AuroraJ
2021-08-26
Not now perhaps 🤔
3 Expert Opinions On Amazon Stock: Is It A Buy?<blockquote>3专家对亚马逊股票的意见:值得买入吗?</blockquote>
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Today, the Amazon Maven breaks down three of the mo","content":"<p>Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.</p><p><blockquote>自第二季度财报日以来,亚马逊股票一直在下跌。今天,亚马逊专家分析了华尔街股票研究人员和专家对亚马逊的三种最新看法。</blockquote></p><p> Since July, Amazon stock owners have seen their shares drop while investors reset their expectations on e-commerce. Online retail has failed to maintain momentum in a post-pandemic environment, as consumer shopping habits have shifted closer to brick-and-mortar in 2021.</p><p><blockquote>自7月以来,随着投资者重新设定对电子商务的预期,亚马逊股票所有者的股价下跌。随着消费者购物习惯在2021年转向实体店,在线零售未能在大流行后的环境中保持势头。</blockquote></p><p> As the main player in US e-commerce, Amazon benefited from a sharp, but in part temporary consumption shift to the online channel in 2020. But with restrictions eased,Amazon’s Q2 report showed that aggressive growth rates may not be sustainable.</p><p><blockquote>作为美国电子商务的主要参与者,亚马逊受益于2020年消费向在线渠道的急剧但部分暂时的转变。但随着限制放松,亚马逊第二季度报告显示,激进的增长率可能不可持续。</blockquote></p><p> As physical stores gradually reopen, what will happen to Amazon’s financial performance? And what should investors expect of AMZN stock? Today, the Amazon Maven looks at a few theses.</p><p><blockquote>随着实体店逐渐重新开业,亚马逊的财务表现会发生什么变化?投资者应该对亚马逊股票有什么期待?今天,亚马逊专家着眼于几个论点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1be54c5dedec1015d3b333406eaa9cb\" tg-width=\"1240\" tg-height=\"858\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon's headquarters in Seattle, WA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:亚马逊位于华盛顿州西雅图的总部。</span></p></blockquote></p><p> <b>e-Commerce: the pandemic outlier</b></p><p><blockquote><b>电子商务:大流行的异常值</b></blockquote></p><p> As the Amazon Maven has recently pointed out, Wall Street might have gotten carried away by Amazon’s 2020 results and projected unrealistic expectations for 2021. Because the COVID-19 crisis has scaled back, astronomic growth projections had to be readjusted. As a result, some fund managers chose to shift their portfolio allocations as well.</p><p><blockquote>正如亚马逊专家最近指出的那样,华尔街可能被亚马逊2020年的业绩冲昏了头脑,并对2021年抱有不切实际的期望。由于COVID-19危机的规模已经缩小,天文数字的增长预测不得不重新调整。因此,一些基金经理也选择改变投资组合配置。</blockquote></p><p> In its Q2 2021 investor letter, investment firm Nelson Capital Management shared its views for Amazon stock. The quote below does not necessarily paint a bearish picture for Amazon, but a less bullish one for the current year instead.</p><p><blockquote>投资公司Nelson Capital Management在其2021年第二季度投资者信中分享了对亚马逊股票的看法。下面的报价并不一定描绘出亚马逊的悲观景象,而是今年不太乐观的景象。</blockquote></p><p> \"In the consumer discretionary sector, we trimmed pandemic winners in favor of companies we believe will outperform in a recovery period. We reduced our position in Amazon following its stellar performance through the pandemic. Though we believe online shopping is here to stay, we think some portion of consumer wallet share will transition to services and experiences.\" <b>The longer-term perspective</b></p><p><blockquote>“在非必需消费品领域,我们削减了大流行赢家,转而支持我们认为将在复苏期表现出色的公司。在亚马逊在大流行期间表现出色后,我们减少了在亚马逊的头寸。尽管我们相信在线购物将继续存在,但我们认为消费者钱包份额的一部分将转向服务和体验。”<b>长期视角</b></blockquote></p><p> Despite having disappointed analysts' expectations in Q2, Amazon’s long-term fundamentals are arguably as solid as they have ever been. Bezos’ behemoth is not only a leader in fast-growing markets, but it also has a competent management team that has been executing as strongly as possible.</p><p><blockquote>尽管第二季度的业绩令分析师预期失望,但亚马逊的长期基本面可以说一如既往地稳健。贝佐斯的庞然大物不仅是快速增长市场的领导者,而且还拥有一支称职的管理团队,一直在尽可能强有力地执行。</blockquote></p><p> In a recently published analysis piece, boutique investment firm Livy Investment Research concluded that the e-commerce giant has its sails well adjusted for the journey ahead.</p><p><blockquote>精品投资公司Livy Investment Research在最近发表的一篇分析文章中得出结论,这家电子商务巨头已经为未来的旅程做好了充分的调整。