<p>今天一些最具活力和重要性的科技公司在华尔街获得了特别认可。<strong>美国银行</strong> 分析师迈克尔·哈特内特称之为 “七大奇迹” 群体，代表了当前市场上七只最佳科技股票。</p>
<p>其中两只股票，<strong>亚马逊</strong>(AMZN 0.17%) 和 <strong>谷歌</strong>(GOOG 8.93%)(GOOGL 9.00%)，还具有超过 2 万亿美元市值的独特地位。它们都是备受关注的行业领导者，是你可以购买的一些最强劲的成长股。</p>
<p>但是在正面对决中，哪只股票现在更值得购买——亚马逊还是谷歌？</p>
<p>结果显示，有一个明显的赢家。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE2NTAvZ2V0dHlpbWFnZXMtMTQwMjMxNTI5MC5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="405" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE2NTAvZ2V0dHlpbWFnZXMtMTQwMjMxNTI5MC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>更深入了解亚马逊</h2>
<p>亚马逊可能最为人知的是它是全球最大的电子商务公司，也是仅次于 <strong>沃尔玛</strong> 的第二大零售商。亚马逊通过建立一个庞大的配送网络，彻底颠覆了零售领域，使顾客能够将各种大小的产品直接送到家中，通常在第二天就能收到。</p>
<p>亚马逊在第二季度的北美电子商务业务中实现了 1000 亿美元的总销售额（比去年增长 11%），并在国际销售中获得了 367 亿美元的收入（增长 16%）。这些数字非常庞大，但与此同时，亚马逊为实现这些销售支出了 1278 亿美元。这意味着该公司的电子商务部门在本季度仅带来了 90 亿美元的营业收入。</p>
<p>但亚马逊的市值并不是因为人们对其零售业务感到兴奋。请记住，沃尔玛在 2024 年的全球零售销售额为 6755 亿美元，远高于亚马逊的 3914 亿美元。然而，沃尔玛的市值仅为 7730 亿美元，而亚马逊则是全球第五大公司。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/0de0a94cd5d2a4405b41694af22a1d13.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="456" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/0de0a94cd5d2a4405b41694af22a1d13.png"/></p>
<p>AMZN 市值数据来自 YCharts</p>
<p>投资者更看重亚马逊是因为其主导的云计算业务。随着公司越来越倾向于使用可扩展和高效的人工智能（AI）平台，云计算变得越来越重要。而亚马逊通过其亚马逊网络服务（AWS）平台成为全球最大的云计算公司。根据 Synergy Research Group 的数据，亚马逊在第二季度占据了全球云计算业务的 30%，领先于 <strong>微软</strong> 的 Azure（20%）和谷歌云（13%）。</p>
<p>云计算领域继续快速增长，在第二季度达到了 990 亿美元，比一年前增长了 20%。亚马逊在本季度从 AWS 获得了 308.7 亿美元的收入，比去年同期增长了 17.5%。</p>
<p>更好的是利润率。虽然亚马逊从其庞大的电子商务销售中仅赚取了 90 亿美元，但从相对较小的 AWS 中获得了 101.6 亿美元的净利润。这就是为什么 AWS 无疑是推动亚马逊未来的最大动力。</p>
<h2>更深入了解谷歌</h2>
<p>虽然亚马逊以其电子商务业务而闻名，但谷歌的第一大业务是广告。该公司极受欢迎的谷歌搜索引擎在全球市场上保持着大约 90% 的市场份额，尽管人们担心像 ChatGPT 或 Grok 这样的聊天机器人会侵蚀谷歌搜索。</p>
<p>相反，谷歌的人工智能驱动搜索引擎正在帮助巩固公司的护城河。谷歌表示，AI 概述每月有超过 20 亿用户，覆盖 200 个国家和地区。在第二季度，谷歌搜索的收入同比增长 12%，达到了 541.9 亿美元。整体而言，谷歌服务的季度收入为 825 亿美元，同比增长 12%。</p>
<p>谷歌的广告网络庞大而强大——如此之大，以至于美国司法部以谷歌在在线搜索和数字广告市场上拥有非法垄断为由提起诉讼。政府提议迫使谷歌剥离部分公司资产，例如其 Chrome 浏览器或 Android 智能手机操作系统。但联邦法官在 9 月 2 日驳回了这些选项，裁定谷歌必须与竞争对手共享搜索数据。谷歌股票在消息公布后的第二天上涨了超过 8%。</p>
<h2>哪只股票更值得购买？</h2>
<p>尽管亚马逊因关税担忧而在今年迄今为止表现不佳——年初至今上涨不到 3%，但谷歌是表现最好的七大奇迹股票之一。结合稳健的第二季度财报和投资者的热情（现在司法部案件已结束），谷歌股票在 2025 年上涨了超过 21%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/2af4ed4332b6c3483443789609625640.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="541" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/2af4ed4332b6c3483443789609625640.png"/></p>
<p>GOOGL 数据来自 YCharts</p>
<p>这两家公司都是投资组合中极好的补充。但如果你需要在两者之间选择，估值是主要的区别因素。谷歌的市盈率和市销率都明显优于亚马逊。谷歌的估值甚至与 <strong>标准普尔 500</strong> 相当，后者的前瞻市盈率为 23。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/c416cfa7e7973dadfc205a70cb762fbb.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="490" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/c416cfa7e7973dadfc205a70cb762fbb.png"/></p>
<p>GOOGL 市盈率数据来自 YCharts</p>
<p>在估值与整体指数相似时购买七大奇迹股票的机会不容错过。谷歌是首选。</p>

