<p><strong>特斯拉</strong>(TSLA 0.04%) 在机器人领域获得了大部分媒体关注，这要归功于其人形机器人原型 Optimus 以及埃隆·马斯克的大胆言论。事实上，去年马斯克表示，Optimus 最终可能比特斯拉的所有其他业务加起来还要值钱。</p>
<p>但与此同时，<strong>亚马逊</strong>(AMZN 1.62%) 的机器人已经在实际和比喻上交付商品。实际上，亚马逊已经是全球最大的移动机器人制造商和运营商。</p>
<p>所以，如果你在寻找人工智能（AI）机器人领域的真正领导者，那就是亚马逊。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4OTkvZ2V0dHlpbWFnZXMtMTIwOTAxMTk4My5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="467" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4OTkvZ2V0dHlpbWFnZXMtMTIwOTAxMTk4My5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>100 万台机器人，且在不断增加</h2>
<p>亚马逊在 2012 年进入机器人领域，当时以 7.75 亿美元收购了 Kiva Systems。虽然当时这笔交易规模不大，但现在开始为亚马逊带来丰厚的回报。本月早些时候，该公司在其履行中心内运营的机器人数量超过了 100 万台。这些机器人现在协助处理约 75% 的通过 Amazon.com 下的所有客户订单。</p>
<p>这些数字非常庞大，而且可能还会继续增长。预计该公司的机器人员工数量很快将超过人类员工。亚马逊的机器人不仅仅是搬运包裹。它们还在分类库存、搬运重物、卸载拖车，并越来越多地处理复杂的仓库任务。</p>
<h2>人工智能为亚马逊提供优势</h2>
<p>亚马逊与其他机器人公司的不同之处在于它如何利用人工智能使其机器人更智能，从而提高效率。其 Lab126 团队正在开发新一代仓库机器人，这些机器人可以遵循语音命令、实时调整应对问题，甚至在出现故障时自行修复。</p>
<p>亚马逊还刚刚推出了一种名为 DeepFleet 的人工智能模型，用于管理和协调其整个机器人队伍。目标是通过更好地决策机器人应该做什么以及何时做，来更快、更低成本地移动包裹。</p>
<p>这些机器人不仅仅是搬运箱子。它们可以找到特定的零件，如果过道被阻塞可以重新规划路线，并在不需要预先编程的情况下卸载卡车。有些甚至可以在发货前发现损坏的物品，这应该能减少退货并提高客户满意度。</p>
<p>机器人也不需要休息或请病假，这意味着它们可以全天候工作。随着时间的推移，这应该会导致更快的运输、更低的劳动力成本，以及亚马逊核心电子商务业务更强的运营利润率。</p>
<h2>人工智能在配送、库存等方面的应用</h2>
<p>机器人只是亚马逊人工智能效率故事的一部分。亚马逊的新 Wellspring 系统利用人工智能绘制难以到达的配送地点，如大型公寓和办公园区。数据还可以集成到智能眼镜中，实现实时导航。这一切都有助于改善配送时间，让司机在每个班次中完成更多的路线。</p>
<p>该公司还利用人工智能来优化其库存和配送网络。通过其 SCOT（供应链优化技术）系统，亚马逊现在能够通过考虑区域偏好、天气和价格敏感性等因素来预测特定产品的需求。最终，这使得库存更接近客户，有助于降低运输成本。</p>
<p>这些改进已经转化为更好的运营表现。上个季度，亚马逊北美部门的运营收入在仅 8% 的收入增长下增长了 16%。这显示出良好的运营效率。</p>
<h2>亚马逊股票值得购买吗？</h2>
<p>当然，机器人只是亚马逊故事的一部分。其云计算部门亚马逊网络服务（AWS）是其盈利能力最大的业务，也是增长最快的业务。客户继续选择亚马逊的云基础设施来构建、训练和扩展他们自己的人工智能模型和应用程序。同时，亚马逊开发了自己的定制人工智能芯片，这帮助其获得了成本优势。</p>
<p>此外，亚马逊还有一个快速增长的赞助广告业务，正在经历强劲增长。当投资者想到数字广告平台时，他们通常会想到 <strong>Alphabet</strong> 的谷歌搜索引擎或 <strong>Meta Platforms</strong> 的社交媒体应用，但亚马逊实际上是全球第三大平台。同时，该公司正在利用人工智能帮助第三方商家改善商品列表以及更好地定位潜在客户。</p>
<p>尽管该股今年从低点反弹，但公司仍以合理的估值交易，预计市盈率（P/E）约为今年分析师预估的 36 倍。这仍低于其历史平均水平。</p>
<p>凭借强劲的云计算增长、领先的电子商务运营以及在自动化和机器人领域的领先地位，亚马逊股票看起来是一个稳健的长期投资。</p>

