<p><strong>亚马逊</strong>(AMZN -0.00%) 对于长期投资者来说是一只极好的股票，包括过去三年 55% 的涨幅。但这仅仅是略微超过了 <strong>标准普尔 500 指数</strong>，让一些投资者怀疑亚马逊的股票是否永久失去了光彩。</p>
<p>我认为这种情绪未能考虑到亚马逊在一些非常大的市场中的强大地位，以及竞争对手追赶的难度。因此，以下是三个理由，说明现在购买亚马逊股票仍然是一个明智的选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkyNzcvZ2V0dHktZGVsaXZlcnktZmVkZXgtdXBzLWFtYXpvbi0xMjAweDc5OC0zNmI3YTJlLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="465" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkyNzcvZ2V0dHktZGVsaXZlcnktZmVkZXgtdXBzLWFtYXpvbi0xMjAweDc5OC0zNmI3YTJlLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 它在美国拥有第三大数字广告业务。</h2>
<p>亚马逊作为第三大广告平台，仅次于 <strong>Alphabet</strong> 和 <strong>Meta Platforms</strong>，是一家广告巨头。虽然这确实是一个很大的挑战，但亚马逊在过去几年中取得了令人瞩目的进展。考虑到亚马逊在 2021 年时在美国数字市场的份额不到 11%，预计到明年将达到 17%。这开始逼近 Meta 的 21% 的市场份额。</p>
<p>广告也是亚马逊增长最快的业务，第二季度广告销售增长了 23%，达到了 157 亿美元。与竞争对手不同，亚马逊的广告销售对公司有内在优势，因为广告商花钱在亚马逊的平台上销售商品，使公司能够同时受益于广告销售和在线购买。随着美国数字广告市场预计到 2030 年将增长到 2200 亿美元，亚马逊仍有机会受益。</p>
<h2>2. 它正在抓住 2 万亿美元的人工智能机会</h2>
<p>一些人对亚马逊最近的云收入增长感到失望，但我认为他们忽视了亚马逊在云计算市场的最大市场份额，达到了 30%，而 <strong>微软</strong> 为 21%，<strong>谷歌</strong> 为 12%。</p>
<p>微软确实在快速追赶，不容忽视。然而，预计到 2030 年，人工智能云计算市场将价值 2 万亿美元，因此两家公司都有充足的空间获益。</p>
<p>更重要的是，亚马逊仍在投资其云计算业务，并将在今年将资本支出增加到 1180 亿美元，主要用于扩展其人工智能基础设施。</p>
<h2>3. 它在电子商务中仍然占据主导地位</h2>
<p>亚马逊在美国电子商务市场的份额约为 38%。这是一个巨大的领先优势，以至于一些最大的零售商几乎无法与之抗衡。<strong>沃尔玛</strong> 的平台仅占市场的 6%，而 <strong>塔吉特</strong> 花费多年改善其在线产品，仍然只有 2% 的美国电子商务市场份额。</p>
<p>亚马逊不仅在这个领域拥有先发优势，还建立了一个令人印象深刻的防线，拥有超过 2 亿的 Prime 会员，他们愿意为更快的配送和视频流媒体等特权支付费用。Prime 对公司来说极为成功，最近的 Prime Day 活动就是最新的证明，该活动为新老 Prime 会员提供优惠，在短短四天内产生了约 240 亿美元的销售额。</p>
<h2>购买亚马逊时请记住这一点</h2>
<p>亚马逊是领先的云计算公司，其广告业务持续增长，电子商务实力无与伦比。随着这些基础的建立，公司在这些市场增长时处于良好位置。</p>
<p>亚马逊的股票目前价格相对合理，市盈率约为 34，而标准普尔 500 指数的平均市盈率约为 29，互联网软件公司的平均市盈率约为 52。考虑到公司涵盖了如此多的盈利市场，并且相对于一些互联网公司来说价格较低，股票目前看起来仍然是一个相对不错的选择。</p>

