<p>对于科技公司的财报来说，这一周可谓波澜壮阔。随着 <strong>Apple</strong> (NASDAQ:AAPL) 和 <strong>Amazon</strong> (NASDAQ:AMZN) 在最新一轮季度财报后朝着相反的方向发展，投资者可能会想知道在年末收官之际，哪家 “七大奇迹” 公司状况最佳。确实，七大奇迹在这一年中依然表现出色。然而，展望新的一年以及可能出现的 “失落的十年” 股市，我相信一些七大奇迹的公司将继续辉煌，而其他公司则可能失去光彩。</p>
<p>在这两位科技巨头的故事中，我们将更仔细地审视 AAPL 和 AMZN，以确定哪一家公司对于希望在圣诞反弹中投入新资金的投资者来说更具时效性。虽然只有时间能证明今年圣诞节是否会给投资者带来反弹，但我确实认为这两家人工智能科技巨头在财报后看起来颇具吸引力。</p>
<h2><strong>本文的关键点</strong></h2>
<ul>
<li>AAPL 和 AMZN 的股票在周四财报后朝着相反的方向波动。</li>
<li>两家七大奇迹巨头都有强大的人工智能计划，但在此时此刻，亚马逊的计划看起来更令人兴奋。</li>
<li>如果你在寻找一些潜力巨大的股票，确保获取我们全新的《下一个 NVIDIA》报告的免费副本。该报告介绍了一只我们相信有 10 倍潜力的软件股票。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/02/GettyImages-1660496234.jpg?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://247wallst.com/wp-content/uploads/2024/02/GettyImages-1660496234.jpg"/></p>
<h2><strong>Apple</strong></h2>
<p>让我们从财报后表现不佳的 Apple 开始，该公司的股票在万圣节周四的交易中经历了近 2% 的下跌，前一天的交易也下跌了 1.8%。第四季度的数字并不糟糕。销售额 modest 增长了 6%，而 iPhone 16 的早期收入略高于预期，达到了 462.2 亿美元，而华尔街预期为 454.7 亿美元。</p>
<p>简而言之，iPhone 的需求相对稳健，但至少在我看来，并没有任何超级周期的迹象。考虑到股票在财报前已经上涨，如果 iPhone 需求没有真正的上行惊喜，失望是不可避免的。</p>
<p>随着 Apple Intelligence 在本周早些时候的推出，我们可能会看到 iPhone 的需求在假期前有所回升。当然，到目前为止，我们只接触到了有限数量的 Apple Intelligence 功能。而 “主要吸引力”（ChatGPT 集成和更智能的 Siri）尚未到来。</p>
<p>一旦 Apple Intelligence 的最佳功能推出，看看设备需求的反应将会很有趣。无论如何，我认为 AAPL 股票在财报后的疲软中，约 220 美元每股是一个很好的价值。这个季度并不糟糕。在我看来，投资者只是变得不耐烦，这可能导致他们错过真正的 “火花”，这可能在新的一年推动设备超级周期。</p>
<p>以大约 31 倍的未来市盈率 (P/E) 来看，AAPL 并不便宜。但考虑到其对人工智能的深思熟虑和个性化的处理方式，它真的值得这么便宜吗？我认为不值得。</p>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/02/imageForEntry18-jTx.jpg?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://247wallst.com/wp-content/uploads/2022/02/imageForEntry18-jTx.jpg"/></p>
<h2><strong>Amazon</strong></h2>
<p>亚马逊在万圣节晚上抢尽风头，报告了出色的第三季度，导致其盘后交易上涨了 6%。这家电子商务、云计算和人工智能巨头不仅在盈利上超出预期，还报告了云业务的强劲增长。此外，它似乎在人工智能基础设施方面加速推进，这可能帮助它在人工智能竞赛中领先。</p>
<p>确实，许多投资者可能会低估亚马逊的人工智能能力，尤其是与其在七大奇迹中的聪明竞争对手相比。然而，展望 2025 年，我确实认为该公司正在为成功铺路，计划通过新的人工智能产品实现盈利，同时推进其人工智能建设。随着云业务全面开花，生成式人工智能服务业务也获得更多动力，股票在强劲业绩后大幅上涨也就不足为奇了。</p>
<p>以超过 32 倍的未来市盈率来看，AMZN 对于自身来说似乎太便宜了。虽然远非深度价值投资，但我认为亚马逊是一家强劲的成长公司，准备迎接下一轮上涨。尽管经历了爆炸性的两年反弹，AMZN 股票仍在 2021 年最后一次见到的峰值下方 5%。</p>
<p>在此时此刻，我倾向于认为亚马逊在财报后比苹果更值得购买。当然，AMZN 股票今天的价格比其季度财报前要高。但它之所以更贵是有原因的。随着它在新的一年展示其人工智能实力，我确实认为该股票可能会冲击每股 200 美元。</p>
<h2><strong>寻找合格的财务顾问（赞助商）</strong></h2>
<p>寻找合格的财务顾问并不一定很难。SmartAsset 的免费工具可以在 5 分钟内将您与您所在地区的最多 3 位受托财务顾问匹配。每位顾问都经过 SmartAsset 的审查，并遵循受托标准，以维护您的最佳利益。如果您准备与能够帮助您实现财务目标的本地顾问匹配，请立即开始。</p>
<p>本文标题为 AAPL vs. AMZN：进入 2025 年更好的人工智能股票，首发于 24/7 Wall St..</p>

苹果

<p>苹果（AAPL）和亚马逊（AMZN）公布了截然不同的季度财报，导致投资者重新评估他们在科技行业的投资。尽管 AAPL 的销售增长温和，其股价在财报发布后下跌近 2%；而 AMZN 在强劲表现的推动下，尤其是在人工智能和云服务方面，股价上涨了 6%。分析师表示，尽管 AAPL 可能提供一定的价值，但 AMZN 在 2025 年之前似乎是更强的增长选择，受益于其人工智能举措和云服务的势头</p>

