<p><strong>亚马逊</strong>(AMZN -0.08%) 本月宣布了几项新的人工智能 (AI) 计划。尽管投资者对亚马逊的人工智能关注主要集中在亚马逊网络服务 (AWS) 及其云计算人工智能产品上，但亚马逊也希望利用人工智能来改善其电子商务业务。</p>
<p>该公司一直在为利用人工智能提高其物流和仓储网络的效率奠定基础。让我们看看这些举措如何可能成为股票的游戏规则改变者。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEzMDcvZ2V0dHlpbWFnZXMtMTM2NDg1OTcyMi5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEzMDcvZ2V0dHlpbWFnZXMtMTM2NDg1OTcyMi5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>新的人工智能计划</h2>
<p>亚马逊最近在其 Lab126 单位推出了一项新计划，旨在打造更智能、更灵活的仓库机器人。与当前设计为单一任务的模型不同，亚马逊希望利用自主人工智能来创建能够理解自然语言命令并自主行动的机器人。</p>
<p>该公司表示，这些机器人将能够执行卸载拖车并在需要时检索维修零件等任务。这种技术的进步最终将有助于降低劳动力成本并提高生产力。</p>
<p>在交付方面，亚马逊正在推出一个名为 Wellspring 的人工智能平台，以创建高度详细的地图，帮助司机在大型公寓等复杂地点进行导航。这些地图已经在美国使用，并可能集成到提供免提实时导航的智能眼镜中。目标是减少交付错误和时间，从而使司机能够在一天内完成更多交付。</p>
<p>与此同时，其新的供应链优化技术 (SCOT) 平台正在利用人工智能帮助预测基于价格、客户位置、便利性、天气和销售事件的特定产品的客户需求。</p>
<p>虽然在夏季不在内华达州的仓库中存放冬季外套是显而易见的，但该技术更为细致，能够迎合不同地区消费者的口味。例如，它能够预测哪些书籍在纽约市的销量可能会比在爱达荷州的博伊西更好。</p>
<p>总体而言，这项技术应能帮助亚马逊更好地分配库存，通过将库存靠近买家来改善交付时间，并帮助增加销售同时降低成本。</p>
<p>人工智能开始对亚马逊的电子商务市场产生积极影响的另一个领域是其市场。它拥有人工智能工具，使商家更容易为其市场创建新的、更具吸引力的商品列表。同时，其广告部门也拥有人工智能工具，帮助品牌和商家创建更具吸引力的广告活动并更好地定位潜在客户。</p>
<p>亚马逊的赞助广告业务已发展成为全球最大的数字广告平台之一，这一高利润业务是亚马逊增长最快的收入来源之一。它还最近推出了一款名为 Nova Act 的人工智能代理，可以在网上导航并代表用户执行购物等任务。</p>
<h2>亚马逊股票值得购买吗？</h2>
<p>亚马逊正在大力投资人工智能，而不仅仅是在其 AWS 云计算业务中。该公司开始在其整个电子商务生态系统中嵌入人工智能，通过人工智能驱动的仓库机器人、更好的库存预测和更快的最后一公里交付等方式。这一切都将帮助亚马逊提高效率、降低成本并增加生产力。</p>
<p>亚马逊在这些领域的早期努力已经在其电子商务部门内带来了良好的经营杠杆。例如，上个季度，其北美部门的营业收入增长了 16%，而收入仅增长了 8%。然而，随着这些人工智能计划的持续推进，亚马逊应该能够看到更大的经营杠杆。</p>
<p>当然，任何投资都不是没有风险的。亚马逊并未免于更广泛的经济逆风或贸易紧张局势。然而，人工智能有潜力显著改善公司的成本结构，这反过来应该推动强劲的盈利增长。</p>
<p>虽然投资者喜欢关注收入增长，但他们不应完全忽视像亚马逊这样的公司如何通过提高效率来推动盈利增长。亚马逊在这方面处于领先地位，但预计在未来几年，这将成为各行业的重要人工智能主题。</p>
<p>你也不能忽视亚马逊在 AWS 上看到的强劲增长。这是其盈利能力最大的部门，随着客户继续使用其服务来构建人工智能模型和应用程序并在其基础设施上运行，未来还有很大的增长空间。</p>
<p>虽然其估值已从近期低点上升，但亚马逊的股票仍然以约 35 的前瞻市盈率 (P/E) 吸引人。这远低于其历史交易水平，使其在当前水平上成为一个不错的买入机会。</p>

亚马逊

亚马逊每日 2 倍做多 ETF - Direxion

<p>亚马逊宣布了新的人工智能计划，旨在提升其电子商务和物流运营。这些计划包括开发能够理解自然语言的先进仓库机器人、用于改善配送导航的人工智能平台，以及用于更好库存管理的供应链优化技术（SCOT）平台。这些创新预计将降低成本并提高生产力，从而促进更强劲的盈利增长。尽管面临经济挑战，亚马逊在人工智能和其 AWS 部门的投资使其在未来增长中处于良好位置，目前其股票的估值具有吸引力</p>

