AMZN的自由现金流为负且在未来1-4年内持续恶化。
逐段跳播
像亚马逊、谷歌、McDougall、Meta 这样的大型科技公司正在大量借贷，以建设数据中心并为人工智能基础设施提供资金。
Massive tech companies like Amazon, Google, McDougall, Meta are borrowing heavily to build data centers and finance artificial intelligence infrastructure.
那我的可爱的、令人惊叹的亚马逊股票呢？看看积累起来的自由现金流。亚马逊的自由现金流曾经在爆发式增长，而现在却变成了负数，而且在好转之前还会变得更糟。这是你必须理解的事情。如果情况是那样，比如，好吧，就这样了，我们从这里开始回升，那还好。
但事实并非如此，而且短期内不会。至少一两年内情况会变得更糟，但现金流是否会连续三四年变得越来越糟，这还有争议。现在，你可以看到这里发生了什么。这是每股自由现金流。天哪，看看在这个伟大的、令人惊叹的区域发生了什么。
What about my lovely amazing on Amazon stock, right? Look at free cash flow that was piling up. Their free cash flow was exploding at Amazon, right? And now it's gone into the negatives and it's going to get a lot worse before it gets better. That's the thing you got to understand. it, you know, it' be one thing if it's like, okay, that's it. You know, we're heading back up from here. It's not, and it's not anytime soon. Like, it's going to get a lot worse for at least a year or two, but it's also debatable if it's going to be three or four years of the cash flow getting worse and worse and worse. Now, you get to see what's going on here. Right? This is free cash flow per share. Oh my gosh, look what has happened at the great old amazing zone.
英伟达、苹果、微软、亚马逊、谷歌、McDougall、SpaceX、博通、Meta、特斯拉、Masla、美光，还有沃尔玛，对吧？就是那11家公司。
Nvidia, Apple, Mr. softy Microsoft, Amazing Zon, Google, McDougall, SpaceX, Broadcom, Meta, Tesla, Masla, Micron, and Walmart, right? Those 11 companies right there.
亚马逊的资本支出问题。
Amazing on capex problems.
这个频道对 $AMZN 的历次判断
Financial Education 在这只股票上共 2 条判断，这里只列相邻的几条。