<p>不可否認的是：<strong>亞馬遜</strong>（AMZN -3.92%）不僅是本世紀最具回報的股票選擇之一，也是市場上最大的贏家之一。自 1997 年上市以來，股價上漲超過 250,000%，這還算上了從 1 月份高峰回落的幅度。</p>
<p>然而，也不可否認的是，亞馬遜的最高增長日子已經成為過去，部分原因是與其過去的比較現在已經成為了一個高標準。雖然它仍然是一個穩健的持股，但希望從這裏獲得高於平均水平增長的投資者可能需要另尋他處。</p>
<p>以下是三隻值得考慮購買的成長股，替代亞馬遜。</p>
<h2>Shopify</h2>
<p>亞馬遜不僅是西半球電子商務行業的強大力量，它在很大程度上塑造了這一業務，留下了深刻的印記。對於市場新手來説，它無疑是最讓人擔心的競爭對手。</p>
<p>不過，正如預期的那樣，電子商務行業也在不斷發展。品牌和賣家現在可以通過不同的方式在線銷售，消費者也願意並能夠從除了亞馬遜這樣的大型在線購物中心之外的平台購買。</p>
<p>這時出現了 <strong>Shopify</strong>（SHOP -6.68%），它是製造商和品牌能夠越來越多地在亞馬遜購物生態系統之外運營的原因之一。</p>
<p>簡單來説，Shopify 使公司能夠建立自己的在線商店，直接向客户銷售。它的交鑰匙解決方案涵蓋了從數字購物車到支付處理、庫存管理、市場營銷等多個方面。其客户公司包括 FragranceNet、Skullcandy、Carrier 和 Daily Harvest。</p>
<p>儘管公司本身不再披露具體數字，但估計全球使用 Shopify 的平台在線商店數量大約在 500 萬左右。該公司仍然報告其平台所推動的業務總額。其技術在 2024 年促成了價值 2923 億美元的商品和服務的銷售，帶來了近 89 億美元的收入和 11 億美元的營業收入。這兩個數字都較去年有了顯著增長，延續了幾年前許多人認為不可能實現的長期增長勢頭。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNob3BpZnktcmVzdWx0cy5wbmcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNob3BpZnktcmVzdWx0cy5wbmcmdz03MDA"/></p>
<p>數據來源：StockAnalysis.com。圖表由作者製作。</p>
<p>這是怎麼回事？事實證明，儘管消費者當然不介意從亞馬遜購買，但人們越來越渴望真實，同時也希望支持那些有吸引人故事的負責任企業。實際上，最近由 Upworthy 和 Alter Agents 進行的一項調查顯示，76% 的北美消費者特別尋求來自他們可能購買的品牌的 “令人愉悦” 的內容。雖然亞馬遜並不適合提供這些內容，但 Shopify 的工具包使製造商和賣家能夠做到這一點。</p>
<p>這一趨勢只會繼續擴大。分析師預計，至少到 2027 年，Shopify 的收入年增長率將超過 20%。</p>
<h2>SoFi Technologies</h2>
<p>當然，購物並不是唯一一個因互聯網的出現而改變的行業。互聯網也顯著改變了銀行業務。美國銀行家協會最近進行的一項調查顯示，55% 的美國消費者現在使用移動應用程序作為進行銀行業務的主要方式。傳統計算機是第二受歡迎的方法，是 22% 的銀行客户的首選。</p>
<p>在另一端，只有 11% 的銀行客户對訪問分行感興趣，而希望通過電話進行銀行業務的客户更少，僅佔 4%。</p>
<p>問題是？大多數由傳統銀行推出的在線銀行平台並未真正引起越來越精通技術的消費者的共鳴。新的首選標準是從頭開始構建的在線銀行服務，例如 <strong>SoFi Technologies</strong>（SOFI -10.53%）。</p>
<p>它提供了你所期望的傳統銀行的所有選項，如支票賬户、信用卡、投資服務、貸款等，甚至包括保險。然而，SoFi 沒有的就是傳統銀行分行。</p>
<p>實際上，SoFi 是_唯一_一家在線銀行。</p>
<p>問題是，似乎越來越少的人在乎。該銀行現在擁有超過 1010 萬客户，延續了自 2020 年以來未間斷的增長勢頭。這些客户也在使用越來越多的銀行服務或產品。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNvZmktZ3Jvd3RoLnBuZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNvZmktZ3Jvd3RoLnBuZyZ3PTcwMA"/></p>
<p>圖片來源：SoFi Technologies 年終財報電話會議演示文稿。</p>
<p>不過，這仍然只是個開始。根據市場研究公司 Straits Research，全球在線銀行市場預計到 2030 年每年將增長 14%。儘管歐洲可能會引領這一增長，但北美市場已經相當龐大的規模（SoFi 已經在滿足這一市場需求）將推動這一增長。</p>
<h2>Uber Technologies</h2>
<p>最後，將打車服務公司 <strong>Uber Technologies</strong>（UBER -7.57%）加入你的股票購買清單中，替代亞馬遜，趁你仍然可以以有吸引力的價格進入。該股目前的交易價格與一年前大致相同，儘管自那時以來持續增長，使其股價大約低於分析師共識目標價的 25%，該目標價略高於每股 90 美元。</p>
<p>這又是一個因技術變革而蓬勃發展的名字。特別是由於互聯網的出現——尤其是移動互聯網的連接——消費者可以方便地叫車，而高度流動的司機也可以輕鬆地與付費乘客聯繫。25 年前，這根本不是一個可行的選擇，那時叫出租車、撥打出租車公司電話或乘坐公交車是唯一真正的第三方出行選擇。</p>
<p>不過，推動去年優步總行程和收入增長 19% 的還有其他因素……或者説，可能是反過來的。不管怎樣，由於成本上升和便利性下降，加上新的選擇，汽車擁有權的興趣正在下降。德勤最近進行的一項民調顯示，雖然在美國只有 11% 的 55 歲及以上人羣會考慮放棄自己的車輛，使用像優步這樣的打車替代方案，但 44% 的 35 歲以下人羣願意這樣做。</p>
<p>同樣，越來越多的人並不急於獲得駕駛執照。聯邦公路管理局報告稱，1983 年 19 歲持有駕照的人數超過 87%，而到 2022 年這一比例降至不到 69%，這突顯了這一年齡段人羣的一個更大且日益增長的趨勢。再次強調，這一人羣在如今提供的更方便和更具成本效益的選擇面前，幾乎看不到自己開車的必要。</p>
<p>最近優步的股票表現起伏不定，主要是由於偶爾令人失望的季度指標或指引。不過，不要急於下結論。優步的增長一直保持在中十幾的水平——如果不是更好——並且在未來幾年內可能會保持這一水平，因為打車服務繼續取代傳統的汽車擁有權。</p>
<p>順便提一下，儘管當前投資者情緒不佳，大多數分析師仍將優步股票視為強烈買入。</p>