<p><strong>Amazon</strong>(AMZN -0.08%) announced several new artificial intelligence (AI) initiatives this month. While much of the investor focus when it comes to AI and Amazon has been on Amazon Web Services (AWS) and its cloud computing AI offerings, Amazon is also looking to use AI to improve its e-commerce business.</p>
<div class="lb-trans"><p><strong>亚马逊</strong>(AMZN -0.08%) 本月宣布了几项新的人工智能 (AI) 计划。尽管投资者对亚马逊的人工智能关注主要集中在亚马逊网络服务 (AWS) 及其云计算人工智能产品上，但亚马逊也希望利用人工智能来改善其电子商务业务。</p>
</div><p>The company has been laying the groundwork to use AI as a way to improve efficiency across its logistics and warehouse networks. Let's look at how these moves could be a game changer for the stock.</p>
<div class="lb-trans"><p>该公司一直在为利用人工智能提高其物流和仓储网络的效率奠定基础。让我们看看这些举措如何可能成为股票的游戏规则改变者。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEzMDcvZ2V0dHlpbWFnZXMtMTM2NDg1OTcyMi5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F821307%2Fgettyimages-1364859722.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>New AI initiatives</h2>
<div class="lb-trans"><h2>新的人工智能计划</h2>
</div><p>Amazon recently unveiled a new initiative at its Lab126 unit to build smarter, more flexible warehouse robots. Unlike current models that are designed for a single task, Amazon is looking to use agentic AI to create robots that can understand natural language commands and act autonomously.</p>
<div class="lb-trans"><p>亚马逊最近在其 Lab126 单位推出了一项新计划，旨在打造更智能、更灵活的仓库机器人。与当前设计为单一任务的模型不同，亚马逊希望利用自主人工智能来创建能够理解自然语言命令并自主行动的机器人。</p>
</div><p>The company said the robots would be able to do such things as unload trailers and then retrieve parts for repairs if needed. This type of advancement would ultimately help reduce labor costs and boost productivity.</p>
<div class="lb-trans"><p>该公司表示，这些机器人将能够执行卸载拖车并在需要时检索维修零件等任务。这种技术的进步最终将有助于降低劳动力成本并提高生产力。</p>
</div><p>On the delivery side, Amazon is rolling out an AI platform called Wellspring to create highly detailed maps to help drivers navigate tricky drop-offs at places like large apartment complexes. These maps are already being used in the U.S. and could be integrated into smart eyewear that provides hands-free, real-time navigation. The goal would be to cut delivery errors and time, so drivers would be able to make more deliveries in a day.</p>
<div class="lb-trans"><p>在交付方面，亚马逊正在推出一个名为 Wellspring 的人工智能平台，以创建高度详细的地图，帮助司机在大型公寓等复杂地点进行导航。这些地图已经在美国使用，并可能集成到提供免提实时导航的智能眼镜中。目标是减少交付错误和时间，从而使司机能够在一天内完成更多交付。</p>
</div><p>Its new SCOT (Supply Chain Optimization Technology) platform, meanwhile, is using AI to help predict customer demand for certain products based on price, customer location, convenience, weather, and sales events.</p>
<div class="lb-trans"><p>与此同时，其新的供应链优化技术 (SCOT) 平台正在利用人工智能帮助预测基于价格、客户位置、便利性、天气和销售事件的特定产品的客户需求。</p>
</div><p>While it's easy to know not to stock winter coats at a Nevada warehouse in the summer, the technology is more nuanced and can cater to different regional consumer tastes. For example, it would be able to predict which books may sell better in New York City than Boise, Idaho.</p>
<div class="lb-trans"><p>虽然在夏季不在内华达州的仓库中存放冬季外套是显而易见的，但该技术更为细致，能够迎合不同地区消费者的口味。例如，它能够预测哪些书籍在纽约市的销量可能会比在爱达荷州的博伊西更好。</p>
</div><p>Overall, the technology should help Amazon better allocate inventory, improve delivery times by having inventory closer to buyers, and help both increase sales while lowering costs.</p>
<div class="lb-trans"><p>总体而言，这项技术应能帮助亚马逊更好地分配库存，通过将库存靠近买家来改善交付时间，并帮助增加销售同时降低成本。</p>
</div><p>Another area where AI is starting to have a positive impact for Amazon is its e-commerce marketplace. It has AI tools that make it easier for merchants to create new, more compelling listings for its marketplace. Meanwhile, its ad unit has AI tools to help brands and merchants create more compelling ad campaigns and better target potential customers.</p>
