<p><strong>亚马逊</strong>（AMZN 1.30%）是全球最知名的品牌之一。凭借其在线电子商务平台和通过亚马逊网络服务（AWS）在云计算领域的巨大影响力，亚马逊已经发展成为科技行业的巨头。</p>
<p>然而，我个人认为亚马逊在流媒体方面落后。确实，该公司在其 Prime Video 服务上进行了大量投资——制作了几部原创电视剧和电影，拥有一些好莱坞最大的明星。但即便如此，我对亚马逊在娱乐领域的尝试并没有感到特别吸引……直到现在。</p>
<p>12 月 19 日，亚马逊计划推出一部名为《野兽游戏》的原创系列——这是一档障碍赛风格的真人秀，邀请了 YouTube 最大的明星 MrBeast（本名 Jimmy Donaldson）。</p>
<p>我认为这是亚马逊一个改变游戏规则的机会，与 MrBeast 的合作可能会成为公司的一大助力。</p>
<h2>亚马逊如何与 MrBeast 合作？</h2>
<p>如果你从未听说过 MrBeast，这里有个简要介绍：这位 26 岁的小伙子是社交媒体的明星，在他的主 YouTube 频道上拥有超过 3.3 亿的订阅者。</p>
<p>MrBeast 庞大粉丝群的主要驱动力是什么？钱。几乎所有 MrBeast 的视频都是相互衍生的——他创建了极其详细的障碍赛，邀请他的频道粉丝竞争现金奖。有时他甚至邀请名人参与其中。事实上，他最新的视频（在短短两天内获得了 7400 万次观看）中出现了包括 Bryce Harper、Tom Brady、Cristiano Ronaldo、Noah Lyles 和 Bryson DeChambeau 等受欢迎运动员。</p>
<p>《野兽游戏》本质上是典型 MrBeast 视频的量产版本。当它在本月晚些时候首播时，观众将看到 1000 名参赛者在一系列挑战中竞争，争夺 500 万美元的奖金。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTk2MTMvZ2V0dHlpbWFnZXMtMjE0OTM5NzgzMC5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTk2MTMvZ2V0dHlpbWFnZXMtMjE0OTM5NzgzMC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>亚马逊是否刚刚超越 Netflix？</h2>
<p>在过去的几年里，Donaldson 在一些播客上暗示他曾试图与流媒体巨头 <strong>Netflix</strong> 合作。虽然我不能确定 Donaldson 的社交媒体帝国与 Netflix 之间的任何谈判有多认真，但显然这家流媒体巨头与 YouTuber 之间从未达成协议。</p>
<p>老实说，我对此感到相当惊讶。Netflix 近年来在娱乐领域引起了轰动——与另一位受欢迎的 YouTuber Jake Paul 签署了协议，并与 NFL 和 <strong>TKO Holdings Group</strong> 达成了多项体育合作。</p>
<h2>与 MrBeast 的合作对亚马逊意味着什么？</h2>
<p>我认为与 MrBeast 的合作是亚马逊的一个重要催化剂。</p>
<p>根据 Statista 的数据，亚马逊 Prime 在全球拥有 2 亿订阅用户。然而，数据显示大多数 Prime 用户居住在美国——美国拥有 1.8 亿 Prime 会员。此外，BI Intelligence 发布的报告显示，超过 40% 的 Prime 买家年龄在 30 到 49 岁之间。</p>
<p>但根据 Parrot Analytics 的数据，几乎一半的 MrBeast 观众是 Z 世代观众，约四分之一的观众来自千禧一代。在我看来，与 MrBeast 的合作为亚马逊打开了向年轻群体推广其 Prime 订阅会员的大门，这些年轻人本身就对电子商务特别感兴趣。此外，考虑到《野兽游戏》将在 240 个国家进行流媒体播放，亚马逊有独特的机会在美国以外扩大其 Prime 的影响力。</p>
<p>我认为与 MrBeast 的合作不仅仅是亚马逊增强其流媒体能力的机会。由于 Prime 会员是订阅服务，获取新用户可能会带来持续的高利润收入。自然，随着更多用户融入亚马逊的生态系统，公司能够交叉销售其他产品和服务，同时利用用户数据更好地了解这些客户的偏好。</p>
<p>我认为现在是购买亚马逊股票并准备长期持有的绝佳机会。</p>

亚马逊

<p>亚马逊计划于 12 月 19 日推出一部新的原创系列节目《野兽游戏》，该节目将由 YouTube 明星 MrBeast 主演。这一合作被视为亚马逊提升其流媒体服务和吸引年轻观众，特别是 Z 世代和千禧一代的重要机会。凭借 2 亿的 Prime 会员，该节目有助于亚马逊在全球范围内扩大影响力，并通过新会员增加经常性收入。分析师建议，现在可能是投资亚马逊股票以获取长期收益的好时机</p>

