47f9264e
2021-10-22
Amazon
AMZN vs. GOOG: Which Is The Better Big Tech Stock Today?<blockquote>AMZN 与 GOOG：当今哪只大型科技股更好？</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":851945648,"tweetId":"851945648","gmtCreate":1634866478408,"gmtModify":1634866478514,"author":{"id":3585263291473504,"idStr":"3585263291473504","authorId":3585263291473504,"authorIdStr":"3585263291473504","name":"47f9264e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Amazon </p></body></html>","htmlText":"<html><head></head><body><p>Amazon </p></body></html>","text":"Amazon","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/851945648","repostId":1156969243,"repostType":4,"repost":{"id":"1156969243","kind":"news","pubTimestamp":1634866287,"share":"https://www.laohunote.com/m/news/1156969243?lang=zh_CN&edition=full","pubTime":"2021-10-22 09:31","market":"us","language":"en","title":"AMZN vs. GOOG: Which Is The Better Big Tech Stock Today?<blockquote>AMZN 与 GOOG：当今哪只大型科技股更好？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156969243","media":"TheStreet","summary":"AMZN has outperformed GOOG over the years, while the latter has done better recently. Today, the Amazon Maven digs deeper into their businesses and discusses: which Big Tech stock is a better buy?Thinking from a long-term perspective, Amazon stock has outperformed Alphabet stock: 320% gain over the last five years against Alphabet’s 260% climb. But more recently, Alphabet has crushed Amazon’s performance: 85% against 7% in the past 12 months. AMZN has lagged even the S&P 500 index, which deliver","content":"<p>AMZN has outperformed GOOG over the years, while the latter has done better recently. Today, the Amazon Maven digs deeper into their businesses and discusses: which Big Tech stock is a better buy?</p><p><blockquote>AMZN 多年来的表现一直优于 GOOG，而后者最近表现更好。今天，这位亚马逊专家深入探讨了他们的业务，并讨论了：哪只大型科技股更值得购买？</blockquote></p><p> Thinking from a long-term perspective, Amazon stock has outperformed Alphabet stock: 320% gain over the last five years against Alphabet’s 260% climb. But more recently, Alphabet has crushed Amazon’s performance: 85% against 7% in the past 12 months. AMZN has lagged even the S&P 500 index, which delivered gains of around 30% since October 2020.</p><p><blockquote>从长远来看，亚马逊股票的表现优于Alphabet股票：过去五年中，亚马逊股票上涨了 320%，而Alphabet的涨幅为 260%。但最近，Alphabet碾压了亚马逊的业绩：在过去的 12 个月里，亚马逊的业绩为 85%，而亚马逊的业绩为 7%。AMZN 甚至落后于标普500指数，该指数自 2020 年 10 月以来上涨了约 30%。</blockquote></p><p> Alphabet produced nearly half of Amazon’s revenues in 2020, but twice its operating income. So, based on margins and earnings firepower alone, is it fair to say that GOOG is a better, more reasonable investment than its peer? The answer may not be so simple.</p><p><blockquote>2020 年，Alphabet创造了亚马逊近一半的收入，但经营利润却是亚马逊的两倍。那么，仅根据利润率和盈利火力，可以说 GOOG 是一项比同行更好、更合理的投资吗？答案可能没那么简单。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a60bc5f3e2e46c56eae57905e09a73a1\" tg-width=\"1240\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>Figure 1: Google vs. Amazon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：谷歌与亚马逊。</span></p></blockquote></p><p> <b>Business models</b></p><p><blockquote><b>业务模式</b></blockquote></p><p> Amazon’s profits come primarily from its North America division (mostly e-commerce activity) and from the cloud division (Amazon Web Services, or AWS). Alphabet’s come from Google Services, most of which advertising. So, mark one win for Amazon here: the Seattle-based giant is the undisputed leader in two promising sectors: digital retail and cloud. Alphabet is the leader in only one, and its position has been threatened by the Bezos Empire itself.