chocoying
2021-11-05
Like
Amazon Stock: Wall Street Sees 20% Upside. Where's That Potential?<blockquote>亚马逊股票：华尔街预计上涨20%。潜力在哪里？</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":842087350,"tweetId":"842087350","gmtCreate":1636120903648,"gmtModify":1636120903879,"author":{"id":4087374136362780,"idStr":"4087374136362780","authorId":4087374136362780,"authorIdStr":"4087374136362780","name":"chocoying","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":14,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/842087350","repostId":1103958548,"repostType":4,"repost":{"id":"1103958548","kind":"news","pubTimestamp":1636118536,"share":"https://www.laohu8.com/m/news/1103958548?lang=zh_CN&edition=full","pubTime":"2021-11-05 21:22","market":"us","language":"en","title":"Amazon Stock: Wall Street Sees 20% Upside. Where's That Potential?<blockquote>亚马逊股票：华尔街预计上涨20%。潜力在哪里？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103958548","media":"TheStreet","summary":"Amazon may have disappointed in the last two quarters, but Wall Street remains bullish. Here is why ","content":"<p>Amazon may have disappointed in the last two quarters, but Wall Street remains bullish. Here is why analysts see AMZN climbing around 20% from here.</p><p><blockquote>亚马逊在过去两个季度可能令人失望，但华尔街仍然看好。这就是为什么分析师认为AMZN将从这里上涨20%左右。</blockquote></p><p> Amazon’s Q3 results have failed to put the market at ease. The company’s North America and International segments, largely representative of Amazon’s e-commerce business, missed revenue and op profit estimates due to (1) consumption patterns leaning towards brick-and-mortar stores and (2) a pandemic-related shortage of workers. As a result, Wall Street has dropped its price targets.</p><p><blockquote>亚马逊第三季度业绩未能让市场放心。该公司的北美和国际部门（主要代表亚马逊的电子商务业务）未能达到收入和营业利润预期，原因是(1)消费模式倾向于实体店，以及(2)与大流行相关的工人短缺。因此，华尔街降低了目标价。</blockquote></p><p> The better news is that not a single analyst has turned outright bearish on Amazon stock. In fact, the lowest price target on the Street still points at 9% upside opportunity, while the average target suggests gains of around 20% ahead.</p><p><blockquote>更好的消息是，没有一位分析师彻底看跌亚马逊股票。事实上，华尔街的最低目标价仍指向9%的上涨机会，而平均目标价则表明未来涨幅约为20%。</blockquote></p><p> Below, we dig deeper into some of Wall Street’s post-earnings reports and explain why experts continue to see decent upside potential in the stock.</p><p><blockquote>下面，我们更深入地探讨华尔街的一些财报后报告，并解释为什么专家继续认为该股有可观的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon's fulfillment center.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊的运营中心。</span></p></blockquote></p><p> <b>Lower targets, still bullish</b></p><p><blockquote><b>降低目标，仍看涨</b></blockquote></p><p> On the “less bullish” side of the equation, Barclays’ Ross Sandler has lowered his price target on Amazon to $3,800 from $4,130. The analyst noticed that Amazon’s revenues and operating profit were 1% and 12% below consensus, respectively, but both still met buy-side expectations.</p><p><blockquote>在“不那么乐观”的一面，巴克莱银行的罗斯·桑德勒(Ross Sandler)将亚马逊的目标价从4,130美元下调至3,800美元。该分析师注意到，亚马逊的收入和营业利润分别比市场预期低1%和12%，但仍符合买方预期。</blockquote></p><p> Mr. Sandler also believes that Amazon might take advantage of its capacity and well-developed supply infrastructure to gain market share during the holidays – which, to be clear, should come with “hefty cost inflation”. Also, the analyst thinks that the cycle of downward estimate revisions should have run its course by now.</p><p><blockquote>桑德勒先生还认为，亚马逊可能会利用其产能和发达的供应基础设施在假期期间获得市场份额——需要明确的是，这应该伴随着“严重的成本通胀”。此外，分析师认为，向下修正预估的周期现在应该已经结束。