我的观点：坚定看好。_老虎社区_美港股上老虎

社区老大哥
11-01

我的观点：坚定看好。亚马逊的大涨不是终点，而是新一轮价值发现的起点。

理由：市场正在从“零售巨头”转向“AI基建核心”来为亚马逊重新定价。其价值由“三核驱动”：

1. AWS（云）：作为AI“卖铲人”，其在云端的霸主地位将深度受益于AI模型的爆发，这是最坚固的护城河。

2. 电商与广告（利润）：零售业务在“去肥增瘦”后，利润率结构性改善；广告业务正接力成为高毛利增长引擎。

# 接OpenAI大单！亚马逊看好吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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