<p>不可否认的是：<strong>亚马逊</strong>（AMZN -3.92%）不仅是本世纪最具回报的股票选择之一，也是市场上最大的赢家之一。自 1997 年上市以来，股价上涨超过 250,000%，这还算上了从 1 月份高峰回落的幅度。</p>
<p>然而，也不可否认的是，亚马逊的最高增长日子已经成为过去，部分原因是与其过去的比较现在已经成为了一个高标准。虽然它仍然是一个稳健的持股，但希望从这里获得高于平均水平增长的投资者可能需要另寻他处。</p>
<p>以下是三只值得考虑购买的成长股，替代亚马逊。</p>
<h2>Shopify</h2>
<p>亚马逊不仅是西半球电子商务行业的强大力量，它在很大程度上塑造了这一业务，留下了深刻的印记。对于市场新手来说，它无疑是最让人担心的竞争对手。</p>
<p>不过，正如预期的那样，电子商务行业也在不断发展。品牌和卖家现在可以通过不同的方式在线销售，消费者也愿意并能够从除了亚马逊这样的大型在线购物中心之外的平台购买。</p>
<p>这时出现了 <strong>Shopify</strong>（SHOP -6.68%），它是制造商和品牌能够越来越多地在亚马逊购物生态系统之外运营的原因之一。</p>
<p>简单来说，Shopify 使公司能够建立自己的在线商店，直接向客户销售。它的交钥匙解决方案涵盖了从数字购物车到支付处理、库存管理、市场营销等多个方面。其客户公司包括 FragranceNet、Skullcandy、Carrier 和 Daily Harvest。</p>
<p>尽管公司本身不再披露具体数字，但估计全球使用 Shopify 的平台在线商店数量大约在 500 万左右。该公司仍然报告其平台所推动的业务总额。其技术在 2024 年促成了价值 2923 亿美元的商品和服务的销售，带来了近 89 亿美元的收入和 11 亿美元的营业收入。这两个数字都较去年有了显著增长，延续了几年前许多人认为不可能实现的长期增长势头。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNob3BpZnktcmVzdWx0cy5wbmcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNob3BpZnktcmVzdWx0cy5wbmcmdz03MDA"/></p>
<p>数据来源：StockAnalysis.com。图表由作者制作。</p>
<p>这是怎么回事？事实证明，尽管消费者当然不介意从亚马逊购买，但人们越来越渴望真实，同时也希望支持那些有吸引人故事的负责任企业。实际上，最近由 Upworthy 和 Alter Agents 进行的一项调查显示，76% 的北美消费者特别寻求来自他们可能购买的品牌的 “令人愉悦” 的内容。虽然亚马逊并不适合提供这些内容，但 Shopify 的工具包使制造商和卖家能够做到这一点。</p>
<p>这一趋势只会继续扩大。分析师预计，至少到 2027 年，Shopify 的收入年增长率将超过 20%。</p>
<h2>SoFi Technologies</h2>
<p>当然，购物并不是唯一一个因互联网的出现而改变的行业。互联网也显著改变了银行业务。美国银行家协会最近进行的一项调查显示，55% 的美国消费者现在使用移动应用程序作为进行银行业务的主要方式。传统计算机是第二受欢迎的方法，是 22% 的银行客户的首选。</p>