谷歌-A

谷歌-C

亚马逊

亚马逊每日 2 倍做多 ETF - Direxion

<p>亚马逊和谷歌是两家市值超过 2 万亿美元的领先科技股。亚马逊以其电子商务和通过 AWS 提供的云计算而闻名，报告了 308.7 亿美元的 AWS 收入，而谷歌作为一家主要的广告巨头，谷歌搜索的收入达到了 541.9 亿美元。尽管亚马逊今年面临挑战，谷歌的表现良好，股价上涨了 21%。估值指标更倾向于谷歌，使其相比亚马逊成为潜在的更佳投资选择</p>

<p>Some of the most dynamic and significant technology companies today get special recognition on Wall Street. The &#34;Magnificent Seven&#34; cohort, as named by <strong>Bank of America</strong> analyst Michael Hartnett, represents seven of the best technology stocks on the market today.</p>
<div class="lb-trans"><p>今天一些最具活力和重要性的科技公司在华尔街获得了特别认可。<strong>美国银行</strong> 分析师迈克尔·哈特内特称之为 “七大奇迹” 群体，代表了当前市场上七只最佳科技股票。</p>
</div><p>Two of those stocks, <strong>Amazon</strong>(AMZN 0.17%) and <strong>Alphabet</strong>(GOOG 8.93%)(GOOGL 9.00%) also have the distinction of having market capitalizations of more than $2 trillion. They are both closely watched, leaders in their fields, and are some of the most powerful growth stocks you can buy.</p>
<div class="lb-trans"><p>其中两只股票，<strong>亚马逊</strong>(AMZN 0.17%) 和 <strong>谷歌</strong>(GOOG 8.93%)(GOOGL 9.00%)，还具有超过 2 万亿美元市值的独特地位。它们都是备受关注的行业领导者，是你可以购买的一些最强劲的成长股。</p>
</div><p>But in a head-to-head matchup, which is the best stock to buy right now -- Amazon or Alphabet?</p>
<div class="lb-trans"><p>但是在正面对决中，哪只股票现在更值得购买——亚马逊还是谷歌？</p>
</div><p>As it turns out, there's a runaway winner.</p>
<div class="lb-trans"><p>结果显示，有一个明显的赢家。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE2NTAvZ2V0dHlpbWFnZXMtMTQwMjMxNTI5MC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831650%2Fgettyimages-1402315290.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>A closer look at Amazon</h2>
<div class="lb-trans"><h2>更深入了解亚马逊</h2>
</div><p>Amazon is perhaps best known as being the biggest e-commerce company in the world, and the second-largest retailer in the world behind <strong>Walmart</strong>. Amazon completely disrupted the retail space by creating a massive distribution network and making it possible for customers to have products both large and small delivered directly to their homes, often by the next day.</p>
<div class="lb-trans"><p>亚马逊可能最为人知的是它是全球最大的电子商务公司，也是仅次于 <strong>沃尔玛</strong> 的第二大零售商。亚马逊通过建立一个庞大的配送网络，彻底颠覆了零售领域，使顾客能够将各种大小的产品直接送到家中，通常在第二天就能收到。</p>
</div><p>Amazon saw gross sales of $100 billion in North America with its e-commerce business in the second quarter (up 11% from last year) and earned another $36.7 billion in international sales (up 16%). Those are mammoth numbers, but at the same time, Amazon <em>spent</em> $127.8 billion to bring in those sales. That means the company's e-commerce division brought in only $9 billion in operating income for the quarter.</p>
<div class="lb-trans"><p>亚马逊在第二季度的北美电子商务业务中实现了 1000 亿美元的总销售额（比去年增长 11%），并在国际销售中获得了 367 亿美元的收入（增长 16%）。这些数字非常庞大，但与此同时，亚马逊为实现这些销售支出了 1278 亿美元。这意味着该公司的电子商务部门在本季度仅带来了 90 亿美元的营业收入。</p>
