Kev xa mus rau Amazon.com Inc. cov khoom lag luam "yog nyob rau ntau xyoo qis," raws li JPMorgan tus kws tshuaj ntsuam Doug Anmuth, tab sis nws xav tias cov tub ua lag luam tsis muab e-commerce loj txaus credit.
Lub hauv paus tseem ceeb ntawm kev tsis sib haum xeeb ntawm Amazon
AMZN,
-0.67%,
nyob rau hauv nws txoj kev xav, yog lub tuam txhab kev lag luam huab-xws li kev lag luam, vim qee cov neeg siv khoom saib xyuas cov nuj nqis nyob rau hauv lub pob zeb macroeconomic backdrop.
Txawm li cas los xij, Amazon zoo li qhov chaw zoo rau kev loj hlob ntawm kev lag luam, thiab ib feem ntawm kev lag luam yog "qhov chaw zoo," Anmuth tau hais.
"Nyob rau hauv ntau zaus AWS yog pab cov neeg siv khoom txav mus rau qis qis qis qis lossis theem piv txwv, thaum tseem siv nws tus kheej Graviton chips uas muab cov nqi zoo dua thiab tsav cov npoo siab dua rau AWS los ntawm kev ua kom zoo dua," nws hais ntxiv. "AWS kuj tau nqi feem ntau hauv USD & tab tom ua haujlwm ze nrog cov neeg siv khoom thoob ntiaj teb uas tam sim no pom tus nqi nce ntxiv ntsig txog txiaj."
Cov tswv yim zoo li no "yuav ua rau qee qhov kev cog lus ntawm tus nqi nyob ze, tab sis kuj muaj kev sib raug zoo rau cov neeg siv khoom mus sij hawm ntev," Anmuth tau hais.
Nws kuj tseem yuav saib AWS cov txiaj ntsig zoo. "Tau mus tom ntej, peb cia siab tias tom qab lub sijhawm tsim kho hnyav - thiab kev siv qeeb qeeb - AWS yuav qeeb cov ntaub ntawv chaw thiab kev nqis peev hauv vaj tse," nws sau.
Saib kuj: 5 yog vim li cas vim li cas Meta Tshuag tam sim no tsim nyog yuav, raws li JPMorgan
Anmuth tau sau tseg tias tseem muaj kev ntxhov siab rau cov khw muag khoom ntawm kev lag luam, tab sis Amazon muaj levers los rub.
Tshaj li lub quarter thib plaub, "kev txhim kho hauv cov khoom lag luam thiab kev xa khoom ceev ceev yuav tsum pab tsav cov kev xav tau muaj zog," nws hais tias, thiab kev sib piv tau yooj yim dua hauv 2023, teeb tsa theem rau kev nce qib hauv cov khw muag khoom lag luam.
Lub tuam txhab tuaj yeem ua tau zoo ib yam thaum nws los txog rau cov txiaj ntsig. Thaum Anmuth txiav nws 2023 kev ua haujlwm-cov nyiaj tau los kwv yees los ntawm 21% hauv nws daim ntawv tshiab kawg rau cov neeg siv khoom, nws kuj tau sau tias Amazon yuav tsum pom kev ua kom muaj kev ua tiav raws li lub xyoo dhau mus, thiab nws tuaj yeem txuag nyiaj ntau dua los ntawm kev txiav cov neeg ua haujlwm ntxiv.
Txhua tus tau hais tias, nws txo qis nws lub hom phiaj ntawm Amazon cov khoom lag luam rau $ 130 los ntawm $ 145 hauv nws daim ntawv tshaj tawm hnub Friday, txawm hais tias nws hais tias Amazon tseem yog "lub sijhawm nyuaj" rau cov tub ua lag luam, thiab nws ntsuas cov khoom lag luam hnyav dua.
