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2021-10-07

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The 4 catalysts that could drive Amazon 29% higher in the next year, according to JPMorgan<blockquote>摩根大通表示，这4个催化剂可能推动亚马逊明年上涨29%</blockquote>

Amazon stock's recent underperformance relative to the S&P 500 over the past year could soon be reve

The 4 catalysts that could drive Amazon 29% higher in the next year, according to JPMorgan<blockquote>摩根大通表示，这4个催化剂可能推动亚马逊明年上涨29%</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":823849937,"tweetId":"823849937","gmtCreate":1633614511125,"gmtModify":1633614511522,"author":{"id":3567832114052050,"idStr":"3567832114052050","authorId":3567832114052050,"authorIdStr":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":16,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Read</body></html>","htmlText":"<html><head></head><body>Read</body></html>","text":"Read","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/823849937","repostId":1140731116,"repostType":4,"repost":{"id":"1140731116","kind":"news","pubTimestamp":1633590877,"share":"https://www.laohu8.com/m/news/1140731116?lang=zh_CN&edition=full","pubTime":"2021-10-07 15:14","market":"us","language":"en","title":"The 4 catalysts that could drive Amazon 29% higher in the next year, according to JPMorgan<blockquote>摩根大通表示，这4个催化剂可能推动亚马逊明年上涨29%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140731116","media":"Business Insider","summary":"Amazon stock's recent underperformance relative to the S&P 500 over the past year could soon be reve","content":"<ul> <li>Amazon stock's recent underperformance relative to the S&amp;P 500 over the past year could soon be reversed, according to JPMorgan.</li> <li>The bank reiterated its Overweight rating and $4,100 price target for Amazon, a potential upside of 29% from Monday's close.</li> <li>These are the 4 catalysts that could send shares of Amazon higher over the next year.</li> </ul> Amazon&nbsp;stock has been a significant underperformer for investors over the past year, but that trend could be set to change on four key catalysts,JPMorgan&nbsp;said in a note on Tuesday.<blockquote><ul><li>摩根大通表示，过去一年亚马逊股票相对于标普500表现不佳的情况可能很快就会扭转。</li><li>该行重申了对亚马逊的跑赢大盘评级和4,100美元的目标价，较周一收盘价潜在上涨29%。</li><li>这是可能推动亚马逊股价在明年走高的4个催化剂。</li></ul>摩根大通周二在一份报告中表示，过去一年，亚马逊股票对投资者来说表现明显不佳，但由于四个关键催化剂，这一趋势可能会发生变化。</blockquote> The bank reiterated its overweight rating on Amazon and said the stock could surge to $4,100 over the next year, representing potential upside of 29% from Monday's close.<blockquote>该行重申了对亚马逊的跑赢大盘评级，并表示该股明年可能飙升至4,100美元，较周一收盘价有29%的潜在上涨空间。</blockquote> That would help turn around Amazon's stock price, which returned just 4% over the past year, compared a return of 29% for the S&amp;P 500 over the same time period.<blockquote>这将有助于扭转亚马逊的股价，亚马逊过去一年的回报率仅为4%，而标普500同期的回报率为29%。</blockquote> But the stock faces a few hurdles it needs to overcome with investors before the uptrend can resume, according to the note.<blockquote>但报告称，在恢复上升趋势之前，该股需要与投资者一起克服一些障碍。</blockquote> Those hurdles include a year-end revenue decline due to tough year-over-year comparables and a broader e-commerce slowdown in the US, the impact on inventory from supply-chain disruptions, and an ongoing cycle of higher investments and lower profit margins.<blockquote>这些障碍包括由于严峻的同比可比数据和美国更广泛的电子商务放缓而导致的年终收入下降、供应链中断对库存的影响，以及投资增加和利润率下降的持续循环。</blockquote> Despite the near-term concerns and uncertainty surrounding Amazon, JPMorgan believes \"there is still a significant secular shift toward ecommerce ahead and Amazon has a very strong track record around investing into growth opportunities.\"<blockquote>尽管亚马逊近期存在担忧和不确定性，但摩根大通认为，“未来仍会有向电子商务的重大长期转变，而且亚马逊在投资增长机会方面拥有非常良好的记录。”</blockquote> These are the four catalysts JPMorgan identified that could help jumpstart share price performance for Amazon:<blockquote>摩根大通确定了四个可能有助于提振亚马逊股价表现的催化剂：</blockquote> <ol> <li>\"Current caution working its way through the stock and people wanting to own Amazon into the holidays.