亚马逊(AMZN)
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Amazon Is an E-Commerce Beast, but This Much Smaller Segment Makes Up 60% of Its Operating Profit
The Motley Fool· 2024-11-16 16:30
亚马逊云业务对公司的重要性 - 亚马逊云计算业务AWS增长迅速是投资者看好其股票的关键原因 虽然电商业务是主要营收来源但利润微薄 [1] - AWS销售额在9月季度增长19%达275亿美元约占公司当季总营收1589亿美元的17%其运营利润占比大 [3] - AWS运营利润率达38.1%远高于北美和国际业务板块对公司整体运营利润增长贡献大 [4] AWS未来发展潜力 - 未来AWS在亚马逊整体运营中可能占据更重要地位 [6] - 全球云计算市场到2030年将达近2.4万亿美元有很大增长空间 [7] 亚马逊股票投资建议 - 今年以来亚马逊股票已上涨约35% [8] - 目前其预期市盈率为34低于历史平均水平可能是投资的好时机 [10]
Hims & Hers Health: The Amazon Curse Is Being Overstated
Seeking Alpha· 2024-11-16 01:37
关于Hims & Hers Health, Inc. - 11月13日达到30.44美元的历史新高价后公司股价下跌超过25% [1] 关于Amrita - 在温哥华运营精品家族办公室基金领导投资策略目标为投资可持续增长型公司以实现股东权益最大化 [1] - 创办获奖的时事通讯《务实的乐观主义者》关注投资组合策略估值和宏观经济 [1] - 曾在旧金山高增长供应链初创公司工作5年领导战略 [1] - 在湾区与风险投资公司和初创公司合作发展用户获取业务 [1] - 致力于普及金融知识将复杂概念转化为通俗易懂的形式 [1] - 其时事通讯在流行平台上被评为金融领域最佳时事通讯 [1]
Amazon Has a Secret Weapon That's Driving a Surge in Sales
The Motley Fool· 2024-11-15 18:02
An ongoing retail trend has shoppers flocking to the online seller.There's been a dramatic shift in consumer behavior since Amazon (AMZN -1.22%) launched three decades ago. The online marketplace put a spotlight on the simplicity of digital retail, making purchases via the internet and having them shipped to your door. While Amazon was originally an online bookstore, the company quickly expanded its offerings until it eventually became known as the "Everything Store."While the ease and convenience of online ...
Cathie Wood Says Software Is the Next Big AI Opportunity -- 1 Unstoppable $2 Trillion Stock You'll Wish You'd Bought if She's Right
The Motley Fool· 2024-11-15 16:01
Amazon wants to dominate the three core layers of artificial intelligence: infrastructure, large language models, and software.Cathie Wood is the founder of Ark Investment Management, which operates several exchange-traded funds (ETFs) focused on innovative technology stocks. Wood thinks software companies will be the next big opportunity in the artificial intelligence (AI) industry, predicting they could generate $8 in revenue for every $1 they spend on chips from suppliers like Nvidia.Since making that ca ...