SHOP

亞馬遜

優步

SOFI

<p>這篇文章討論了投資者為何可能考慮亞馬遜的替代品，重點介紹了三隻成長股：Shopify、SoFi Technologies 和 Uber Technologies。Shopify 使品牌能夠直接向消費者銷售，通過其平台實現了 2923 億美元的銷售額，促進了顯著的增長。SoFi Technologies 作為一家在線銀行，已獲得超過 1010 萬客户，利用了向數字銀行轉型的趨勢。最後，Uber Technologies 在打車市場中持續發展。文章建議，這些公司在未來可能提供比亞馬遜更好的增長潛力</p>

<p>There's no denying it: <strong>Amazon</strong>(AMZN -3.92%) has not only been one of this century's most rewarding stock picks, but also one of the market's biggest-ever winners. Shares are up by more than 250,000% since their 1997 public offering, and that's counting the sizable pullback from January's peak.</p>
<div class="lb-trans"><p>不可否認的是：<strong>亞馬遜</strong>（AMZN -3.92%）不僅是本世紀最具回報的股票選擇之一，也是市場上最大的贏家之一。自 1997 年上市以來，股價上漲超過 250,000%，這還算上了從 1 月份高峰回落的幅度。</p>
</div><p>There's also no denying, however, that Amazon's highest growth days are in the rearview mirror if only because comparisons to its past are now such a high bar. While it's still a solid holding, investors looking for above-average growth from here will want to look elsewhere.</p>
<div class="lb-trans"><p>然而，也不可否認的是，亞馬遜的最高增長日子已經成為過去，部分原因是與其過去的比較現在已經成為了一個高標準。雖然它仍然是一個穩健的持股，但希望從這裏獲得高於平均水平增長的投資者可能需要另尋他處。</p>
</div><p>Here's a rundown of three growth stocks to consider buying instead of Amazon.</p>
<div class="lb-trans"><p>以下是三隻值得考慮購買的成長股，替代亞馬遜。</p>
</div><h2>Shopify</h2>
<div class="lb-trans"><h2>Shopify</h2>
</div><p>Amazon isn't just the powerhouse of the Western Hemisphere's e-commerce industry. It largely built the business, leaving its fingerprints as a result. It's certainly the name that newcomers to the market are most worried about beating, or being beaten by.</p>
<div class="lb-trans"><p>亞馬遜不僅是西半球電子商務行業的強大力量，它在很大程度上塑造了這一業務，留下了深刻的印記。對於市場新手來説，它無疑是最讓人擔心的競爭對手。</p>
</div><p>As could have been expected though, the e-commerce industry is also evolving. Brands and sellers now have access to different ways of selling online, just as consumers are willing and able to buy from platforms other than massive online shopping malls like Amazon's.</p>
<div class="lb-trans"><p>不過，正如預期的那樣，電子商務行業也在不斷發展。品牌和賣家現在可以通過不同的方式在線銷售，消費者也願意並能夠從除了亞馬遜這樣的大型在線購物中心之外的平台購買。</p>
</div><p>Enter <strong>Shopify</strong>(SHOP -6.68%), which is one reason manufacturers and brands can increasingly operate outside of Amazon's shopping ecosystem.</p>
<div class="lb-trans"><p>這時出現了 <strong>Shopify</strong>（SHOP -6.68%），它是製造商和品牌能夠越來越多地在亞馬遜購物生態系統之外運營的原因之一。</p>
</div><p>In simplest terms, Shopify makes it possible for companies to establish their own online store and sell directly to customers to do so. Its turnkey solutions range from digital shopping carts to payment processing to inventory management to marketing, and more. Some of its client companies include FragranceNet, Skullcandy, Carrier, and Daily Harvest.</p>
<div class="lb-trans"><p>簡單來説，Shopify 使公司能夠建立自己的在線商店，直接向客户銷售。它的交鑰匙解決方案涵蓋了從數字購物車到支付處理、庫存管理、市場營銷等多個方面。其客户公司包括 FragranceNet、Skullcandy、Carrier 和 Daily Harvest。</p>