<p>在另一端，只有 11% 的银行客户对访问分行感兴趣，而希望通过电话进行银行业务的客户更少，仅占 4%。</p>
<p>问题是？大多数由传统银行推出的在线银行平台并未真正引起越来越精通技术的消费者的共鸣。新的首选标准是从头开始构建的在线银行服务，例如 <strong>SoFi Technologies</strong>（SOFI -10.53%）。</p>
<p>它提供了你所期望的传统银行的所有选项，如支票账户、信用卡、投资服务、贷款等，甚至包括保险。然而，SoFi 没有的就是传统银行分行。</p>
<p>实际上，SoFi 是_唯一_一家在线银行。</p>
<p>问题是，似乎越来越少的人在乎。该银行现在拥有超过 1010 万客户，延续了自 2020 年以来未间断的增长势头。这些客户也在使用越来越多的银行服务或产品。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNvZmktZ3Jvd3RoLnBuZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNvZmktZ3Jvd3RoLnBuZyZ3PTcwMA"/></p>
<p>图片来源：SoFi Technologies 年终财报电话会议演示文稿。</p>
<p>不过，这仍然只是个开始。根据市场研究公司 Straits Research，全球在线银行市场预计到 2030 年每年将增长 14%。尽管欧洲可能会引领这一增长，但北美市场已经相当庞大的规模（SoFi 已经在满足这一市场需求）将推动这一增长。</p>
<h2>Uber Technologies</h2>
<p>最后，将打车服务公司 <strong>Uber Technologies</strong>（UBER -7.57%）加入你的股票购买清单中，替代亚马逊，趁你仍然可以以有吸引力的价格进入。该股目前的交易价格与一年前大致相同，尽管自那时以来持续增长，使其股价大约低于分析师共识目标价的 25%，该目标价略高于每股 90 美元。</p>
<p>这又是一个因技术变革而蓬勃发展的名字。特别是由于互联网的出现——尤其是移动互联网的连接——消费者可以方便地叫车，而高度流动的司机也可以轻松地与付费乘客联系。25 年前，这根本不是一个可行的选择，那时叫出租车、拨打出租车公司电话或乘坐公交车是唯一真正的第三方出行选择。</p>
<p>不过，推动去年优步总行程和收入增长 19% 的还有其他因素……或者说，可能是反过来的。不管怎样，由于成本上升和便利性下降，加上新的选择，汽车拥有权的兴趣正在下降。德勤最近进行的一项民调显示，虽然在美国只有 11% 的 55 岁及以上人群会考虑放弃自己的车辆，使用像优步这样的打车替代方案，但 44% 的 35 岁以下人群愿意这样做。</p>
<p>同样，越来越多的人并不急于获得驾驶执照。联邦公路管理局报告称，1983 年 19 岁持有驾照的人数超过 87%，而到 2022 年这一比例降至不到 69%，这突显了这一年龄段人群的一个更大且日益增长的趋势。再次强调，这一人群在如今提供的更方便和更具成本效益的选择面前，几乎看不到自己开车的必要。</p>
<p>最近优步的股票表现起伏不定，主要是由于偶尔令人失望的季度指标或指引。不过，不要急于下结论。优步的增长一直保持在中十几的水平——如果不是更好——并且在未来几年内可能会保持这一水平，因为打车服务继续取代传统的汽车拥有权。</p>
<p>顺便提一下，尽管当前投资者情绪不佳，大多数分析师仍将优步股票视为强烈买入。</p>

