<p>近年來，<strong>標準普爾 500 指數</strong> 因對人工智能（AI）股票的熱情而飆升。投資者紛紛湧入這些令人興奮的成長故事。然而，最近專注於 AI 的公司經歷了一些逆風，從對經濟環境的普遍擔憂到對 AI 支出水平的擔憂。這對一些公司的表現造成了壓力，並促使某些投資者尋找其他增長機會。</p>
<p>AI 的故事顯然還沒有結束。對 AI 產品和服務的需求仍然很高，這項技術才剛剛開始在現實世界中應用，預示着未來的盈利增長潛力。但尋求另一種增長主題的投資者，可能會轉向某些消費品公司，這些公司可能提供更穩定的增長。</p>
<p><strong>亞馬遜</strong>( AMZN 1.88%)、<strong>沃爾瑪</strong>( WMT +1.49%) 和 <strong>開市客</strong>( COST +1.44%) 是絕佳的選擇。但在這三者中，哪一個是下半年的最佳購買選擇呢？讓我們來看看。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3NjkwMi9lLWNvbW1lcmNlLWRlbGl2ZXJ5LW9ubGluZS1zaG9wcGluZy5qcGcWdz0zODQwFm9wPXJlc2l6ZQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3NjkwMi9lLWNvbW1lcmNlLWRlbGl2ZXJ5LW9ubGluZS1zaG9wcGluZy5qcGcWdz0zODQwFm9wPXJlc2l6ZQ"/></p>
<p>圖片來源：Getty Images。</p>
<h2>支持亞馬遜的理由</h2>
<p>亞馬遜實際上是一隻 AI 股票，這要歸功於其亞馬遜網絡服務（AWS）雲計算部門——該部門向客户提供 AI 產品和服務，這使得 AWS 的年收入達到了 1500 億美元的運行率。但該公司也是一家 電子商務巨頭，向客户銷售日用品、一般商品，甚至包括書籍和電影等娛樂產品。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQU1aTi5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="亞馬遜股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQU1aTi5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NASDAQ: AMZN</h2>
<p>亞馬遜</p>
<p>今日變動</p>
<p>(-1.88%) $-4.62</p>
<p>當前價格</p>
<p>$241.36</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$2.6T 市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。</p>
<p>日內區間</p>
<p>$240.89 - $244.85</p>
<p>52 周區間</p>
<p>$196.00 - $278.56</p>
<p>成交量</p>
<p>447K</p>
<p>平均成交量</p>
<p>51.4M</p>
<p>毛利率</p>
<p>50.60%</p>
<p>這家電子商務公司在盈利能力方面建立了顯著的業績記錄。由於亞馬遜在幾年前對其成本結構進行了重組，未來幾個季度的盈利可能會更強。該公司裁減了一些職位，將其美國履行系統從全國模式轉變為區域模式，並採取其他措施以提高盈利能力。</p>
<p>亞馬遜對快速交付的關注、廣泛的產品範圍以及全球的存在，應該能讓客户不斷迴歸，推動盈利增長。</p>
<h2>支持開市客的理由</h2>
<p>我最喜歡開市客商業模式的一點是，作為客户，你在進入倉庫購物之前就為公司創造了收入。這是通過會員費實現的，而這些費用對公司來説是高利潤的——實際上推動了開市客的利潤增長。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQ09TVC5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="開市客股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQ09TVC5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NASDAQ: COST</h2>
<p>開市客</p>
<p>今日變動</p>
<p>(1.44%) $13.61</p>
<p>當前價格</p>
<p>$961.11</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$420B 市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。</p>
<p>日內區間</p>
<p>$948.08 - $966.48</p>
<p>52 周區間</p>
<p>$844.06 - $1096.50</p>
<p>成交量</p>
<p>18.8K</p>
<p>平均成交量</p>
<p>2.3M</p>
<p>毛利率</p>
<p>12.88%</p>
<p>股息收益率</p>
<p>0.57%</p>
<p>更令人振奮的是，開市客的續費率極高。在公司最大的市場美國和加拿大，續費率每季度超過 90%。這非常棒，因為它為我們提供了未來盈利的可見性。會員模式也很棒，因為一旦購物者支付了費用，他們會希望攤銷這筆費用——因此他們可能會盡可能多地在開市客購物。</p>
<p>所有這些都幫助這家倉儲巨頭隨着時間的推移增加了盈利——而這種商業模式也為開市客的長期勝利奠定了基礎。</p>
<h2>支持沃爾瑪的理由</h2>
<p>沃爾瑪專注於低價格，使其成為客户的最愛，並在任何市場環境中都具有優勢。該公司在數字銷售等領域也取得了進展——這有助於其與亞馬遜競爭——以及會員制——這有助於其與開市客競爭。在最近一個季度，全球電子商務銷售增長了 26%，會員費收入增長了 17%。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvV01ULnBuZxZ3PTEyOBZvcD1yZXNpemU?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="沃爾瑪股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvV01ULnBuZxZ3PTEyOBZvcD1yZXNpemU"/></p>
<h2>NASDAQ: WMT</h2>
<p>沃爾瑪</p>
<p>今日變動</p>
<p>(1.49%) $1.66</p>
<p>當前價格</p>