</div><p>Although the company itself no longer discloses the number, estimates put the worldwide number of Shopify-powered online stores somewhere in the ballpark of 5 million. The company does still report the amount of business its platform collectively drives though. Its technology facilitated the sale of $292.3 billion worth of goods and services in 2024, resulting in nearly $8.9 billion in revenue and operating income of $1.1 billion of its own. Both are well up from the prior year's comparisons, too, extending a long-standing growth streak that just a few years back many would have thought impossible to produce.</p>
<div class="lb-trans"><p>儘管公司本身不再披露具體數字，但估計全球使用 Shopify 的平台在線商店數量大約在 500 萬左右。該公司仍然報告其平台所推動的業務總額。其技術在 2024 年促成了價值 2923 億美元的商品和服務的銷售，帶來了近 89 億美元的收入和 11 億美元的營業收入。這兩個數字都較去年有了顯著增長，延續了幾年前許多人認為不可能實現的長期增長勢頭。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNob3BpZnktcmVzdWx0cy5wbmcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F813296%2F040125-shopify-results.png&amp;op=resize&amp;w=700"/></p>
<p>Data source: StockAnalysis.com. Chart by author.</p>
<div class="lb-trans"><p>數據來源：StockAnalysis.com。圖表由作者製作。</p>
</div><p>What gives? As it turns out, although consumers certainly don't mind purchasing from Amazon, people increasingly crave authenticity while also supporting responsible businesses with compelling stories to tell. Indeed, as a recent poll performed by Upworthy and Alter Agents suggests, 76% of North American consumers specifically seek out &#34;feel good&#34; content from brands they may end up buying from. While Amazon.com isn't cut out to deliver any of this, Shopify's toolkit makes it possible for manufacturers and sellers to do so.</p>
<div class="lb-trans"><p>這是怎麼回事？事實證明，儘管消費者當然不介意從亞馬遜購買，但人們越來越渴望真實，同時也希望支持那些有吸引人故事的負責任企業。實際上，最近由 Upworthy 和 Alter Agents 進行的一項調查顯示，76% 的北美消費者特別尋求來自他們可能購買的品牌的 “令人愉悦” 的內容。雖然亞馬遜並不適合提供這些內容，但 Shopify 的工具包使製造商和賣家能夠做到這一點。</p>
</div><p>This movement is only going to expand. Analysts expect top-line growth of more than 20% every year at least through 2027.</p>
<div class="lb-trans"><p>這一趨勢只會繼續擴大。分析師預計，至少到 2027 年，Shopify 的收入年增長率將超過 20%。</p>
</div><h2>SoFi Technologies</h2>
<div class="lb-trans"><h2>SoFi Technologies</h2>
</div><p>Shopping isn't the only industry that's been changed by the advent of the internet, of course. The internet significantly changed the banking business as well. A recent survey taken by the American Bankers Association indicates that 55% of U.S. consumers now use a mobile app as their primary means of conducting banking business. A conventional computer is the second-most preferred method, being the go-to option for 22% of banks' customers.</p>
<div class="lb-trans"><p>當然，購物並不是唯一一個因互聯網的出現而改變的行業。互聯網也顯著改變了銀行業務。美國銀行家協會最近進行的一項調查顯示，55% 的美國消費者現在使用移動應用程序作為進行銀行業務的主要方式。傳統計算機是第二受歡迎的方法，是 22% 的銀行客户的首選。</p>
</div><p>At the other end of the spectrum, only 11% of this nation's banking customers are interested in visiting a branch, while an even smaller 4% of this crowd wants to conduct banking business with a phone call.</p>
