Thiab feem ntau undervalued.
Kom meej meej, qhov kev pom zoo ntawm qhov muaj peev xwm mus sij hawm ntev ntawm AWS tsis cuam tshuam rau qhov kev ntsuas tam sim no rau
Kev ua tau zoo ntawm lub tuam txhab kev lag luam e-lag luam, uas tau tawg thaum lub hli tsaus ntuj ntawm kev sib kis, tau poob qis ntawm cov neeg ua lag luam kev cia siab hauv lub quarter tsis ntev los no, raws li qee tus neeg yuav khoom rov qab mus rau lub khw muag khoom lub cev. Amazon tau lees paub tias thaum nws tsim cov peev txheej los teb rau qhov kev xav tau muaj thoob qhov txhia chaw, nws overexpanded nws logistics infrastructure thiab cov neeg ua haujlwm, inflating nqi. Lub tuam txhab tseem fim nruj kev tswj xyuas thaum soj ntsuam nrog spike nyob rau hauv cov nqi roj thiab sib cav nrog kev sib ntaus sib tua tsis tu ncua los ntawm cov koom haum nrhiav kev npaj Amazon cov neeg ua haujlwm.
Thiab tseem, nyob rau hauv lub tuam txhab kev lag luam huab, Amazon tau tsim dab tsi yog ib qho ntawm lub ntiaj teb txoj kev loj hlob zoo tshaj plaws lag luam - ib qho uas tseem nyob rau hauv nws cov me nyuam mos.
Hauv 128-nplooj ntawv tshaj tawm tshaj tawm kev tshaj tawm ntawm huab huab, kws tshuaj ntsuam Alex Haissl ntawm UK-based tshawb fawb tuam txhab Redburn hais tias AWS muaj nqis txog $ 3 trillion. Nws tsis zoo li wildly bullish txog
Microsoft
's
(MSFT) Azure, tab sis txawm li cas los xij xav tias kev lag luam muaj nqis txog $ 1 trillion, lossis ib nrab ntawm Microsoft lub lag luam tam sim no.
Nyob rau hauv tsab ntawv ceeb toom, Haissl tau tshaj tawm kev pab cuam ntawm Amazon thiab Microsoft nrog Kev yuav khoom. Nws pom muaj kev txwv ntau dua rau ob tus neeg tseem ceeb hauv kev lag luam huab, khaws cov ntaub ntawv khaws cia thiab tuam txhab tshuaj ntsuam xyuas
Paj daus
(SNOW) nrog kev ntsuas nruab nrab thiab cov tuam txhab database software
MongoDB
(MDB) nrog Muag. Nws tau teeb tsa tus nqi ntawm $ 270 ntawm Amazon (tam sim no $ 109), $ 370 ntawm Microsoft (uas tam sim no yog $ 260), $ 125 ntawm Snowflake (tsis ntev los no nyob ib puag ncig $ 143), thiab $ 190 ntawm MongoDB (zoo qis dua nws cov nqi tsis ntev los no $ 277).
Cov ntawv xov xwm sau npe
Barron's Tech
Daim ntawv qhia txhua lub limtiam rau peb cov dab neeg zoo tshaj plaws ntawm kev siv thev naus laus zis, muaj kev cuam tshuam, thiab cov neeg thiab cov khoom lag luam nyob hauv nruab nrab ntawm nws txhua yam.
Nyob rau hnub Wednesday kev lag luam, Amazon tau nce 1.1%, Microsoft yog 1.5% siab dua, MongoDB tau nqis 0.6%, thiab Snowflake tau tawm 0.5%. Cov
Nasdaq Composite
yog tiaj.
Tus kws tshuaj ntsuam xav tias cov tuam txhab huab tuaj yeem txhawb nqa kev loj hlob tau ntev dua li Txoj Kev feem ntau xav tau, taw qhia tias nws qhov kev kwv yees rau AWS qhov nruab nrab yog 20% siab dua qhov kev pom zoo rau tsib xyoos tom ntej. Qee lub sijhawm, Haissl ntxiv, Amazon tuaj yeem txiav txim siab cais AWS los ntawm lwm lub tuam txhab.
