<p><strong>亞馬遜</strong>(AMZN -0.00%) 對於長期投資者來説是一隻極好的股票，包括過去三年 55% 的漲幅。但這僅僅是略微超過了 <strong>標準普爾 500 指數</strong>，讓一些投資者懷疑亞馬遜的股票是否永久失去了光彩。</p>
<p>我認為這種情緒未能考慮到亞馬遜在一些非常大的市場中的強大地位，以及競爭對手追趕的難度。因此，以下是三個理由，説明現在購買亞馬遜股票仍然是一個明智的選擇。</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>圖片來源：Getty Images。</p>
<h2>1. 它在美國擁有第三大數字廣告業務。</h2>
<p>亞馬遜作為第三大廣告平台，僅次於 <strong>Alphabet</strong> 和 <strong>Meta Platforms</strong>，是一家廣告巨頭。雖然這確實是一個很大的挑戰，但亞馬遜在過去幾年中取得了令人矚目的進展。考慮到亞馬遜在 2021 年時在美國數字市場的份額不到 11%，預計到明年將達到 17%。這開始逼近 Meta 的 21% 的市場份額。</p>
<p>廣告也是亞馬遜增長最快的業務，第二季度廣告銷售增長了 23%，達到了 157 億美元。與競爭對手不同，亞馬遜的廣告銷售對公司有內在優勢，因為廣告商花錢在亞馬遜的平台上銷售商品，使公司能夠同時受益於廣告銷售和在線購買。隨着美國數字廣告市場預計到 2030 年將增長到 2200 億美元，亞馬遜仍有機會受益。</p>
<h2>2. 它正在抓住 2 萬億美元的人工智能機會</h2>
<p>一些人對亞馬遜最近的雲收入增長感到失望，但我認為他們忽視了亞馬遜在雲計算市場的最大市場份額，達到了 30%，而 <strong>微軟</strong> 為 21%，<strong>谷歌</strong> 為 12%。</p>
<p>微軟確實在快速追趕，不容忽視。然而，預計到 2030 年，人工智能雲計算市場將價值 2 萬億美元，因此兩家公司都有充足的空間獲益。</p>
<p>更重要的是，亞馬遜仍在投資其雲計算業務，並將在今年將資本支出增加到 1180 億美元，主要用於擴展其人工智能基礎設施。</p>
<h2>3. 它在電子商務中仍然佔據主導地位</h2>
<p>亞馬遜在美國電子商務市場的份額約為 38%。這是一個巨大的領先優勢，以至於一些最大的零售商幾乎無法與之抗衡。<strong>沃爾瑪</strong> 的平台僅佔市場的 6%，而 <strong>塔吉特</strong> 花費多年改善其在線產品，仍然只有 2% 的美國電子商務市場份額。</p>
<p>亞馬遜不僅在這個領域擁有先發優勢，還建立了一個令人印象深刻的防線，擁有超過 2 億的 Prime 會員，他們願意為更快的配送和視頻流媒體等特權支付費用。Prime 對公司來説極為成功，最近的 Prime Day 活動就是最新的證明，該活動為新老 Prime 會員提供優惠，在短短四天內產生了約 240 億美元的銷售額。</p>
<h2>購買亞馬遜時請記住這一點</h2>
<p>亞馬遜是領先的雲計算公司，其廣告業務持續增長，電子商務實力無與倫比。隨着這些基礎的建立，公司在這些市場增長時處於良好位置。</p>
<p>亞馬遜的股票目前價格相對合理，市盈率約為 34，而標準普爾 500 指數的平均市盈率約為 29，互聯網軟件公司的平均市盈率約為 52。考慮到公司涵蓋了如此多的盈利市場，並且相對於一些互聯網公司來説價格較低，股票目前看起來仍然是一個相對不錯的選擇。</p>