<div class="lb-trans"><p>人工智能开始对亚马逊的电子商务市场产生积极影响的另一个领域是其市场。它拥有人工智能工具，使商家更容易为其市场创建新的、更具吸引力的商品列表。同时，其广告部门也拥有人工智能工具，帮助品牌和商家创建更具吸引力的广告活动并更好地定位潜在客户。</p>
</div><p>Amazon's sponsored ad business has grown to become one of the largest digital advertising platforms in the world, and this high-margin business is one of Amazon's fastest-growing revenue streams. It also recently launched an AI agent, called Nova Act, that can navigate the web and perform tasks like shopping on behalf of users.</p>
<div class="lb-trans"><p>亚马逊的赞助广告业务已发展成为全球最大的数字广告平台之一，这一高利润业务是亚马逊增长最快的收入来源之一。它还最近推出了一款名为 Nova Act 的人工智能代理，可以在网上导航并代表用户执行购物等任务。</p>
</div><h2>Is Amazon stock a buy?</h2>
<div class="lb-trans"><h2>亚马逊股票值得购买吗？</h2>
</div><p>Amazon is investing heavily in AI and not just in its AWS cloud computing business. The company is beginning to embed AI across its entire e-commerce ecosystem through things like AI-powered warehouse robots, better inventory forecasting, and faster last-mile delivery. This will all help Amazon drive efficiencies, lower costs, and increase productivity.</p>
<div class="lb-trans"><p>亚马逊正在大力投资人工智能，而不仅仅是在其 AWS 云计算业务中。该公司开始在其整个电子商务生态系统中嵌入人工智能，通过人工智能驱动的仓库机器人、更好的库存预测和更快的最后一公里交付等方式。这一切都将帮助亚马逊提高效率、降低成本并增加生产力。</p>
</div><p>Amazon's early efforts in these areas have already led to solid operating leverage within its e-commerce segment. For example, last quarter its North American segment saw a 16% increase in operating income on only an 8% rise in revenue. However, as these AI initiatives continue to progress, Amazon should be able to see even greater operating leverage.</p>
<div class="lb-trans"><p>亚马逊在这些领域的早期努力已经在其电子商务部门内带来了良好的经营杠杆。例如，上个季度，其北美部门的营业收入增长了 16%，而收入仅增长了 8%。然而，随着这些人工智能计划的持续推进，亚马逊应该能够看到更大的经营杠杆。</p>
</div><p>Of course, no investment is without risks. Amazon isn't immune to broader economic headwinds or trade tensions. However, AI has the potential to significantly improve the company's cost structure, which in turn should drive strong earnings growth.</p>
<div class="lb-trans"><p>当然，任何投资都不是没有风险的。亚马逊并未免于更广泛的经济逆风或贸易紧张局势。然而，人工智能有潜力显著改善公司的成本结构，这反过来应该推动强劲的盈利增长。</p>
</div><p>While investors like to focus on revenue growth, they shouldn't completely ignore how companies like Amazon can drive earnings growth by becoming more efficient. Amazon is leading the way in this regard, but expect this to be a big AI theme in the coming years across industries.</p>
<div class="lb-trans"><p>虽然投资者喜欢关注收入增长，但他们不应完全忽视像亚马逊这样的公司如何通过提高效率来推动盈利增长。亚马逊在这方面处于领先地位，但预计在未来几年，这将成为各行业的重要人工智能主题。</p>
</div><p>You also can't ignore the strong growth Amazon is seeing with AWS. This is its largest segment by profitability, and it has a long runway of growth ahead as customers continue to use its services to build AI models and apps and run them on its infrastructure.</p>
<div class="lb-trans"><p>你也不能忽视亚马逊在 AWS 上看到的强劲增长。这是其盈利能力最大的部门，随着客户继续使用其服务来构建人工智能模型和应用程序并在其基础设施上运行，未来还有很大的增长空间。</p>
</div><p>While its valuation has risen off its recent lows, Amazon's stock is still attractively valued trading at a forward price-to-earnings ratio (P/E) of around 35. That's well below where it's traded historically, making it a solid buy at current levels.</p>
<div class="lb-trans"><p>虽然其估值已从近期低点上升，但亚马逊的股票仍然以约 35 的前瞻市盈率 (P/E) 吸引人。这远低于其历史交易水平，使其在当前水平上成为一个不错的买入机会。</p>
</div>

Amazon's Secret Weapon? How These AI Initiatives Could Be a Game Changer for the Stock.

- 亚马逊推出多项人工智能新举措，旨在提升电商业务效率。  
- 新的仓库机器人和 AI 平台将降低劳动力成本并提高生产力。  
- 这些技术有助于改善库存分配和交付时间，推动销售增长。  

亚马逊的秘密武器？这些人工智能计划如何可能成为改变股票游戏规则的关键