亚马逊2024Q3业绩点评:收入利润超预期,持续发力生成式AI
天风证券· 2024-11-15 08:33
报告公司投资评级 - 报告未明确给出亚马逊的投资评级,无法准确总结[4] 报告的核心观点 - 亚马逊2024年三季度财报业绩超预期,收入利润表现良好,且持续发力生成式AI,看好其在提高服务器使用年限后AWS利润释放,以及AI发展对云服务和零售业务的拉动,建议关注亚马逊[4] 根据相关目录分别进行总结 财务业绩 - 2024年第三季度亚马逊收入为1588.8亿美元,同比增长11.04%,营业利润174.1亿美元,同比增长55.6%,GAAP净利润153.3亿美元,GAAP每股收益1.46美元,均超越彭博一致预期[1] - AWS云服务营收同比增长19%至274.5亿美元,不及彭博一致预期,营业利润104.5亿美元,同比增长35亿美元超越彭博一致预期,其年化收入超1100亿美元,AWS AI业务年化收入数十亿美元且同比增速三位数,超AWS整体增长速度三倍[1] - 零售业务北美分部收入955亿美元,同比增长9%,国际分部收入359亿美元,同比增长12%,其中电商收入614亿美元,同比增长7.24%,实体店收入52亿美元,同比增长5.42%,第三方卖家服务收入379亿美元,同比增长10.26%,广告收入143亿美元,同比增长18.83%[2] - 亚马逊预计第四季度营业收入将达1815亿 - 1885亿美元之间,同比增长7% - 11%,预计四季度营业利润将达160亿 - 200亿美元,截止2024年三季度资本支出总额519亿美元,预计2024年全年资本支出约750亿美元[3] 业务发展 - AWS方面推出基于Graviton4处理器的新实例,性能提升,且上线多个AI模型[3] - 在零售业务方面,Prime会员是推动业绩增长核心因素,举办促销活动创销售记录,计划2025年扩展亚马逊药房当日送达药物服务,加速开设新药房[2] - 在生成式AI方面推出Rufus AI购物助手在多国上线,为卖家打造Project Amelia AI助手[3]
Amazon was questioned by House China committee over 'dangerous and unwise' TikTok partnership
CNBC· 2024-11-15 05:45
A view of the Amazon logo outside Amazon's offices in Dublin City Centre, Ireland, on Feb. 15, 2023.Amazon representatives met with the House China committee in recent months to discuss lawmaker concerns over the company's partnership with TikTok, CNBC confirmed.A spokesperson for the House Select Committee on the Chinese Communist Party confirmed the meeting, which centered on a shopping deal between Amazon and TikTok announced in August. The agreement allows users of TikTok, owned by China's ByteDance, to ...
Amazon launches fixed pricing to treat conditions like hair loss. Hims & Hers stock drops 15%
CNBC· 2024-11-14 23:26
Amazon on Thursday announced Prime members can access new fixed pricing to treat conditions like erectile dysfunction and men's hair loss, its latest effort to compete with other direct-to-consumer marketplaces like Hims & Hers Health and Ro.Shares of Hims & Hers fell as much as 17% Thursday, on pace for its worst day.Amazon said in a blog post that Prime members can see the cost of a telehealth visit and their desired treatment before they decide to proceed with care for five common issues. Patients can ac ...
Amazon plans to shut down Freevee, its no-cost streaming service
Techxplore· 2024-11-14 22:35
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: CC0 Public Domain Two years after its launch, Amazon's free ad-supported streaming service Freevee is shutting down, the company confirmed this week. Shows that play on the app will be available for free on Amazon's Prime Video service even if a viewer does not pay for a subscription.Freevee, which got its start as Ama ...
Amazon Takes On Temu With New ‘Haul' Store, Just In Time For Holidays
Forbes· 2024-11-14 10:30
Amazon is making a strategic move into ultra-low-cost shopping just as holiday spending kicks into high gear. The retail giant announced today the beta launch of "Amazon Haul," a new shopping experience within its mobile app featuring products priced at $20 or less, with most items under $10.The timing is particularly significant given that 56% of Americans have purchased from Chinese marketplaces like Temu in the last six months, according to Salesforce's November 2024 Consumer Sentiment Survey. The survey ...
Amazon Launches $20-or-Less Discount Store ‘Amazon Haul'
PYMNTS.com· 2024-11-14 04:39
Amazon introduced a new store for products priced at $20 or less.“Amazon Haul” offers U.S. customers a chance to find more affordable products in a range of categories, according to a Wednesday (Nov. 13) press release. It is available on the company’s mobile website and shopping app.The new offering is being rolled out in beta and will become available to Amazon customers in the U.S. the next time they update the company’s shopping app.“Finding great products at very low prices is important to customers, an ...