</blockquote></p><p> “Combined with society’s increasing reliance on e-commerce and demand for cloud computing infrastructure in the ongoing transition to digital, which are favorable trends to Amazon’s anchor businesses – Amazon.com and AWS cloud services – the company is slated to lead with promising uptrends in the next five years and beyond.” <b>Inflation is coming</b></p><p><blockquote>“结合社会对电子商务的日益依赖以及正在进行的数字化转型中对云计算基础设施的需求,这对亚马逊的主要业务(亚马逊和AWS云服务)来说是有利的趋势,亚马逊预计将在未来以充满希望的上升趋势引领未来五年及以后。”<b>通货膨胀来了</b></blockquote></p><p> Jim Cramer has a bit of a hot take on Amazon stock. As the possibility of a sharp increase in consumer prices remains on the table, concerning some analysts, the Mad Money host believes that investors should focus on companies that have pricing power over their competitors.</p><p><blockquote>吉姆·克莱默(Jim Cramer)对亚马逊股票有些热情。由于消费者价格大幅上涨的可能性仍然存在,一些分析师认为,《Mad Money》主持人认为,投资者应该关注比竞争对手拥有定价权的公司。</blockquote></p><p> Below is what Mr. Cramer had to say about Amazon and other Big Techs:</p><p><blockquote>以下是克莱默先生对亚马逊和其他大型科技公司的评价:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The Amazon Maven’s view</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时……我想让你问问自己,如果公司提价,你会对提价麻木不仁吗?有哪些公司可以提价而不会激怒你?去买他们的股票。”<b>亚马逊专家的观点</b></blockquote></p><p> After overestimating Amazon’s growth in 2021, it is understandable that analysts would turn cautious in the short term as to avoid making the same mistake again.</p><p><blockquote>在高估了亚马逊2021年的增长后,分析师在短期内变得谨慎以避免再次犯同样的错误是可以理解的。</blockquote></p><p> Still, we point out that the consensus view on AMZN stock is consistent with the company’s more bullish, longer-term narrative. Even the most pessimistic of analysts have maintained their buy ratings on the stock after Q2 earnings, underscoring the idea that AMZN is probably a good stock to have in most buy-and-hold portfolios.</p><p><blockquote>尽管如此,我们指出,对亚马逊股票的普遍看法与该公司更看涨、更长期的叙述是一致的。即使是最悲观的分析师在第二季度财报公布后也维持了对该股的买入评级,这凸显了这样一种观点,即亚马逊可能是大多数买入并持有投资组合中的一只好股票。</blockquote></p><p></p>","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>3 Expert Opinions On Amazon Stock: Is It A Buy?<blockquote>3专家对亚马逊股票的意见:值得买入吗?</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\">\n3 Expert Opinions On Amazon Stock: Is It A Buy?<blockquote>3专家对亚马逊股票的意见:值得买入吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-26 20:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.</p><p><blockquote>自第二季度财报日以来,亚马逊股票一直在下跌。今天,亚马逊专家分析了华尔街股票研究人员和专家对亚马逊的三种最新看法。</blockquote></p><p> Since July, Amazon stock owners have seen their shares drop while investors reset their expectations on e-commerce. Online retail has failed to maintain momentum in a post-pandemic environment, as consumer shopping habits have shifted closer to brick-and-mortar in 2021.</p><p><blockquote>自7月以来,随着投资者重新设定对电子商务的预期,亚马逊股票所有者的股价下跌。随着消费者购物习惯在2021年转向实体店,在线零售未能在大流行后的环境中保持势头。</blockquote></p><p> As the main player in US e-commerce, Amazon benefited from a sharp, but in part temporary consumption shift to the online channel in 2020. But with restrictions eased,Amazon’s Q2 report showed that aggressive growth rates may not be sustainable.</p><p><blockquote>作为美国电子商务的主要参与者,亚马逊受益于2020年消费向在线渠道的急剧但部分暂时的转变。但随着限制放松,亚马逊第二季度报告显示,激进的增长率可能不可持续。</blockquote></p><p> As physical stores gradually reopen, what will happen to Amazon’s financial performance? And what should investors expect of AMZN stock? Today, the Amazon Maven looks at a few theses.</p><p><blockquote>随着实体店逐渐重新开业,亚马逊的财务表现会发生什么变化?投资者应该对亚马逊股票有什么期待?今天,亚马逊专家着眼于几个论点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1be54c5dedec1015d3b333406eaa9cb\" tg-width=\"1240\" tg-height=\"858\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon's headquarters in Seattle, WA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:亚马逊位于华盛顿州西雅图的总部。</span></p></blockquote></p><p> <b>e-Commerce: the pandemic outlier</b></p><p><blockquote><b>电子商务:大流行的异常值</b></blockquote></p><p> As the Amazon Maven has recently pointed out, Wall Street might have gotten carried away by Amazon’s 2020 results and projected unrealistic expectations for 2021. Because the COVID-19 crisis has scaled back, astronomic growth projections had to be readjusted. As a result, some fund managers chose to shift their portfolio allocations as well.