\"</li> <li>\"Moving closer to the last quarter of difficult COVID comps in the first quarter of 2022.\"</li> <li>\"Further downward revisions to 2022 profit estimates that would help lower the bar and potentially create more of a clearing event.\"</li> <li>\"A potential Prime price increase in 2022.\"</li> </ol> The bank highlighted that Amazon now trades at less than 15x its below-consensus 2023 EBITDA estimates, and derived its $4,100 2022 price target from a sum-of-the-parts model that values Amazon Web Services at nearly $800 billion.<blockquote><ol><li>“目前该股的谨慎情绪正在蔓延，人们希望在假期期间持有亚马逊。”</li><li>“2022年第一季度，新冠疫情困难的最后一个季度即将到来。”</li><li>“进一步下调2022年利润预期将有助于降低门槛，并可能引发更多清算事件。”</li><li>“2022年黄金价格可能上涨。”</li></ol>该行强调，亚马逊目前的交易价格不到低于市场普遍预期的2023年EBITDA预期的15倍，并根据部分总和模型得出2022年4,100美元的目标价，该模型对亚马逊网络服务的估值接近8000亿美元。</blockquote> \"We believe the second half of 2021 dislocation [in Amazon shares] creates a compelling opportunity over time,\" JPMorgan concluded.<blockquote>摩根大通总结道：“我们相信，随着时间的推移，2021年下半年（亚马逊股价）的混乱创造了一个令人信服的机会。”</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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29% higher in the next year, according to JPMorgan<blockquote>摩根大通表示，这4个催化剂可能推动亚马逊明年上涨29%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBusiness Insider2021-10-07 15:14\n\n</h4>\n</header>\n<article>\n<ul> <li>Amazon stock's recent underperformance relative to the S&amp;P 500 over the past year could soon be reversed, according to JPMorgan.</li> <li>The bank reiterated its Overweight rating and $4,100 price target for Amazon, a potential upside of 29% from Monday's close.</li> <li>These are the 4 catalysts that could send shares of Amazon higher over the next year.</li> </ul> Amazon&nbsp;stock has been a significant underperformer for investors over the past year, but that trend could be set to change on four key catalysts,JPMorgan&nbsp;said in a note on Tuesday.<blockquote><ul><li>摩根大通表示，过去一年亚马逊股票相对于标普500表现不佳的情况可能很快就会扭转。</li><li>该行重申了对亚马逊的跑赢大盘评级和4,100美元的目标价，较周一收盘价潜在上涨29%。</li><li>这是可能推动亚马逊股价在明年走高的4个催化剂。</li></ul>摩根大通周二在一份报告中表示，过去一年，亚马逊股票对投资者来说表现明显不佳，但由于四个关键催化剂，这一趋势可能会发生变化。</blockquote> The bank reiterated its overweight rating on Amazon and said the stock could surge to $4,100 over the next year, representing potential upside of 29% from Monday's close.<blockquote>该行重申了对亚马逊的跑赢大盘评级，并表示该股明年可能飙升至4,100美元，较周一收盘价有29%的潜在上涨空间。</blockquote> That would help turn around Amazon's stock price, which returned just 4% over the past year, compared a return of 29% for the S&amp;P 500 over the same time period.<blockquote>这将有助于扭转亚马逊的股价，亚马逊过去一年的回报率仅为4%，而标普500同期的回报率为29%。</blockquote> But the stock faces a few hurdles it needs to overcome with investors before the uptrend can resume, according to the note.<blockquote>但报告称，在恢复上升趋势之前，该股需要与投资者一起克服一些障碍。</blockquote> Those hurdles include a year-end revenue decline due to tough year-over-year comparables and a broader e-commerce slowdown in the US, the impact on inventory from supply-chain disruptions, and an ongoing cycle of higher investments and lower profit margins.<blockquote>这些障碍包括由于严峻的同比可比数据和美国更广泛的电子商务放缓而导致的年终收入下降、供应链中断对库存的影响，以及投资增加和利润率下降的持续循环。</blockquote> Despite the near-term concerns and uncertainty surrounding Amazon, JPMorgan believes \"there is still a significant secular shift toward ecommerce ahead and Amazon has a very strong track record around investing into growth opportunities.\"<blockquote>尽管亚马逊近期存在担忧和不确定性，但摩根大通认为，“未来仍会有向电子商务的重大长期转变，而且亚马逊在投资增长机会方面拥有非常良好的记录。”</blockquote> These are the four catalysts JPMorgan identified that could help jumpstart share price performance for Amazon:<blockquote>摩根大通确定了四个可能有助于提振亚马逊股价表现的催化剂：</blockquote> <ol> <li>\"Current caution working its way through the stock and people wanting to own Amazon into the holidays.