<p>It’s been a wild week for technology earnings, to say the least. With <strong>Apple</strong> (NASDAQ:AAPL) and <strong>Amazon</strong> (NASDAQ:AMZN) moving in opposite directions following their latest round of quarterly earnings, investors may be wondering which Magnificent Seven firm is in the best shape as we look to close off the year. Indeed, the Magnificent Seven have stayed magnificent throughout the year. However, going into the new year and a potential “lost decade” for stocks, I believe that some of the Magnificent Seven names will stay magnificent while others will lose their luster.</p>
<div class="lb-trans"><p>对于科技公司的财报来说，这一周可谓波澜壮阔。随着 <strong>Apple</strong> (NASDAQ:AAPL) 和 <strong>Amazon</strong> (NASDAQ:AMZN) 在最新一轮季度财报后朝着相反的方向发展，投资者可能会想知道在年末收官之际，哪家 “七大奇迹” 公司状况最佳。确实，七大奇迹在这一年中依然表现出色。然而，展望新的一年以及可能出现的 “失落的十年” 股市，我相信一些七大奇迹的公司将继续辉煌，而其他公司则可能失去光彩。</p>
</div><p>In this tale of two tech titans, we’ll have a closer look at AAPL and AMZN to determine which looks like a timelier value bet for those looking to put new money to work in anticipation of a Santa rally. While only time will tell if Santa has a rally in store for investors this year, I do think the two AI tech titans look intriguing here after earnings.</p>
<div class="lb-trans"><p>在这两位科技巨头的故事中，我们将更仔细地审视 AAPL 和 AMZN，以确定哪一家公司对于希望在圣诞反弹中投入新资金的投资者来说更具时效性。虽然只有时间能证明今年圣诞节是否会给投资者带来反弹，但我确实认为这两家人工智能科技巨头在财报后看起来颇具吸引力。</p>
</div><h2><strong>Key Points About This Article</strong></h2>
<div class="lb-trans"><h2><strong>本文的关键点</strong></h2>
</div><ul>
<li>AAPL and AMZN shares are moving in opposing directions after Thursday earnings.</li>
<li>Both Magnificent Seven giants have strong AI plans. But Amazon’s looks more exciting at this juncture.</li>
<li>If you’re looking for some stocks with huge potential, make sure to grab a free copy of our <strong>brand-new “The Next NVIDIA” report</strong>. It features a software stock we’re confident has 10X potential.</li>
</ul>
<div class="lb-trans"><ul>
<li>AAPL 和 AMZN 的股票在周四财报后朝着相反的方向波动。</li>
<li>两家七大奇迹巨头都有强大的人工智能计划，但在此时此刻，亚马逊的计划看起来更令人兴奋。</li>
<li>如果你在寻找一些潜力巨大的股票，确保获取我们全新的《下一个 NVIDIA》报告的免费副本。该报告介绍了一只我们相信有 10 倍潜力的软件股票。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/02/GettyImages-1660496234.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2024/02/GettyImages-1660496234.jpg"/></p>
<h2><strong>Apple</strong></h2>
<div class="lb-trans"><h2><strong>Apple</strong></h2>
</div><p>Let’s start with the post-earnings laggard with Apple, which saw its stock get rocked by nearly 2% in the after-hours session of trade following a sluggish 1.8% down day on a scary Halloween Thursday for stock investors. The fourth quarter numbers weren’t terrible. Sales rose a modest 6%, while early iPhone 16 revenue came in slightly above estimates at $46.22 billion versus the $45.47 billion Wall Street sought.</p>
