Rational Investing - Cameron Stewart, CFA 对 $AMZN 的判断变化
2026-08-15
《Why the Market Could Be Nearing a Peak》
预计AMZN将继续上涨，这得益于强劲的盈利增长及其作为高倍数、防御性大盘股的地位。
我在本频道多次报道过亚马逊。我认为它是一只市值5万亿美元的股票。我确实认为它将继续走高，它重新定义了股市中可能性的边界，并且其上涨是由盈利驱动的。
I mean, I've covered Amazon multiple times in this channel. It's I think it's a $5 trillion stock. I I I do I think it's going to continue to to go higher that has redefined the art of the possible in the stock market and it's driven off of earnings.
要对抗Facebook、Google和Amazon要困难得多。这些公司拥有宽阔的护城河，且这些护城河具有防御性，因此它们理应获得更高的估值倍数。
Uh it's much harder to do that against Facebook, against Google, against um Amazon. The these are large moes. They are defensible and so those do deserve higher multiples.
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