由于AWS增长加速，AMZN是强劲的长期持有标的，无意卖出。
逐段跳播
接下来我们谈 Amazon。Amazon 是一家很棒的公司。AWS 的增长正在加速。它的故事比 Meta 更清晰。它比 Meta 更清晰的原因是 AWS 的增长正在迅速加速。这基本上让它的支出比 Meta 拥有大得多的余地。
明白吗？Meta 的处境是，他们花了那么多钱，人们会说，老兄，你到底把这么多钱花在 Meta 的什么上面了？而 Amazon 至少让人们看到了一些投资回报。他们看到那些 AWS 数字的加速远超任何人的预期，就像，好吧，我们总算有点进展了。
Amazon 就是一只很棒的长线持有标的。我对这个仓位感到安心。所以我完全没兴趣卖出像 Meta 这样的股票，卖出 Amazon。这些股票是你买入、扔进文件柜的那种，短期就是短期。
归根结底，在我看来，Meta 五年后会是一家比今天大得多的公司。Amazon 也一样。所以，我完全没有兴趣卖出这些仓位。它们也许曾经严重超配，但并不是。考虑到这两个商业模式的强劲程度，我对这两个仓位的规模感到安心。
Okay. From there, we're talking Amazon. Amazon, great company. AWS growth is accelerating. It's it's a cleaner story than Meta. And the reason it's a cleaner story from Meta is the AWS growth is accelerating rapidly.
And that gives the spend a lot more leeway than with Meta essentially. Okay? You know, Meta is in a situation where they're spending so much money and people like, "Dude, what are you spending all this freaking money on meta?"
Amazon at least people are seeing the some return on investment. They're seeing those AWS numbers accelerate much more quickly than anybody anticipated. like, "Okay, we're getting somewhere here."
Uh, Amazon's just a great long-term hold. I feel comfortable with the position. So, I'm just not interested at all in selling stocks like Met selling Amazon. I'm um those are type of stocks you you buy them, you throw them in the filing cabinet, and you know, the short term is going to be the short term.
At the end of the day, Meta is going to be a massively larger company 5 years from now than it is today in my opinion. Same thing with Amazon. And so, there's just I have no interest in selling those position.
They were way oversized maybe, but they're just not. I feel comfortable with the sizing of those two positions given how strong those business models are.
这个频道对 $AMZN 的历次判断
Financial Education 在这只股票上共 4 条判断，这里只列相邻的几条。