<div class="lb-trans"><p>让我们从财报后表现不佳的 Apple 开始，该公司的股票在万圣节周四的交易中经历了近 2% 的下跌，前一天的交易也下跌了 1.8%。第四季度的数字并不糟糕。销售额 modest 增长了 6%，而 iPhone 16 的早期收入略高于预期，达到了 462.2 亿美元，而华尔街预期为 454.7 亿美元。</p>
</div><p>In short, iPhone demand was relatively solid, but there were no signs of any sort of supercycle, at least in my opinion. And given how much the stock had run ahead of the number, there was bound to be disappointment if there were no real upside surprises on iPhone demand.</p>
<div class="lb-trans"><p>简而言之，iPhone 的需求相对稳健，但至少在我看来，并没有任何超级周期的迹象。考虑到股票在财报前已经上涨，如果 iPhone 需求没有真正的上行惊喜，失望是不可避免的。</p>
</div><p>With Apple Intelligence debuting earlier in the week, we may just see iPhone demand pick up ahead of the holiday season. Of course, we’ve only been dealt a limited number of Apple Intelligence features thus far. And the “main attraction” (ChatGPT integration and a much smarter Siri) has yet to arrive.</p>
<div class="lb-trans"><p>随着 Apple Intelligence 在本周早些时候的推出，我们可能会看到 iPhone 的需求在假期前有所回升。当然，到目前为止，我们只接触到了有限数量的 Apple Intelligence 功能。而 “主要吸引力”（ChatGPT 集成和更智能的 Siri）尚未到来。</p>
</div><p>Once the best of Apple Intelligence lands, it will be interesting to see how device demand reacts. Either way, I think AAPL stock is a great value on post-earnings weakness at around $220 per share. The quarter wasn’t awful. In my opinion, investors are just getting impatient, and that could cause them to miss the real “spark” that could power a device supercycle in the new year.</p>
<div class="lb-trans"><p>一旦 Apple Intelligence 的最佳功能推出，看看设备需求的反应将会很有趣。无论如何，我认为 AAPL 股票在财报后的疲软中，约 220 美元每股是一个很好的价值。这个季度并不糟糕。在我看来，投资者只是变得不耐烦，这可能导致他们错过真正的 “火花”，这可能在新的一年推动设备超级周期。</p>
</div><p>At around 31 times forward price-to-earnings (P/E), AAPL isn’t cheap. But does it deserve to be this cheap, given its deliberate and personalized approach to AI? I don’t think so.</p>
<div class="lb-trans"><p>以大约 31 倍的未来市盈率 (P/E) 来看，AAPL 并不便宜。但考虑到其对人工智能的深思熟虑和个性化的处理方式，它真的值得这么便宜吗？我认为不值得。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/02/imageForEntry18-jTx.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2022/02/imageForEntry18-jTx.jpg"/></p>
<h2><strong>Amazon</strong></h2>
<div class="lb-trans"><h2><strong>Amazon</strong></h2>
</div><p>Amazon stole the show on Halloween evening as it reported an outstanding third quarter that caused a 6% surge in the after-hours session. The e-commerce, cloud, and AI behemoth didn’t just beat on earnings; it also reported strong growth in the cloud. Additionally, it seems to be flooring it on AI infrastructure, something that may just help it pull ahead in the AI race.</p>