</p><p><blockquote>正如亚马逊专家最近指出的那样,华尔街可能被亚马逊2020年的业绩冲昏了头脑,并对2021年抱有不切实际的期望。由于COVID-19危机的规模已经缩小,天文数字的增长预测不得不重新调整。因此,一些基金经理也选择改变投资组合配置。</blockquote></p><p> In its Q2 2021 investor letter, investment firm Nelson Capital Management shared its views for Amazon stock. The quote below does not necessarily paint a bearish picture for Amazon, but a less bullish one for the current year instead.</p><p><blockquote>投资公司Nelson Capital Management在其2021年第二季度投资者信中分享了对亚马逊股票的看法。下面的报价并不一定描绘出亚马逊的悲观景象,而是今年不太乐观的景象。</blockquote></p><p> \"In the consumer discretionary sector, we trimmed pandemic winners in favor of companies we believe will outperform in a recovery period. We reduced our position in Amazon following its stellar performance through the pandemic. Though we believe online shopping is here to stay, we think some portion of consumer wallet share will transition to services and experiences.\" <b>The longer-term perspective</b></p><p><blockquote>“在非必需消费品领域,我们削减了大流行赢家,转而支持我们认为将在复苏期表现出色的公司。在亚马逊在大流行期间表现出色后,我们减少了在亚马逊的头寸。尽管我们相信在线购物将继续存在,但我们认为消费者钱包份额的一部分将转向服务和体验。”<b>长期视角</b></blockquote></p><p> Despite having disappointed analysts' expectations in Q2, Amazon’s long-term fundamentals are arguably as solid as they have ever been. Bezos’ behemoth is not only a leader in fast-growing markets, but it also has a competent management team that has been executing as strongly as possible.</p><p><blockquote>尽管第二季度的业绩令分析师预期失望,但亚马逊的长期基本面可以说一如既往地稳健。贝佐斯的庞然大物不仅是快速增长市场的领导者,而且还拥有一支称职的管理团队,一直在尽可能强有力地执行。</blockquote></p><p> In a recently published analysis piece, boutique investment firm Livy Investment Research concluded that the e-commerce giant has its sails well adjusted for the journey ahead.</p><p><blockquote>精品投资公司Livy Investment Research在最近发表的一篇分析文章中得出结论,这家电子商务巨头已经为未来的旅程做好了充分的调整。</blockquote></p><p> “Combined with society’s increasing reliance on e-commerce and demand for cloud computing infrastructure in the ongoing transition to digital, which are favorable trends to Amazon’s anchor businesses – Amazon.com and AWS cloud services – the company is slated to lead with promising uptrends in the next five years and beyond.” <b>Inflation is coming</b></p><p><blockquote>“结合社会对电子商务的日益依赖以及正在进行的数字化转型中对云计算基础设施的需求,这对亚马逊的主要业务(亚马逊和AWS云服务)来说是有利的趋势,亚马逊预计将在未来以充满希望的上升趋势引领未来五年及以后。”<b>通货膨胀来了</b></blockquote></p><p> Jim Cramer has a bit of a hot take on Amazon stock. As the possibility of a sharp increase in consumer prices remains on the table, concerning some analysts, the Mad Money host believes that investors should focus on companies that have pricing power over their competitors.</p><p><blockquote>吉姆·克莱默(Jim Cramer)对亚马逊股票有些热情。由于消费者价格大幅上涨的可能性仍然存在,一些分析师认为,《Mad Money》主持人认为,投资者应该关注比竞争对手拥有定价权的公司。</blockquote></p><p> Below is what Mr. Cramer had to say about Amazon and other Big Techs:</p><p><blockquote>以下是克莱默先生对亚马逊和其他大型科技公司的评价:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The Amazon Maven’s view</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时……我想让你问问自己,如果公司提价,你会对提价麻木不仁吗?有哪些公司可以提价而不会激怒你?去买他们的股票。”<b>亚马逊专家的观点</b></blockquote></p><p> After overestimating Amazon’s growth in 2021, it is understandable that analysts would turn cautious in the short term as to avoid making the same mistake again.</p><p><blockquote>在高估了亚马逊2021年的增长后,分析师在短期内变得谨慎以避免再次犯同样的错误是可以理解的。</blockquote></p><p> Still, we point out that the consensus view on AMZN stock is consistent with the company’s more bullish, longer-term narrative. Even the most pessimistic of analysts have maintained their buy ratings on the stock after Q2 earnings, underscoring the idea that AMZN is probably a good stock to have in most buy-and-hold portfolios.</p><p><blockquote>尽管如此,我们指出,对亚马逊股票的普遍看法与该公司更看涨、更长期的叙述是一致的。