亞馬遜

亞馬遜每日 2 倍做多 ETF - Direxion

<p>亞馬遜（AMZN）儘管近期存在一些疑慮，但仍然是一個強勁的投資選擇，過去三年上漲了 55%。購買的主要理由包括其作為美國第三大數字廣告平台的地位，佔據了 17% 的市場份額，以及廣告銷售的顯著增長。此外，亞馬遜在雲計算領域領先，市場份額達到 30%，並在人工智能方面進行了大量投資。它在電子商務領域也佔據主導地位，市場份額為 38%，得益於超過 2 億的 Prime 會員。亞馬遜的市盈率為 34，相較於同行，其股票相對具有吸引力</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>亞馬遜</strong>(AMZN -0.00%) 對於長期投資者來説是一隻極好的股票，包括過去三年 55% 的漲幅。但這僅僅是略微超過了 <strong>標準普爾 500 指數</strong>，讓一些投資者懷疑亞馬遜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>我認為這種情緒未能考慮到亞馬遜在一些非常大的市場中的強大地位，以及競爭對手追趕的難度。因此，以下是三個理由，説明現在購買亞馬遜股票仍然是一個明智的選擇。</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>圖片來源：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. 它在美國擁有第三大數字廣告業務。</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>亞馬遜作為第三大廣告平台，僅次於 <strong>Alphabet</strong> 和 <strong>Meta Platforms</strong>，是一家廣告巨頭。雖然這確實是一個很大的挑戰，但亞馬遜在過去幾年中取得了令人矚目的進展。考慮到亞馬遜在 2021 年時在美國數字市場的份額不到 11%，預計到明年將達到 17%。這開始逼近 Meta 的 21% 的市場份額。</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>廣告也是亞馬遜增長最快的業務，第二季度廣告銷售增長了 23%，達到了 157 億美元。與競爭對手不同，亞馬遜的廣告銷售對公司有內在優勢，因為廣告商花錢在亞馬遜的平台上銷售商品，使公司能夠同時受益於廣告銷售和在線購買。隨着美國數字廣告市場預計到 2030 年將增長到 2200 億美元，亞馬遜仍有機會受益。</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 萬億美元的人工智能機會</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>一些人對亞馬遜最近的雲收入增長感到失望，但我認為他們忽視了亞馬遜在雲計算市場的最大市場份額，達到了 30%，而 <strong>微軟</strong> 為 21%，<strong>谷歌</strong> 為 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>微軟確實在快速追趕，不容忽視。然而，預計到 2030 年，人工智能雲計算市場將價值 2 萬億美元，因此兩家公司都有充足的空間獲益。</p>
</div><p>What's more, Amazon is still investing in its cloud computing business and will increase its capital expenditure spending to $118 billion this year, mostly to expand its AI infrastructure.</p>
<div class="lb-trans"><p>更重要的是，亞馬遜仍在投資其雲計算業務，並將在今年將資本支出增加到 1180 億美元，主要用於擴展其人工智能基礎設施。</p>
</div><h2>3. It still dominates in e-commerce</h2>
<div class="lb-trans"><h2>3. 它在電子商務中仍然佔據主導地位</h2>
</div><p>Amazon has about 38% of the U.S. e-commerce market share. It's such a huge lead that some of the largest retailers barely register. <strong>Walmart</strong>'s platform takes just 6% of the market, and <strong>Target</strong> has spent years improving its online offerings and still has only 2% of the U.S. e-commerce market.</p>
<div class="lb-trans"><p>亞馬遜在美國電子商務市場的份額約為 38%。這是一個巨大的領先優勢，以至於一些最大的零售商幾乎無法與之抗衡。<strong>沃爾瑪</strong> 的平台僅佔市場的 6%，而 <strong>塔吉特</strong> 花費多年改善其在線產品，仍然只有 2% 的美國電子商務市場份額。</p>
</div><p>Amazon not only has the first-mover advantage in this space but has also built an impressive bulwark against its competitors, boasting more than 200 million Prime members who choose to give Amazon money for access to faster shipping and perks like video streaming. Prime has been massively successful for the company, and the latest proof of that comes from its recent Prime Day event, which offered deals to new and existing Prime members and generated an estimated <em>$</em> 24 billion in sales in just <em>four days</em>.</p>
<div class="lb-trans"><p>亞馬遜不僅在這個領域擁有先發優勢，還建立了一個令人印象深刻的防線，擁有超過 2 億的 Prime 會員，他們願意為更快的配送和視頻流媒體等特權支付費用。Prime 對公司來説極為成功，最近的 Prime Day 活動就是最新的證明，該活動為新老 Prime 會員提供優惠，在短短四天內產生了約 240 億美元的銷售額。</p>
</div><h2>Keep this in mind when buying from Amazon</h2>
<div class="lb-trans"><h2>購買亞馬遜時請記住這一點</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>亞馬遜是領先的雲計算公司，其廣告業務持續增長，電子商務實力無與倫比。隨着這些基礎的建立，公司在這些市場增長時處於良好位置。</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>亞馬遜的股票目前價格相對合理，市盈率約為 34，而標準普爾 500 指數的平均市盈率約為 29，互聯網軟件公司的平均市盈率約為 52。考慮到公司涵蓋了如此多的盈利市場，並且相對於一些互聯網公司來説價格較低，股票目前看起來仍然是一個相對不錯的選擇。</p>
</div>

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

- 亞馬遜在過去三年中股價上漲 55%，略高於標普 500 指數。  
- 其數字廣告業務在美國排名第三，市場份額預計將從 11% 增至 17%。  
- 亞馬遜在雲計算和電子商務領域也保持領先，未來增長潛力巨大。  

購買亞馬遜股票的三個理由：抓住當下