</div><p>But Amazon's market capitalization isn't because people are excited about its retail business. Keep in mind that Walmart had global retail sales in 2024 of $675.5 billion, much higher than Amazon's $391.4 billion. Yet Walmart's market cap is only $773 billion while Amazon is the fifth-largest company in the world.</p>
<div class="lb-trans"><p>但亚马逊的市值并不是因为人们对其零售业务感到兴奋。请记住，沃尔玛在 2024 年的全球零售销售额为 6755 亿美元，远高于亚马逊的 3914 亿美元。然而，沃尔玛的市值仅为 7730 亿美元，而亚马逊则是全球第五大公司。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/0de0a94cd5d2a4405b41694af22a1d13.png" alt="" original-src="https://media.ycharts.com/charts/0de0a94cd5d2a4405b41694af22a1d13.png"/></p>
<p>AMZN Market Cap data by YCharts</p>
<div class="lb-trans"><p>AMZN 市值数据来自 YCharts</p>
</div><p>Investors value Amazon more because of its dominant cloud computing business. Cloud computing is becoming increasingly more important as companies lean into using artificial intelligence (AI)-capable platforms that are scalable and efficient. And Amazon is the biggest cloud computing company in the world through its Amazon Web Services (AWS) platform. Amazon had a commanding 30% of the global cloud computing business in the second quarter, topping <strong>Microsoft</strong> Azure (20%) and Google Cloud (13%), according to Synergy Research Group.</p>
<div class="lb-trans"><p>投资者更看重亚马逊是因为其主导的云计算业务。随着公司越来越倾向于使用可扩展和高效的人工智能（AI）平台，云计算变得越来越重要。而亚马逊通过其亚马逊网络服务（AWS）平台成为全球最大的云计算公司。根据 Synergy Research Group 的数据，亚马逊在第二季度占据了全球云计算业务的 30%，领先于 <strong>微软</strong> 的 Azure（20%）和谷歌云（13%）。</p>
</div><p>The cloud computing space is continuing to grow rapidly, reaching $99 billion in the second quarter, up 20% from a year ago. And Amazon saw $30.87 billion in revenue from AWS in the quarter, up 17.5% from the same period a year ago.</p>
<div class="lb-trans"><p>云计算领域继续快速增长，在第二季度达到了 990 亿美元，比一年前增长了 20%。亚马逊在本季度从 AWS 获得了 308.7 亿美元的收入，比去年同期增长了 17.5%。</p>
</div><p>Even better is the profit margin. While Amazon made only $9 billion from its massive e-commerce sales, it brought in $10.16 billion in net profits from its comparatively smaller AWS. That's why AWS is decidedly the biggest driver for Amazon's future.</p>
<div class="lb-trans"><p>更好的是利润率。虽然亚马逊从其庞大的电子商务销售中仅赚取了 90 亿美元，但从相对较小的 AWS 中获得了 101.6 亿美元的净利润。这就是为什么 AWS 无疑是推动亚马逊未来的最大动力。</p>
</div><h2>A closer look at Alphabet</h2>
<div class="lb-trans"><h2>更深入了解谷歌</h2>
</div><p>While Amazon is best known for its e-commerce business, Alphabet's No. 1 business is advertising. The company's massively popular Google search engine maintains a roughly 90% global market share, despite concerns that chatbots like ChatGPT or Grok would eat into Google Search.</p>
<div class="lb-trans"><p>虽然亚马逊以其电子商务业务而闻名，但谷歌的第一大业务是广告。该公司极受欢迎的谷歌搜索引擎在全球市场上保持着大约 90% 的市场份额，尽管人们担心像 ChatGPT 或 Grok 这样的聊天机器人会侵蚀谷歌搜索。</p>
</div><p>Instead, Google's AI-powered search engine is helping to strengthen the company's moat. Alphabet says AI Overviews have more than 2 billion users every month, reaching users in 200 countries and territories. In the second quarter, Google Search revenue increased 12% from a year ago to reach $54.19 billion. Overall, Google Services revenue was $82.5 billion for the quarter, up 12% from a year ago.</p>