<p>$113.20</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$888B 市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。</p>
<p>日內區間</p>
<p>$111.81 - $113.84</p>
<p>52 周區間</p>
<p>$94.23 - $135.16</p>
<p>成交量</p>
<p>398.2K</p>
<p>平均成交量</p>
<p>21.8M</p>
<p>毛利率</p>
<p>24.98%</p>
<p>股息收益率</p>
<p>0.87%</p>
<p>這家零售巨頭還受益於其廣告業務，為品牌提供了在沃爾瑪的數字平台和實體店中宣傳產品以吸引注意力的機會。該業務在最新季度實現了 37% 的增長。</p>
<p>因此，沃爾瑪為投資者提供了一定程度的收入穩定性和增長潛力，這種組合幫助其股價在近年來飆升。</p>
<h2>哪家零售商更值得投資？</h2>
<p>這些參與者都經過時間的考驗，提供了穩健的長期前景——因此投資其中任何一家都不會出錯。而且它們最近都經歷了一些拋售，為投資者提供了潛在的買入機會。但如果我只能在下半年投資其中一家 零售贏家，我會選擇亞馬遜。該公司的估值低於沃爾瑪和開市客，但提供了更優越的收入增長。</p>
<p></p>
<p>AMZN 市盈率（前瞻） 數據來源於 YCharts</p>
<p>與此同時，亞馬遜可能會受益於人工智能的繁榮，但在經濟增長放緩時期也可能成為贏家，這得益於其電子商務業務和對客户價值的關注。所有這些使得亞馬遜成為現在合理的買入股票——它在 2026 年下半年及以後任何環境中都有可能表現出色。</p>

開市客

亞馬遜

沃爾瑪

<p>在人工智能股票波動的背景下，投資者尋求亞馬遜、沃爾瑪和開市客等消費巨頭的穩定增長。亞馬遜利用 AWS 和電子商務效率；開市客依靠高利潤的會員費和強勁的續費率；沃爾瑪則結合了低價格、數字銷售增長和廣告收入。本文比較了這三家零售商，以確定 2026 年下半年的最佳投資選擇</p>

<p>The <strong>S&amp;P 500</strong> has soared in recent years amid excitement about artificial intelligence (AI) stocks. Investors piled into these exciting growth stories. In more recent times, though, companies specifically focused on AI have experienced some headwinds, from general worries about the economic environment to concerns about the level of spending on AI. This weighed on the performance of some -- and has pushed certain investors into looking for other growth opportunities.</p>
<div class="lb-trans"><p>近年來，<strong>標準普爾 500 指數</strong> 因對人工智能（AI）股票的熱情而飆升。投資者紛紛湧入這些令人興奮的成長故事。然而，最近專注於 AI 的公司經歷了一些逆風，從對經濟環境的普遍擔憂到對 AI 支出水平的擔憂。這對一些公司的表現造成了壓力，並促使某些投資者尋找其他增長機會。</p>
</div><p>The AI story certainly isn't over. Demand for AI products and services remains high, and the technology is just starting to be applied in the real world, signaling earnings growth potential ahead. But investors looking for another growth theme, one that may offer a bit more stability, might turn to certain consumer goods players.</p>
<div class="lb-trans"><p>AI 的故事顯然還沒有結束。對 AI 產品和服務的需求仍然很高，這項技術才剛剛開始在現實世界中應用，預示着未來的盈利增長潛力。但尋求另一種增長主題的投資者，可能會轉向某些消費品公司，這些公司可能提供更穩定的增長。</p>
</div><p><strong>Amazon</strong>( AMZN 1.88%), <strong>Walmart</strong>( WMT +1.49%), and <strong>Costco Wholesale</strong>( COST +1.44%) are excellent options. But, of the three, which is the smartest buy for the second half? Let's find out.</p>
<div class="lb-trans"><p><strong>亞馬遜</strong>( AMZN 1.88%)、<strong>沃爾瑪</strong>( WMT +1.49%) 和 <strong>開市客</strong>( COST +1.44%) 是絕佳的選擇。但在這三者中，哪一個是下半年的最佳購買選擇呢？讓我們來看看。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzY5MDIvZS1jb21tZXJjZS1kZWxpdmVyeS1vbmxpbmUtc2hvcHBpbmcuanBnJnc9Mzg0MA" alt="A shopper removes an item from a box." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F876902%2Fe-commerce-delivery-online-shopping.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>The case for Amazon</h2>
<div class="lb-trans"><h2>支持亞馬遜的理由</h2>
