<p>目前股市存在很多不確定性，這使得許多投資者重新考慮他們的一些股票，並尋找哪些股票可能提供良好的購買機會。由於美國總統唐納德·特朗普對貿易伙伴持續採取關税措施，以及一些經濟學家提高了潛在衰退的預估，投資者對每一隻股票採取更加懷疑的態度也就不足為奇了。</p>
<p>在考慮兩家領先的消費品公司時，<strong>亞馬遜</strong>(AMZN -8.89%) 和 <strong>家得寶</strong>(HD -3.98%)，哪一隻股票現在看起來是最值得購買的呢？讓我們看看這兩家公司目前的情況，以找出答案。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyNzQvYW1hem9uX2JveGVzLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyNzQvYW1hem9uX2JveGVzLmpwZyZ3PTcwMA"/></p>
<p>圖片來源：亞馬遜。</p>
<h2>亞馬遜可能會更強大</h2>
<p>亞馬遜最大的業務是其北美電子商務部門，去年第四季度的銷售額達到了 1156 億美元。一些投資者自然擔心，當關税生效或如果發生衰退時，亞馬遜的電子商務平台可能會受到影響。</p>
<p>我並不認為亞馬遜能完全免受經濟放緩的影響，但值得仔細看看公司在以往經濟下行後的業務表現。在 COVID 疫情的第一年，亞馬遜的收入增長了 22%，而在 2008 年金融危機期間，銷售額增長了 29%。</p>
<p>沒有保證亞馬遜在經濟再次放緩時會表現得如此出色。但重要的是要將這些過去的結果視為提醒，即使在非常不確定的時期，亞馬遜也能夠蓬勃發展。一個原因是亞馬遜的核心業務是多元化的。</p>
<p>雖然電子商務佔其大部分銷售，但公司的亞馬遜網絡服務（AWS）業務可能會繼續推動其向前發展。AWS 在雲計算市場佔有 30% 的份額，領先於 <strong>微軟</strong> 和 <strong>Alphabet</strong>，並在雲銷售可能加速的時刻處於領先地位。</p>
<p><strong>高盛</strong> 估計，到 2030 年，全球雲銷售將達到 2 萬億美元，這得益於人工智能。憑藉在雲領域的領先地位，以及在人工智能領域的關鍵角色（亞馬遜已向人工智能領導者 Anthropic 投資了 140 億美元），該公司在未來幾年有望受益於人工智能雲需求。</p>
<p>憑藉在雲計算和電子商務中的領先地位，亞馬遜的長期潛力幾乎沒有什麼可擔憂的。確實，亞馬遜的股價在短期內可能會波動，但其核心機會依然完好無損。</p>
<h2>家得寶依然強勁，但問題依然存在</h2>
<p>家得寶最近公佈了其第四季度的業績，超出了預期。該零售商的銷售額為 397 億美元，超過了華爾街共識預期的 391 億美元。每股收益為 3.02 美元，超出了分析師共識預期的 3.01 美元。</p>
<p>儘管美國領先的家居改善零售商在這一季度表現良好，但在短期內可能會面臨困難。家得寶的管理層預計，2025 年的銷售額僅將增長 2.8%，調整後的每股收益將比去年下降 2%。</p>
<p>高額的抵押貸款利率、昂貴的房屋和潛在的關税正在對家得寶的業務前景施加壓力。儘管一些最新數據顯示購房者正在重返市場，但經濟放緩可能會迅速結束這一趨勢。如果特朗普總統的一些最嚴厲的關税被實施，可能會導致人們減少家居改善支出。</p>
<p>最新的消費者信心數據顯示，美國人對經濟的樂觀程度遠低於去年此時，通貨膨脹再次成為他們關注的問題。如果人們最終大幅減少支出，家得寶可能會感受到影響。</p>
<p>這並不意味着家得寶的股票不會成為一個好的長期投資，但由於關税、通貨膨脹和消費者信心下降的不確定性，家得寶可能會面臨一些困難的季度。</p>
<h2>亞馬遜是更好的購買選擇</h2>
<p>亞馬遜在雲計算中的強大地位以及在電子商務中的領先地位使其成為現在更值得購買的股票。我對家得寶的未來仍然持樂觀態度，但亞馬遜的多元化業務以及其抓住人工智能等巨大趨勢的能力，使其在這次比較中佔據優勢。</p>
<p>只需記住，由於許多人正在試圖評估當前經濟形勢，這兩隻股票在短期內可能會保持波動。</p>

亞馬遜

家得寶

<p>在當前不確定的股市中，投資者正在評估機會，特別是在亞馬遜和家得寶之間。儘管可能面臨經濟放緩，亞馬遜多元化的商業模式、強勁的電子商務銷售以及在雲計算領域的領導地位使其處於有利位置。相比之下，家得寶近期的強勁表現可能會因對未來銷售增長和經濟壓力的擔憂而受到影響。總體而言，亞馬遜被認為是更值得購買的股票，因為其在人工智能和雲服務方面的韌性和增長潛力，而家得寶則面臨關税和消費者情緒帶來的挑戰</p>