SHOP

亚马逊

优步

SOFI

<p>这篇文章讨论了投资者为何可能考虑亚马逊的替代品，重点介绍了三只成长股：Shopify、SoFi Technologies 和 Uber Technologies。Shopify 使品牌能够直接向消费者销售，通过其平台实现了 2923 亿美元的销售额，促进了显著的增长。SoFi Technologies 作为一家在线银行，已获得超过 1010 万客户，利用了向数字银行转型的趋势。最后，Uber Technologies 在打车市场中持续发展。文章建议，这些公司在未来可能提供比亚马逊更好的增长潜力</p>

<p>There's no denying it: <strong>Amazon</strong>(AMZN -3.92%) has not only been one of this century's most rewarding stock picks, but also one of the market's biggest-ever winners. Shares are up by more than 250,000% since their 1997 public offering, and that's counting the sizable pullback from January's peak.</p>
<div class="lb-trans"><p>不可否认的是：<strong>亚马逊</strong>（AMZN -3.92%）不仅是本世纪最具回报的股票选择之一，也是市场上最大的赢家之一。自 1997 年上市以来，股价上涨超过 250,000%，这还算上了从 1 月份高峰回落的幅度。</p>
</div><p>There's also no denying, however, that Amazon's highest growth days are in the rearview mirror if only because comparisons to its past are now such a high bar. While it's still a solid holding, investors looking for above-average growth from here will want to look elsewhere.</p>
<div class="lb-trans"><p>然而，也不可否认的是，亚马逊的最高增长日子已经成为过去，部分原因是与其过去的比较现在已经成为了一个高标准。虽然它仍然是一个稳健的持股，但希望从这里获得高于平均水平增长的投资者可能需要另寻他处。</p>
</div><p>Here's a rundown of three growth stocks to consider buying instead of Amazon.</p>
<div class="lb-trans"><p>以下是三只值得考虑购买的成长股，替代亚马逊。</p>
</div><h2>Shopify</h2>
<div class="lb-trans"><h2>Shopify</h2>
</div><p>Amazon isn't just the powerhouse of the Western Hemisphere's e-commerce industry. It largely built the business, leaving its fingerprints as a result. It's certainly the name that newcomers to the market are most worried about beating, or being beaten by.</p>
<div class="lb-trans"><p>亚马逊不仅是西半球电子商务行业的强大力量，它在很大程度上塑造了这一业务，留下了深刻的印记。对于市场新手来说，它无疑是最让人担心的竞争对手。</p>
</div><p>As could have been expected though, the e-commerce industry is also evolving. Brands and sellers now have access to different ways of selling online, just as consumers are willing and able to buy from platforms other than massive online shopping malls like Amazon's.</p>
<div class="lb-trans"><p>不过，正如预期的那样，电子商务行业也在不断发展。品牌和卖家现在可以通过不同的方式在线销售，消费者也愿意并能够从除了亚马逊这样的大型在线购物中心之外的平台购买。</p>
</div><p>Enter <strong>Shopify</strong>(SHOP -6.68%), which is one reason manufacturers and brands can increasingly operate outside of Amazon's shopping ecosystem.</p>
<div class="lb-trans"><p>这时出现了 <strong>Shopify</strong>（SHOP -6.68%），它是制造商和品牌能够越来越多地在亚马逊购物生态系统之外运营的原因之一。</p>
</div><p>In simplest terms, Shopify makes it possible for companies to establish their own online store and sell directly to customers to do so. Its turnkey solutions range from digital shopping carts to payment processing to inventory management to marketing, and more. Some of its client companies include FragranceNet, Skullcandy, Carrier, and Daily Harvest.</p>
<div class="lb-trans"><p>简单来说，Shopify 使公司能够建立自己的在线商店，直接向客户销售。它的交钥匙解决方案涵盖了从数字购物车到支付处理、库存管理、市场营销等多个方面。其客户公司包括 FragranceNet、Skullcandy、Carrier 和 Daily Harvest。</p>
</div><p>Although the company itself no longer discloses the number, estimates put the worldwide number of Shopify-powered online stores somewhere in the ballpark of 5 million. The company does still report the amount of business its platform collectively drives though. Its technology facilitated the sale of $292.3 billion worth of goods and services in 2024, resulting in nearly $8.9 billion in revenue and operating income of $1.1 billion of its own. Both are well up from the prior year's comparisons, too, extending a long-standing growth streak that just a few years back many would have thought impossible to produce.</p>
<div class="lb-trans"><p>尽管公司本身不再披露具体数字，但估计全球使用 Shopify 的平台在线商店数量大约在 500 万左右。该公司仍然报告其平台所推动的业务总额。其技术在 2024 年促成了价值 2923 亿美元的商品和服务的销售，带来了近 89 亿美元的收入和 11 亿美元的营业收入。这两个数字都较去年有了显著增长，延续了几年前许多人认为不可能实现的长期增长势头。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNob3BpZnktcmVzdWx0cy5wbmcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F813296%2F040125-shopify-results.png&amp;op=resize&amp;w=700"/></p>