亚马逊

亚马逊每日 2 倍做多 ETF - Direxion

<p>亚马逊正在崛起为机器人领域的领导者，其媒体关注度超过特斯拉，在其履行中心拥有超过 100 万台机器人。这些机器人处理 75% 的客户订单，利用人工智能提高任务效率，如分拣和库存管理。亚马逊的创新，包括 DeepFleet 人工智能模型，提升了运营绩效，推动营业收入增长 16%。随着云计算的强劲增长和合理的股票估值，亚马逊展现出稳健的长期投资机会</p>

<p><strong>Tesla</strong>(TSLA 0.04%) gets most of the media attention when it comes to robotics, thanks to its humanoid robot prototype, Optimus, and Elon Musk's bold claims. In fact, last year Musk said that Optimus could eventually be worth more than everything else from Tesla combined.</p>
<div class="lb-trans"><p><strong>特斯拉</strong>(TSLA 0.04%) 在机器人领域获得了大部分媒体关注，这要归功于其人形机器人原型 Optimus 以及埃隆·马斯克的大胆言论。事实上，去年马斯克表示，Optimus 最终可能比特斯拉的所有其他业务加起来还要值钱。</p>
</div><p>But while Tesla talks about the future of robotics, <strong>Amazon</strong>'s (AMZN 1.62%) robots are already delivering the goods -- both literally and figuratively. In fact, Amazon is already the largest manufacturer and operator of mobile robotics in the world.</p>
<div class="lb-trans"><p>但与此同时，<strong>亚马逊</strong>(AMZN 1.62%) 的机器人已经在实际和比喻上交付商品。实际上，亚马逊已经是全球最大的移动机器人制造商和运营商。</p>
</div><p>So if you're looking for the real leader in artificial intelligence (AI) robotics, it's Amazon.</p>
<div class="lb-trans"><p>所以，如果你在寻找人工智能（AI）机器人领域的真正领导者，那就是亚马逊。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4OTkvZ2V0dHlpbWFnZXMtMTIwOTAxMTk4My5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823899%2Fgettyimages-1209011983.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 million robots and counting</h2>
<div class="lb-trans"><h2>100 万台机器人，且在不断增加</h2>
</div><p>Amazon got into the robotics space in 2012 when it acquired Kiva Systems for $775 million. While a small deal at the time, it is really starting to pay dividends for Amazon. Earlier this month, the company surpassed 1 million robots operating inside its fulfillment centers. These robots now assist with about 75% of all customer orders placed through Amazon.com.</p>
<div class="lb-trans"><p>亚马逊在 2012 年进入机器人领域，当时以 7.75 亿美元收购了 Kiva Systems。虽然当时这笔交易规模不大，但现在开始为亚马逊带来丰厚的回报。本月早些时候，该公司在其履行中心内运营的机器人数量超过了 100 万台。这些机器人现在协助处理约 75% 的通过 Amazon.com 下的所有客户订单。</p>
</div><p>Those are some huge numbers, and they are likely only going to get bigger. The company is soon expected to have more robot workers than human ones. Amazon's robots also aren't just moving packages around. They're sorting inventory, lifting heavy loads, unloading trailers, and increasingly handling complex warehouse tasks.</p>
<div class="lb-trans"><p>这些数字非常庞大，而且可能还会继续增长。预计该公司的机器人员工数量很快将超过人类员工。亚马逊的机器人不仅仅是搬运包裹。它们还在分类库存、搬运重物、卸载拖车，并越来越多地处理复杂的仓库任务。</p>
</div><h2>AI gives Amazon an advantage</h2>
<div class="lb-trans"><h2>人工智能为亚马逊提供优势</h2>
</div><p>What sets Amazon apart from other robotics companies is how it's using AI to make its robots smarter to improve efficiency. Its Lab126 team is working on a new generation of warehouse robots that can follow voice commands, adjust to problems in real time, and even fix themselves when something breaks.</p>
<div class="lb-trans"><p>亚马逊与其他机器人公司的不同之处在于它如何利用人工智能使其机器人更智能，从而提高效率。其 Lab126 团队正在开发新一代仓库机器人，这些机器人可以遵循语音命令、实时调整应对问题，甚至在出现故障时自行修复。</p>
</div><p>Amazon also just introduced an AI model called DeepFleet to manage and coordinate its entire robot fleet. The goal is to move packages faster and at lower cost by making better decisions about what robots should do and when.</p>
<div class="lb-trans"><p>亚马逊还刚刚推出了一种名为 DeepFleet 的人工智能模型，用于管理和协调其整个机器人队伍。目标是通过更好地决策机器人应该做什么以及何时做，来更快、更低成本地移动包裹。</p>
</div><p>These robots also go well beyond moving boxes. They can find specific parts, reroute if an aisle is blocked, and unload trucks without needing everything pre-programmed. Some can even spot damaged items before they're shipped, which should reduce returns and improve customer satisfaction.</p>
<div class="lb-trans"><p>这些机器人不仅仅是搬运箱子。它们可以找到特定的零件，如果过道被阻塞可以重新规划路线，并在不需要预先编程的情况下卸载卡车。有些甚至可以在发货前发现损坏的物品，这应该能减少退货并提高客户满意度。</p>