<p>There's a lot of uncertainty in the stock market right now, and it's causing many investors to reconsider some of their stocks and look at which ones might offer good opportunities to buy. With U.S. President Donald Trump's ongoing tariff actions against trade partners and some economists increasing their estimates of a potential recession, it's no surprise that investors are taking a more skeptical approach to each stock they buy.</p>
<div class="lb-trans"><p>目前股市存在很多不確定性，這使得許多投資者重新考慮他們的一些股票，並尋找哪些股票可能提供良好的購買機會。由於美國總統唐納德·特朗普對貿易伙伴持續採取關税措施，以及一些經濟學家提高了潛在衰退的預估，投資者對每一隻股票採取更加懷疑的態度也就不足為奇了。</p>
</div><p>When considering two leading consumer goods companies, <strong>Amazon</strong>(AMZN -8.89%) and <strong>Home Depot</strong>(HD -3.98%), which looks like the best stock to buy right now? Let's take a look at what each company is doing right now to find out.</p>
<div class="lb-trans"><p>在考慮兩家領先的消費品公司時，<strong>亞馬遜</strong>(AMZN -8.89%) 和 <strong>家得寶</strong>(HD -3.98%)，哪一隻股票現在看起來是最值得購買的呢？讓我們看看這兩家公司目前的情況，以找出答案。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyNzQvYW1hem9uX2JveGVzLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F813274%2Famazon_boxes.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Amazon.</p>
<div class="lb-trans"><p>圖片來源：亞馬遜。</p>
</div><h2>Amazon could come out of this stronger</h2>
<div class="lb-trans"><h2>亞馬遜可能會更強大</h2>
</div><p>Amazon's largest business is its North American e-commerce segment, which brought in $115.6 billion in sales in last year's fourth quarter. Some investors are understandably worried that when tariffs kick in or if a recession occurs, Amazon's e-commerce platform could suffer.</p>
<div class="lb-trans"><p>亞馬遜最大的業務是其北美電子商務部門，去年第四季度的銷售額達到了 1156 億美元。一些投資者自然擔心，當關税生效或如果發生衰退時，亞馬遜的電子商務平台可能會受到影響。</p>
</div><p>I don't think Amazon is immune to a slowdown, but it's worth taking a closer look at what's happened to the company's business in the wake of previous downturns. During the first year of the COVID pandemic, Amazon's revenue jumped 22%, and during the 2008 financial crisis, sales rose 29%.</p>
<div class="lb-trans"><p>我並不認為亞馬遜能完全免受經濟放緩的影響，但值得仔細看看公司在以往經濟下行後的業務表現。在 COVID 疫情的第一年，亞馬遜的收入增長了 22%，而在 2008 年金融危機期間，銷售額增長了 29%。</p>
</div><p>There's no guarantee Amazon will do as well if the economy slows again. But it's important to look at these past results as a reminder that even in very uncertain times, Amazon has been able to thrive. One reason for this is because Amazon's core businesses are diversified.</p>
<div class="lb-trans"><p>沒有保證亞馬遜在經濟再次放緩時會表現得如此出色。但重要的是要將這些過去的結果視為提醒，即使在非常不確定的時期，亞馬遜也能夠蓬勃發展。一個原因是亞馬遜的核心業務是多元化的。</p>
</div><p>While e-commerce accounts for most of its sales, it's the company's Amazon Web Services (AWS) business that could continue to propel it forward. AWS holds 30% of the cloud computing market, ahead of <strong>Microsoft</strong> and <strong>Alphabet</strong>, and it leads at a time when cloud sales are likely to accelerate.</p>
<div class="lb-trans"><p>雖然電子商務佔其大部分銷售，但公司的亞馬遜網絡服務（AWS）業務可能會繼續推動其向前發展。AWS 在雲計算市場佔有 30% 的份額，領先於 <strong>微軟</strong> 和 <strong>Alphabet</strong>，並在雲銷售可能加速的時刻處於領先地位。</p>
</div><p><strong>Goldman Sachs</strong> estimates that global cloud sales will reach $2 trillion by 2030, thanks to artificial intelligence. With Amazon's lead in the cloud space, and the company a key player in AI with its services (Amazon has invested $14 billion in AI leader Anthropic), the company is well positioned to benefit from AI cloud demand in the coming years.</p>
