Amazon 凭借其规模构建起强大且难以攻破的竞争护城河,因此是核心持仓。
逐段跳播
届时增长可能会放缓,而与此同时,Microsoft、Amazon、Meta、Oracle 和 SpaceX 等科技巨头正在人工智能基础设施上投入巨额资金。
Growth may then slow down at a time when technology giants such as Microsoft, Amazon, Meta, Oracle, and SpaceX are investing enormous sums in artificial intelligence infrastructure.
如果你看看我最主要的投资资产,你会发现它们通常是 Microsoft、Google 和 Amazon。这些巨头是我已经把大部分资金投入其中的公司。原因是,我觉得它们规模越大,其竞争护城河就越难以攻破、越难以被穿透。
if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .
The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.
至于赢家,正如我之前所说,毫无疑问将是那些规模最大的运营者。Microsoft、Meta、Google、SpaceX、Amazon 以及类似的公司。
As for the winners, as I said before, they will undoubtedly be the operators on the widest scale. Microsoft, Meta, Google, SpaceX, Amazon, and similar names.
这个频道对 $AMZN 的历次判断
Ale's World of Stocks 在这只股票上共 4 条判断,这里只列相邻的几条。