<p>目前股市存在很多不确定性，这使得许多投资者重新考虑他们的一些股票，并寻找哪些股票可能提供良好的购买机会。由于美国总统唐纳德·特朗普对贸易伙伴持续采取关税措施，以及一些经济学家提高了潜在衰退的预估，投资者对每一只股票采取更加怀疑的态度也就不足为奇了。</p>
<p>在考虑两家领先的消费品公司时，<strong>亚马逊</strong>(AMZN -8.89%) 和 <strong>家得宝</strong>(HD -3.98%)，哪一只股票现在看起来是最值得购买的呢？让我们看看这两家公司目前的情况，以找出答案。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyNzQvYW1hem9uX2JveGVzLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyNzQvYW1hem9uX2JveGVzLmpwZyZ3PTcwMA"/></p>
<p>图片来源：亚马逊。</p>
<h2>亚马逊可能会更强大</h2>
<p>亚马逊最大的业务是其北美电子商务部门，去年第四季度的销售额达到了 1156 亿美元。一些投资者自然担心，当关税生效或如果发生衰退时，亚马逊的电子商务平台可能会受到影响。</p>
<p>我并不认为亚马逊能完全免受经济放缓的影响，但值得仔细看看公司在以往经济下行后的业务表现。在 COVID 疫情的第一年，亚马逊的收入增长了 22%，而在 2008 年金融危机期间，销售额增长了 29%。</p>
<p>没有保证亚马逊在经济再次放缓时会表现得如此出色。但重要的是要将这些过去的结果视为提醒，即使在非常不确定的时期，亚马逊也能够蓬勃发展。一个原因是亚马逊的核心业务是多元化的。</p>
<p>虽然电子商务占其大部分销售，但公司的亚马逊网络服务（AWS）业务可能会继续推动其向前发展。AWS 在云计算市场占有 30% 的份额，领先于 <strong>微软</strong> 和 <strong>Alphabet</strong>，并在云销售可能加速的时刻处于领先地位。</p>
<p><strong>高盛</strong> 估计，到 2030 年，全球云销售将达到 2 万亿美元，这得益于人工智能。凭借在云领域的领先地位，以及在人工智能领域的关键角色（亚马逊已向人工智能领导者 Anthropic 投资了 140 亿美元），该公司在未来几年有望受益于人工智能云需求。</p>
<p>凭借在云计算和电子商务中的领先地位，亚马逊的长期潜力几乎没有什么可担忧的。确实，亚马逊的股价在短期内可能会波动，但其核心机会依然完好无损。</p>
<h2>家得宝依然强劲，但问题依然存在</h2>
<p>家得宝最近公布了其第四季度的业绩，超出了预期。该零售商的销售额为 397 亿美元，超过了华尔街共识预期的 391 亿美元。每股收益为 3.02 美元，超出了分析师共识预期的 3.01 美元。</p>
<p>尽管美国领先的家居改善零售商在这一季度表现良好，但在短期内可能会面临困难。家得宝的管理层预计，2025 年的销售额仅将增长 2.8%，调整后的每股收益将比去年下降 2%。</p>
<p>高额的抵押贷款利率、昂贵的房屋和潜在的关税正在对家得宝的业务前景施加压力。尽管一些最新数据显示购房者正在重返市场，但经济放缓可能会迅速结束这一趋势。如果特朗普总统的一些最严厉的关税被实施，可能会导致人们减少家居改善支出。</p>
<p>最新的消费者信心数据显示，美国人对经济的乐观程度远低于去年此时，通货膨胀再次成为他们关注的问题。如果人们最终大幅减少支出，家得宝可能会感受到影响。</p>
<p>这并不意味着家得宝的股票不会成为一个好的长期投资，但由于关税、通货膨胀和消费者信心下降的不确定性，家得宝可能会面临一些困难的季度。</p>
<h2>亚马逊是更好的购买选择</h2>
<p>亚马逊在云计算中的强大地位以及在电子商务中的领先地位使其成为现在更值得购买的股票。我对家得宝的未来仍然持乐观态度，但亚马逊的多元化业务以及其抓住人工智能等巨大趋势的能力，使其在这次比较中占据优势。</p>
<p>只需记住，由于许多人正在试图评估当前经济形势，这两只股票在短期内可能会保持波动。</p>

亚马逊

家得宝

<p>在当前不确定的股市中，投资者正在评估机会，特别是在亚马逊和家得宝之间。尽管可能面临经济放缓，亚马逊多元化的商业模式、强劲的电子商务销售以及在云计算领域的领导地位使其处于有利位置。相比之下，家得宝近期的强劲表现可能会因对未来销售增长和经济压力的担忧而受到影响。总体而言，亚马逊被认为是更值得购买的股票，因为其在人工智能和云服务方面的韧性和增长潜力，而家得宝则面临关税和消费者情绪带来的挑战</p>

