<p>目前有许多表现突出的股票受益于巨大的趋势。但很难判断它们是昙花一现的公司还是优秀的长期投资。</p>
<p>幸运的是，许多成熟的公司为投资者提供了从新兴趋势中获益的机会，比如人工智能（AI），同时在其他市场中仍保持领先地位。以下是 <strong>亚马逊</strong>（AMZN 1.30%）成为这样一家公司并且现在是一个很好的买入股票的三个理由。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDU2OTMvZ2V0dHktZGVsaXZlcnktZmVkZXgtdXBzLWFtYXpvbi0xMjAweDc5OC0zNmI3YTJlLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDU2OTMvZ2V0dHktZGVsaXZlcnktZmVkZXgtdXBzLWFtYXpvbi0xMjAweDc5OC0zNmI3YTJlLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 电子商务持续增长</h2>
<p>亚马逊的电子商务业务继续是其核心优势之一，去年该公司在美国的电子商务市场占有约 40% 的份额。这个数字本身就令人印象深刻，更令人印象深刻的是，<strong>沃尔玛</strong> 去年仅占美国电子商务销售的 7%。</p>
<p>我明白电子商务在如今似乎没有其他科技投资那么有趣，但有时那些乏味但规模庞大的市场提供了巨大的机会。Statista 估计，到 2029 年，美国电子商务市场将达到 1.9 万亿美元，比 2024 年增长近 58%。</p>
<p>亚马逊在北美的销售在最近一个季度增长了 9%，达到了 955 亿美元，证明了这个电子商务巨头能够继续扩大销售并从这个不断扩大的市场中受益。</p>
<h2>2. 广告是一个巨大的机会</h2>
<p>亚马逊并不总是被认为是一家广告公司，但其销售中越来越多的部分来自于其电子商务和视频流媒体服务上的广告。第三季度广告收入激增 19%，达到了 143 亿美元。这一点值得注意，因为仅仅六年前，它的年度广告销售额还不到这个数字。</p>
<p>该公司在美国数字广告市场的份额也在不断扩大。eMarketer 的最新估计显示，明年它将占据近 14% 的市场，其广告销售额将达到约 950 亿美元。</p>
<p>考虑到到 2029 年，预计美国广告支出的 83% 将来自数字广告，亚马逊的广告机会显得更加令人印象深刻。随着公司在广告领域已经看到显著的销售和市场份额增长，未来几年它可能会继续从这一领域中受益。</p>
<h2>3. AI 云计算具有巨大的潜力</h2>
<p>最后但同样重要的是其云计算业务——亚马逊网络服务（AWS）。它已经在竞争中处于领先地位，拥有 31% 的云市场份额，超过了 <strong>微软</strong> 的 20% 和 <strong>谷歌</strong> 的 12%，未来可能还有更多增长。</p>
<p>各公司正在迅速扩大其 AI 云支出，<strong>高盛</strong> 估计到 2030 年，全球云计算销售将达到 2 万亿美元，这得益于人工智能。</p>
<p>亚马逊已经从中受益，首席财务官 Brian Olsavsky 在最近的财报电话会议上表示，客户意识到要真正从生成性 AI 中获益，&#34;他们还需要迁移到云端。&#34;</p>
<p>AWS 的营业收入在第三季度增长了 48.5%，达到了 104 亿美元，成为亚马逊最盈利的业务。其在云计算领域的既定领先地位将帮助公司在未来几年随着 AI 支出的增加而获得更多收益。</p>
<p>目前这只股票并不便宜。该公司的前瞻市盈率为 38，价格高于 <strong>标准普尔 500</strong> 的平均水平 24.3。但考虑到亚马逊在广告、电子商务和 AI 云计算方面的机会，购买这家在多个市场中占据领导地位的公司的股票可能会成为一个很好的长期决策。</p>

亚马逊

<p>亚马逊是一项强劲的投资机会，因为它在电子商务领域占据主导地位，持有美国市场的 40% 份额，并且该行业预计将继续增长。公司的广告收入激增，增长了 19%，达到 143 亿美元，预计将占据美国数字广告市场的 14%。此外，亚马逊云服务（AWS）在云市场中以 31% 的份额领先，受益于人工智能云支出的增加。尽管市盈率高达 38，但亚马逊多样化的增长前景使其成为一个引人注目的长期投资</p>

