<p>今天一些最具活力和重要性的科技公司在華爾街獲得了特別認可。<strong>美國銀行</strong> 分析師邁克爾·哈特內特稱之為 “七大奇蹟” 羣體，代表了當前市場上七隻最佳科技股票。</p>
<p>其中兩隻股票，<strong>亞馬遜</strong>(AMZN 0.17%) 和 <strong>谷歌</strong>(GOOG 8.93%)(GOOGL 9.00%)，還具有超過 2 萬億美元市值的獨特地位。它們都是備受關注的行業領導者，是你可以購買的一些最強勁的成長股。</p>
<p>但是在正面對決中，哪隻股票現在更值得購買——亞馬遜還是谷歌？</p>
<p>結果顯示，有一個明顯的贏家。</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>圖片來源：Getty Images。</p>
<h2>更深入瞭解亞馬遜</h2>
<p>亞馬遜可能最為人知的是它是全球最大的電子商務公司，也是僅次於 <strong>沃爾瑪</strong> 的第二大零售商。亞馬遜通過建立一個龐大的配送網絡，徹底顛覆了零售領域，使顧客能夠將各種大小的產品直接送到家中，通常在第二天就能收到。</p>
<p>亞馬遜在第二季度的北美電子商務業務中實現了 1000 億美元的總銷售額（比去年增長 11%），並在國際銷售中獲得了 367 億美元的收入（增長 16%）。這些數字非常龐大，但與此同時，亞馬遜為實現這些銷售支出了 1278 億美元。這意味着該公司的電子商務部門在本季度僅帶來了 90 億美元的營業收入。</p>
<p>但亞馬遜的市值並不是因為人們對其零售業務感到興奮。請記住，沃爾瑪在 2024 年的全球零售銷售額為 6755 億美元，遠高於亞馬遜的 3914 億美元。然而，沃爾瑪的市值僅為 7730 億美元，而亞馬遜則是全球第五大公司。</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 市值數據來自 YCharts</p>
<p>投資者更看重亞馬遜是因為其主導的雲計算業務。隨着公司越來越傾向於使用可擴展和高效的人工智能（AI）平台，雲計算變得越來越重要。而亞馬遜通過其亞馬遜網絡服務（AWS）平台成為全球最大的雲計算公司。根據 Synergy Research Group 的數據，亞馬遜在第二季度佔據了全球雲計算業務的 30%，領先於 <strong>微軟</strong> 的 Azure（20%）和谷歌雲（13%）。</p>
<p>雲計算領域繼續快速增長，在第二季度達到了 990 億美元，比一年前增長了 20%。亞馬遜在本季度從 AWS 獲得了 308.7 億美元的收入，比去年同期增長了 17.5%。</p>
<p>更好的是利潤率。雖然亞馬遜從其龐大的電子商務銷售中僅賺取了 90 億美元，但從相對較小的 AWS 中獲得了 101.6 億美元的淨利潤。這就是為什麼 AWS 無疑是推動亞馬遜未來的最大動力。</p>
<h2>更深入瞭解谷歌</h2>
<p>雖然亞馬遜以其電子商務業務而聞名，但谷歌的第一大業務是廣告。該公司極受歡迎的谷歌搜索引擎在全球市場上保持着大約 90% 的市場份額，儘管人們擔心像 ChatGPT 或 Grok 這樣的聊天機器人會侵蝕谷歌搜索。</p>
<p>相反，谷歌的人工智能驅動搜索引擎正在幫助鞏固公司的護城河。谷歌表示，AI 概述每月有超過 20 億用户，覆蓋 200 個國家和地區。在第二季度，谷歌搜索的收入同比增長 12%，達到了 541.9 億美元。整體而言，谷歌服務的季度收入為 825 億美元，同比增長 12%。</p>
<p>谷歌的廣告網絡龐大而強大——如此之大，以至於美國司法部以谷歌在在線搜索和數字廣告市場上擁有非法壟斷為由提起訴訟。政府提議迫使谷歌剝離部分公司資產，例如其 Chrome 瀏覽器或 Android 智能手機操作系統。但聯邦法官在 9 月 2 日駁回了這些選項，裁定谷歌必須與競爭對手共享搜索數據。谷歌股票在消息公佈後的第二天上漲了超過 8%。</p>
<h2>哪隻股票更值得購買？</h2>
<p>儘管亞馬遜因關税擔憂而在今年迄今為止表現不佳——年初至今上漲不到 3%，但谷歌是表現最好的七大奇蹟股票之一。結合穩健的第二季度財報和投資者的熱情（現在司法部案件已結束），谷歌股票在 2025 年上漲了超過 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 數據來自 YCharts</p>
<p>這兩家公司都是投資組合中極好的補充。但如果你需要在兩者之間選擇，估值是主要的區別因素。谷歌的市盈率和市銷率都明顯優於亞馬遜。谷歌的估值甚至與 <strong>標準普爾 500</strong> 相當，後者的前瞻市盈率為 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 市盈率數據來自 YCharts</p>
<p>在估值與整體指數相似時購買七大奇蹟股票的機會不容錯過。谷歌是首選。</p>