"Kev taug kev ntawm huab xam tsuas yog pib xwb, qhov tseeb uas tuaj yeem nyuaj rau ntseeg tom qab lub sijhawm muaj kev loj hlob zoo," nws sau. "Lub huab yog qhov nyuaj, uas ua rau nws nyuaj kom tau mus rau hauv qab ntawm qhov tshwm sim tiag tiag." Nws sib cav hais tias peb lub tuam txhab huab cua tseem ceeb - AWS, Azure, thiab
Cov tsiaj ntawv
's
(GOOGL) Google Cloud Platform - tswj cov kev pabcuam huab tseem ceeb tshaj plaws, uas tsuas yog khaws cov neeg siv khoom cov ntaub ntawv hauv daim ntawv nyoos.
Nws piav qhia tias "Tam sim no huab architectures muaj lub hauv paus cia, hu ua 'cov ntaub ntawv pas dej," nws piav qhia. "Rau sab saum toj ntawm lub pas dej cov ntaub ntawv muaj ntau cov kev pabcuam txuas nrog, suav nrog cov ntaub ntawv, cov ntaub ntawv khaws cia, cov ntaub ntawv loj thiab kev kawm tshuab, thiab lwm yam. Lub architecture yog hloov tau, thiab nws qhov kev siv nws txawv ntawm cov tuam txhab. "
Tus kws tshuaj ntsuam tau tshaj tawm tias Amazon cov kev pabcuam hauv pas dej, hu ua S3 (lossis Simple Storage Service), khaws ntau dua 100 trillion cov ntaub ntawv cov khoom - ntau dua 13,000 qhov nruab nrab rau txhua tus neeg hauv ntiaj teb. Nws kwv yees tias S3 ib leeg yog kev lag luam muaj nqis txog $ 1.5 trillion, hais txog kev ua lag luam tam sim no rau Google niam txiv cov tsiaj ntawv. Haissl xav tias S3 tuaj yeem tsim tau zoo dua 40% kev loj hlob txhua xyoo txog xyoo 2030.
Nws kuj tau taw qhia tias tag nrho peb qhov chaw pabcuam huab cua muab cov cuab yeej rau saum lawv cov ntaub ntawv pas dej kom zoo siv cov ntaub ntawv khaws cia. "Lub zog ntawm AWS, Azure thiab GCP," nws hais tias, "yog tias lawv muaj tag nrho cov cuab yeej uas cov neeg siv khoom xav tau."
Haissl kuj pom tias thaum AWS, Azure, thiab GCP zoo ib yam ntawm qhov chaw, muaj ntau qhov sib txawv hauv qab hood. Amazon thiab Google muaj lawv cov hauv paus hauv kev faib tawm, cov ntaub ntawv loj, thiab kev kawm tshuab. Microsoft lub zog, nws hais tias, yog nyob rau hauv cov thev naus laus zis qub, zoo li lub tuam txhab SQL server database technology.
Raws li rau Snowflake thiab MongoDB, tus kws tshuaj ntsuam Redburn tsuas pom lawv cov cib fim nqaim dua li Txoj Kev pom zoo pom, tshwj xeeb tshaj yog tias cov neeg muag khoom huab tswj cov ntaub ntawv pas dej thiab muab ntau daim ntawv thov rau saum. "Snowflake thiab MongoDB muaj lawv lub zog tseem ceeb hauv ib cheeb tsam, uas txwv tsis pub lawv lub peev xwm los tsim lub ecosystem. Muaj upside, tab sis kev ua lag luam yuav zoo li zoo siab rau nws, "haisl sau. Nws kuj muaj kev txhawj xeeb txog qhov cuam tshuam loj ntawm cov nyiaj them poob haujlwm ntawm Snowflake thiab MongoDB.
"Qhov teeb meem yog ob zaug," tus kws tshuaj ntsuam sau. "Ua ntej, qhov kev txiav txim siab ntsuas thiab yuav ua li cas cov tswv lag luam tau diluted. Thib ob, qhov cuam tshuam dav rau kev lag luam thiab cov qauv nqi. Hauv qhov xwm txheej uas cov khoom lag luam nyob qis dua ntev dua, cov neeg ua haujlwm yuav xav tau cov nyiaj hli siab dua, uas muaj qhov cuam tshuam loj heev rau cov peev txheej ntawm kev lag luam. "
Sau ntawv rau Eric J. Savitz ntawm [email tiv thaiv]
Kev lag luam muaj txiaj ntsig tshaj plaws hauv ntiaj teb tuaj yeem nkaum hauv Amazon
Ntawv loj
Tau qhov twg los: https://www.barrons.com/articles/amazon-shares-could-triple-51656533499?siteid=yhoof2&yptr=yahoo