<p><strong>亚马逊</strong>(AMZN 6.19%) 刚刚以另一份强劲的财报给华尔街留下了深刻印象。</p>
<p>这家电子商务和云计算巨头在其第三季度财报中交出了稳健的增长和扩大的利润率。该季度的收入增长了 11%，达到 158.9 亿美元，显示出公司在电子商务领域继续获得市场份额。亚马逊云服务（AWS）的收入增长在经历了早期对经济谨慎的低迷后，继续加速。</p>
<p>在这一消息发布后，周五股价上涨了 6%，华尔街也随之发布了一系列的目标价上调，显示分析师们预计该股在未来一年将继续上涨。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTYyNDMvYW1hem9uLWZ1bGZpbGxtZW50LWNlbnRlci5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTYyNDMvYW1hem9uLWZ1bGZpbGxtZW50LWNlbnRlci5qcGcmdz03MDA"/></p>
<p>图片来源：亚马逊。</p>
<h2>亚马逊会涨到 270 美元吗？</h2>
<p><strong>Truist</strong> 刚刚将亚马逊的目标价上调至 270 美元，意味着该股有超过 35% 的上涨空间，并维持对亚马逊的买入评级。</p>
<p>据报道，Truist 指出亚马逊国际业务的强劲表现以及北美和 AWS 的利润率扩张。</p>
<p>确实，在其国际业务中，这个长期以来一直亏损的部门刚刚将 9500 万美元的亏损转变为 13 亿美元的利润，而其整体营业收入从 112 亿美元跃升至 174 亿美元，因为其高利润率的业务继续扩大。</p>
<h2>亚马逊值得买入吗？</h2>
<p>亚马逊还在加大对 AWS 的资本支出，以准备应对来自人工智能的需求增长，公司表示今年将在资本支出上花费 750 亿美元，明年将超过这个数字，超出两年的净收入。</p>
<p>然而，该公司是云基础设施的领导者，需要投资以维持这一地位，尤其是随着对人工智能的需求增长。</p>
<p>亚马逊建立了强大的竞争优势网络，其利润因高利润率业务的韧性而增长，这意味着它是为数不多能够承担这种投资水平的公司之一。</p>
<p>对于长期投资者来说，亚马逊仍然看起来值得买入，尽管在明年达到 270 美元可能有些困难。</p>

亚马逊

<p>亚马逊最近的财报显示收入增长了 11%，电子商务和 AWS（亚马逊网络服务）均实现了强劲增长。财报发布后，股价上涨了 6%，分析师们纷纷上调了目标价，其中 Truist 设定的目标价暗示超过 35% 的上涨空间。亚马逊的国际业务实现了盈利，公司计划进行大量资本支出以支持人工智能需求。分析师们维持买入评级，认为尽管在实现未来目标价方面可能面临挑战，亚马逊仍然是一个强劲的投资选择</p>

