马逊云服务（AWS）增长 19%，达到 275 亿美元。公司的数字广告也表现出色，增长 19%，达到 274 亿美元。</p>
<h2>未来展望</h2>
<p>亚马逊在过去几个季度的反弹可谓非同寻常。随着国家摆脱通货膨胀的最后残余，经济复苏逐渐加速，消费者和企业都愿意花费更多。这对亚马逊的在线零售、数字广告和云计算业务都是好消息。</p>
<p>然而，公司的生成性人工智能努力似乎产生了最大的影响。在讨论业绩的电话会议上，贾西详细谈到了亚马逊的努力。他表示（强调为我所加）：“在过去 18 个月中，AWS 发布的机器学习和生成性人工智能功能几乎是其他领先云服务提供商总和的两倍。” 他将这些能力归因于帮助重新点燃 AWS 的增长，而 AWS 在近年来停滞不前并失去了市场份额给竞争对手。</p>
<p>即使在反弹之后，亚马逊的股票价格仍低于明年销售额的 3 倍。考虑到公司获胜的多种方式，这对投资者来说是一个引人注目的机会。</p>

亚马逊

<p>亚马逊的股票在周五上涨了 7.6%，这得益于超出预期的第三季度业绩。收入达到 1439 亿美元，同比增长 11%，每股收益飙升 52% 至 0.43 美元，超出分析师预期。首席执行官安迪·贾西的成本削减措施使自由现金流增长了 123%，达到 147 亿美元。所有主要业务部门均实现增长，AWS 受益于生成性人工智能的需求。尽管股价上涨，亚马逊的股票仍然以低于明年销售额 3 倍的价格吸引投资，展现出强劲的投资机会</p>

<p>Shares of <strong>Amazon</strong>(AMZN 7.28%) climbed higher on Friday, adding as much as 7.6%. As of 10:52 a.m. ET, the stock was still up 7.1%.</p>
<div class="lb-trans"><p><strong>亚马逊</strong>(AMZN 7.28%) 的股价在周五上涨，最高涨幅达到 7.6%。截至东部时间上午 10:52，该股仍上涨 7.1%。</p>
</div><p>The catalyst that sent the e-commerce and cloud computing titan higher was bullish results that were far better than many investors expected.</p>
<div class="lb-trans"><p>推动这家电子商务和云计算巨头股价上涨的催化剂是其业绩远超许多投资者预期的乐观结果。</p>
</div><h2>The rebound is accelerating</h2>
<div class="lb-trans"><h2>反弹正在加速</h2>
</div><p>CEO Andy Jassy has been working to rein in expenses at Amazon in recent years, and the fruit of those labors was front and center when the company reported its third-quarter results. Revenue of $158.9 billion climbed 11% year over year, while earnings per share (EPS) of $1.43 surged 52%.</p>
<div class="lb-trans"><p>首席执行官安迪·贾西近年来一直在努力控制亚马逊的开支，而这些努力的成果在公司公布第三季度业绩时显而易见。1589 亿美元的收入同比增长 11%，每股收益（EPS）为 1.43 美元，激增 52%。</p>
</div><p>For context, analysts' consensus estimates were calling for revenue of $157.3 billion and EPS of $1.16, so it was Amazon's jump in profitability that stole the show. Further evidence that Jassy's cost-cutting efforts were taking hold was the company's free cash flow of $47.7 billion, which soared 123%.</p>
<div class="lb-trans"><p>作为对比，分析师的共识预期为收入 1573 亿美元和每股收益 1.16 美元，因此亚马逊盈利能力的跃升成为焦点。贾西的成本削减措施取得成效的进一步证据是公司的自由现金流达 477 亿美元，激增 123%。</p>
</div><p>There were other bullish indicators. Each of Amazon's major business segments displayed positive results. North American e-commerce sales of $95.5 billion climbed 9% year over year, while international sales of $35.9 billion jumped 12%. Amazon Web Services (AWS), fueled by demand for generative AI, jumped 19% to $27.5 billion. The company's digital advertising also shined, up 19% to $27.4 billion.</p>
<div class="lb-trans"><p>还有其他乐观的指标。亚马逊的每个主要业务部门都显示出积极的结果。北美电子商务销售额为 955 亿美元，同比增长 9%；国际销售额为 359 亿美元，增长 12%。受生成性人工智能需求推动，亚马逊云服务（AWS）增长 19%，达到 275 亿美元。公司的数字广告也表现出色，增长 19%，达到 274 亿美元。</p>
</div><h2>What the future holds</h2>
<div class="lb-trans"><h2>未来展望</h2>
</div><p>Amazon's rebound over the past few quarters has been nothing short of extraordinary. As the country shakes off the last remnants of inflation and the economic recovery gains ground, consumers and businesses alike are willing to spend more. This is good news for Amazon's online retail, digital advertising, and cloud computing businesses.</p>
<div class="lb-trans"><p>亚马逊在过去几个季度的反弹可谓非同寻常。随着国家摆脱通货膨胀的最后残余，经济复苏逐渐加速，消费者和企业都愿意花费更多。这对亚马逊的在线零售、数字广告和云计算业务都是好消息。</p>
</div><p>However, it's the company's efforts in generative AI that seem to be having the biggest impact. During the conference call to discuss the results, Jassy talked extensively about Amazon's efforts. He said (emphasis mine), &#34;In the last 18 months, AWS has released nearly twice as many machine learning and gen AI features as the other leading cloud providers <em>combined</em>.&#34; He attributes these capabilities with helping to reignite growth at AWS, which had stagnated and ceded share to rivals in recent years.</p>
<div class="lb-trans"><p>然而，公司的生成性人工智能努力似乎产生了最大的影响。在讨论业绩的电话会议上，贾西详细谈到了亚马逊的努力。他表示（强调为我所加）：“在过去 18 个月中，AWS 发布的机器学习和生成性人工智能功能几乎是其他领先云服务提供商总和的两倍。” 他将这些能力归因于帮助重新点燃 AWS 的增长，而 AWS 在近年来停滞不前并失去了市场份额给竞争对手。</p>
</div><p>Even after the rally, Amazon stock is selling for less than 3 times next year's sales. Considering the many ways the company has to win, that represents a compelling opportunity for investors.</p>
<div class="lb-trans"><p>即使在反弹之后，亚马逊的股票价格仍低于明年销售额的 3 倍。考虑到公司获胜的多种方式，这对投资者来说是一个引人注目的机会。</p>
</div>

Why Amazon Stock Rallied Friday Morning

- 亚马逊股价周五上涨，最高涨幅达 7.6%。
- 第三季度财报显示，营收达  1430 亿美元，同比增长 11%，每股收益 0.43 美元，增长 52%。
- CEO 安迪·贾西的成本控制措施显著提升了公司的盈利能力和自由现金流。

为什么亚马逊股票在周五早上上涨