<p>There are many high-flying stocks out there right now benefiting from enormous trends. But it can be difficult to gauge whether they're just flash-in-the-pan companies or great long-term investments.</p>
<div class="lb-trans"><p>目前有许多表现突出的股票受益于巨大的趋势。但很难判断它们是昙花一现的公司还是优秀的长期投资。</p>
</div><p>Thankfully, plenty of established companies offer investors an opportunity to benefit from emerging trends, like artificial intelligence (AI), while still holding a leading position in other markets. Here are three reasons <strong>Amazon</strong>(AMZN 1.30%) is one such company, making it a great stock to buy right now.</p>
<div class="lb-trans"><p>幸运的是，许多成熟的公司为投资者提供了从新兴趋势中获益的机会，比如人工智能（AI），同时在其他市场中仍保持领先地位。以下是 <strong>亚马逊</strong>（AMZN 1.30%）成为这样一家公司并且现在是一个很好的买入股票的三个理由。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDU2OTMvZ2V0dHktZGVsaXZlcnktZmVkZXgtdXBzLWFtYXpvbi0xMjAweDc5OC0zNmI3YTJlLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F805693%2Fgetty-delivery-fedex-ups-amazon-1200x798-36b7a2e.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>1. E-commerce continues growing</h2>
<div class="lb-trans"><h2>1. 电子商务持续增长</h2>
</div><p>Amazon's e-commerce business continues to be one of its core strengths, with the company holding about 40% of the e-commerce market in the U.S. last year. That's an impressive figure on its own, and even more impressive when you consider that <strong>Walmart</strong> took just 7% of U.S. e-commerce sales last year.</p>
<div class="lb-trans"><p>亚马逊的电子商务业务继续是其核心优势之一，去年该公司在美国的电子商务市场占有约 40% 的份额。这个数字本身就令人印象深刻，更令人印象深刻的是，<strong>沃尔玛</strong> 去年仅占美国电子商务销售的 7%。</p>
</div><p>I get that e-commerce doesn't seem as interesting as other tech-focused investments these days, but sometimes the boring -- but very large -- markets provide big opportunities. Statista estimates that the U.S. e-commerce market will be worth $1.9 trillion in 2029, a nearly 58% increase from 2024.</p>
<div class="lb-trans"><p>我明白电子商务在如今似乎没有其他科技投资那么有趣，但有时那些乏味但规模庞大的市场提供了巨大的机会。Statista 估计，到 2029 年，美国电子商务市场将达到 1.9 万亿美元，比 2024 年增长近 58%。</p>
</div><p>Amazon's North American sales jumped 9% in the most recent quarter to $95.5 billion, proving this e-commerce juggernaut can continue expanding sales and benefit from this expanding market.</p>
<div class="lb-trans"><p>亚马逊在北美的销售在最近一个季度增长了 9%，达到了 955 亿美元，证明了这个电子商务巨头能够继续扩大销售并从这个不断扩大的市场中受益。</p>
</div><h2>2. Advertising is a huge opportunity</h2>
<div class="lb-trans"><h2>2. 广告是一个巨大的机会</h2>
</div><p>Amazon isn't always thought of as an advertising company, but an increasing amount of its sales comes from ads on its e-commerce and video streaming services. Ad revenue spiked 19% in the third quarter, to $14.3 billion. That's notable because just six years ago, it made less than that in annual ad sales.</p>
<div class="lb-trans"><p>亚马逊并不总是被认为是一家广告公司，但其销售中越来越多的部分来自于其电子商务和视频流媒体服务上的广告。第三季度广告收入激增 19%，达到了 143 亿美元。这一点值得注意，因为仅仅六年前，它的年度广告销售额还不到这个数字。</p>
</div><p>The company is also grabbing a larger share of the U.S. digital ad market. The latest estimates from eMarketer show that it will have nearly 14% of the market next year, and its ad sales will reach about $95 billion.</p>