<div class="lb-trans"><p>在另一端，只有 11% 的銀行客户對訪問分行感興趣，而希望通過電話進行銀行業務的客户更少，僅佔 4%。</p>
</div><p>Problem? Most of the online banking platforms that were launched by a brick-and-mortar establishment aren't quite resonating with increasingly tech-savvy consumers. The new preferred norm is a service that's been built from the ground up to be an online bank, such as <strong>SoFi Technologies</strong>(SOFI -10.53%).</p>
<div class="lb-trans"><p>問題是？大多數由傳統銀行推出的在線銀行平台並未真正引起越來越精通技術的消費者的共鳴。新的首選標準是從頭開始構建的在線銀行服務，例如 <strong>SoFi Technologies</strong>（SOFI -10.53%）。</p>
</div><p>It's got all the options you'd expect from a conventional bank, like checking accounts, credit cards, investing services, lending, and more, even including insurance. The one thing SoFi doesn't have, however, is conventional bank branches.</p>
<div class="lb-trans"><p>它提供了你所期望的傳統銀行的所有選項，如支票賬户、信用卡、投資服務、貸款等，甚至包括保險。然而，SoFi 沒有的就是傳統銀行分行。</p>
</div><p>See, SoFi is <em>only</em> an online bank.</p>
<div class="lb-trans"><p>實際上，SoFi 是_唯一_一家在線銀行。</p>
</div><p>The thing is, fewer and fewer people seem to care. The bank now boasts a little more than 10.1 million customers, extending a growth streak that's been uninterrupted since 2020. Each of these customers is also utilizing a growing number of banking services or products.</p>
<div class="lb-trans"><p>問題是，似乎越來越少的人在乎。該銀行現在擁有超過 1010 萬客户，延續了自 2020 年以來未間斷的增長勢頭。這些客户也在使用越來越多的銀行服務或產品。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTMyOTYvMDQwMTI1LXNvZmktZ3Jvd3RoLnBuZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F813296%2F040125-sofi-growth.png&amp;op=resize&amp;w=700"/></p>
<p>Image source: SoFi Technologies year-end earnings conference call presentation.</p>
<div class="lb-trans"><p>圖片來源：SoFi Technologies 年終財報電話會議演示文稿。</p>
</div><p>This is still just the beginning though. The global online banking market could annually grow by 14% till 2030, according to the market research company, Straits Research. Although Europe is likely to lead this growth, it's the North American market's already significant size (which SoFi already caters to) that'll drive that growth across the pond.</p>
<div class="lb-trans"><p>不過，這仍然只是個開始。根據市場研究公司 Straits Research，全球在線銀行市場預計到 2030 年每年將增長 14%。儘管歐洲可能會引領這一增長，但北美市場已經相當龐大的規模（SoFi 已經在滿足這一市場需求）將推動這一增長。</p>
</div><h2>Uber Technologies</h2>
<div class="lb-trans"><h2>Uber Technologies</h2>
</div><p>Finally, add ride-hailing outfit <strong>Uber Technologies</strong>(UBER -7.57%) to your list of stocks other than Amazon to buy while you can still step into it at an attractive price. The stock's currently trading where it was about a year ago despite continued growth since then, leaving it roughly 25% below analysts' consensus price target of just over $90 per share.</p>
<div class="lb-trans"><p>最後，將打車服務公司 <strong>Uber Technologies</strong>（UBER -7.57%）加入你的股票購買清單中，替代亞馬遜，趁你仍然可以以有吸引力的價格進入。該股目前的交易價格與一年前大致相同，儘管自那時以來持續增長，使其股價大約低於分析師共識目標價的 25%，該目標價略高於每股 90 美元。</p>