</div><p>Amazon actually is an AI stock, thanks to its Amazon Web Services (AWS) cloud computing arm -- the unit offers AI products and services to its customers, and this has resulted in a $150 billion annual revenue run rate for AWS. But the company also is an e-commerce giant, selling essentials, general merchandise, and even entertainment like books and movies to its customers.</p>
<div class="lb-trans"><p>亞馬遜實際上是一隻 AI 股票，這要歸功於其亞馬遜網絡服務（AWS）雲計算部門——該部門向客户提供 AI 產品和服務，這使得 AWS 的年收入達到了 1500 億美元的運行率。但該公司也是一家 電子商務巨頭，向客户銷售日用品、一般商品，甚至包括書籍和電影等娛樂產品。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNWk4ucG5nJnc9MTI4" alt="Amazon Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAMZN.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AMZN</h2>
<div class="lb-trans"><h2>NASDAQ: AMZN</h2>
</div><p>Amazon</p>
<div class="lb-trans"><p>亞馬遜</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(-1.88%) $-4.62</p>
<div class="lb-trans"><p>(-1.88%) $-4.62</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$241.36</p>
<div class="lb-trans"><p>$241.36</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$2.6TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$2.6T 市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$240.89 - $244.85</p>
<div class="lb-trans"><p>$240.89 - $244.85</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$196.00 - $278.56</p>
<div class="lb-trans"><p>$196.00 - $278.56</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>447K</p>
<div class="lb-trans"><p>447K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>51.4M</p>
<div class="lb-trans"><p>51.4M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>50.60%</p>
<div class="lb-trans"><p>50.60%</p>
</div><p>This e-commerce business has built a significant track record of earnings strength. And earnings may become even stronger in the quarters to come, thanks to Amazon's revamp of its cost structure a couple of years ago. The company cut certain jobs, shifted its U.S. fulfillment system to a regional model from a national one, and made other moves to favor profitability.</p>
<div class="lb-trans"><p>這家電子商務公司在盈利能力方面建立了顯著的業績記錄。由於亞馬遜在幾年前對其成本結構進行了重組，未來幾個季度的盈利可能會更強。該公司裁減了一些職位，將其美國履行系統從全國模式轉變為區域模式，並採取其他措施以提高盈利能力。</p>
</div><p>Amazon's focus on fast delivery, its broad range of products, and its global presence should keep customers coming back and earnings climbing.</p>
<div class="lb-trans"><p>亞馬遜對快速交付的關注、廣泛的產品範圍以及全球的存在，應該能讓客户不斷迴歸，推動盈利增長。</p>
</div><h2>The case for Costco</h2>
<div class="lb-trans"><h2>支持開市客的理由</h2>
</div><p>What I like most about Costco's business model is that you, as a customer, generate revenue for the company before you even set foot in a warehouse to shop. This is through membership fees, and these fees are high-margin for the company -- and they actually drive Costco's profit growth.</p>
<div class="lb-trans"><p>我最喜歡開市客商業模式的一點是，作為客户，你在進入倉庫購物之前就為公司創造了收入。這是通過會員費實現的，而這些費用對公司來説是高利潤的——實際上推動了開市客的利潤增長。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0NPU1QucG5nJnc9MTI4" alt="Costco Wholesale Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FCOST.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: COST</h2>
<div class="lb-trans"><h2>NASDAQ: COST</h2>