</blockquote></p><p> Piper Sandler’s Thomas Champion sees the stock rising to $3,875, down from $3,904 before earnings. Mr. Champion recognized that Amazon has margin challenges and difficult comps in the last quarter of 2021. Wolfe Research’s Deepak Mathivaan seems to agree, as the analyst also de-risked his price target on the stock to $3,800 from $3,850.</p><p><blockquote>Piper Sandler的Thomas Champion预计该股将从财报前的3,904美元升至3,875美元。Champion先生认识到亚马逊在2021年最后一个季度面临利润率挑战和困难的竞争。Wolfe Research的Deepak Mathivaan似乎对此表示同意，该分析师还将该股目标价从3,850美元降至3,800美元。</blockquote></p><p> Goldman Sachs’ Eric Sheridan, despite having lowered his price to $4,100 from $4,250, stated that Amazon’s Q4 guide was “much better than feared”. He thinks that the company is well positioned to meet consumer demand, despite supply chain disruptions.</p><p><blockquote>高盛(Goldman Sachs)的埃里克·谢里丹(Eric Sheridan)尽管将价格从4,250美元下调至4,100美元，但他表示，亚马逊第四季度的指导“比担心的要好得多”。他认为，尽管供应链中断，该公司仍有能力满足消费者需求。</blockquote></p><p> Mr. Sheridan also believes that Amazon’s disappointing profits in the short term will eventually be justified by its strategic moves that increases the company’s chances of capturing e-commerce market share in the long haul.</p><p><blockquote>谢里丹先生还认为，亚马逊短期内令人失望的利润最终将被其战略举措所证明，这些举措增加了该公司长期占领电子商务市场份额的机会。</blockquote></p><p> JPMorgan’s Doug Amnuth and Credit Suisse’s Stephen Ju have gone further. Both analysts have raised their price targets to $4,350 from $4,100 and to $4,200 from $4,100, respectively. Mr. Ju argues that Amazon’s inventory days are at their highest for the holidays, suggesting that the company should do better than competitors in the near term.</p><p><blockquote>摩根大通的Doug Amnuth和瑞士信贷的Stephen Ju走得更远。两位分析师分别将目标价从4,100美元上调至4,350美元，从4,100美元上调至4,200美元。朱先生认为，亚马逊的库存天数在假期期间处于最高水平，这表明该公司在短期内应该比竞争对手做得更好。</blockquote></p><p> Finally, at the most bullish end of the spectrum, Stifel’s Scott Devitt expects Amazon stock to be \"a big outperformer in 2022”. The analyst maintained his target at $4,400, as he believes that the recent selloff is an \"attractive buying opportunity\". The Amazon Maven has already offered its take on a buy-the-dip approach, which we think makes sense for long-term shareholders.</p><p><blockquote>最后，在最乐观的一端，Stifel的Scott Devitt预计亚马逊股票将“在2022年表现出色”。这位分析师将目标维持在4400美元，因为他认为最近的抛售是一个“有吸引力的买入机会”。亚马逊专家已经提出了逢低买入的方法，我们认为这对长期股东来说是有意义的。</blockquote></p><p> <b>Amazon Maven’s take</b></p><p><blockquote><b>亚马逊Maven的看法</b></blockquote></p><p> It seems that most analysts still see Amazon as the ultimate e-commerce and cloud titan. Despite having lowered price targets, not a single analyst is bearish in the long term. That said, tough 2020 comps and margin pressures could still weigh on the stock in the immediate future.</p><p><blockquote>似乎大多数分析师仍然将亚马逊视为终极电子商务和云巨头。尽管降低了价格目标，但没有一位分析师长期看跌。尽管如此，2020年严峻的业绩和利润率压力在不久的将来仍可能给该股带来压力。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: Wall Street Sees 20% Upside. Where's That Potential?<blockquote>亚马逊股票：华尔街预计上涨20%。潜力在哪里？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock: Wall Street Sees 20% Upside. Where's That Potential?<blockquote>亚马逊股票：华尔街预计上涨20%。潜力在哪里？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-05 21:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon may have disappointed in the last two quarters, but Wall Street remains bullish. Here is why analysts see AMZN climbing around 20% from here.</p><p><blockquote>亚马逊在过去两个季度可能令人失望，但华尔街仍然看好。这就是为什么分析师认为AMZN将从这里上涨20%左右。</blockquote></p><p> Amazon’s Q3 results have failed to put the market at ease. The company’s North America and International segments, largely representative of Amazon’s e-commerce business, missed revenue and op profit estimates due to (1) consumption patterns leaning towards brick-and-mortar stores and (2) a pandemic-related shortage of workers. As a result, Wall Street has dropped its price targets.