<p><strong>Amazon</strong>(AMZN 1.30%) is one of the most recognized brands on the planet. Between its online e-commerce platform and its heavy influence in the cloud computing landscape through Amazon Web Services (AWS), Amazon has evolved into a behemoth in the technology sector.</p>
<div class="lb-trans"><p><strong>亚马逊</strong>（AMZN 1.30%）是全球最知名的品牌之一。凭借其在线电子商务平台和通过亚马逊网络服务（AWS）在云计算领域的巨大影响力，亚马逊已经发展成为科技行业的巨头。</p>
</div><p>However, one area where I personally feel Amazon lags is streaming. Sure, the company has invested heavily in its Prime Video service -- creating several original television series and movies boasting some of Hollywood's biggest stars. But even so, I simply haven't been captivated by Amazon's foray into entertainment...that is, until now.</p>
<div class="lb-trans"><p>然而，我个人认为亚马逊在流媒体方面落后。确实，该公司在其 Prime Video 服务上进行了大量投资——制作了几部原创电视剧和电影，拥有一些好莱坞最大的明星。但即便如此，我对亚马逊在娱乐领域的尝试并没有感到特别吸引……直到现在。</p>
</div><p>On Dec. 19, Amazon plans to release an original series called <em>Beast Games</em> -- an obstacle course-style reality show featuring YouTube's biggest star, MrBeast (whose real name is Jimmy Donaldson).</p>
<div class="lb-trans"><p>12 月 19 日，亚马逊计划推出一部名为《野兽游戏》的原创系列——这是一档障碍赛风格的真人秀，邀请了 YouTube 最大的明星 MrBeast（本名 Jimmy Donaldson）。</p>
</div><p>I think this is a game-changing opportunity for Amazon and working with MrBeast could be a major tailwind for the company.</p>
<div class="lb-trans"><p>我认为这是亚马逊一个改变游戏规则的机会，与 MrBeast 的合作可能会成为公司的一大助力。</p>
</div><h2>How is Amazon working with MrBeast?</h2>
<div class="lb-trans"><h2>亚马逊如何与 MrBeast 合作？</h2>
</div><p>If you've never heard of MrBeast, here's a quick rundown: The 26 year old is a social media sensation, boasting more than 330 million subscribers on his main YouTube page.</p>
<div class="lb-trans"><p>如果你从未听说过 MrBeast，这里有个简要介绍：这位 26 岁的小伙子是社交媒体的明星，在他的主 YouTube 频道上拥有超过 3.3 亿的订阅者。</p>
</div><p>The primary driver behind MrBeast's huge following? Money. Pretty much all of MrBeast's videos are derivative of one another -- he creates incredibly detailed obstacle courses on which he invites fans of his channel to compete for cash prizes. Sometimes he even invites celebrities to join in on the fun. In fact, his latest video (which received 74 million views in just two days) included appearances from popular athletes including Bryce Harper, Tom Brady, Cristiano Ronaldo, Noah Lyles, and Bryson DeChambeau.</p>
<div class="lb-trans"><p>MrBeast 庞大粉丝群的主要驱动力是什么？钱。几乎所有 MrBeast 的视频都是相互衍生的——他创建了极其详细的障碍赛，邀请他的频道粉丝竞争现金奖。有时他甚至邀请名人参与其中。事实上，他最新的视频（在短短两天内获得了 7400 万次观看）中出现了包括 Bryce Harper、Tom Brady、Cristiano Ronaldo、Noah Lyles 和 Bryson DeChambeau 等受欢迎运动员。</p>
</div><p><em>Beast Games</em> is essentially a mass-produced version of a typical MrBeast video. When it premiers later this month, spectators will watch 1,000 contestants compete in a series of challenges for a chance to win a $5 million prize.</p>
<div class="lb-trans"><p>《野兽游戏》本质上是典型 MrBeast 视频的量产版本。当它在本月晚些时候首播时，观众将看到 1000 名参赛者在一系列挑战中竞争，争夺 500 万美元的奖金。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTk2MTMvZ2V0dHlpbWFnZXMtMjE0OTM5NzgzMC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F799613%2Fgettyimages-2149397830.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Did Amazon just leapfrog Netflix?</h2>
<div class="lb-trans"><h2>亚马逊是否刚刚超越 Netflix？</h2>
