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2021-04-14

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Amazon Could Be Worth $3 Trillion in Three Years, Analyst Says<blockquote>分析师称亚马逊三年内市值可能达到3万亿美元</blockquote>

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He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.<blockquote>Thill维持亚马逊股票的买入评级，目前目标价为4,000美元，他指出，该股自去年8月以来一直处于中性，但认为当市场明确核心零售业务的方向时，该股将再次跑赢大盘。他警告说，整体收入增长将是股票表现的关键驱动因素，在超过他警告的六月季度比较之前，股价可能会区间波动。但从长远来看，他全力以赴。</blockquote> The analyst asserts that&nbsp;Amazon Web Services&nbsp;is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (Barron’s&nbsp;notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft&nbsp;and Alphabet.)<blockquote>这位分析师断言，亚马逊网络服务是该公司最有价值的业务，并且处于进一步强劲增长的有利位置。他认为，随着越来越多的企业计算工作负载转移到云端，AWS的价值可能在三年内达到1.2万亿美元。（巴伦周刊请注意，只有四家公司的市值高于此：亚马逊本身、苹果、微软和Alphabet。）</blockquote> In a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”<blockquote>蒂尔认为，该公司的广告业务在三年内价值可能会超过6000亿美元，这一发现可能会让一些投资者感到惊讶。“随着亚马逊成为[消费品]公司越来越重要的渠道，我们相信他们的部分支出将转向搜索和产品植入，”他写道。“此外，我们认为亚马逊有机会在国际和Prime Video等新渠道进一步扩大广告。”</blockquote> As for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”<blockquote>至于核心零售业务，分析师估计三年后的价值为1万亿美元，其中第三方卖家业务约为7000亿美元。“[亚马逊]Prime的采用和向电子商务的更广泛转变推动了增长的加速，”他写道。“我们认为，大流行的持续时间加深了消费者对电子商务的依赖。”</blockquote> Thill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. And Thill points out that he is not including any value for its new healthcare business, which he notes is addressing a $350 billion U.S. market.<blockquote>蒂尔谨慎地表示，他的部分总和分析只是说明性的，并不反映他的官方价格目标。但他补充说，从更长的时间来看亚马逊“有助于在面对大流行造成的近期干扰/波动时提供视角。”他还认为，随着时间的推移，亚马逊相对于其基础资产价值的折扣可能会缩小。蒂尔指出，他没有包括其新医疗保健业务的任何价值，他指出该业务面向3500亿美元的美国市场。</blockquote> Amazon closed Tuesday at $3400, up 0.6%.<blockquote>亚马逊周二收于3400美元，上涨0.6%。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Could Be Worth $3 Trillion in Three Years, Analyst Says<blockquote>分析师称亚马逊三年内市值可能达到3万亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Could Be Worth $3 Trillion in Three Years, Analyst Says<blockquote>分析师称亚马逊三年内市值可能达到3万亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-04-14 15:19\n\n</h4>\n</header>\n<article>\nAmazon is going to get bigger—maybe a lot bigger.<blockquote>亚马逊将会变得更大——也许会大很多。</blockquote> In a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three years, a potential 70% gain that would boost the company’s valuation to nearly $3 trillion.<blockquote>杰富瑞(Jefferies)分析师布伦特·蒂尔(Brent Thill)在周二的一份研究报告中提出，亚马逊（股票代码：AMZN）的股价在未来三年内可能达到每股5,700美元，潜在涨幅为70%，这将使该公司的估值达到近3万亿美元。</blockquote> Thill, who maintains a Buy rating on Amazon shares with a current price target of $4,000, notes that the stock has been stuck in neutral since last August, but thinks the stock will outperform again when the market gets clarity on the direction of the core retail business. He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.<blockquote>Thill维持亚马逊股票的买入评级，目前目标价为4,000美元，他指出，该股自去年8月以来一直处于中性，但认为当市场明确核心零售业务的方向时，该股将再次跑赢大盘。他警告说，整体收入增长将是股票表现的关键驱动因素，在超过他警告的六月季度比较之前，股价可能会区间波动。但从长远来看，他全力以赴。</blockquote> The analyst asserts that&nbsp;Amazon Web Services&nbsp;is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (Barron’s&nbsp;notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft&nbsp;and Alphabet.)<blockquote>这位分析师断言，亚马逊网络服务是该公司最有价值的业务，并且处于进一步强劲增长的有利位置。他认为，随着越来越多的企业计算工作负载转移到云端，AWS的价值可能在三年内达到1.2万亿美元。（巴伦周刊请注意，只有四家公司的市值高于此：亚马逊本身、苹果、微软和Alphabet。）</blockquote> In a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”<blockquote>蒂尔认为，该公司的广告业务在三年内价值可能会超过6000亿美元，这一发现可能会让一些投资者感到惊讶。“随着亚马逊成为[消费品]公司越来越重要的渠道，我们相信他们的部分支出将转向搜索和产品植入，”他写道。“此外，我们认为亚马逊有机会在国际和Prime Video等新渠道进一步扩大广告。”</blockquote> As for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”<blockquote>至于核心零售业务，分析师估计三年后的价值为1万亿美元，其中第三方卖家业务约为7000亿美元。“[亚马逊]Prime的采用和向电子商务的更广泛转变推动了增长的加速，”他写道。“我们认为，大流行的持续时间加深了消费者对电子商务的依赖。”</blockquote> Thill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. And Thill points out that he is not including any value for its new healthcare business, which he notes is addressing a $350 billion U.S. market.<blockquote>蒂尔谨慎地表示，他的部分总和分析只是说明性的，并不反映他的官方价格目标。但他补充说，从更长的时间来看亚马逊“有助于在面对大流行造成的近期干扰/波动时提供视角。”他还认为，随着时间的推移，亚马逊相对于其基础资产价值的折扣可能会缩小。蒂尔指出，他没有包括其新医疗保健业务的任何价值，他指出该业务面向3500亿美元的美国市场。</blockquote> Amazon closed Tuesday at $3400, up 0.6%.<blockquote>亚马逊周二收于3400美元，上涨0.6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109659124","content_text":"Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three years, a potential 70% gain that would boost the company’s valuation to nearly $3 trillion.\nThill, who maintains a Buy rating on Amazon shares with a current price target of $4,000, notes that the stock has been stuck in neutral since last August, but thinks the stock will outperform again when the market gets clarity on the direction of the core retail business. He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.\nThe analyst asserts that Amazon Web Services is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (Barron’s notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft and Alphabet.)\nIn a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”\nAs for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”\nThill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. And Thill points out that he is not including any value for its new healthcare business, which he notes is addressing a $350 billion U.S. market.\nAmazon closed Tuesday at $3400, up 0.6%.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":749,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/344264638"}