<p><strong>Amazon</strong>(AMZN 6.19%) just impressed Wall Street with another strong earnings report.</p>
<div class="lb-trans"><p><strong>亚马逊</strong>(AMZN 6.19%) 刚刚以另一份强劲的财报给华尔街留下了深刻印象。</p>
</div><p>The e-commerce and cloud computing giant delivered solid growth and expanding margins in its third-quarter earnings report. Revenue in the quarter rose 11% to $158.9 million, showing the company continues to gain market share in e-commerce. Revenue growth in Amazon Web Services, its cloud computing business, continued to reaccelerate following a lull earlier amid cautiousness about the economy.</p>
<div class="lb-trans"><p>这家电子商务和云计算巨头在其第三季度财报中交出了稳健的增长和扩大的利润率。该季度的收入增长了 11%，达到 158.9 亿美元，显示出公司在电子商务领域继续获得市场份额。亚马逊云服务（AWS）的收入增长在经历了早期对经济谨慎的低迷后，继续加速。</p>
</div><p>The stock rose 6% on Friday on the news, and Wall Street greeted it with a raft of price target hikes, showing analysts expect the stock to continue to march higher over the next year.</p>
<div class="lb-trans"><p>在这一消息发布后，周五股价上涨了 6%，华尔街也随之发布了一系列的目标价上调，显示分析师们预计该股在未来一年将继续上涨。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTYyNDMvYW1hem9uLWZ1bGZpbGxtZW50LWNlbnRlci5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F796243%2Famazon-fulfillment-center.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Amazon.</p>
<div class="lb-trans"><p>图片来源：亚马逊。</p>
</div><h2>Is Amazon going to $270?</h2>
<div class="lb-trans"><h2>亚马逊会涨到 270 美元吗？</h2>
</div><p><strong>Truist</strong> just upped its price target on Amazon to $270, implying more than 35% upside in the stock, and it maintained a buy rating on Amazon.</p>
<div class="lb-trans"><p><strong>Truist</strong> 刚刚将亚马逊的目标价上调至 270 美元，意味着该股有超过 35% 的上涨空间，并维持对亚马逊的买入评级。</p>
</div><p>According to reports, Truist called out strength in Amazon's international segment and expanding margins in North America and AWS.</p>
<div class="lb-trans"><p>据报道，Truist 指出亚马逊国际业务的强劲表现以及北美和 AWS 的利润率扩张。</p>
</div><p>Indeed, in its international segment, which had long been a money loser for the company, it just flipped a $95 million loss to a $1.3 billion profit, and its overall operating income jumped from $11.2 billion to $17.4 billion as its higher-margin businesses continue to scale up.</p>
<div class="lb-trans"><p>确实，在其国际业务中，这个长期以来一直亏损的部门刚刚将 9500 万美元的亏损转变为 13 亿美元的利润，而其整体营业收入从 112 亿美元跃升至 174 亿美元，因为其高利润率的业务继续扩大。</p>
</div><h2>Is Amazon a buy?</h2>
<div class="lb-trans"><h2>亚马逊值得买入吗？</h2>
</div><p>Amazon is also ramping up spending on capital expenditures on AWS to prepare for increased demand from AI, and the company said it would spend $75 billion on capex this year, and more than that next year, exceeding its net income for both years.</p>
<div class="lb-trans"><p>亚马逊还在加大对 AWS 的资本支出，以准备应对来自人工智能的需求增长，公司表示今年将在资本支出上花费 750 亿美元，明年将超过这个数字，超出两年的净收入。</p>
</div><p>However, the company is the leader in cloud infrastructure and needs to invest to maintain that position, especially as demand for AI is growing.</p>
<div class="lb-trans"><p>然而，该公司是云基础设施的领导者，需要投资以维持这一地位，尤其是随着对人工智能的需求增长。</p>
</div><p>Amazon has built a strong network of competitive advantages, and its profits are growing because of the resilience of its higher-margin businesses, meaning it's one of the few companies that can afford this level of investment.</p>
<div class="lb-trans"><p>亚马逊建立了强大的竞争优势网络，其利润因高利润率业务的韧性而增长，这意味着它是为数不多能够承担这种投资水平的公司之一。</p>
</div><p>For long-term investors, Amazon still looks like a buy, though getting to $270 in the next year might be a stretch.</p>
<div class="lb-trans"><p>对于长期投资者来说，亚马逊仍然看起来值得买入，尽管在明年达到 270 美元可能有些困难。</p>
</div>

1 Wall Street Analyst Thinks Amazon Stock Is Going to $270. Is It a Buy?

- 亚马逊第三季度营收增长 11%，达 1430 亿美元，显示市场份额持续扩大。  
- 云计算业务 AWS 收入增长加速，国际业务实现 3.3 亿美元盈利。  
- Truist 将亚马逊目标价上调至 175 美元，预计未来一年股价将上涨 35%。

一位华尔街分析师认为亚马逊的股票将涨到 270 美元。现在是买入的好时机吗？