</div><p>During the past couple of years, Donaldson has gone on some podcasts and more than hinted that he's attempted to partner with streaming king <strong>Netflix</strong>. While I cannot say with certainty how serious any negotiations were between Donaldson's social media empire and Netflix, it's clear that the streaming giant and YouTuber never reached a deal.</p>
<div class="lb-trans"><p>在过去的几年里，Donaldson 在一些播客上暗示他曾试图与流媒体巨头 <strong>Netflix</strong> 合作。虽然我不能确定 Donaldson 的社交媒体帝国与 Netflix 之间的任何谈判有多认真，但显然这家流媒体巨头与 YouTuber 之间从未达成协议。</p>
</div><p>In all honesty, I find this pretty surprising. Netflix has made a splash in the entertainment realm in recent years -- inking deals with another popular YouTuber, Jake Paul, as well as multiple sports deals with the NFL and <strong>TKO Holdings Group</strong>.</p>
<div class="lb-trans"><p>老实说，我对此感到相当惊讶。Netflix 近年来在娱乐领域引起了轰动——与另一位受欢迎的 YouTuber Jake Paul 签署了协议，并与 NFL 和 <strong>TKO Holdings Group</strong> 达成了多项体育合作。</p>
</div><h2>What could a deal with MrBeast mean for Amazon?</h2>
<div class="lb-trans"><h2>与 MrBeast 的合作对亚马逊意味着什么？</h2>
</div><p>I see the partnership with MrBeast as a major catalyst for Amazon.</p>
<div class="lb-trans"><p>我认为与 MrBeast 的合作是亚马逊的一个重要催化剂。</p>
</div><p>According to Statista, Amazon Prime has 200 million subscribers globally. However, data suggests that the majority of Prime users reside in the U.S. -- which boasts 180 million Prime members. Moreover, BI Intelligence published a report suggesting that over 40% of Prime buyers were between 30 and 49 years old.</p>
<div class="lb-trans"><p>根据 Statista 的数据，亚马逊 Prime 在全球拥有 2 亿订阅用户。然而，数据显示大多数 Prime 用户居住在美国——美国拥有 1.8 亿 Prime 会员。此外，BI Intelligence 发布的报告显示，超过 40% 的 Prime 买家年龄在 30 到 49 岁之间。</p>
</div><p>But according to Parrot Analytics, nearly half of MrBeast's audience is comprised of Gen Z viewers and roughly a quarter of his audience comes from millennials. To me, working with MrBeast opens up the door for Amazon to market its Prime subscription membership to younger demographics who are particularly keen on e-commerce to begin with. Furthermore, given <em>Beast Games</em> will be available for streaming in 240 countries, Amazon has a unique opportunity to broaden its reach with Prime outside of the U.S.</p>
<div class="lb-trans"><p>但根据 Parrot Analytics 的数据，几乎一半的 MrBeast 观众是 Z 世代观众，约四分之一的观众来自千禧一代。在我看来，与 MrBeast 的合作为亚马逊打开了向年轻群体推广其 Prime 订阅会员的大门，这些年轻人本身就对电子商务特别感兴趣。此外，考虑到《野兽游戏》将在 240 个国家进行流媒体播放，亚马逊有独特的机会在美国以外扩大其 Prime 的影响力。</p>
</div><p>I think the deal with MrBeast is more than just an opportunity for Amazon to augment its streaming chops. Given Prime memberships are a subscription service, acquiring new users could lead to a stream of recurring revenue at a wide margin. Naturally, as more users become enmeshed in Amazon's ecosystem, the company has the ability cross-sell additional products and services as it leverages user data to learn more about these customer preferences.</p>
<div class="lb-trans"><p>我认为与 MrBeast 的合作不仅仅是亚马逊增强其流媒体能力的机会。由于 Prime 会员是订阅服务，获取新用户可能会带来持续的高利润收入。自然，随着更多用户融入亚马逊的生态系统，公司能够交叉销售其他产品和服务，同时利用用户数据更好地了解这些客户的偏好。</p>
</div><p>I think now is a great opportunity to buy Amazon stock and prepare to hold on for the long run.</p>
<div class="lb-trans"><p>我认为现在是购买亚马逊股票并准备长期持有的绝佳机会。</p>
</div>

Should You Buy Amazon Stock Before Dec. 19?

- 亚马逊计划于 12 月 19 日推出与 YouTube 明星 MrBeast 合作的原创系列《Beast Games》。  
- 此系列将吸引年轻观众，可能为亚马逊 Prime 带来新的用户增长。  
- 合作有助于亚马逊扩大市场影响力并增加订阅收入。  

你是否应该在 12 月 19 日之前购买亚马逊的股票？