<div class="lb-trans"><p><strong>高盛</strong> 估計，到 2030 年，全球雲銷售將達到 2 萬億美元，這得益於人工智能。憑藉在雲領域的領先地位，以及在人工智能領域的關鍵角色（亞馬遜已向人工智能領導者 Anthropic 投資了 140 億美元），該公司在未來幾年有望受益於人工智能雲需求。</p>
</div><p>With its leading position in cloud computing and e-commerce, there's little to worry about for Amazon's long-term potential. Sure, Amazon's stock price may fluctuate in the short term, but its core opportunities are well intact.</p>
<div class="lb-trans"><p>憑藉在雲計算和電子商務中的領先地位，亞馬遜的長期潛力幾乎沒有什麼可擔憂的。確實，亞馬遜的股價在短期內可能會波動，但其核心機會依然完好無損。</p>
</div><h2>Home Depot is still strong, but questions remain</h2>
<div class="lb-trans"><h2>家得寶依然強勁，但問題依然存在</h2>
</div><p>Home Depot recently reported its fourth-quarter results, which beat expectations. The retailer's sales were $39.7 billion, ahead of Wall Street's consensus estimate of $39.1 billion. And earnings per share of $3.02 outpaced analysts' consensus estimate of $3.01.</p>
<div class="lb-trans"><p>家得寶最近公佈了其第四季度的業績，超出了預期。該零售商的銷售額為 397 億美元，超過了華爾街共識預期的 391 億美元。每股收益為 3.02 美元，超出了分析師共識預期的 3.01 美元。</p>
</div><p>While the leading home improvement retailer in the U.S. had a solid quarter, it may have a rough time in the near term. Home Depot's management estimates that 2025 sales will increase by just 2.8%, and that adjusted earnings per share will decline by 2% compared to the prior year.</p>
<div class="lb-trans"><p>儘管美國領先的家居改善零售商在這一季度表現良好，但在短期內可能會面臨困難。家得寶的管理層預計，2025 年的銷售額僅將增長 2.8%，調整後的每股收益將比去年下降 2%。</p>
</div><p>High mortgage interest rates, expensive houses, and potential tariffs are putting pressure on Home Depot's business outlook. While some recent data shows that homebuyers are returning to the market, an economic slowdown could quickly put an end to that. And if some of President Trump's harshest tariffs are put into place, it could cause people to cut back on home improvement spending.</p>
<div class="lb-trans"><p>高額的抵押貸款利率、昂貴的房屋和潛在的關税正在對家得寶的業務前景施加壓力。儘管一些最新數據顯示購房者正在重返市場，但經濟放緩可能會迅速結束這一趨勢。如果特朗普總統的一些最嚴厲的關税被實施，可能會導致人們減少家居改善支出。</p>
</div><p>The latest consumer sentiment data showed that Americans are much less optimistic about the economy than they were this time last year and that inflation is once again on their minds. If people end up pulling back on their spending substantially, Home Depot will likely feel the results.</p>
<div class="lb-trans"><p>最新的消費者信心數據顯示，美國人對經濟的樂觀程度遠低於去年此時，通貨膨脹再次成為他們關注的問題。如果人們最終大幅減少支出，家得寶可能會感受到影響。</p>
</div><p>That doesn't mean Home Depot's stock won't be a good long-term investment, but with so much uncertainty from tariffs, inflation, and lower consumer sentiment, Home Depot could have some difficult quarters ahead.</p>
<div class="lb-trans"><p>這並不意味着家得寶的股票不會成為一個好的長期投資，但由於關税、通貨膨脹和消費者信心下降的不確定性，家得寶可能會面臨一些困難的季度。</p>
</div><h2>Amazon is the better buy</h2>
<div class="lb-trans"><h2>亞馬遜是更好的購買選擇</h2>
</div><p>Amazon's strong position in cloud computing and its lead in e-commerce make it the better stock to buy right now. I'm still optimistic about Home Depot's future, but Amazon's diversified businesses, as well as its ability to tap into huge trends like AI, give it a leg up in this comparison.</p>
<div class="lb-trans"><p>亞馬遜在雲計算中的強大地位以及在電子商務中的領先地位使其成為現在更值得購買的股票。我對家得寶的未來仍然持樂觀態度，但亞馬遜的多元化業務以及其抓住人工智能等巨大趨勢的能力，使其在這次比較中佔據優勢。</p>
</div><p>Just keep in mind that with many people trying to assess what's happening with the economy right now, both stocks are likely to remain volatile for the time being.</p>
<div class="lb-trans"><p>只需記住，由於許多人正在試圖評估當前經濟形勢，這兩隻股票在短期內可能會保持波動。</p>
</div>

Best Stock to Buy Right Now: Amazon vs. Home Depot

- 當前股市不確定性導致投資者重新評估股票。  
- 亞馬遜在雲計算和電子商務領域的領先地位使其成為更好的投資選擇。  
- 家得寶面臨經濟放緩和消費者信心下降的挑戰。  

當前最值得購買的股票：亞馬遜 vs. 家得寶