</div><p>Robots also don't take breaks or call in sick, which means they can keep working around the clock. Over time, this should lead to faster shipping, lower labor costs, and stronger operating margins in Amazon's core e-commerce business.</p>
<div class="lb-trans"><p>机器人也不需要休息或请病假，这意味着它们可以全天候工作。随着时间的推移，这应该会导致更快的运输、更低的劳动力成本，以及亚马逊核心电子商务业务更强的运营利润率。</p>
</div><h2>AI in delivery, inventory, and beyond</h2>
<div class="lb-trans"><h2>人工智能在配送、库存等方面的应用</h2>
</div><p>Robots are just part of Amazon's AI efficiency story. Amazon's new Wellspring system uses AI to map out hard-to-reach delivery locations, such as large apartment complexes and office parks. The data can also be integrated into smart glasses for real-time navigation. This all helps improve delivery times, letting drivers complete more routes per shift.</p>
<div class="lb-trans"><p>机器人只是亚马逊人工智能效率故事的一部分。亚马逊的新 Wellspring 系统利用人工智能绘制难以到达的配送地点，如大型公寓和办公园区。数据还可以集成到智能眼镜中，实现实时导航。这一切都有助于改善配送时间，让司机在每个班次中完成更多的路线。</p>
</div><p>The company is also using AI to fine-tune its inventory and delivery network. Through its SCOT (Supply Chain Optimization Technology) system, Amazon is now able to forecast demand for specific products by taking into account things like regional preferences, weather, and price sensitivity. Ultimately, this keeps inventory closer to customers, helping reduce shipping costs.</p>
<div class="lb-trans"><p>该公司还利用人工智能来优化其库存和配送网络。通过其 SCOT（供应链优化技术）系统，亚马逊现在能够通过考虑区域偏好、天气和价格敏感性等因素来预测特定产品的需求。最终，这使得库存更接近客户，有助于降低运输成本。</p>
</div><p>These improvements are already translating into better operating performance. Last quarter, Amazon's North America segment grew operating income by 16% on just 8% revenue growth. That's great operating efficiency.</p>
<div class="lb-trans"><p>这些改进已经转化为更好的运营表现。上个季度，亚马逊北美部门的运营收入在仅 8% 的收入增长下增长了 16%。这显示出良好的运营效率。</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>Of course, robotics is only one part of the Amazon story. Its cloud computing unit, Amazon Web Services (AWS), is its largest business by profitability, and its fastest growing. Customers continue to turn to Amazon's cloud infrastructure to build, train, and scale their own AI models and apps. Meanwhile, Amazon has developed its own custom AI chips, which help give it a cost advantage.</p>
<div class="lb-trans"><p>当然，机器人只是亚马逊故事的一部分。其云计算部门亚马逊网络服务（AWS）是其盈利能力最大的业务，也是增长最快的业务。客户继续选择亚马逊的云基础设施来构建、训练和扩展他们自己的人工智能模型和应用程序。同时，亚马逊开发了自己的定制人工智能芯片，这帮助其获得了成本优势。</p>
</div><p>It also has a fast-growing sponsored ads business that is seeing strong growth. When investors think of digital advertising platforms, they generally think of <strong>Alphabet</strong>'s Google search engine or <strong>Meta Platforms</strong>' social media apps, but Amazon is actually the third-largest platform in the world. Meanwhile, the company is using AI to help third-party merchants both improve listings as well as better target potential customers.</p>
<div class="lb-trans"><p>此外，亚马逊还有一个快速增长的赞助广告业务，正在经历强劲增长。当投资者想到数字广告平台时，他们通常会想到 <strong>Alphabet</strong> 的谷歌搜索引擎或 <strong>Meta Platforms</strong> 的社交媒体应用，但亚马逊实际上是全球第三大平台。同时，该公司正在利用人工智能帮助第三方商家改善商品列表以及更好地定位潜在客户。</p>
</div><p>While the stock has rebounded off its lows this year, the company still trades at a reasonable valuation, with a forward price-to-earnings (P/E) ratio of around 36 times this year's analyst estimates. That's still below its historical average.</p>
<div class="lb-trans"><p>尽管该股今年从低点反弹，但公司仍以合理的估值交易，预计市盈率（P/E）约为今年分析师预估的 36 倍。这仍低于其历史平均水平。</p>
</div><p>Between its strong cloud computing growth, leading e-commerce operations, and the lead it has in automation and robotics, Amazon stock looks like a solid long-term buy.</p>
<div class="lb-trans"><p>凭借强劲的云计算增长、领先的电子商务运营以及在自动化和机器人领域的领先地位，亚马逊股票看起来是一个稳健的长期投资。</p>
</div>

Prediction: This Company Will Be the Robotics Leader, Not Tesla

- 亚马逊是全球最大的移动机器人制造商，已超过 100 万台机器人在运营。  
- 这些机器人处理约 75% 的客户订单，提升了运营效率。  
- 亚马逊利用 AI 优化机器人和供应链，推动了更高的运营收入增长。  

预测：这家公司将成为机器人领域的领军者，而非特斯拉