即使是最悲观的分析师在第二季度财报公布后也维持了对该股的买入评级,这凸显了这样一种观点,即亚马逊可能是大多数买入并持有投资组合中的一只好股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/amazon/stock/3-expert-opinions-on-amazon-stock-is-it-a-buy\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\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.thestreet.com/amazon/stock/3-expert-opinions-on-amazon-stock-is-it-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189151442","content_text":"Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.\nSince July, Amazon stock owners have seen their shares drop while investors reset their expectations on e-commerce. Online retail has failed to maintain momentum in a post-pandemic environment, as consumer shopping habits have shifted closer to brick-and-mortar in 2021.\nAs the main player in US e-commerce, Amazon benefited from a sharp, but in part temporary consumption shift to the online channel in 2020. But with restrictions eased,Amazon’s Q2 report showed that aggressive growth rates may not be sustainable.\nAs physical stores gradually reopen, what will happen to Amazon’s financial performance? And what should investors expect of AMZN stock? Today, the Amazon Maven looks at a few theses.\nFigure 1: Amazon's headquarters in Seattle, WA.\ne-Commerce: the pandemic outlier\nAs the Amazon Maven has recently pointed out, Wall Street might have gotten carried away by Amazon’s 2020 results and projected unrealistic expectations for 2021. Because the COVID-19 crisis has scaled back, astronomic growth projections had to be readjusted. As a result, some fund managers chose to shift their portfolio allocations as well.\nIn its Q2 2021 investor letter, investment firm Nelson Capital Management shared its views for Amazon stock. The quote below does not necessarily paint a bearish picture for Amazon, but a less bullish one for the current year instead.\n\n \"In the consumer discretionary sector, we trimmed pandemic winners in favor of companies we believe will outperform in a recovery period. We reduced our position in Amazon following its stellar performance through the pandemic. Though we believe online shopping is here to stay, we think some portion of consumer wallet share will transition to services and experiences.\"\n\nThe longer-term perspective\nDespite having disappointed analysts' expectations in Q2, Amazon’s long-term fundamentals are arguably as solid as they have ever been. Bezos’ behemoth is not only a leader in fast-growing markets, but it also has a competent management team that has been executing as strongly as possible.\nIn a recently published analysis piece, boutique investment firm Livy Investment Research concluded that the e-commerce giant has its sails well adjusted for the journey ahead.\n\n “Combined with society’s increasing reliance on e-commerce and demand for cloud computing infrastructure in the ongoing transition to digital, which are favorable trends to Amazon’s anchor businesses – Amazon.com and AWS cloud services – the company is slated to lead with promising uptrends in the next five years and beyond.”\n\nInflation is coming\nJim Cramer has a bit of a hot take on Amazon stock. As the possibility of a sharp increase in consumer prices remains on the table, concerning some analysts, the Mad Money host believes that investors should focus on companies that have pricing power over their competitors.\nBelow is what Mr. Cramer had to say about Amazon and other Big Techs:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe Amazon Maven’s view\nAfter overestimating Amazon’s growth in 2021, it is understandable that analysts would turn cautious in the short term as to avoid making the same mistake again.\nStill, we point out that the consensus view on AMZN stock is consistent with the company’s more bullish, longer-term narrative. Even the most pessimistic of analysts have maintained their buy ratings on the stock after Q2 earnings, underscoring the idea that AMZN is probably a good stock to have in most buy-and-hold portfolios.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":4178,"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":15,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/810269386"}
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