</div><p>Costco Wholesale</p>
<div class="lb-trans"><p>開市客</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(1.44%) $13.61</p>
<div class="lb-trans"><p>(1.44%) $13.61</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$961.11</p>
<div class="lb-trans"><p>$961.11</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$420BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$420B 市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$948.08 - $966.48</p>
<div class="lb-trans"><p>$948.08 - $966.48</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$844.06 - $1096.50</p>
<div class="lb-trans"><p>$844.06 - $1096.50</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>18.8K</p>
<div class="lb-trans"><p>18.8K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>2.3M</p>
<div class="lb-trans"><p>2.3M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>12.88%</p>
<div class="lb-trans"><p>12.88%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.57%</p>
<div class="lb-trans"><p>0.57%</p>
</div><p>To make the story even better, Costco's renewal rates are extremely high. In the company's biggest markets of the U.S. and Canada, renewal rates have topped 90% quarter after quarter. This is fantastic because it offers us visibility regarding earnings ahead. The membership model also is great because once shoppers pay the fee, they will want to amortize it -- so they will likely shop as much as possible at Costco.</p>
<div class="lb-trans"><p>更令人振奮的是，開市客的續費率極高。在公司最大的市場美國和加拿大，續費率每季度超過 90%。這非常棒，因為它為我們提供了未來盈利的可見性。會員模式也很棒，因為一旦購物者支付了費用，他們會希望攤銷這筆費用——因此他們可能會盡可能多地在開市客購物。</p>
</div><p>All of this has helped this warehouse giant increase earnings over time -- and this business model sets Costco up for victory over the long run too.</p>
<div class="lb-trans"><p>所有這些都幫助這家倉儲巨頭隨着時間的推移增加了盈利——而這種商業模式也為開市客的長期勝利奠定了基礎。</p>
</div><h2>The case for Walmart</h2>
<div class="lb-trans"><h2>支持沃爾瑪的理由</h2>
</div><p>Walmart's focus on low prices makes it a favorite of customers and gives it an advantage in any market environment. The company has also made progress in areas such as digital sales -- something that helps it compete with Amazon -- and membership -- something that helps it compete with Costco. In the recent quarter, worldwide e-commerce sales rose 26%, and membership fee revenue advanced 17%.</p>
<div class="lb-trans"><p>沃爾瑪專注於低價格，使其成為客户的最愛，並在任何市場環境中都具有優勢。該公司在數字銷售等領域也取得了進展——這有助於其與亞馬遜競爭——以及會員制——這有助於其與開市客競爭。在最近一個季度，全球電子商務銷售增長了 26%，會員費收入增長了 17%。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1dNVC5wbmcmdz0xMjg" alt="Walmart Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FWMT.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: WMT</h2>
<div class="lb-trans"><h2>NASDAQ: WMT</h2>
</div><p>Walmart</p>
<div class="lb-trans"><p>沃爾瑪</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(1.49%) $1.66</p>
<div class="lb-trans"><p>(1.49%) $1.66</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$113.20</p>
