<p>根据 S&amp;P Global Market Intelligence 提供的数据，<strong>亚马逊</strong>(AMZN 0.16%) 的股票在 5 月份上涨了 11%。虽然没有任何与亚马逊相关的新消息，但由于暂停对中国商品的关税，许多股票都上涨了。</p>
<h2>美国领先的电子商务零售商</h2>
<p>亚马逊在美国电子商务市场占据无可匹敌的地位。它在规模和主导地位上拥有强大的护城河，并且始终在升级其平台以保持领先。</p>
<p>首席执行官安迪·贾西在最近的财报电话会议上指出，亚马逊在面对更高关税时相较于其他零售商有几个优势。他指出，亚马逊主要销售低价必需品，这使其在关税问题上处于强势地位。它与许多卖家合作，拥有数百万种产品，顾客很可能在平台上找到他们所需的商品。此外，在不确定时期，消费者倾向于选择他们信任的品牌，而亚马逊多年来一直在建立这种信任。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAzODEvYW1hem9uLWxvY2tlci5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAzODEvYW1hem9uLWxvY2tlci5qcGcmdz03MDA"/></p>
<p>图片来源：亚马逊。</p>
<p>然而，亚马逊今年仍然落后于整体市场。电子商务及相关服务占其销售额的约 68%，这可能会受到更高关税的负面影响。尽管人工智能（AI）和长期驱动因素的增长，市场对关税的担忧导致亚马逊股票下跌。因此，暂停对中国的更高关税的公告让亚马逊感到欣慰。</p>
<h2>不止于电子商务</h2>
<p>人工智能已经成为亚马逊一个数十亿美元的业务，并代表着其未来。贾西表示：“在这一代人工智能出现之前，我们认为 AWS 有机会最终成为一个数千亿美元的收入业务。我们现在认为它可能会更大。” 亚马逊正在全力以赴，力争成为云计算领域顶尖的生成式人工智能平台。它已经是全球最大的云业务，占全球市场的 30%，并正在投入资金开发全面的生成式人工智能基础设施，包括制造更具成本效益的芯片。贾西表示，亚马逊在 2025 年将单独在人工智能上花费超过 1000 亿美元，超过任何其他同类企业。</p>
<p>在如此巨大的潜力面前，聪明的投资者将短期下跌视为长期投资的绝佳机会。尽管在 5 月份有所上涨，亚马逊的股票今年仍下跌了 6%，市盈率为 33。这仅略高于其五年低点 27，该低点出现在 4 月份。接下来可能会有一些波动，但预计亚马逊的股票会随着时间的推移而上涨。</p>

亚马逊

亚马逊每日 2 倍做多 ETF - Direxion

<p>亚马逊的股票在 5 月份上涨了 11%，这得益于对中国商品关税的暂停。尽管今年表现落后于大盘，但亚马逊在电子商务领域的强大地位以及对人工智能发展的关注被视为长期增长的驱动力。首席执行官安迪·贾西强调了亚马逊在销售低价必需品方面的优势，这减轻了关税的影响。该公司计划到 2025 年在人工智能方面投资超过 1000 亿美元，力争成为生成式人工智能的领导者。尽管股票年初至今下跌了 6%，但这为投资者提供了一个买入机会</p>