亚马逊

亚马逊每日 2 倍做多 ETF - Direxion

<p>亚马逊（AMZN）尽管近期存在一些疑虑，但仍然是一个强劲的投资选择，过去三年上涨了 55%。购买的主要理由包括其作为美国第三大数字广告平台的地位，占据了 17% 的市场份额，以及广告销售的显著增长。此外，亚马逊在云计算领域领先，市场份额达到 30%，并在人工智能方面进行了大量投资。它在电子商务领域也占据主导地位，市场份额为 38%，得益于超过 2 亿的 Prime 会员。亚马逊的市盈率为 34，相较于同行，其股票相对具有吸引力</p>

<p><strong>Amazon</strong>(AMZN -0.00%) has been a tremendous stock for long-term investors, including its 55% gains over the past three years. But that's only slightly outpaced the <strong>S&amp;P 500</strong> over that time, leaving some investors wondering if Amazon stock has permanently lost its luster.</p>
<div class="lb-trans"><p><strong>亚马逊</strong>(AMZN -0.00%) 对于长期投资者来说是一只极好的股票，包括过去三年 55% 的涨幅。但这仅仅是略微超过了 <strong>标准普尔 500 指数</strong>，让一些投资者怀疑亚马逊的股票是否永久失去了光彩。</p>
</div><p>I think that sentiment fails to account for Amazon's strong position in some very big markets and how hard it will be for competitors to catch up. To that end, here are three reasons why it's still a smart move to buy Amazon stock right now.</p>
<div class="lb-trans"><p>我认为这种情绪未能考虑到亚马逊在一些非常大的市场中的强大地位，以及竞争对手追赶的难度。因此，以下是三个理由，说明现在购买亚马逊股票仍然是一个明智的选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkyNzcvZ2V0dHktZGVsaXZlcnktZmVkZXgtdXBzLWFtYXpvbi0xMjAweDc5OC0zNmI3YTJlLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829277%2Fgetty-delivery-fedex-ups-amazon-1200x798-36b7a2e.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. It has the third-largest digital ad business in the U.S.</h2>
<div class="lb-trans"><h2>1. 它在美国拥有第三大数字广告业务。</h2>
</div><p>Amazon is an advertising powerhouse as the No. 3 ad platform, after <strong>Alphabet</strong> and <strong>Meta Platforms</strong>. While those are certainly big shoes to fill, Amazon has made impressive gains over the past several years. Consider that Amazon had less than 11% of the U.S. digital market in 2021 and will have an estimated 17% by next year. That's beginning to nip at the heels of Meta's 21% market share.</p>
<div class="lb-trans"><p>亚马逊作为第三大广告平台，仅次于 <strong>Alphabet</strong> 和 <strong>Meta Platforms</strong>，是一家广告巨头。虽然这确实是一个很大的挑战，但亚马逊在过去几年中取得了令人瞩目的进展。考虑到亚马逊在 2021 年时在美国数字市场的份额不到 11%，预计到明年将达到 17%。这开始逼近 Meta 的 21% 的市场份额。</p>
</div><p>Advertising is also Amazon's fastest-growing business, with ad sales rising 23% in the second quarter to $15.7 billion. Unlike its rivals, Amazon's ad sales have a built-in advantage for the company, as advertisers spend money to sell goods on Amazon's platform, allowing the company to benefit from both the ad sales and the online purchases. And with the U.S. digital advertising market expected to grow into an estimated $220 billion market by 2030, there's still room for Amazon to benefit.</p>
<div class="lb-trans"><p>广告也是亚马逊增长最快的业务，第二季度广告销售增长了 23%，达到了 157 亿美元。与竞争对手不同，亚马逊的广告销售对公司有内在优势，因为广告商花钱在亚马逊的平台上销售商品，使公司能够同时受益于广告销售和在线购买。随着美国数字广告市场预计到 2030 年将增长到 2200 亿美元，亚马逊仍有机会受益。</p>
</div><h2>2. It's tapping into a $2 trillion AI opportunity</h2>
<div class="lb-trans"><h2>2. 它正在抓住 2 万亿美元的人工智能机会</h2>
</div><p>Some people have been disappointed with Amazon's cloud revenue growth lately, but I think they miss the fact that Amazon has the largest cloud computing market share, with 30% compared to <strong>Microsoft</strong>'s 21% and Google's 12%.</p>