</p><p><blockquote>亚马逊的利润主要来自北美部门（主要是电子商务活动）和云部门（亚马逊网络服务，简称 AWS）。Alphabet来自谷歌服务，其中大部分是广告。因此，在这里标记亚马逊的一场胜利：这家总部位于西雅图的巨头是两个有前途的领域无可争议的领导者：数字零售和云。Alphabet是唯一的领导者，它的地位受到了贝索斯帝国本身的威胁。</blockquote></p><p> Despite Amazon's advertising arm not yet being a main source of revenue, a report from emarketer shows the e-commerce titan has gained 250 basis points of market share between 2019 and 2020. Over the same period Google lost nearly as much, and it is estimated to give up another 220 basis points by 2023. This is still not enough for Alphabet to lose its title of online advertising king, but sufficient to catch our attention.</p><p><blockquote>尽管亚马逊的广告部门尚未成为主要收入来源，但emarketer的一份报告显示，这家电子商务巨头在2019年至2020年间获得了250个基点的市场份额。同期，谷歌的损失几乎相同，预计到 2023 年将再损失 220 个基点。这仍然不足以让Alphabet丢掉网络广告之王的头衔，但足以引起我们的注意。</blockquote></p><p> When it comes to cloud infrastructure and solutions, Alphabet is a challenger to Amazon. But here, Amazon is the clear winner: AWS has a market share of over 30% against Google Cloud’s 8%. Because scale is a key factor in this space, market penetration has been an important supporter of margins: Google Cloud is (still) not profitable, while AWS is very much so.</p><p><blockquote>在云基础设施和解决方案方面，Alphabet是亚马逊的挑战者。但在这里，亚马逊显然是赢家： AWS 的市场份额超过 30%，而谷歌云的市场份额仅为 8%。由于规模是这一领域的关键因素，市场渗透率一直是利润率的重要支持者：谷歌云（仍然）不盈利，而 AWS 则非常盈利。</blockquote></p><p> <b>What experts say</b></p><p><blockquote><b>专家怎么说</b></blockquote></p><p> Analysts seem to like both stocks, as Amazon and Alphabet have a consensus rating of “strong buy”. But the average price targets suggest that the gain opportunity is greater with the former: 22% vs. only 10%. It is possible that the higher price target on AMZN reflects recent share price weakness that provides an opportunity to buy the dip.</p><p><blockquote>分析师似乎喜欢这两只股票，因为亚马逊和Alphabet的一致评级为 “强力买入 ”。但平均价格目标表明，前者的获利机会更大：22% 而只有 10%。AMZN 较高的目标价可能反映了近期股价疲软，从而提供了逢低买入的机会。</blockquote></p><p> The most recent take from Wall Street on Alphabet comes from Credit Suisse’s analyst Stephen Ju. He has a $3,400 price target on GOOG, representing upside potential of 18.7%.According to Mr. Ju, recent product updates will translate into Google’s ability to accelerate revenue growth and maintain it for a long time.</p><p><blockquote>华尔街对Alphabet的最新看法来自瑞士信贷分析师 Stephen Ju。他对 GOOG 的目标价为 3400 美元，上涨潜力为 18.7%。朱先生表示，最近的产品更新将转化为谷歌加速收入增长并长期保持收入增长的能力。</blockquote></p><p> Regarding Amazon,JP Morgan’s Doug Anmuth believes that the start of the holiday season combined with a possible hike in Amazon Prime’s price next year will help to uplift the stock. Mr. Anmuth thinks that AMZN is worth $4,100, suggesting nearly 20% upside.</p><p><blockquote>关于亚马逊，摩根大通的道格-安穆斯（Doug Anmuth）认为，假日季的开始，加上明年亚马逊 Prime 的价格可能上涨，将有助于提振该股。Anmuth 先生认为 AMZN 价值 4,100 美元，有近 20% 的上涨空间。</blockquote></p><p> <b>Our opinion</b></p><p><blockquote><b>我们的意见</b></blockquote></p><p> Both Amazon and Alphabet are at the top of their games. However, Amazon seems to have a firmer grasp on two key growth engines: e-commerce and cloud. In addition, the Seattle company seems to have higher-growth DNA than its peer – think of the company’s approach of disrupting industries in which it does not have a strong footprint.</p><p><blockquote>亚马逊和Alphabet都处于游戏的顶端。然而，亚马逊似乎更牢牢把握了两个关键的增长引擎：电子商务和云。此外，这家西雅图公司似乎比同行拥有更高的增长基因--想想该公司在颠覆它没有强大影响力的行业的做法。</blockquote></p><p> Therefore, from a growth investing perspective, Amazon stock seems to be the best option – although, granted, the Amazon Maven may be biased in its assessment. If GOOG could have been considered a good bet due to the stock’s much more reasonable valuations, a next-year P/E of 26 times today (vs. less than 18 times in October 2020) starts to look a bit stretched.