谷歌-A

谷歌-C

亞馬遜

亞馬遜每日 2 倍做多 ETF - Direxion

<p>亞馬遜和谷歌是兩家市值超過 2 萬億美元的領先科技股。亞馬遜以其電子商務和通過 AWS 提供的雲計算而聞名，報告了 308.7 億美元的 AWS 收入，而谷歌作為一家主要的廣告巨頭，谷歌搜索的收入達到了 541.9 億美元。儘管亞馬遜今年面臨挑戰，谷歌的表現良好，股價上漲了 21%。估值指標更傾向於谷歌，使其相比亞馬遜成為潛在的更佳投資選擇</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華爾街獲得了特別認可。<strong>美國銀行</strong> 分析師邁克爾·哈特內特稱之為 “七大奇蹟” 羣體，代表了當前市場上七隻最佳科技股票。</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>其中兩隻股票，<strong>亞馬遜</strong>(AMZN 0.17%) 和 <strong>谷歌</strong>(GOOG 8.93%)(GOOGL 9.00%)，還具有超過 2 萬億美元市值的獨特地位。它們都是備受關注的行業領導者，是你可以購買的一些最強勁的成長股。</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>但是在正面對決中，哪隻股票現在更值得購買——亞馬遜還是谷歌？</p>
</div><p>As it turns out, there's a runaway winner.</p>
<div class="lb-trans"><p>結果顯示，有一個明顯的贏家。</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>圖片來源：Getty Images。</p>
</div><h2>A closer look at Amazon</h2>
<div class="lb-trans"><h2>更深入瞭解亞馬遜</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>亞馬遜可能最為人知的是它是全球最大的電子商務公司，也是僅次於 <strong>沃爾瑪</strong> 的第二大零售商。亞馬遜通過建立一個龐大的配送網絡，徹底顛覆了零售領域，使顧客能夠將各種大小的產品直接送到家中，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>亞馬遜在第二季度的北美電子商務業務中實現了 1000 億美元的總銷售額（比去年增長 11%），並在國際銷售中獲得了 367 億美元的收入（增長 16%）。這些數字非常龐大，但與此同時，亞馬遜為實現這些銷售支出了 1278 億美元。這意味着該公司的電子商務部門在本季度僅帶來了 90 億美元的營業收入。</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>但亞馬遜的市值並不是因為人們對其零售業務感到興奮。請記住，沃爾瑪在 2024 年的全球零售銷售額為 6755 億美元，遠高於亞馬遜的 3914 億美元。然而，沃爾瑪的市值僅為 7730 億美元，而亞馬遜則是全球第五大公司。</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 市值數據來自 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>投資者更看重亞馬遜是因為其主導的雲計算業務。隨着公司越來越傾向於使用可擴展和高效的人工智能（AI）平台，雲計算變得越來越重要。而亞馬遜通過其亞馬遜網絡服務（AWS）平台成為全球最大的雲計算公司。根據 Synergy Research Group 的數據，亞馬遜在第二季度佔據了全球雲計算業務的 30%，領先於 <strong>微軟</strong> 的 Azure（20%）和谷歌雲（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>雲計算領域繼續快速增長，在第二季度達到了 990 億美元，比一年前增長了 20%。亞馬遜在本季度從 AWS 獲得了 308.7 億美元的收入，比去年同期增長了 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>更好的是利潤率。雖然亞馬遜從其龐大的電子商務銷售中僅賺取了 90 億美元，但從相對較小的 AWS 中獲得了 101.6 億美元的淨利潤。這就是為什麼 AWS 無疑是推動亞馬遜未來的最大動力。</p>
</div><h2>A closer look at Alphabet</h2>
<div class="lb-trans"><h2>更深入瞭解谷歌</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>雖然亞馬遜以其電子商務業務而聞名，但谷歌的第一大業務是廣告。該公司極受歡迎的谷歌搜索引擎在全球市場上保持着大約 90% 的市場份額，儘管人們擔心像 ChatGPT 或 Grok 這樣的聊天機器人會侵蝕谷歌搜索。</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，谷歌的人工智能驅動搜索引擎正在幫助鞏固公司的護城河。谷歌表示，AI 概述每月有超過 20 億用户，覆蓋 200 個國家和地區。在第二季度，谷歌搜索的收入同比增長 12%，達到了 541.9 億美元。整體而言，谷歌服務的季度收入為 825 億美元，同比增長 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>谷歌的廣告網絡龐大而強大——如此之大，以至於美國司法部以谷歌在在線搜索和數字廣告市場上擁有非法壟斷為由提起訴訟。政府提議迫使谷歌剝離部分公司資產，例如其 Chrome 瀏覽器或 Android 智能手機操作系統。但聯邦法官在 9 月 2 日駁回了這些選項，裁定谷歌必須與競爭對手共享搜索數據。谷歌股票在消息公佈後的第二天上漲了超過 8%。</p>
</div><h2>Which stock is the better buy?</h2>
<div class="lb-trans"><h2>哪隻股票更值得購買？</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>儘管亞馬遜因關税擔憂而在今年迄今為止表現不佳——年初至今上漲不到 3%，但谷歌是表現最好的七大奇蹟股票之一。結合穩健的第二季度財報和投資者的熱情（現在司法部案件已結束），谷歌股票在 2025 年上漲了超過 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 數據來自 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>這兩家公司都是投資組合中極好的補充。但如果你需要在兩者之間選擇，估值是主要的區別因素。谷歌的市盈率和市銷率都明顯優於亞馬遜。谷歌的估值甚至與 <strong>標準普爾 500</strong> 相當，後者的前瞻市盈率為 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 市盈率數據來自 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>在估值與整體指數相似時購買七大奇蹟股票的機會不容錯過。谷歌是首選。</p>
</div>

Best Stock to Buy Right Now: Amazon vs. Alphabet

- “Magnificent Seven” 是華爾街對七大科技股的稱呼。  
- 亞馬遜和 Alphabet 的市值均超過 2 萬億美元。  
- 在當前市場中，Alphabet 被認為是更佳的投資選擇。

當前最值得購買的股票：亞馬遜與 Alphabet