Parkev Tatevosian, CFA 对 $AMZN 的判断变化

2026-09-02看涨
My Top 10 Stocks to Buy Right Now in September
AMZN值得买入;公允价值314美元对比现价261美元,意味着12-18个月内约20%的上涨空间,得益于AWS增长和利润率扩张,超过资本支出/集中度风险。

我要重点强调的第一只股票是亚马逊,这是一个绝佳的买入机会。我计算出该股的合理价值为每股 314 美元,而当前市场价格为 261 美元。

the first stock I'm going to highlight as a great buying opportunity is Amazon. I've calculated a fair value for this stock at $314 per share and the current market price is $261.

鉴于这一差异,我计算出亚马逊股票在未来 12 至 18 个月内大约有 20% 的上涨空间。该公司最近结束的一个季度表现优异,其 AWS 业务增长加速,利润率扩大并接近 40%。

Given that difference, I calculate roughly 20% upside over the next 12 to 18 months for Amazon stock. The company's most recently completed quarter was excellent, reporting accelerating growth in its AWS segment with expanding margins approaching 40%.