<p>Data source: StockAnalysis.com. Chart by author.</p>
<div class="lb-trans"><p>数据来源：StockAnalysis.com。图表由作者制作。</p>
</div><p>What gives? As it turns out, although consumers certainly don't mind purchasing from Amazon, people increasingly crave authenticity while also supporting responsible businesses with compelling stories to tell. Indeed, as a recent poll performed by Upworthy and Alter Agents suggests, 76% of North American consumers specifically seek out &#34;feel good&#34; content from brands they may end up buying from. While Amazon.com isn't cut out to deliver any of this, Shopify's toolkit makes it possible for manufacturers and sellers to do so.</p>
<div class="lb-trans"><p>这是怎么回事？事实证明，尽管消费者当然不介意从亚马逊购买，但人们越来越渴望真实，同时也希望支持那些有吸引人故事的负责任企业。实际上，最近由 Upworthy 和 Alter Agents 进行的一项调查显示，76% 的北美消费者特别寻求来自他们可能购买的品牌的 “令人愉悦” 的内容。虽然亚马逊并不适合提供这些内容，但 Shopify 的工具包使制造商和卖家能够做到这一点。</p>
</div><p>This movement is only going to expand. Analysts expect top-line growth of more than 20% every year at least through 2027.</p>
<div class="lb-trans"><p>这一趋势只会继续扩大。分析师预计，至少到 2027 年，Shopify 的收入年增长率将超过 20%。</p>
</div><h2>SoFi Technologies</h2>
<div class="lb-trans"><h2>SoFi Technologies</h2>
</div><p>Shopping isn't the only industry that's been changed by the advent of the internet, of course. The internet significantly changed the banking business as well. A recent survey taken by the American Bankers Association indicates that 55% of U.S. consumers now use a mobile app as their primary means of conducting banking business. A conventional computer is the second-most preferred method, being the go-to option for 22% of banks' customers.</p>
<div class="lb-trans"><p>当然，购物并不是唯一一个因互联网的出现而改变的行业。互联网也显著改变了银行业务。美国银行家协会最近进行的一项调查显示，55% 的美国消费者现在使用移动应用程序作为进行银行业务的主要方式。传统计算机是第二受欢迎的方法，是 22% 的银行客户的首选。</p>
</div><p>At the other end of the spectrum, only 11% of this nation's banking customers are interested in visiting a branch, while an even smaller 4% of this crowd wants to conduct banking business with a phone call.</p>
<div class="lb-trans"><p>在另一端，只有 11% 的银行客户对访问分行感兴趣，而希望通过电话进行银行业务的客户更少，仅占 4%。</p>
</div><p>Problem? Most of the online banking platforms that were launched by a brick-and-mortar establishment aren't quite resonating with increasingly tech-savvy consumers. The new preferred norm is a service that's been built from the ground up to be an online bank, such as <strong>SoFi Technologies</strong>(SOFI -10.53%).</p>
<div class="lb-trans"><p>问题是？大多数由传统银行推出的在线银行平台并未真正引起越来越精通技术的消费者的共鸣。新的首选标准是从头开始构建的在线银行服务，例如 <strong>SoFi Technologies</strong>（SOFI -10.53%）。</p>
</div><p>It's got all the options you'd expect from a conventional bank, like checking accounts, credit cards, investing services, lending, and more, even including insurance. The one thing SoFi doesn't have, however, is conventional bank branches.</p>
<div class="lb-trans"><p>它提供了你所期望的传统银行的所有选项，如支票账户、信用卡、投资服务、贷款等，甚至包括保险。然而，SoFi 没有的就是传统银行分行。</p>
</div><p>See, SoFi is <em>only</em> an online bank.</p>
<div class="lb-trans"><p>实际上，SoFi 是_唯一_一家在线银行。</p>
</div><p>The thing is, fewer and fewer people seem to care. The bank now boasts a little more than 10.1 million customers, extending a growth streak that's been uninterrupted since 2020. Each of these customers is also utilizing a growing number of banking services or products.</p>
<div class="lb-trans"><p>问题是，似乎越来越少的人在乎。该银行现在拥有超过 1010 万客户，延续了自 2020 年以来未间断的增长势头。这些客户也在使用越来越多的银行服务或产品。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNvZmktZ3Jvd3RoLnBuZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F813296%2F040125-sofi-growth.png&amp;op=resize&amp;w=700"/></p>
<p>Image source: SoFi Technologies year-end earnings conference call presentation.</p>
<div class="lb-trans"><p>图片来源：SoFi Technologies 年终财报电话会议演示文稿。</p>