</p><p><blockquote>因此，从成长型投资的角度来看，亚马逊股票似乎是最好的选择——尽管诚然，亚马逊专家的评估可能存在偏见。如果说 GOOG 的估值要合理得多，那么今天明年的市盈率为 26 倍（2020 年 10 月不到 18 倍）就开始显得有些捉襟见肘了。</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>AMZN vs. GOOG: Which Is The Better Big Tech Stock Today?<blockquote>AMZN 与 GOOG：当今哪只大型科技股更好？</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\">\nAMZN vs. GOOG: Which Is The Better Big Tech Stock Today?<blockquote>AMZN 与 GOOG：当今哪只大型科技股更好？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-22 09:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMZN has outperformed GOOG over the years, while the latter has done better recently. Today, the Amazon Maven digs deeper into their businesses and discusses: which Big Tech stock is a better buy?</p><p><blockquote>AMZN 多年来的表现一直优于 GOOG，而后者最近表现更好。今天，这位亚马逊专家深入探讨了他们的业务，并讨论了：哪只大型科技股更值得购买？</blockquote></p><p> Thinking from a long-term perspective, Amazon stock has outperformed Alphabet stock: 320% gain over the last five years against Alphabet’s 260% climb. But more recently, Alphabet has crushed Amazon’s performance: 85% against 7% in the past 12 months. AMZN has lagged even the S&P 500 index, which delivered gains of around 30% since October 2020.</p><p><blockquote>从长远来看，亚马逊股票的表现优于Alphabet股票：过去五年中，亚马逊股票上涨了 320%，而Alphabet的涨幅为 260%。但最近，Alphabet碾压了亚马逊的业绩：在过去的 12 个月里，亚马逊的业绩为 85%，而亚马逊的业绩为 7%。AMZN 甚至落后于标普500指数，该指数自 2020 年 10 月以来上涨了约 30%。</blockquote></p><p> Alphabet produced nearly half of Amazon’s revenues in 2020, but twice its operating income. So, based on margins and earnings firepower alone, is it fair to say that GOOG is a better, more reasonable investment than its peer? The answer may not be so simple.</p><p><blockquote>2020 年，Alphabet创造了亚马逊近一半的收入，但经营利润却是亚马逊的两倍。那么，仅根据利润率和盈利火力，可以说 GOOG 是一项比同行更好、更合理的投资吗？答案可能没那么简单。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a60bc5f3e2e46c56eae57905e09a73a1\" tg-width=\"1240\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>Figure 1: Google vs. Amazon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：谷歌与亚马逊。</span></p></blockquote></p><p> <b>Business models</b></p><p><blockquote><b>业务模式</b></blockquote></p><p> Amazon’s profits come primarily from its North America division (mostly e-commerce activity) and from the cloud division (Amazon Web Services, or AWS). Alphabet’s come from Google Services, most of which advertising. So, mark one win for Amazon here: the Seattle-based giant is the undisputed leader in two promising sectors: digital retail and cloud. Alphabet is the leader in only one, and its position has been threatened by the Bezos Empire itself.</p><p><blockquote>亚马逊的利润主要来自北美部门（主要是电子商务活动）和云部门（亚马逊网络服务，简称 AWS）。Alphabet来自谷歌服务，其中大部分是广告。因此，在这里标记亚马逊的一场胜利：这家总部位于西雅图的巨头是两个有前途的领域无可争议的领导者：数字零售和云。Alphabet是唯一的领导者，它的地位受到了贝索斯帝国本身的威胁。</blockquote></p><p> Despite Amazon's advertising arm not yet being a main source of revenue, a report from emarketer shows the e-commerce titan has gained 250 basis points of market share between 2019 and 2020. Over the same period Google lost nearly as much, and it is estimated to give up another 220 basis points by 2023. This is still not enough for Alphabet to lose its title of online advertising king, but sufficient to catch our attention.</p><p><blockquote>尽管亚马逊的广告部门尚未成为主要收入来源，但emarketer的一份报告显示，这家电子商务巨头在2019年至2020年间获得了250个基点的市场份额。同期，谷歌的损失几乎相同，预计到 2023 年将再损失 220 个基点。这仍然不足以让Alphabet丢掉网络广告之王的头衔，但足以引起我们的注意。