<p><strong>Amazon</strong>(AMZN 0.16%) stock gained 11% in May, according to data provided by S&amp;P Global Market Intelligence. While there wasn't any new specific to Amazon, many stocks gained on the pause in tariffs on Chinese goods.</p>
<div class="lb-trans"><p>根据 S&amp;P Global Market Intelligence 提供的数据，<strong>亚马逊</strong>(AMZN 0.16%) 的股票在 5 月份上涨了 11%。虽然没有任何与亚马逊相关的新消息，但由于暂停对中国商品的关税，许多股票都上涨了。</p>
</div><h2>The leading U.S. e-commerce retailer</h2>
<div class="lb-trans"><h2>美国领先的电子商务零售商</h2>
</div><p>Amazon has an unbeatable hold on U.S. e-commerce. It has a strong moat in its scale and dominance, and it's always upgrading its platform to stay on top.</p>
<div class="lb-trans"><p>亚马逊在美国电子商务市场占据无可匹敌的地位。它在规模和主导地位上拥有强大的护城河，并且始终在升级其平台以保持领先。</p>
</div><p>CEO Andy Jassy noted on the most recent earnings call that Amazon has several advantages over other retailers in reference to higher tariffs. He pointed out that Amazon mostly sells low-priced essentials, which puts it in a strong position when it comes to tariffs. It works with many sellers and has millions of products, and customers are likely to be able to find what they need somewhere on the platform. On top of that, in times of uncertainty, shoppers tend to shop with a name that they trust, and Amazon has been building that for years.</p>
<div class="lb-trans"><p>首席执行官安迪·贾西在最近的财报电话会议上指出，亚马逊在面对更高关税时相较于其他零售商有几个优势。他指出，亚马逊主要销售低价必需品，这使其在关税问题上处于强势地位。它与许多卖家合作，拥有数百万种产品，顾客很可能在平台上找到他们所需的商品。此外，在不确定时期，消费者倾向于选择他们信任的品牌，而亚马逊多年来一直在建立这种信任。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjAzODEvYW1hem9uLWxvY2tlci5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F820381%2Famazon-locker.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><p>However, Amazon is still trailing the broader market this year. E-commerce and related services make up about 68% of its sales, and that could be negatively impacted by higher tariffs. Despite the growth in artificial intelligence (AI) and long-term drivers, the market has been worried about tariffs, sending Amazon stock down. So it was pleased with the announcement of a pause in higher tariffs with China.</p>
<div class="lb-trans"><p>然而，亚马逊今年仍然落后于整体市场。电子商务及相关服务占其销售额的约 68%，这可能会受到更高关税的负面影响。尽管人工智能（AI）和长期驱动因素的增长，市场对关税的担忧导致亚马逊股票下跌。因此，暂停对中国的更高关税的公告让亚马逊感到欣慰。</p>
</div><h2>Much more than e-commerce</h2>
<div class="lb-trans"><h2>不止于电子商务</h2>
</div><p>AI is already a multibillion-dollar run rate business for Amazon, and it represents its future. &#34;Before this generation of AI,&#34; Jassy said, &#34;we thought AWS had the chance to ultimately be a multi-hundred-billion-dollar revenue run rate business. We now think it could be even larger.&#34; Amazon is working feverishly to stake its claim as the top generative AI platform in cloud computing. It's already the top cloud business in the world, with 30% of the global market, and it's pouring money into developing a comprehensive generative AI infrastructure, including making its own more budget-friendly chips. Jassy said Amazon would spend north of $100 billion on AI in 2025 alone, more than any other business of its type.</p>
<div class="lb-trans"><p>人工智能已经成为亚马逊一个数十亿美元的业务，并代表着其未来。贾西表示：“在这一代人工智能出现之前，我们认为 AWS 有机会最终成为一个数千亿美元的收入业务。我们现在认为它可能会更大。” 亚马逊正在全力以赴，力争成为云计算领域顶尖的生成式人工智能平台。它已经是全球最大的云业务，占全球市场的 30%，并正在投入资金开发全面的生成式人工智能基础设施，包括制造更具成本效益的芯片。贾西表示，亚马逊在 2025 年将单独在人工智能上花费超过 1000 亿美元，超过任何其他同类企业。</p>
</div><p>With so much potential at its fingertips, smart investors see a short-term dip as an excellent long-term buying opportunity. Even up in May, Amazon stock is down 6% this year, and it trades at a P/E ratio of 33. That's just above its five-year low of 27, which it hit in April. There may be some lumpiness for the next bit, but expect Amazon stock to rise over time.</p>
<div class="lb-trans"><p>在如此巨大的潜力面前，聪明的投资者将短期下跌视为长期投资的绝佳机会。尽管在 5 月份有所上涨，亚马逊的股票今年仍下跌了 6%，市盈率为 33。这仅略高于其五年低点 27，该低点出现在 4 月份。接下来可能会有一些波动，但预计亚马逊的股票会随着时间的推移而上涨。</p>
</div>

Why Amazon Stock Gained 11% in May

- 亚马逊股票在 5 月上涨 11%，受益于暂停对中国商品的关税。  
- 亚马逊在美国电商市场占据主导地位，销售低价必需品使其在关税方面具优势。  
- 尽管面临关税担忧，亚马逊在人工智能领域的投资潜力巨大，预计未来将实现更高收入。  

为什么亚马逊的股票在五月份上涨了 11%