<p><strong>亞馬遜</strong>(AMZN -0.08%) 本月宣佈了幾項新的人工智能 (AI) 計劃。儘管投資者對亞馬遜的人工智能關注主要集中在亞馬遜網絡服務 (AWS) 及其雲計算人工智能產品上，但亞馬遜也希望利用人工智能來改善其電子商務業務。</p>
<p>該公司一直在為利用人工智能提高其物流和倉儲網絡的效率奠定基礎。讓我們看看這些舉措如何可能成為股票的遊戲規則改變者。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEzMDcvZ2V0dHlpbWFnZXMtMTM2NDg1OTcyMi5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEzMDcvZ2V0dHlpbWFnZXMtMTM2NDg1OTcyMi5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>新的人工智能計劃</h2>
<p>亞馬遜最近在其 Lab126 單位推出了一項新計劃，旨在打造更智能、更靈活的倉庫機器人。與當前設計為單一任務的模型不同，亞馬遜希望利用自主人工智能來創建能夠理解自然語言命令並自主行動的機器人。</p>
<p>該公司表示，這些機器人將能夠執行卸載拖車並在需要時檢索維修零件等任務。這種技術的進步最終將有助於降低勞動力成本並提高生產力。</p>
<p>在交付方面，亞馬遜正在推出一個名為 Wellspring 的人工智能平台，以創建高度詳細的地圖，幫助司機在大型公寓等複雜地點進行導航。這些地圖已經在美國使用，並可能集成到提供免提實時導航的智能眼鏡中。目標是減少交付錯誤和時間，從而使司機能夠在一天內完成更多交付。</p>
<p>與此同時，其新的供應鏈優化技術 (SCOT) 平台正在利用人工智能幫助預測基於價格、客户位置、便利性、天氣和銷售事件的特定產品的客户需求。</p>
<p>雖然在夏季不在內華達州的倉庫中存放冬季外套是顯而易見的，但該技術更為細緻，能夠迎合不同地區消費者的口味。例如，它能夠預測哪些書籍在紐約市的銷量可能會比在愛達荷州的博伊西更好。</p>
<p>總體而言，這項技術應能幫助亞馬遜更好地分配庫存，通過將庫存靠近買家來改善交付時間，並幫助增加銷售同時降低成本。</p>
<p>人工智能開始對亞馬遜的電子商務市場產生積極影響的另一個領域是其市場。它擁有人工智能工具，使商家更容易為其市場創建新的、更具吸引力的商品列表。同時，其廣告部門也擁有人工智能工具，幫助品牌和商家創建更具吸引力的廣告活動並更好地定位潛在客户。</p>
<p>亞馬遜的贊助廣告業務已發展成為全球最大的數字廣告平台之一，這一高利潤業務是亞馬遜增長最快的收入來源之一。它還最近推出了一款名為 Nova Act 的人工智能代理，可以在網上導航並代表用户執行購物等任務。</p>
<h2>亞馬遜股票值得購買嗎？</h2>
<p>亞馬遜正在大力投資人工智能，而不僅僅是在其 AWS 雲計算業務中。該公司開始在其整個電子商務生態系統中嵌入人工智能，通過人工智能驅動的倉庫機器人、更好的庫存預測和更快的最後一公里交付等方式。這一切都將幫助亞馬遜提高效率、降低成本並增加生產力。</p>
<p>亞馬遜在這些領域的早期努力已經在其電子商務部門內帶來了良好的經營槓桿。例如，上個季度，其北美部門的營業收入增長了 16%，而收入僅增長了 8%。然而，隨着這些人工智能計劃的持續推進，亞馬遜應該能夠看到更大的經營槓桿。</p>
<p>當然，任何投資都不是沒有風險的。亞馬遜並未免於更廣泛的經濟逆風或貿易緊張局勢。然而，人工智能有潛力顯著改善公司的成本結構，這反過來應該推動強勁的盈利增長。</p>
<p>雖然投資者喜歡關注收入增長，但他們不應完全忽視像亞馬遜這樣的公司如何通過提高效率來推動盈利增長。亞馬遜在這方面處於領先地位，但預計在未來幾年，這將成為各行業的重要人工智能主題。</p>
<p>你也不能忽視亞馬遜在 AWS 上看到的強勁增長。這是其盈利能力最大的部門，隨着客户繼續使用其服務來構建人工智能模型和應用程序並在其基礎設施上運行，未來還有很大的增長空間。</p>
<p>雖然其估值已從近期低點上升，但亞馬遜的股票仍然以約 35 的前瞻市盈率 (P/E) 吸引人。這遠低於其歷史交易水平，使其在當前水平上成為一個不錯的買入機會。</p>