</blockquote></p><p> When it comes to cloud infrastructure and solutions, Alphabet is a challenger to Amazon. But here, Amazon is the clear winner: AWS has a market share of over 30% against Google Cloud’s 8%. Because scale is a key factor in this space, market penetration has been an important supporter of margins: Google Cloud is (still) not profitable, while AWS is very much so.</p><p><blockquote>在云基础设施和解决方案方面，Alphabet是亚马逊的挑战者。但在这里，亚马逊显然是赢家： AWS 的市场份额超过 30%，而谷歌云的市场份额仅为 8%。由于规模是这一领域的关键因素，市场渗透率一直是利润率的重要支持者：谷歌云（仍然）不盈利，而 AWS 则非常盈利。</blockquote></p><p> <b>What experts say</b></p><p><blockquote><b>专家怎么说</b></blockquote></p><p> Analysts seem to like both stocks, as Amazon and Alphabet have a consensus rating of “strong buy”. But the average price targets suggest that the gain opportunity is greater with the former: 22% vs. only 10%. It is possible that the higher price target on AMZN reflects recent share price weakness that provides an opportunity to buy the dip.</p><p><blockquote>分析师似乎喜欢这两只股票，因为亚马逊和Alphabet的一致评级为 “强力买入 ”。但平均价格目标表明，前者的获利机会更大：22% 而只有 10%。AMZN 较高的目标价可能反映了近期股价疲软，从而提供了逢低买入的机会。</blockquote></p><p> The most recent take from Wall Street on Alphabet comes from Credit Suisse’s analyst Stephen Ju. He has a $3,400 price target on GOOG, representing upside potential of 18.7%.According to Mr. Ju, recent product updates will translate into Google’s ability to accelerate revenue growth and maintain it for a long time.</p><p><blockquote>华尔街对Alphabet的最新看法来自瑞士信贷分析师 Stephen Ju。他对 GOOG 的目标价为 3400 美元，上涨潜力为 18.7%。朱先生表示，最近的产品更新将转化为谷歌加速收入增长并长期保持收入增长的能力。</blockquote></p><p> Regarding Amazon,JP Morgan’s Doug Anmuth believes that the start of the holiday season combined with a possible hike in Amazon Prime’s price next year will help to uplift the stock. Mr. Anmuth thinks that AMZN is worth $4,100, suggesting nearly 20% upside.</p><p><blockquote>关于亚马逊，摩根大通的道格-安穆斯（Doug Anmuth）认为，假日季的开始，加上明年亚马逊 Prime 的价格可能上涨，将有助于提振该股。Anmuth 先生认为 AMZN 价值 4,100 美元，有近 20% 的上涨空间。</blockquote></p><p> <b>Our opinion</b></p><p><blockquote><b>我们的意见</b></blockquote></p><p> Both Amazon and Alphabet are at the top of their games. However, Amazon seems to have a firmer grasp on two key growth engines: e-commerce and cloud. In addition, the Seattle company seems to have higher-growth DNA than its peer – think of the company’s approach of disrupting industries in which it does not have a strong footprint.</p><p><blockquote>亚马逊和Alphabet都处于游戏的顶端。然而，亚马逊似乎更牢牢把握了两个关键的增长引擎：电子商务和云。此外，这家西雅图公司似乎比同行拥有更高的增长基因--想想该公司在颠覆它没有强大影响力的行业的做法。</blockquote></p><p> Therefore, from a growth investing perspective, Amazon stock seems to be the best option – although, granted, the Amazon Maven may be biased in its assessment. If GOOG could have been considered a good bet due to the stock’s much more reasonable valuations, a next-year P/E of 26 times today (vs. less than 18 times in October 2020) starts to look a bit stretched.</p><p><blockquote>因此，从成长型投资的角度来看，亚马逊股票似乎是最好的选择——尽管诚然，亚马逊专家的评估可能存在偏见。如果说 GOOG 的估值要合理得多，那么今天明年的市盈率为 26 倍（2020 年 10 月不到 18 倍）就开始显得有些捉襟见肘了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/news/amzn-vs-goog-which-is-the-better-big-tech-stock-today\">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":{"GOOG":"谷歌","AMZN":"亚马逊","GOOGL":"谷歌A"},"source_url":"https://www.thestreet.com/amazon/news/amzn-vs-goog-which-is-the-better-big-tech-stock-today","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156969243","content_text":"AMZN has outperformed GOOG over the years, while the latter has done better recently. Today, the Amazon Maven digs deeper into their businesses and discusses: which Big Tech stock is a better buy?