</div><p>It's yet another name that's thriving because of technological change. Namely, thanks to the advent of the internet -- and mobile internet connectivity in particular -- consumers can conveniently call for a ride, while highly mobile drivers can just as easily connect with a paying rider. It just wasn't a viable option 25 years ago, when hailing a cab, calling a cab company, or taking the bus was the only real third-party mobility option.</p>
<div class="lb-trans"><p>這又是一個因技術變革而蓬勃發展的名字。特別是由於互聯網的出現——尤其是移動互聯網的連接——消費者可以方便地叫車，而高度流動的司機也可以輕鬆地與付費乘客聯繫。25 年前，這根本不是一個可行的選擇，那時叫出租車、撥打出租車公司電話或乘坐公交車是唯一真正的第三方出行選擇。</p>
</div><p>There's something else driving last year's 19% increase in Uber's total trips and revenue though... or perhaps the other way around. Whatever the case, due to a combination of rising costs and waning convenience, paired with new options, interest in car ownership is on the decline. A poll recently performed by Deloitte indicates that while only 11% of the 55-and-up crowd in the United States would consider giving up their own vehicle to use ride-hailing alternatives like Uber, 44% of the under-35 cohort would be willing to do so.</p>
<div class="lb-trans"><p>不過，推動去年優步總行程和收入增長 19% 的還有其他因素……或者説，可能是反過來的。不管怎樣，由於成本上升和便利性下降，加上新的選擇，汽車擁有權的興趣正在下降。德勤最近進行的一項民調顯示，雖然在美國只有 11% 的 55 歲及以上人羣會考慮放棄自己的車輛，使用像優步這樣的打車替代方案，但 44% 的 35 歲以下人羣願意這樣做。</p>
</div><p>In a similar vein, a growing number of people aren't in any hurry to secure a driver's license. The Federal Highway Administration reports that the number of 19-year-olds with a license slipped from more than 87% in 1983 to less than 69% as of 2022, underscoring a bigger and growing trend for people all around that age. Again, this crowd sees little need to drive themselves using their own car when more convenient and cost-effective options are now offered.</p>
<div class="lb-trans"><p>同樣，越來越多的人並不急於獲得駕駛執照。聯邦公路管理局報告稱，1983 年 19 歲持有駕照的人數超過 87%，而到 2022 年這一比例降至不到 69%，這突顯了這一年齡段人羣的一個更大且日益增長的趨勢。再次強調，這一人羣在如今提供的更方便和更具成本效益的選擇面前，幾乎看不到自己開車的必要。</p>
</div><p>Uber shares have been hot and cold of late, mostly due to the occasional disappointing quarterly metric or guidance. Don't be too quick to jump to conclusions though. Uber's growth has consistently been in the mid-teens -- if not better -- and will likely remain there for at least the next several years as ride-hailing continues to displace conventional car ownership.</p>
<div class="lb-trans"><p>最近優步的股票表現起伏不定，主要是由於偶爾令人失望的季度指標或指引。不過，不要急於下結論。優步的增長一直保持在中十幾的水平——如果不是更好——並且在未來幾年內可能會保持這一水平，因為打車服務繼續取代傳統的汽車擁有權。</p>
</div><p>Incidentally, most analysts see Uber stock as a strong buy, despite current investor sentiment.</p>
<div class="lb-trans"><p>順便提一下，儘管當前投資者情緒不佳，大多數分析師仍將優步股票視為強烈買入。</p>
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Should You Forget Amazon? Why These Unstoppable Stocks Are Better Buys

- 亞馬遜股票自 1997 年上市以來上漲超過 250,000%。
- 由於增長放緩，投資者應考慮其他增長股，如 Shopify、SoFi 和 Uber。
- 這些公司利用互聯網變革，滿足消費者對便利性和真實性的需求。

你是否應該忘記亞馬遜？為什麼這些勢不可擋的股票是更好的買入選擇