<div class="lb-trans"><p>该公司在美国数字广告市场的份额也在不断扩大。eMarketer 的最新估计显示，明年它将占据近 14% 的市场，其广告销售额将达到约 950 亿美元。</p>
</div><p>Amazon's ad opportunity is even more impressive when you consider that by 2029, an estimated 83% of U.S. advertising spending will come from digital ads. With the company already seeing significant sales and market share gains in advertising, it's likely to continue benefiting from this space for years to come.</p>
<div class="lb-trans"><p>考虑到到 2029 年，预计美国广告支出的 83% 将来自数字广告，亚马逊的广告机会显得更加令人印象深刻。随着公司在广告领域已经看到显著的销售和市场份额增长，未来几年它可能会继续从这一领域中受益。</p>
</div><h2>3. AI cloud computing has enormous potential</h2>
<div class="lb-trans"><h2>3. AI 云计算具有巨大的潜力</h2>
</div><p>Last but certainly not least is its cloud computing business, Amazon Web Services (AWS). It's already ahead of the competition, with 31% of the cloud market, outpacing <strong>Microsoft</strong> with 20% and <strong>Alphabet</strong>'s Google with 12%, and there could be more growth on the way.</p>
<div class="lb-trans"><p>最后但同样重要的是其云计算业务——亚马逊网络服务（AWS）。它已经在竞争中处于领先地位，拥有 31% 的云市场份额，超过了 <strong>微软</strong> 的 20% 和 <strong>谷歌</strong> 的 12%，未来可能还有更多增长。</p>
</div><p>Companies are rapidly expanding their AI cloud spending, and <strong>Goldman Sachs</strong> estimates that global cloud computing sales will reach $2 trillion by 2030, thanks to artificial intelligence.</p>
<div class="lb-trans"><p>各公司正在迅速扩大其 AI 云支出，<strong>高盛</strong> 估计到 2030 年，全球云计算销售将达到 2 万亿美元，这得益于人工智能。</p>
</div><p>Amazon has already seen the benefit from this, with chief financial officer Brian Olsavsky saying on the recent earnings call that customers are recognizing that to truly benefit from generative AI, &#34;they also need to move to the cloud.&#34;</p>
<div class="lb-trans"><p>亚马逊已经从中受益，首席财务官 Brian Olsavsky 在最近的财报电话会议上表示，客户意识到要真正从生成性 AI 中获益，&#34;他们还需要迁移到云端。&#34;</p>
</div><p>AWS' operating income rose by 48.5% in the third quarter to $10.4 billion, by far Amazon's most profitable business. Its established lead in cloud computing will help the company benefit even more as AI spending ramps up in the coming years.</p>
<div class="lb-trans"><p>AWS 的营业收入在第三季度增长了 48.5%，达到了 104 亿美元，成为亚马逊最盈利的业务。其在云计算领域的既定领先地位将帮助公司在未来几年随着 AI 支出的增加而获得更多收益。</p>
</div><p>The stock isn't cheap right now. The company's forward price-to-earnings ratio of 38 makes it pricier than the <strong>S&amp;P 500</strong>'s average of 24.3. But with Amazon's opportunities in advertising, e-commerce, and AI cloud computing, buying shares of an established leader in so many markets could end up being a great long-term decision.</p>
<div class="lb-trans"><p>目前这只股票并不便宜。该公司的前瞻市盈率为 38，价格高于 <strong>标准普尔 500</strong> 的平均水平 24.3。但考虑到亚马逊在广告、电子商务和 AI 云计算方面的机会，购买这家在多个市场中占据领导地位的公司的股票可能会成为一个很好的长期决策。</p>
</div>

3 Reasons to Buy Amazon Stock Like There's No Tomorrow

- 亚马逊在美国电商市场占有约 40% 的份额，持续增长。  
- 广告收入在第三季度增长 19%，预计将占美国数字广告市场 14%。  
- AWS 云计算业务领先，预计全球云计算销售到 2030 年将达 2 万亿美元。  

购买亚马逊股票的三个理由：机不可失