<p>There's a lot of uncertainty in the stock market right now, and it's causing many investors to reconsider some of their stocks and look at which ones might offer good opportunities to buy. With U.S. President Donald Trump's ongoing tariff actions against trade partners and some economists increasing their estimates of a potential recession, it's no surprise that investors are taking a more skeptical approach to each stock they buy.</p>
<div class="lb-trans"><p>目前股市存在很多不确定性，这使得许多投资者重新考虑他们的一些股票，并寻找哪些股票可能提供良好的购买机会。由于美国总统唐纳德·特朗普对贸易伙伴持续采取关税措施，以及一些经济学家提高了潜在衰退的预估，投资者对每一只股票采取更加怀疑的态度也就不足为奇了。</p>
</div><p>When considering two leading consumer goods companies, <strong>Amazon</strong>(AMZN -8.89%) and <strong>Home Depot</strong>(HD -3.98%), which looks like the best stock to buy right now? Let's take a look at what each company is doing right now to find out.</p>
<div class="lb-trans"><p>在考虑两家领先的消费品公司时，<strong>亚马逊</strong>(AMZN -8.89%) 和 <strong>家得宝</strong>(HD -3.98%)，哪一只股票现在看起来是最值得购买的呢？让我们看看这两家公司目前的情况，以找出答案。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyNzQvYW1hem9uX2JveGVzLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F813274%2Famazon_boxes.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>Amazon could come out of this stronger</h2>
<div class="lb-trans"><h2>亚马逊可能会更强大</h2>
</div><p>Amazon's largest business is its North American e-commerce segment, which brought in $115.6 billion in sales in last year's fourth quarter. Some investors are understandably worried that when tariffs kick in or if a recession occurs, Amazon's e-commerce platform could suffer.</p>
<div class="lb-trans"><p>亚马逊最大的业务是其北美电子商务部门，去年第四季度的销售额达到了 1156 亿美元。一些投资者自然担心，当关税生效或如果发生衰退时，亚马逊的电子商务平台可能会受到影响。</p>
</div><p>I don't think Amazon is immune to a slowdown, but it's worth taking a closer look at what's happened to the company's business in the wake of previous downturns. During the first year of the COVID pandemic, Amazon's revenue jumped 22%, and during the 2008 financial crisis, sales rose 29%.</p>
<div class="lb-trans"><p>我并不认为亚马逊能完全免受经济放缓的影响，但值得仔细看看公司在以往经济下行后的业务表现。在 COVID 疫情的第一年，亚马逊的收入增长了 22%，而在 2008 年金融危机期间，销售额增长了 29%。</p>
</div><p>There's no guarantee Amazon will do as well if the economy slows again. But it's important to look at these past results as a reminder that even in very uncertain times, Amazon has been able to thrive. One reason for this is because Amazon's core businesses are diversified.</p>
<div class="lb-trans"><p>没有保证亚马逊在经济再次放缓时会表现得如此出色。但重要的是要将这些过去的结果视为提醒，即使在非常不确定的时期，亚马逊也能够蓬勃发展。一个原因是亚马逊的核心业务是多元化的。</p>
</div><p>While e-commerce accounts for most of its sales, it's the company's Amazon Web Services (AWS) business that could continue to propel it forward. AWS holds 30% of the cloud computing market, ahead of <strong>Microsoft</strong> and <strong>Alphabet</strong>, and it leads at a time when cloud sales are likely to accelerate.</p>
<div class="lb-trans"><p>虽然电子商务占其大部分销售，但公司的亚马逊网络服务（AWS）业务可能会继续推动其向前发展。AWS 在云计算市场占有 30% 的份额，领先于 <strong>微软</strong> 和 <strong>Alphabet</strong>，并在云销售可能加速的时刻处于领先地位。</p>
</div><p><strong>Goldman Sachs</strong> estimates that global cloud sales will reach $2 trillion by 2030, thanks to artificial intelligence. With Amazon's lead in the cloud space, and the company a key player in AI with its services (Amazon has invested $14 billion in AI leader Anthropic), the company is well positioned to benefit from AI cloud demand in the coming years.</p>
<div class="lb-trans"><p><strong>高盛</strong> 估计，到 2030 年，全球云销售将达到 2 万亿美元，这得益于人工智能。凭借在云领域的领先地位，以及在人工智能领域的关键角色（亚马逊已向人工智能领导者 Anthropic 投资了 140 亿美元），该公司在未来几年有望受益于人工智能云需求。</p>