亞馬遜

亞馬遜每日 2 倍做多 ETF - Direxion

<p>亞馬遜宣佈了新的人工智能計劃，旨在提升其電子商務和物流運營。這些計劃包括開發能夠理解自然語言的先進倉庫機器人、用於改善配送導航的人工智能平台，以及用於更好庫存管理的供應鏈優化技術（SCOT）平台。這些創新預計將降低成本並提高生產力，從而促進更強勁的盈利增長。儘管面臨經濟挑戰，亞馬遜在人工智能和其 AWS 部門的投資使其在未來增長中處於良好位置，目前其股票的估值具有吸引力</p>

<p><strong>Amazon</strong>(AMZN -0.08%) announced several new artificial intelligence (AI) initiatives this month. While much of the investor focus when it comes to AI and Amazon has been on Amazon Web Services (AWS) and its cloud computing AI offerings, Amazon is also looking to use AI to improve its e-commerce business.</p>
<div class="lb-trans"><p><strong>亞馬遜</strong>(AMZN -0.08%) 本月宣佈了幾項新的人工智能 (AI) 計劃。儘管投資者對亞馬遜的人工智能關注主要集中在亞馬遜網絡服務 (AWS) 及其雲計算人工智能產品上，但亞馬遜也希望利用人工智能來改善其電子商務業務。</p>
</div><p>The company has been laying the groundwork to use AI as a way to improve efficiency across its logistics and warehouse networks. Let's look at how these moves could be a game changer for the stock.</p>
<div class="lb-trans"><p>該公司一直在為利用人工智能提高其物流和倉儲網絡的效率奠定基礎。讓我們看看這些舉措如何可能成為股票的遊戲規則改變者。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEzMDcvZ2V0dHlpbWFnZXMtMTM2NDg1OTcyMi5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F821307%2Fgettyimages-1364859722.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>New AI initiatives</h2>
<div class="lb-trans"><h2>新的人工智能計劃</h2>
</div><p>Amazon recently unveiled a new initiative at its Lab126 unit to build smarter, more flexible warehouse robots. Unlike current models that are designed for a single task, Amazon is looking to use agentic AI to create robots that can understand natural language commands and act autonomously.</p>
<div class="lb-trans"><p>亞馬遜最近在其 Lab126 單位推出了一項新計劃，旨在打造更智能、更靈活的倉庫機器人。與當前設計為單一任務的模型不同，亞馬遜希望利用自主人工智能來創建能夠理解自然語言命令並自主行動的機器人。</p>
</div><p>The company said the robots would be able to do such things as unload trailers and then retrieve parts for repairs if needed. This type of advancement would ultimately help reduce labor costs and boost productivity.</p>
<div class="lb-trans"><p>該公司表示，這些機器人將能夠執行卸載拖車並在需要時檢索維修零件等任務。這種技術的進步最終將有助於降低勞動力成本並提高生產力。</p>
</div><p>On the delivery side, Amazon is rolling out an AI platform called Wellspring to create highly detailed maps to help drivers navigate tricky drop-offs at places like large apartment complexes. These maps are already being used in the U.S. and could be integrated into smart eyewear that provides hands-free, real-time navigation. The goal would be to cut delivery errors and time, so drivers would be able to make more deliveries in a day.</p>
<div class="lb-trans"><p>在交付方面，亞馬遜正在推出一個名為 Wellspring 的人工智能平台，以創建高度詳細的地圖，幫助司機在大型公寓等複雜地點進行導航。這些地圖已經在美國使用，並可能集成到提供免提實時導航的智能眼鏡中。目標是減少交付錯誤和時間，從而使司機能夠在一天內完成更多交付。</p>
</div><p>Its new SCOT (Supply Chain Optimization Technology) platform, meanwhile, is using AI to help predict customer demand for certain products based on price, customer location, convenience, weather, and sales events.</p>
<div class="lb-trans"><p>與此同時，其新的供應鏈優化技術 (SCOT) 平台正在利用人工智能幫助預測基於價格、客户位置、便利性、天氣和銷售事件的特定產品的客户需求。</p>
</div><p>While it's easy to know not to stock winter coats at a Nevada warehouse in the summer, the technology is more nuanced and can cater to different regional consumer tastes. For example, it would be able to predict which books may sell better in New York City than Boise, Idaho.</p>
<div class="lb-trans"><p>雖然在夏季不在內華達州的倉庫中存放冬季外套是顯而易見的，但該技術更為細緻，能夠迎合不同地區消費者的口味。例如，它能夠預測哪些書籍在紐約市的銷量可能會比在愛達荷州的博伊西更好。</p>
</div><p>Overall, the technology should help Amazon better allocate inventory, improve delivery times by having inventory closer to buyers, and help both increase sales while lowering costs.</p>
<div class="lb-trans"><p>總體而言，這項技術應能幫助亞馬遜更好地分配庫存，通過將庫存靠近買家來改善交付時間，並幫助增加銷售同時降低成本。</p>