<div class="lb-trans"><p>一些人对亚马逊最近的云收入增长感到失望，但我认为他们忽视了亚马逊在云计算市场的最大市场份额，达到了 30%，而 <strong>微软</strong> 为 21%，<strong>谷歌</strong> 为 12%。</p>
</div><p>Microsoft is certainly making lots of ground and shouldn't be ignored. However, the AI cloud computing market will be worth an estimated $2 trillion by 2030, so there's plenty of room for both companies to benefit.</p>
<div class="lb-trans"><p>微软确实在快速追赶，不容忽视。然而，预计到 2030 年，人工智能云计算市场将价值 2 万亿美元，因此两家公司都有充足的空间获益。</p>
</div><p>What's more, Amazon is still investing in its cloud computing business and will increase its capital expenditure spending to $118 billion this year, mostly to expand its AI infrastructure.</p>
<div class="lb-trans"><p>更重要的是，亚马逊仍在投资其云计算业务，并将在今年将资本支出增加到 1180 亿美元，主要用于扩展其人工智能基础设施。</p>
</div><h2>3. It still dominates in e-commerce</h2>
<div class="lb-trans"><h2>3. 它在电子商务中仍然占据主导地位</h2>
</div><p>Amazon has about 38% of the U.S. e-commerce market share. It's such a huge lead that some of the largest retailers barely register. <strong>Walmart</strong>'s platform takes just 6% of the market, and <strong>Target</strong> has spent years improving its online offerings and still has only 2% of the U.S. e-commerce market.</p>
<div class="lb-trans"><p>亚马逊在美国电子商务市场的份额约为 38%。这是一个巨大的领先优势，以至于一些最大的零售商几乎无法与之抗衡。<strong>沃尔玛</strong> 的平台仅占市场的 6%，而 <strong>塔吉特</strong> 花费多年改善其在线产品，仍然只有 2% 的美国电子商务市场份额。</p>
</div><p>Amazon not only has the first-mover advantage in this space but has also built an impressive bulwark against its competitors, boasting more than 200 million Prime members who choose to give Amazon money for access to faster shipping and perks like video streaming. Prime has been massively successful for the company, and the latest proof of that comes from its recent Prime Day event, which offered deals to new and existing Prime members and generated an estimated <em>$</em> 24 billion in sales in just <em>four days</em>.</p>
<div class="lb-trans"><p>亚马逊不仅在这个领域拥有先发优势，还建立了一个令人印象深刻的防线，拥有超过 2 亿的 Prime 会员，他们愿意为更快的配送和视频流媒体等特权支付费用。Prime 对公司来说极为成功，最近的 Prime Day 活动就是最新的证明，该活动为新老 Prime 会员提供优惠，在短短四天内产生了约 240 亿美元的销售额。</p>
</div><h2>Keep this in mind when buying from Amazon</h2>
<div class="lb-trans"><h2>购买亚马逊时请记住这一点</h2>
</div><p>Amazon is the leading cloud computing company, its advertising business continues to grow, and its e-commerce prowess is unmatched. With all these foundations in place, the company is well-positioned to benefit as these markets grow.</p>
<div class="lb-trans"><p>亚马逊是领先的云计算公司，其广告业务持续增长，电子商务实力无与伦比。随着这些基础的建立，公司在这些市场增长时处于良好位置。</p>
</div><p>Amazon's shares are also priced relatively well right now, with a price-to- earnings (P/E) ratio of about 34, compared to the S&amp;P 500's average of about 29 and internet software companies' average of about 52. Given that the company spans so many lucrative markets and is relatively cheaper than some internet companies, the stock still looks like a relatively good deal right now.</p>
<div class="lb-trans"><p>亚马逊的股票目前价格相对合理，市盈率约为 34，而标准普尔 500 指数的平均市盈率约为 29，互联网软件公司的平均市盈率约为 52。考虑到公司涵盖了如此多的盈利市场，并且相对于一些互联网公司来说价格较低，股票目前看起来仍然是一个相对不错的选择。</p>
</div>

3 Reasons to Buy Amazon Stock Like There's No Tomorrow

- 亚马逊在过去三年中股价上涨 55%，略高于标普 500 指数。  
- 其数字广告业务在美国排名第三，市场份额预计将从 11% 增至 17%。  
- 亚马逊在云计算和电子商务领域也保持领先，未来增长潜力巨大。  

购买亚马逊股票的三个理由：抓住当下