</div><p>With its leading position in cloud computing and e-commerce, there's little to worry about for Amazon's long-term potential. Sure, Amazon's stock price may fluctuate in the short term, but its core opportunities are well intact.</p>
<div class="lb-trans"><p>凭借在云计算和电子商务中的领先地位，亚马逊的长期潜力几乎没有什么可担忧的。确实，亚马逊的股价在短期内可能会波动，但其核心机会依然完好无损。</p>
</div><h2>Home Depot is still strong, but questions remain</h2>
<div class="lb-trans"><h2>家得宝依然强劲，但问题依然存在</h2>
</div><p>Home Depot recently reported its fourth-quarter results, which beat expectations. The retailer's sales were $39.7 billion, ahead of Wall Street's consensus estimate of $39.1 billion. And earnings per share of $3.02 outpaced analysts' consensus estimate of $3.01.</p>
<div class="lb-trans"><p>家得宝最近公布了其第四季度的业绩，超出了预期。该零售商的销售额为 397 亿美元，超过了华尔街共识预期的 391 亿美元。每股收益为 3.02 美元，超出了分析师共识预期的 3.01 美元。</p>
</div><p>While the leading home improvement retailer in the U.S. had a solid quarter, it may have a rough time in the near term. Home Depot's management estimates that 2025 sales will increase by just 2.8%, and that adjusted earnings per share will decline by 2% compared to the prior year.</p>
<div class="lb-trans"><p>尽管美国领先的家居改善零售商在这一季度表现良好，但在短期内可能会面临困难。家得宝的管理层预计，2025 年的销售额仅将增长 2.8%，调整后的每股收益将比去年下降 2%。</p>
</div><p>High mortgage interest rates, expensive houses, and potential tariffs are putting pressure on Home Depot's business outlook. While some recent data shows that homebuyers are returning to the market, an economic slowdown could quickly put an end to that. And if some of President Trump's harshest tariffs are put into place, it could cause people to cut back on home improvement spending.</p>
<div class="lb-trans"><p>高额的抵押贷款利率、昂贵的房屋和潜在的关税正在对家得宝的业务前景施加压力。尽管一些最新数据显示购房者正在重返市场，但经济放缓可能会迅速结束这一趋势。如果特朗普总统的一些最严厉的关税被实施，可能会导致人们减少家居改善支出。</p>
</div><p>The latest consumer sentiment data showed that Americans are much less optimistic about the economy than they were this time last year and that inflation is once again on their minds. If people end up pulling back on their spending substantially, Home Depot will likely feel the results.</p>
<div class="lb-trans"><p>最新的消费者信心数据显示，美国人对经济的乐观程度远低于去年此时，通货膨胀再次成为他们关注的问题。如果人们最终大幅减少支出，家得宝可能会感受到影响。</p>
</div><p>That doesn't mean Home Depot's stock won't be a good long-term investment, but with so much uncertainty from tariffs, inflation, and lower consumer sentiment, Home Depot could have some difficult quarters ahead.</p>
<div class="lb-trans"><p>这并不意味着家得宝的股票不会成为一个好的长期投资，但由于关税、通货膨胀和消费者信心下降的不确定性，家得宝可能会面临一些困难的季度。</p>
</div><h2>Amazon is the better buy</h2>
<div class="lb-trans"><h2>亚马逊是更好的购买选择</h2>
</div><p>Amazon's strong position in cloud computing and its lead in e-commerce make it the better stock to buy right now. I'm still optimistic about Home Depot's future, but Amazon's diversified businesses, as well as its ability to tap into huge trends like AI, give it a leg up in this comparison.</p>
<div class="lb-trans"><p>亚马逊在云计算中的强大地位以及在电子商务中的领先地位使其成为现在更值得购买的股票。我对家得宝的未来仍然持乐观态度，但亚马逊的多元化业务以及其抓住人工智能等巨大趋势的能力，使其在这次比较中占据优势。</p>
</div><p>Just keep in mind that with many people trying to assess what's happening with the economy right now, both stocks are likely to remain volatile for the time being.</p>
<div class="lb-trans"><p>只需记住，由于许多人正在试图评估当前经济形势，这两只股票在短期内可能会保持波动。</p>
</div>

Best Stock to Buy Right Now: Amazon vs. Home Depot

- 当前股市不确定性导致投资者重新评估股票。  
- 亚马逊在云计算和电子商务领域的领先地位使其成为更好的投资选择。  
- 家得宝面临经济放缓和消费者信心下降的挑战。  

当前最值得购买的股票：亚马逊 vs. 家得宝