JPMorgan analyst Doug Anmuth sees strong online sales growth this holiday season and points to Amazon.com Inc. AMZN as the firm's "Best Idea" for capturing the momentum. Here's a look at what Anmuth expects from the e-commerce giant during the 2024 holiday shopping season. Expert Ideas: Anmuth expects "solid" online holiday sales growth of 7.5% year-over-year, slightly below the nine percent sales growth achieved last year. The JPMorgan analyst noted consumers are still dealing with elevated inflation and h ...

While the biggest driver of growth for Amazon (AMZN -0.85%) has been coming from its cloud computing division, Amazon Web Services (AWS), the company is not just sitting still when it comes to other areas of its business. It recently set its sights on two rivals to help drive growth in its consumer-oriented business.Let's take a closer look at these initiatives to see if they can help drive growth and see whether now is a good time buy Amazon stock.Taking on Temu and SheinOne of the fastest-growing e-commer ...

核心观点 - 推荐在亚马逊(NASDAQ: AMZN)第三季度财报发布后购买其股票[1] 相关目录总结 - 无相关内容可总结

商业AI支出增长及市场份额变化 - 据Menlo Ventures周三发布的数据今年商业在生成式AI上的支出增长了500%从2023年的23亿美元增长到138亿美元[1] - OpenAI在企业AI中的市场份额从50%下降到34% Anthropic的市场份额从12%翻倍到24%[1] - Meta的市场份额保持在16% Cohere的份额保持在3% Google的份额从7%上升到12% Mistral的份额下降1个百分点到2024年的5%[2] 市场份额变化原因及开发者行为 - Menlo Ventures的合伙人Tim Tully表示这种力量转变部分归功于Claude 3.5的进步并且大多数公司正在使用三个或更多大型AI模型[2] - 开发者很精明他们知道如何在模型之间快速切换并选择最适合其用例的模型可能是Claude 3.5[2] 基础模型相关情况 - 基础模型如OpenAI的ChatGPT Google的Gemini Anthropic的Claude等仍主导企业支出大型语言模型获得了65亿美元的企业投资[3] AI代理相关情况 - Menlo的报告看好AI代理这是2024年领先的AI趋势和投资领域Google Microsoft Amazon OpenAI和Anthropic都在追求这项技术[4] - AI代理被视为超越聊天机器人的一步它们可以代表用户执行多步骤复杂任务并生成自己的任务清单[4] 生成式AI的使用案例 - 代码生成是生成式AI的主要用例超过一半的调查回复将其列为主要用途支持聊天机器人占31%其次是企业搜索和检索数据提取和转换以及会议总结[5]

I prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I've developed market-beating algorithms with Python that have helped me find attractive investment opportunities within my own portfolio, and I have been investing since 2016.On top of that, I've worked at TipRanks as an analysis/news writer and even a ...

文章核心观点 - 无实质内容表明核心观点 [1] 根据相关目录分别进行总结 - 无实质内容可总结 [1][2]

At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable advice to help you achieve better returns. All of the analysis we produce is designed to help you make smart decisions in the market, backed by expert research you won't find elsewhere. Follow us today and take control of your portfolio.Analyst’s Disclosure: I/we have no stock, option or simila ...

亚马逊Alexa项目进展相关 - 亚马逊在推出新的AI驱动的Alexa方面面临多次延迟[1][9] - 原计划6月推出新Alexa后经多次推迟公司上月告知员工新Alexa将不早于11月20日推出还有人谈到2025年初推出这将错过关键假期[10][11] - 截至10月下旬亚马逊尚未确定更新后的语音助手的官方品牌并指示员工暂时称其为“新Alexa”[11] 项目面临的问题相关 - 与Uber和Ticketmaster等合作伙伴的整合使故障排除过程复杂化还存在延迟兼容性等问题[1] - 客户摩擦担忧合作伙伴关系问题兼容性疑问延迟问题准确性问题阻碍了进展[3] - 新Alexa与其他公司和服务的交互以及客户相关问题的责任界定是主要挑战之一[5] - 8月下旬在整合8个第三方应用到新Alexa时仍不清楚哪些公司将负责客户支持问题缺乏清晰度可能导致客户摩擦[6][7] - 新Alexa在一些测试中对简单用户询问的响应需约40秒而谷歌搜索查询响应只需几毫秒[19] - 超过10万个现有Alexa“技能”中只有308个与新Alexa兼容许多旧Echo设备无法支持新Alexa且无计划扩展到海外市场[27][28] - 整合部分公司已造成困扰难以制定一致的故障排除流程一些公司已弃用现有Alexa技能[30] 项目相关规划与愿景相关 - 内部估计新Alexa的付费订阅转化率为20%亚马逊已售出超5亿台支持Alexa的设备但未公开活跃用户数量[14] - 新Alexa的愿景是成为能处理多种任务的个性化数字助手用户可通过多种方式在多种设备上使用[15][16] - 亚马逊希望在新Alexa推出的第三年能有大约200个合作伙伴[29] - 内部预计新Alexa发布后的前三个月将收到176000个客户联系[31]

亚马逊不涨商费相关 - 亚马逊称明年无意提高商家履行和推荐费尽管有通胀且加大员工薪酬福利投资但通过创新等降低成本[1] - 亚马逊表示不会提高美国推荐和亚马逊物流（FBA）费用也不会引入新费用还会降低部分费用提供更多福利[2] - 未来数周至2025年将继续投资与费用相关产品体验包括改进费用计算器等[3] 费用调整相关 - 1月15日起将降低大型大件产品入站安置服务费平均至每单位0.58美元[4] - 明年12月1日至3月31日期间符合FBA新选品计划的新父ASIN入站安置服务费将被免除[4] - 将增强新卖家激励和FBA新选品计划提供更大费用折扣[5] 其他相关 - 今年早些时候在彭博新闻报道后曾为商家费用辩护称收费反映成本且低于其他主要履行服务[5][6] - 本月有消息称亚马逊正在整合全食超市和亚马逊生鲜商店的履行网络以更好竞争杂货领域[6] - 据报道已开始使用26个亚马逊生鲜履行中心处理全食产品和家居用品的配送订单还使用一个当日达履行站点配送杂货亚马逊在杂货领域传统上落后于沃尔玛[7]

LOS ANGELES, Nov. 19, 2024 (GLOBE NEWSWIRE) -- Common Sense Networks is excited to introduce SENSICALMATCH.AI™, an innovative hybrid human + artificial intelligence (AI) AdTech solution developed with Deloitte and powered by Amazon Web Services (AWS) and Amazon Bedrock. Designed to revolutionize contextual content targeting in kids' media, SENSICALMATCH.AI™ uses an advanced combination of human review and AI technologies to ensure that advertising content is safe, age-appropriate, and highly effective. “At ...