Tau qhov twg los: https://www.marketwatch.com/story/amazon-stock-still-a-compelling-opportunity-despite-cloud-concerns-says-jpmorgan-11671225616?siteid=yhoof2&yptr=yahoo
Amazon cov khoom lag luam tseem yog 'lub sijhawm nyuaj' txawm tias muaj kev txhawj xeeb huab, hais tias JPMorgan
Kev xa mus rau Amazon.com Inc. cov khoom lag luam "yog nyob rau ntau xyoo qis," raws li JPMorgan tus kws tshuaj ntsuam Doug Anmuth, tab sis nws xav tias cov tub ua lag luam tsis muab e-commerce loj txaus credit.
Lub hauv paus tseem ceeb ntawm kev tsis sib haum xeeb ntawm Amazon
-0.67% ,
AMZN,
nyob rau hauv nws txoj kev xav, yog lub tuam txhab kev lag luam huab-xws li kev lag luam, vim qee cov neeg siv khoom saib xyuas cov nuj nqis nyob rau hauv lub pob zeb macroeconomic backdrop.
Txawm li cas los xij, Amazon zoo li qhov chaw zoo rau kev loj hlob ntawm kev lag luam, thiab ib feem ntawm kev lag luam yog "qhov chaw zoo," Anmuth tau hais.
"Nyob rau hauv ntau zaus AWS yog pab cov neeg siv khoom txav mus rau qis qis qis qis lossis theem piv txwv, thaum tseem siv nws tus kheej Graviton chips uas muab cov nqi zoo dua thiab tsav cov npoo siab dua rau AWS los ntawm kev ua kom zoo dua," nws hais ntxiv. "AWS kuj tau nqi feem ntau hauv USD & tab tom ua haujlwm ze nrog cov neeg siv khoom thoob ntiaj teb uas tam sim no pom tus nqi nce ntxiv ntsig txog txiaj."
Cov tswv yim zoo li no "yuav ua rau qee qhov kev cog lus ntawm tus nqi nyob ze, tab sis kuj muaj kev sib raug zoo rau cov neeg siv khoom mus sij hawm ntev," Anmuth tau hais.
Nws kuj tseem yuav saib AWS cov txiaj ntsig zoo. "Tau mus tom ntej, peb cia siab tias tom qab lub sijhawm tsim kho hnyav - thiab kev siv qeeb qeeb - AWS yuav qeeb cov ntaub ntawv chaw thiab kev nqis peev hauv vaj tse," nws sau.
Saib kuj: 5 yog vim li cas vim li cas Meta Tshuag tam sim no tsim nyog yuav, raws li JPMorgan
Anmuth tau sau tseg tias tseem muaj kev ntxhov siab rau cov khw muag khoom ntawm kev lag luam, tab sis Amazon muaj levers los rub.
Tshaj li lub quarter thib plaub, "kev txhim kho hauv cov khoom lag luam thiab kev xa khoom ceev ceev yuav tsum pab tsav cov kev xav tau muaj zog," nws hais tias, thiab kev sib piv tau yooj yim dua hauv 2023, teeb tsa theem rau kev nce qib hauv cov khw muag khoom lag luam.
Lub tuam txhab tuaj yeem ua tau zoo ib yam thaum nws los txog rau cov txiaj ntsig. Thaum Anmuth txiav nws 2023 kev ua haujlwm-cov nyiaj tau los kwv yees los ntawm 21% hauv nws daim ntawv tshiab kawg rau cov neeg siv khoom, nws kuj tau sau tias Amazon yuav tsum pom kev ua kom muaj kev ua tiav raws li lub xyoo dhau mus, thiab nws tuaj yeem txuag nyiaj ntau dua los ntawm kev txiav cov neeg ua haujlwm ntxiv.
Txhua tus tau hais tias, nws txo qis nws lub hom phiaj ntawm Amazon cov khoom lag luam rau $ 130 los ntawm $ 145 hauv nws daim ntawv tshaj tawm hnub Friday, txawm hais tias nws hais tias Amazon tseem yog "lub sijhawm nyuaj" rau cov tub ua lag luam, thiab nws ntsuas cov khoom lag luam hnyav dua.
Tau qhov twg los: https://www.marketwatch.com/story/amazon-stock-still-a-compelling-opportunity-despite-cloud-concerns-says-jpmorgan-11671225616?siteid=yhoof2&yptr=yahoo