<div class="lb-trans"><p>$113.20</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$888BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$888B 市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私人或雙重類別非交易股份。隱含市值可能會有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$111.81 - $113.84</p>
<div class="lb-trans"><p>$111.81 - $113.84</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$94.23 - $135.16</p>
<div class="lb-trans"><p>$94.23 - $135.16</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>398.2K</p>
<div class="lb-trans"><p>398.2K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>21.8M</p>
<div class="lb-trans"><p>21.8M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>24.98%</p>
<div class="lb-trans"><p>24.98%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.87%</p>
<div class="lb-trans"><p>0.87%</p>
</div><p>This retail giant also has benefited from its advertising business, offering brands the ability to advertise to gain attention for their products across Walmart's digital platforms and in stores. The business generated 37% growth in the latest quarter.</p>
<div class="lb-trans"><p>這家零售巨頭還受益於其廣告業務，為品牌提供了在沃爾瑪的數字平台和實體店中宣傳產品以吸引注意力的機會。該業務在最新季度實現了 37% 的增長。</p>
</div><p>So, Walmart offers investors a certain level of revenue stability and the potential for growth, a combination that has helped the stock price soar in recent years.</p>
<div class="lb-trans"><p>因此，沃爾瑪為投資者提供了一定程度的收入穩定性和增長潛力，這種組合幫助其股價在近年來飆升。</p>
</div><h2>Which retailer is the better buy?</h2>
<div class="lb-trans"><h2>哪家零售商更值得投資？</h2>
</div><p>Each of these players has proven itself over time and offers solid long-term prospects -- so you can't go wrong by investing in any of them. And each has seen a bit of a sell-off recently, offering investors a potential buying opportunity. But if I could only invest in one of these retail winners for the second half, I would choose Amazon. The company trades for a lower valuation than Walmart and Costco, yet it offers superior revenue growth.</p>
<div class="lb-trans"><p>這些參與者都經過時間的考驗，提供了穩健的長期前景——因此投資其中任何一家都不會出錯。而且它們最近都經歷了一些拋售，為投資者提供了潛在的買入機會。但如果我只能在下半年投資其中一家 零售贏家，我會選擇亞馬遜。該公司的估值低於沃爾瑪和開市客，但提供了更優越的收入增長。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p>AMZN PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>AMZN 市盈率（前瞻） 數據來源於 YCharts</p>
</div><p>At the same time, Amazon may benefit from the AI boom, but it also could be a winner during times of slower economic growth, thanks to its e-commerce business and focus on value for the customer. All of this makes Amazon a reasonably priced stock to buy now -- it's one that could excel during any environment in the second half of 2026 and beyond.</p>
<div class="lb-trans"><p>與此同時，亞馬遜可能會受益於人工智能的繁榮，但在經濟增長放緩時期也可能成為贏家，這得益於其電子商務業務和對客户價值的關注。所有這些使得亞馬遜成為現在合理的買入股票——它在 2026 年下半年及以後任何環境中都有可能表現出色。</p>
</div>

Amazon vs. Walmart vs. Costco: Which Is the Smartest Buy for the Second Half of 2026?

- 美國股市中，S&P 500 受人工智能股票推動上漲。
- 投資者關注亞馬遜、沃爾瑪和好市多等消費品公司。
- 亞馬遜因其雲服務和電商優勢，被認為是最佳購買選擇。

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亞馬遜、沃爾瑪和開市客：哪個是 2026 年下半年最明智的投資選擇？