\"</li> <li>\"Moving closer to the last quarter of difficult COVID comps in the first quarter of 2022.\"</li> <li>\"Further downward revisions to 2022 profit estimates that would help lower the bar and potentially create more of a clearing event.\"</li> <li>\"A potential Prime price increase in 2022.\"</li> </ol> The bank highlighted that Amazon now trades at less than 15x its below-consensus 2023 EBITDA estimates, and derived its $4,100 2022 price target from a sum-of-the-parts model that values Amazon Web Services at nearly $800 billion.<blockquote><ol><li>“目前该股的谨慎情绪正在蔓延，人们希望在假期期间持有亚马逊。”</li><li>“2022年第一季度，新冠疫情困难的最后一个季度即将到来。”</li><li>“进一步下调2022年利润预期将有助于降低门槛，并可能引发更多清算事件。”</li><li>“2022年黄金价格可能上涨。”</li></ol>该行强调，亚马逊目前的交易价格不到低于市场普遍预期的2023年EBITDA预期的15倍，并根据部分总和模型得出2022年4,100美元的目标价，该模型对亚马逊网络服务的估值接近8000亿美元。</blockquote> \"We believe the second half of 2021 dislocation [in Amazon shares] creates a compelling opportunity over time,\" JPMorgan concluded.<blockquote>摩根大通总结道：“我们相信，随着时间的推移，2021年下半年（亚马逊股价）的混乱创造了一个令人信服的机会。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/amazon-stock-price-outlook-4-catalysts-higher-jpmorgan-says-2021-10\">Business Insider</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://markets.businessinsider.com/news/stocks/amazon-stock-price-outlook-4-catalysts-higher-jpmorgan-says-2021-10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140731116","content_text":"Amazon stock's recent underperformance relative to the S&P 500 over the past year could soon be reversed, according to JPMorgan.\nThe bank reiterated its Overweight rating and $4,100 price target for Amazon, a potential upside of 29% from Monday's close.\nThese are the 4 catalysts that could send shares of Amazon higher over the next year.\n\nAmazon stock has been a significant underperformer for investors over the past year, but that trend could be set to change on four key catalysts,JPMorgan said in a note on Tuesday.\nThe bank reiterated its overweight rating on Amazon and said the stock could surge to $4,100 over the next year, representing potential upside of 29% from Monday's close.\nThat would help turn around Amazon's stock price, which returned just 4% over the past year, compared a return of 29% for the S&P 500 over the same time period.\nBut the stock faces a few hurdles it needs to overcome with investors before the uptrend can resume, according to the note.\nThose hurdles include a year-end revenue decline due to tough year-over-year comparables and a broader e-commerce slowdown in the US, the impact on inventory from supply-chain disruptions, and an ongoing cycle of higher investments and lower profit margins.\nDespite the near-term concerns and uncertainty surrounding Amazon, JPMorgan believes \"there is still a significant secular shift toward ecommerce ahead and Amazon has a very strong track record around investing into growth opportunities.\"\nThese are the four catalysts JPMorgan identified that could help jumpstart share price performance for Amazon:\n\n\"Current caution working its way through the stock and people wanting to own Amazon into the holidays.\"\n\"Moving closer to the last quarter of difficult COVID comps in the first quarter of 2022.\"\n\"Further downward revisions to 2022 profit estimates that would help lower the bar and potentially create more of a clearing event.\"\n\"A potential Prime price increase in 2022.\"\n\nThe bank highlighted that Amazon now trades at less than 15x its below-consensus 2023 EBITDA estimates, and derived its $4,100 2022 price target from a sum-of-the-parts model that values Amazon Web Services at nearly $800 billion.\n\"We believe the second half of 2021 dislocation [in Amazon shares] creates a compelling opportunity over time,\" JPMorgan concluded.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2551,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}