Amazon 兼具高销量零售与高盈利的 AI 云服务，因而具有吸引力。
逐段跳播
接下来是 Amazon。它经营着一家在线商店，而我对其他公司租用其算力这项业务非常乐观。这是人类历史上最大的在线商店，这一点很清楚。
Next comes Amazon. It runs an online store, and I'm really optimistic about other companies renting their computing power. This is the largest online store in human history, that's clear.
Amazon 正在做规模惊人的生意。不过，它实际上是两项业务的结合，对吧？这是我最喜欢的地方，因为他们现在在做 AI，而且有公司在租用他们的算力，这是一项非常赚钱的业务。
Amazon is doing an incredible amount of business. However, it's actually a combination of two businesses, right? This is what I like the most because they are now working on AI and companies are renting their computing power, which is a very profitable business.
我最喜欢的地方，是因为他们现在在做 AI，而且有公司在租用他们的算力，这是一项非常赚钱的业务。而在这里你会看到他们这项工作的延续。
I like the most because they are now working on AI and companies are renting their computing power, which is a very profitable business. And here you will see the continuation of their work.
这有点奇怪，因为 Amazon 每 1 美元只留下 17 美分，但这之所以可能，是因为他们的业务量极其庞大。它很像 Costco 或 Walmart，它们的利润率不高，但营收巨大，比如达到数万亿美元，对吧？
This is a bit strange, because Amazon keeps 17 cents on every dollar, but this is possible because they do business in huge volumes. It's a lot like Costco or Walmart, their profit margins aren't high but their revenue is huge, like trillions of dollars, right?
Amazon 也是如此。所以 Amazon 看起来可能不太有吸引力，但实际上非常有吸引力。所以我现在看的是一个看跌期权信用价差。这是我在周一直播课、也就是我的 Discord 社区里推荐过的。
The same is true for Amazon. So Amazon may not seem very attractive, but it is actually very attractive. So I'm looking at a put credit spread now. This is what I recommended in Monday's live session in my Discord community.
我有直播课，而我现在基本上看的是在 235 美元卖出一份看跌期权、在 225 美元买入一份看跌期权，也就是一个 1000 美元的价差。
I have live sessions and what I'm basically looking at right now is a sell put at $235 and a buy put at $225, which is a spread of $1,000.
看跌期权信用价差，和我在这段视频开头给你们展示的那个类似。是的，我的意思是这根本算不上不寻常的回报，但我想要多一点额外的保障，因为看跌期权信用价差存在风险；如果价格跌破你的较低那条腿、也就是 225，你可能会损失你投入的全部金额。
Put credit spread, which is similar to the one I showed you at the beginning of this video. Yes, I mean it's not an unusual return at all, but I want a little extra security because there is risk in the case of put credit spreads; If they fall below your lower leg or 225, you could lose the entire amount you deposited.
所以你必须非常小心这一点，而且我要说，在大规模应用这个策略之前，你应该先积累一些经验，好吗？
So you have to be very careful about this and I would say, you should gain some experience before applying this technique on a large scale, okay?
我在 Google、Walmart 和 Amazon 这类公司里持有百万美元级别的仓位。
I have million-dollar positions in companies like Google, Walmart, and Amazon.
这个频道对 $AMZN 的历次判断
Invest with Henry 在这只股票上共 2 条判断，这里只列相邻的几条。