亚马逊股价2026年或大涨近50%

环球市场播报2025-12-29

作者：布莱恩・索齐　　这家电商与云计算巨头今年以来股价仅上涨 6%，大幅落后于标普 500 指数 18% 的涨幅。业内专家表示，亚马逊云科技（AWS）业务营收增速放缓，以及市场对公司人工智能商业化能力的看法褒贬不一，是其股价表现疲软的核心原因。　　亚马逊在 10 月的一则公告进一步拖累市场情绪：公司宣布启动史上最大规模裁员，削减 1.4 万个企业端岗位。　　亚马逊股价大概率将以‘美股七巨头’...

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的涨幅。业内专家表示，亚马逊云科技（AWS）业务营收增速放缓，以及市场对公司人工智能商业化能力的看法褒贬不一，是其股价表现疲软的核心原因。\n　　亚马逊在 10 月的一则公告进一步拖累市场情绪：公司宣布启动史上最大规模裁员，削减 1.4 万个企业端岗位。\n　　亚马逊股价大概率将以‘美股七巨头’...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-29/doc-inhenxxx7650646.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BMPRXQ63.HKD","symbol_name":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-29/doc-inhenxxx7650646.shtml","article_id":"2595739092","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2595739092","pubTimestamp":1767023940,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　这家电商与云计算巨头今年以来股价仅上涨 6%，大幅落后于标普 500 指数 18% 的涨幅。业内专家表示，亚马逊云科技业务营收增速放缓，以及市场对公司人工智能商业化能力的看法褒贬不一，是其股价表现疲软的核心原因。　　亚马逊在 10 月的一则公告进一步拖累市场情绪：公司宣布启动史上最大规模裁员，削减 1.4 万个企业端岗位。　　投行 Evercore ISI 科技行业分析师马克马哈尼表示，他认为亚马逊股价存在近 50% 的上涨潜力，并将该股列为其 2026 年首选标的。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","SG9999001077.SGD":"United International Growth Fund SGD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) 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(acc) SGD","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD"},"translate_title":"Amazon stock price may soar nearly 50% in 2026","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1.98,"USAW.SI":0.6},"content_text":"作者：布莱恩・索齐\n　　这家电商与云计算巨头今年以来股价仅上涨 6%，大幅落后于标普 500 指数 18% 的涨幅。业内专家表示，亚马逊云科技（AWS）业务营收增速放缓，以及市场对公司人工智能商业化能力的看法褒贬不一，是其股价表现疲软的核心原因。\n　　亚马逊在 10 月的一则公告进一步拖累市场情绪：公司宣布启动史上最大规模裁员，削减 1.4 万个企业端岗位。\n　　亚马逊股价大概率将以‘美股七巨头’中年度表现最差的惨淡成绩收官。\n　　反观美股七巨头中表现最佳的谷歌（GOOG），得益于市场对其新款 Gemini 3 大模型的乐观预期，年内股价已飙升 66%。\n　　不过，华尔街机构仍对亚马逊不离不弃，部分机构甚至将其纳入2026 年首选持仓股名单。\n　　投行 Evercore ISI 科技行业分析师马克・马哈尼表示，他认为亚马逊股价存在近 50% 的上涨潜力，并将该股列为其 2026 年首选标的。\n　　马哈尼指出，亚马逊即将迎来多重利好催化，包括：亚马逊云科技营收增速重回上升通道、自研 Trainium 人工智能芯片需求激增、广告业务营收持续强劲增长，以及新一代智能助手 Alexa + 加速落地推广。\n　　马哈尼称：‘归根结底，亚马逊仍是一家高质地的复利型企业（每股收益年化复合增长率达 25%），营收保持两位数稳健增长，运营利润率持续提升，未来 24 个月自由现金流大概率将实现大幅回升。’\n　　雅虎财经数据显示，覆盖亚马逊的 67 位卖方分析师中，96% 给予该股‘强力买入’或‘买入’评级，华尔街给出的平均目标价为 295 美元，较当前股价仍有 27% 的上涨空间。\n　　而雅虎财经预测市场数据合作方 Polymarket 的调研显示，普通投资者对亚马逊股价走势更为谨慎：约 96% 的用户认为，截至 2026 年 1 月底，亚马逊股价较当前水平难有明显波动。\n　　摩根大通分析师道格・安穆斯同样看涨亚马逊，不过其预期更为保守，认为该股股价具备30% 的上涨潜力。\n　　安穆斯的看涨逻辑与马哈尼基本一致，同时他特别指出，亚马逊与 OpenAI 签署的七年 380 亿美元云计算服务大单，或将为公司营收带来‘额外增长动力’。\n　　安穆斯补充道：‘在一众市值超万亿的巨头企业中，亚马逊是营收与利润结构最多元化的公司，同时坐拥多个规模级增长机遇；当前市场情绪褒贬不一，叠加估值具备吸引力，构成该股核心投资价值。’\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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