</div><p>This is still just the beginning though. The global online banking market could annually grow by 14% till 2030, according to the market research company, Straits Research. Although Europe is likely to lead this growth, it's the North American market's already significant size (which SoFi already caters to) that'll drive that growth across the pond.</p>
<div class="lb-trans"><p>不过，这仍然只是个开始。根据市场研究公司 Straits Research，全球在线银行市场预计到 2030 年每年将增长 14%。尽管欧洲可能会引领这一增长，但北美市场已经相当庞大的规模（SoFi 已经在满足这一市场需求）将推动这一增长。</p>
</div><h2>Uber Technologies</h2>
<div class="lb-trans"><h2>Uber Technologies</h2>
</div><p>Finally, add ride-hailing outfit <strong>Uber Technologies</strong>(UBER -7.57%) to your list of stocks other than Amazon to buy while you can still step into it at an attractive price. The stock's currently trading where it was about a year ago despite continued growth since then, leaving it roughly 25% below analysts' consensus price target of just over $90 per share.</p>
<div class="lb-trans"><p>最后，将打车服务公司 <strong>Uber Technologies</strong>（UBER -7.57%）加入你的股票购买清单中，替代亚马逊，趁你仍然可以以有吸引力的价格进入。该股目前的交易价格与一年前大致相同，尽管自那时以来持续增长，使其股价大约低于分析师共识目标价的 25%，该目标价略高于每股 90 美元。</p>
</div><p>It's yet another name that's thriving because of technological change. Namely, thanks to the advent of the internet -- and mobile internet connectivity in particular -- consumers can conveniently call for a ride, while highly mobile drivers can just as easily connect with a paying rider. It just wasn't a viable option 25 years ago, when hailing a cab, calling a cab company, or taking the bus was the only real third-party mobility option.</p>
<div class="lb-trans"><p>这又是一个因技术变革而蓬勃发展的名字。特别是由于互联网的出现——尤其是移动互联网的连接——消费者可以方便地叫车，而高度流动的司机也可以轻松地与付费乘客联系。25 年前，这根本不是一个可行的选择，那时叫出租车、拨打出租车公司电话或乘坐公交车是唯一真正的第三方出行选择。</p>
</div><p>There's something else driving last year's 19% increase in Uber's total trips and revenue though... or perhaps the other way around. Whatever the case, due to a combination of rising costs and waning convenience, paired with new options, interest in car ownership is on the decline. A poll recently performed by Deloitte indicates that while only 11% of the 55-and-up crowd in the United States would consider giving up their own vehicle to use ride-hailing alternatives like Uber, 44% of the under-35 cohort would be willing to do so.</p>
<div class="lb-trans"><p>不过，推动去年优步总行程和收入增长 19% 的还有其他因素……或者说，可能是反过来的。不管怎样，由于成本上升和便利性下降，加上新的选择，汽车拥有权的兴趣正在下降。德勤最近进行的一项民调显示，虽然在美国只有 11% 的 55 岁及以上人群会考虑放弃自己的车辆，使用像优步这样的打车替代方案，但 44% 的 35 岁以下人群愿意这样做。</p>
</div><p>In a similar vein, a growing number of people aren't in any hurry to secure a driver's license. The Federal Highway Administration reports that the number of 19-year-olds with a license slipped from more than 87% in 1983 to less than 69% as of 2022, underscoring a bigger and growing trend for people all around that age. Again, this crowd sees little need to drive themselves using their own car when more convenient and cost-effective options are now offered.</p>
<div class="lb-trans"><p>同样，越来越多的人并不急于获得驾驶执照。联邦公路管理局报告称，1983 年 19 岁持有驾照的人数超过 87%，而到 2022 年这一比例降至不到 69%，这突显了这一年龄段人群的一个更大且日益增长的趋势。再次强调，这一人群在如今提供的更方便和更具成本效益的选择面前，几乎看不到自己开车的必要。</p>
</div><p>Uber shares have been hot and cold of late, mostly due to the occasional disappointing quarterly metric or guidance. Don't be too quick to jump to conclusions though. Uber's growth has consistently been in the mid-teens -- if not better -- and will likely remain there for at least the next several years as ride-hailing continues to displace conventional car ownership.</p>
<div class="lb-trans"><p>最近优步的股票表现起伏不定，主要是由于偶尔令人失望的季度指标或指引。不过，不要急于下结论。优步的增长一直保持在中十几的水平——如果不是更好——并且在未来几年内可能会保持这一水平，因为打车服务继续取代传统的汽车拥有权。</p>
</div><p>Incidentally, most analysts see Uber stock as a strong buy, despite current investor sentiment.</p>
<div class="lb-trans"><p>顺便提一下，尽管当前投资者情绪不佳，大多数分析师仍将优步股票视为强烈买入。</p>
</div>

Should You Forget Amazon? Why These Unstoppable Stocks Are Better Buys

- 亚马逊股票自 1997 年上市以来上涨超过 250,000%。
- 由于增长放缓，投资者应考虑其他增长股，如 Shopify、SoFi 和 Uber。
- 这些公司利用互联网变革，满足消费者对便利性和真实性的需求。

你是否应该忘记亚马逊？为什么这些势不可挡的股票是更好的买入选择