<div class="lb-trans"><p>亚马逊在万圣节晚上抢尽风头，报告了出色的第三季度，导致其盘后交易上涨了 6%。这家电子商务、云计算和人工智能巨头不仅在盈利上超出预期，还报告了云业务的强劲增长。此外，它似乎在人工智能基础设施方面加速推进，这可能帮助它在人工智能竞赛中领先。</p>
</div><p>Indeed, many investors may discount Amazon’s AI abilities, especially compared to its savvy rivals in the Magnificent Seven. However, going into 2025, I do think the company is setting itself up for success as it looks to monetize new AI offerings while moving ahead with its AI buildout. With the cloud firing on all cylinders and more momentum behind the generative AI services business, it should come as no surprise why the stock is up so much following its strong number.</p>
<div class="lb-trans"><p>确实，许多投资者可能会低估亚马逊的人工智能能力，尤其是与其在七大奇迹中的聪明竞争对手相比。然而，展望 2025 年，我确实认为该公司正在为成功铺路，计划通过新的人工智能产品实现盈利，同时推进其人工智能建设。随着云业务全面开花，生成式人工智能服务业务也获得更多动力，股票在强劲业绩后大幅上涨也就不足为奇了。</p>
</div><p>At just over 32 times forward P/E, AMZN seems way too cheap for its own good. While far from a deep-value play, I do see Amazon as a strong growth company poised for another leg higher. Despite the explosive two-year rally, AMZN shares are within 5% of their peak last seen in 2021.</p>
<div class="lb-trans"><p>以超过 32 倍的未来市盈率来看，AMZN 对于自身来说似乎太便宜了。虽然远非深度价值投资，但我认为亚马逊是一家强劲的成长公司，准备迎接下一轮上涨。尽管经历了爆炸性的两年反弹，AMZN 股票仍在 2021 年最后一次见到的峰值下方 5%。</p>
</div><p>At this juncture, I’m inclined to view Amazon as a better buy than Apple after earnings. Sure, AMZN stock is pricier today than it was before its big quarterly reveal. However, it’s pricier for a reason. And as it shows off its AI strength in the new year, I do think the stock could make a run for $200 per share.</p>
<div class="lb-trans"><p>在此时此刻，我倾向于认为亚马逊在财报后比苹果更值得购买。当然，AMZN 股票今天的价格比其季度财报前要高。但它之所以更贵是有原因的。随着它在新的一年展示其人工智能实力，我确实认为该股票可能会冲击每股 200 美元。</p>
</div><h2><strong>Find a Qualified Financial Advisor (Sponsor)</strong></h2>
<div class="lb-trans"><h2><strong>寻找合格的财务顾问（赞助商）</strong></h2>
</div><p>Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to 3 fiduciary financial advisors in your area in 5 minutes. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. If you’re ready to be matched with local advisors that can help you achieve your financial goals, get started now.</p>
<div class="lb-trans"><p>寻找合格的财务顾问并不一定很难。SmartAsset 的免费工具可以在 5 分钟内将您与您所在地区的最多 3 位受托财务顾问匹配。每位顾问都经过 SmartAsset 的审查，并遵循受托标准，以维护您的最佳利益。如果您准备与能够帮助您实现财务目标的本地顾问匹配，请立即开始。</p>
</div><p>The post AAPL vs. AMZN: Here’s the Better AI Stock Going Into 2025 appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>本文标题为 AAPL vs. AMZN：进入 2025 年更好的人工智能股票，首发于 24/7 Wall St..</p>
</div>

AAPL vs. AMZN: Here’s the Better AI Stock Going Into 2025

- 苹果和亚马逊在最新财报后股价走势相反。  
- 苹果第四季度销售增长 6%，但未见超级周期迹象。  
- 亚马逊第三季度表现强劲，云业务和 AI 基础设施增长显著。  

苹果与亚马逊：进入 2025 年，哪只 AI 股票更具优势