</div><p>Another area where AI is starting to have a positive impact for Amazon is its e-commerce marketplace. It has AI tools that make it easier for merchants to create new, more compelling listings for its marketplace. Meanwhile, its ad unit has AI tools to help brands and merchants create more compelling ad campaigns and better target potential customers.</p>
<div class="lb-trans"><p>人工智能開始對亞馬遜的電子商務市場產生積極影響的另一個領域是其市場。它擁有人工智能工具，使商家更容易為其市場創建新的、更具吸引力的商品列表。同時，其廣告部門也擁有人工智能工具，幫助品牌和商家創建更具吸引力的廣告活動並更好地定位潛在客户。</p>
</div><p>Amazon's sponsored ad business has grown to become one of the largest digital advertising platforms in the world, and this high-margin business is one of Amazon's fastest-growing revenue streams. It also recently launched an AI agent, called Nova Act, that can navigate the web and perform tasks like shopping on behalf of users.</p>
<div class="lb-trans"><p>亞馬遜的贊助廣告業務已發展成為全球最大的數字廣告平台之一，這一高利潤業務是亞馬遜增長最快的收入來源之一。它還最近推出了一款名為 Nova Act 的人工智能代理，可以在網上導航並代表用户執行購物等任務。</p>
</div><h2>Is Amazon stock a buy?</h2>
<div class="lb-trans"><h2>亞馬遜股票值得購買嗎？</h2>
</div><p>Amazon is investing heavily in AI and not just in its AWS cloud computing business. The company is beginning to embed AI across its entire e-commerce ecosystem through things like AI-powered warehouse robots, better inventory forecasting, and faster last-mile delivery. This will all help Amazon drive efficiencies, lower costs, and increase productivity.</p>
<div class="lb-trans"><p>亞馬遜正在大力投資人工智能，而不僅僅是在其 AWS 雲計算業務中。該公司開始在其整個電子商務生態系統中嵌入人工智能，通過人工智能驅動的倉庫機器人、更好的庫存預測和更快的最後一公里交付等方式。這一切都將幫助亞馬遜提高效率、降低成本並增加生產力。</p>
</div><p>Amazon's early efforts in these areas have already led to solid operating leverage within its e-commerce segment. For example, last quarter its North American segment saw a 16% increase in operating income on only an 8% rise in revenue. However, as these AI initiatives continue to progress, Amazon should be able to see even greater operating leverage.</p>
<div class="lb-trans"><p>亞馬遜在這些領域的早期努力已經在其電子商務部門內帶來了良好的經營槓桿。例如，上個季度，其北美部門的營業收入增長了 16%，而收入僅增長了 8%。然而，隨着這些人工智能計劃的持續推進，亞馬遜應該能夠看到更大的經營槓桿。</p>
</div><p>Of course, no investment is without risks. Amazon isn't immune to broader economic headwinds or trade tensions. However, AI has the potential to significantly improve the company's cost structure, which in turn should drive strong earnings growth.</p>
<div class="lb-trans"><p>當然，任何投資都不是沒有風險的。亞馬遜並未免於更廣泛的經濟逆風或貿易緊張局勢。然而，人工智能有潛力顯著改善公司的成本結構，這反過來應該推動強勁的盈利增長。</p>
</div><p>While investors like to focus on revenue growth, they shouldn't completely ignore how companies like Amazon can drive earnings growth by becoming more efficient. Amazon is leading the way in this regard, but expect this to be a big AI theme in the coming years across industries.</p>
<div class="lb-trans"><p>雖然投資者喜歡關注收入增長，但他們不應完全忽視像亞馬遜這樣的公司如何通過提高效率來推動盈利增長。亞馬遜在這方面處於領先地位，但預計在未來幾年，這將成為各行業的重要人工智能主題。</p>
</div><p>You also can't ignore the strong growth Amazon is seeing with AWS. This is its largest segment by profitability, and it has a long runway of growth ahead as customers continue to use its services to build AI models and apps and run them on its infrastructure.</p>
<div class="lb-trans"><p>你也不能忽視亞馬遜在 AWS 上看到的強勁增長。這是其盈利能力最大的部門，隨着客户繼續使用其服務來構建人工智能模型和應用程序並在其基礎設施上運行，未來還有很大的增長空間。</p>
</div><p>While its valuation has risen off its recent lows, Amazon's stock is still attractively valued trading at a forward price-to-earnings ratio (P/E) of around 35. That's well below where it's traded historically, making it a solid buy at current levels.</p>
<div class="lb-trans"><p>雖然其估值已從近期低點上升，但亞馬遜的股票仍然以約 35 的前瞻市盈率 (P/E) 吸引人。這遠低於其歷史交易水平，使其在當前水平上成為一個不錯的買入機會。</p>
</div>

Amazon's Secret Weapon? How These AI Initiatives Could Be a Game Changer for the Stock.

- 亞馬遜推出多項人工智能新舉措，旨在提升電商業務效率。  
- 新的倉庫機器人和 AI 平台將降低勞動力成本並提高生產力。  
- 這些技術有助於改善庫存分配和交付時間，推動銷售增長。  

亞馬遜的秘密武器？這些人工智能計劃如何可能成為改變股票遊戲規則的關鍵