\nThinking from a long-term perspective, Amazon stock has outperformed Alphabet stock: 320% gain over the last five years against Alphabet’s 260% climb. But more recently, Alphabet has crushed Amazon’s performance: 85% against 7% in the past 12 months. AMZN has lagged even the S&P 500 index, which delivered gains of around 30% since October 2020.\nAlphabet produced nearly half of Amazon’s revenues in 2020, but twice its operating income. So, based on margins and earnings firepower alone, is it fair to say that GOOG is a better, more reasonable investment than its peer? The answer may not be so simple.\nFigure 1: Google vs. Amazon.\nBusiness models\nAmazon’s profits come primarily from its North America division (mostly e-commerce activity) and from the cloud division (Amazon Web Services, or AWS). Alphabet’s come from Google Services, most of which advertising. So, mark one win for Amazon here: the Seattle-based giant is the undisputed leader in two promising sectors: digital retail and cloud. Alphabet is the leader in only one, and its position has been threatened by the Bezos Empire itself.\nDespite Amazon's advertising arm not yet being a main source of revenue, a report from emarketer shows the e-commerce titan has gained 250 basis points of market share between 2019 and 2020. Over the same period Google lost nearly as much, and it is estimated to give up another 220 basis points by 2023. This is still not enough for Alphabet to lose its title of online advertising king, but sufficient to catch our attention.\nWhen it comes to cloud infrastructure and solutions, Alphabet is a challenger to Amazon. But here, Amazon is the clear winner: AWS has a market share of over 30% against Google Cloud’s 8%. Because scale is a key factor in this space, market penetration has been an important supporter of margins: Google Cloud is (still) not profitable, while AWS is very much so.\nWhat experts say\nAnalysts seem to like both stocks, as Amazon and Alphabet have a consensus rating of “strong buy”. But the average price targets suggest that the gain opportunity is greater with the former: 22% vs. only 10%. It is possible that the higher price target on AMZN reflects recent share price weakness that provides an opportunity to buy the dip.\nThe most recent take from Wall Street on Alphabet comes from Credit Suisse’s analyst Stephen Ju. He has a $3,400 price target on GOOG, representing upside potential of 18.7%.According to Mr. Ju, recent product updates will translate into Google’s ability to accelerate revenue growth and maintain it for a long time.\nRegarding Amazon,JP Morgan’s Doug Anmuth believes that the start of the holiday season combined with a possible hike in Amazon Prime’s price next year will help to uplift the stock. Mr. Anmuth thinks that AMZN is worth $4,100, suggesting nearly 20% upside.\nOur opinion\nBoth Amazon and Alphabet are at the top of their games. However, Amazon seems to have a firmer grasp on two key growth engines: e-commerce and cloud. In addition, the Seattle company seems to have higher-growth DNA than its peer – think of the company’s approach of disrupting industries in which it does not have a strong footprint.\nTherefore, from a growth investing perspective, Amazon stock seems to be the best option – although, granted, the Amazon Maven may be biased in its assessment. If GOOG could have been considered a good bet due to the stock’s much more reasonable valuations, a next-year P/E of 26 times today (vs. less than 18 times in October 2020) starts to look a bit stretched.","news_type":1,"symbols_score_info":{"AMZN":0.9,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":910,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/851945648"}
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