Amazon.com Inc (NASDAQ: AMZN) yuav txuas ntxiv pom qhov tsis muaj zog hauv nws txoj kev lag luam "huab" xyoo tom ntej, hais tias Dan Niles - tus tsim ntawm Satori Fund.
Kev thov yuav qeeb ntxiv hauv 2023
Raws li Niles, qhov kev thov rau huab suav tau cog lus thiab yuav txuas ntxiv mus rau txoj hauv kev tam sim no peb tawm ntawm kev sib kis thiab kev siv tau qeeb.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Raws li cov tuam txhab peev nyiaj rau xyoo tom ntej, lawv yuav mus, peb yuav muaj cov neeg ua haujlwm tsawg dua, peb xav tau cov software lag luam tsawg, peb xav tau cov khoom siv huab cua tsawg dua. Cov no yog cov qauv siv raws li kev siv thiab kev siv tau qeeb rau cov kev pabcuam hauv internet.
Hauv lub quarter dhau los, tech behemoth tau tshaj tawm cov nyiaj tau los ntawm Amazon Web Services nce 27% - nws qhov kev loj hlob qeeb tshaj plaws txij li xyoo 2014 (Nyeem Ntxiv).
Niles yog super dovish ntawm kev ua lag luam loj rau xyoo tom ntej thiab cia siab tias qhov S&P 500 rov ntsuas dua lossis tseem ua kom qis dua tshiab hauv 2023.
Qhov ntawd yuav cuam tshuam li cas rau Amazon Tshuag?
Qhov nws hais tias tsis pleev xim rau daim duab rosy rau Amazon Tshuag xav txog ntau lub teb chaws tsav ntau ntawm nws cov txiaj ntsig kev khiav hauj lwm los ntawm ntu huab. Ntawm CNBC's “TechCheck”, Niles hais tias:
Nws yog Amazon Web Services tiag tiag uas tsav ntau yam rau lub tuam txhab no. Lawv hais tias, tawm hauv lub quarter dhau los, cov nyiaj tau los tau nce ntawm 25% hauv AWS. Kuv xav tias koj yuav pom tus lej ntawd nkag mus rau cov hluas xyoo tom ntej.
Rau ib cais CNBC kev xam phaj Hnub Monday, Jefferies 'Brent Thill kuj tau hais tias nws muaj laj thawj ntseeg tias feem ntawm lub tuam txhab npe Nasdaq no tseem tsis tau qis dua.
Thaum ntawd lub Amazon Tshuag twb poob ntau dua 45% piv rau qhov pib ntawm 2022.
Tau qhov twg los: https://invezz.com/news/2022/12/05/amazon-web-services-will-be-hit-in-2023/