</p><p><blockquote>亚马逊第三季度业绩未能让市场放心。该公司的北美和国际部门（主要代表亚马逊的电子商务业务）未能达到收入和营业利润预期，原因是(1)消费模式倾向于实体店，以及(2)与大流行相关的工人短缺。因此，华尔街降低了目标价。</blockquote></p><p> The better news is that not a single analyst has turned outright bearish on Amazon stock. In fact, the lowest price target on the Street still points at 9% upside opportunity, while the average target suggests gains of around 20% ahead.</p><p><blockquote>更好的消息是，没有一位分析师彻底看跌亚马逊股票。事实上，华尔街的最低目标价仍指向9%的上涨机会，而平均目标价则表明未来涨幅约为20%。</blockquote></p><p> Below, we dig deeper into some of Wall Street’s post-earnings reports and explain why experts continue to see decent upside potential in the stock.</p><p><blockquote>下面，我们更深入地探讨华尔街的一些财报后报告，并解释为什么专家继续认为该股有可观的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon's fulfillment center.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊的运营中心。</span></p></blockquote></p><p> <b>Lower targets, still bullish</b></p><p><blockquote><b>降低目标，仍看涨</b></blockquote></p><p> On the “less bullish” side of the equation, Barclays’ Ross Sandler has lowered his price target on Amazon to $3,800 from $4,130. The analyst noticed that Amazon’s revenues and operating profit were 1% and 12% below consensus, respectively, but both still met buy-side expectations.</p><p><blockquote>在“不那么乐观”的一面，巴克莱银行的罗斯·桑德勒(Ross Sandler)将亚马逊的目标价从4,130美元下调至3,800美元。该分析师注意到，亚马逊的收入和营业利润分别比市场预期低1%和12%，但仍符合买方预期。</blockquote></p><p> Mr. Sandler also believes that Amazon might take advantage of its capacity and well-developed supply infrastructure to gain market share during the holidays – which, to be clear, should come with “hefty cost inflation”. Also, the analyst thinks that the cycle of downward estimate revisions should have run its course by now.</p><p><blockquote>桑德勒先生还认为，亚马逊可能会利用其产能和发达的供应基础设施在假期期间获得市场份额——需要明确的是，这应该伴随着“严重的成本通胀”。此外，分析师认为，向下修正预估的周期现在应该已经结束。</blockquote></p><p> Piper Sandler’s Thomas Champion sees the stock rising to $3,875, down from $3,904 before earnings. Mr. Champion recognized that Amazon has margin challenges and difficult comps in the last quarter of 2021. Wolfe Research’s Deepak Mathivaan seems to agree, as the analyst also de-risked his price target on the stock to $3,800 from $3,850.</p><p><blockquote>Piper Sandler的Thomas Champion预计该股将从财报前的3,904美元升至3,875美元。Champion先生认识到亚马逊在2021年最后一个季度面临利润率挑战和困难的竞争。Wolfe Research的Deepak Mathivaan似乎对此表示同意，该分析师还将该股目标价从3,850美元降至3,800美元。</blockquote></p><p> Goldman Sachs’ Eric Sheridan, despite having lowered his price to $4,100 from $4,250, stated that Amazon’s Q4 guide was “much better than feared”. He thinks that the company is well positioned to meet consumer demand, despite supply chain disruptions.</p><p><blockquote>高盛(Goldman Sachs)的埃里克·谢里丹(Eric Sheridan)尽管将价格从4,250美元下调至4,100美元，但他表示，亚马逊第四季度的指导“比担心的要好得多”。他认为，尽管供应链中断，该公司仍有能力满足消费者需求。</blockquote></p><p> Mr. Sheridan also believes that Amazon’s disappointing profits in the short term will eventually be justified by its strategic moves that increases the company’s chances of capturing e-commerce market share in the long haul.</p><p><blockquote>谢里丹先生还认为，亚马逊短期内令人失望的利润最终将被其战略举措所证明，这些举措增加了该公司长期占领电子商务市场份额的机会。</blockquote></p><p> JPMorgan’s Doug Amnuth and Credit Suisse’s Stephen Ju have gone further. Both analysts have raised their price targets to $4,350 from $4,100 and to $4,200 from $4,100, respectively. Mr. Ju argues that Amazon’s inventory days are at their highest for the holidays, suggesting that the company should do better than competitors in the near term.</p><p><blockquote>摩根大通的Doug Amnuth和瑞士信贷的Stephen Ju走得更远。两位分析师分别将目标价从4,100美元上调至4,350美元，从4,100美元上调至4,200美元。朱先生认为，亚马逊的库存天数在假期期间处于最高水平，这表明该公司在短期内应该比竞争对手做得更好。