<div class="lb-trans"><p>相反，谷歌的人工智能驱动搜索引擎正在帮助巩固公司的护城河。谷歌表示，AI 概述每月有超过 20 亿用户，覆盖 200 个国家和地区。在第二季度，谷歌搜索的收入同比增长 12%，达到了 541.9 亿美元。整体而言，谷歌服务的季度收入为 825 亿美元，同比增长 12%。</p>
</div><p>Alphabet's advertising network is massive and powerful -- so much so, in fact, that the Department of Justice sued on the grounds on the grounds that Alphabet has an illegal monopoly on online search and digital advertising markets. The government proposed forcing Alphabet to divest itself of part of the company, such as its Chrome browser or Android smartphone operating system. But a federal judge rejected those options on Sept. 2, ruling instead that Alphabet must share search data with competitors. Alphabet stock jumped more than 8% the following day on the news.</p>
<div class="lb-trans"><p>谷歌的广告网络庞大而强大——如此之大，以至于美国司法部以谷歌在在线搜索和数字广告市场上拥有非法垄断为由提起诉讼。政府提议迫使谷歌剥离部分公司资产，例如其 Chrome 浏览器或 Android 智能手机操作系统。但联邦法官在 9 月 2 日驳回了这些选项，裁定谷歌必须与竞争对手共享搜索数据。谷歌股票在消息公布后的第二天上涨了超过 8%。</p>
</div><h2>Which stock is the better buy?</h2>
<div class="lb-trans"><h2>哪只股票更值得购买？</h2>
</div><p>While Amazon is struggling so far this year due to tariff fears -- up less than 3% on a year-to-date baiss, Aphabet is one of the best-performing Magnificent Seven stocks. Coupled with a solid second-quarter earnings report and investor enthusiasm now that the DOJ case is over, Alphabet stock is up more than 21% in 2025.</p>
<div class="lb-trans"><p>尽管亚马逊因关税担忧而在今年迄今为止表现不佳——年初至今上涨不到 3%，但谷歌是表现最好的七大奇迹股票之一。结合稳健的第二季度财报和投资者的热情（现在司法部案件已结束），谷歌股票在 2025 年上涨了超过 21%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/2af4ed4332b6c3483443789609625640.png" alt="" original-src="https://media.ycharts.com/charts/2af4ed4332b6c3483443789609625640.png"/></p>
<p>GOOGL data by YCharts</p>
<div class="lb-trans"><p>GOOGL 数据来自 YCharts</p>
</div><p>Both of these companies are excellent additions to a portfolio. But if you need to choose one over the other, the valuation is the main difference-maker. Alphabet's price-to-earnings ratio and price-to-sales ratio are both markedly better than Amazon's. Alphabet even trades at a valuation equal to the <strong>S&amp;P 500</strong>, which has a forward P/E of 23.</p>
<div class="lb-trans"><p>这两家公司都是投资组合中极好的补充。但如果你需要在两者之间选择，估值是主要的区别因素。谷歌的市盈率和市销率都明显优于亚马逊。谷歌的估值甚至与 <strong>标准普尔 500</strong> 相当，后者的前瞻市盈率为 23。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/c416cfa7e7973dadfc205a70cb762fbb.png" alt="" original-src="https://media.ycharts.com/charts/c416cfa7e7973dadfc205a70cb762fbb.png"/></p>
<p>GOOGL PE Ratio data by YCharts</p>
<div class="lb-trans"><p>GOOGL 市盈率数据来自 YCharts</p>
</div><p>The opportunity to purchase a Magnificent Seven stock when its valued similarly to the overall index should be too good to pass up here. Alphabet is the choice.</p>
<div class="lb-trans"><p>在估值与整体指数相似时购买七大奇迹股票的机会不容错过。谷歌是首选。</p>
</div>

Best Stock to Buy Right Now: Amazon vs. Alphabet

- “Magnificent Seven” 是华尔街对七大科技股的称呼。  
- 亚马逊和 Alphabet 的市值均超过 2 万亿美元。  
- 在当前市场中，Alphabet 被认为是更佳的投资选择。

当前最值得购买的股票：亚马逊与 Alphabet