</blockquote></p><p> Finally, at the most bullish end of the spectrum, Stifel’s Scott Devitt expects Amazon stock to be \"a big outperformer in 2022”. The analyst maintained his target at $4,400, as he believes that the recent selloff is an \"attractive buying opportunity\". The Amazon Maven has already offered its take on a buy-the-dip approach, which we think makes sense for long-term shareholders.</p><p><blockquote>最后，在最乐观的一端，Stifel的Scott Devitt预计亚马逊股票将“在2022年表现出色”。这位分析师将目标维持在4400美元，因为他认为最近的抛售是一个“有吸引力的买入机会”。亚马逊专家已经提出了逢低买入的方法，我们认为这对长期股东来说是有意义的。</blockquote></p><p> <b>Amazon Maven’s take</b></p><p><blockquote><b>亚马逊Maven的看法</b></blockquote></p><p> It seems that most analysts still see Amazon as the ultimate e-commerce and cloud titan. Despite having lowered price targets, not a single analyst is bearish in the long term. That said, tough 2020 comps and margin pressures could still weigh on the stock in the immediate future.</p><p><blockquote>似乎大多数分析师仍然将亚马逊视为终极电子商务和云巨头。尽管降低了价格目标，但没有一位分析师长期看跌。尽管如此，2020年严峻的业绩和利润率压力在不久的将来仍可能给该股带来压力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/stock/amazon-stock-why-wall-street-sees-20-upside-potential\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amazon-stock-why-wall-street-sees-20-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103958548","content_text":"Amazon may have disappointed in the last two quarters, but Wall Street remains bullish. Here is why analysts see AMZN climbing around 20% from here.\nAmazon’s Q3 results have failed to put the market at ease. The company’s North America and International segments, largely representative of Amazon’s e-commerce business, missed revenue and op profit estimates due to (1) consumption patterns leaning towards brick-and-mortar stores and (2) a pandemic-related shortage of workers. As a result, Wall Street has dropped its price targets.\nThe better news is that not a single analyst has turned outright bearish on Amazon stock. In fact, the lowest price target on the Street still points at 9% upside opportunity, while the average target suggests gains of around 20% ahead.\nBelow, we dig deeper into some of Wall Street’s post-earnings reports and explain why experts continue to see decent upside potential in the stock.\nFigure 1: Amazon's fulfillment center.\nLower targets, still bullish\nOn the “less bullish” side of the equation, Barclays’ Ross Sandler has lowered his price target on Amazon to $3,800 from $4,130. The analyst noticed that Amazon’s revenues and operating profit were 1% and 12% below consensus, respectively, but both still met buy-side expectations.\nMr. Sandler also believes that Amazon might take advantage of its capacity and well-developed supply infrastructure to gain market share during the holidays – which, to be clear, should come with “hefty cost inflation”. Also, the analyst thinks that the cycle of downward estimate revisions should have run its course by now.\nPiper Sandler’s Thomas Champion sees the stock rising to $3,875, down from $3,904 before earnings. Mr. Champion recognized that Amazon has margin challenges and difficult comps in the last quarter of 2021. Wolfe Research’s Deepak Mathivaan seems to agree, as the analyst also de-risked his price target on the stock to $3,800 from $3,850.\nGoldman Sachs’ Eric Sheridan, despite having lowered his price to $4,100 from $4,250, stated that Amazon’s Q4 guide was “much better than feared”. He thinks that the company is well positioned to meet consumer demand, despite supply chain disruptions.\nMr. Sheridan also believes that Amazon’s disappointing profits in the short term will eventually be justified by its strategic moves that increases the company’s chances of capturing e-commerce market share in the long haul.\nJPMorgan’s Doug Amnuth and Credit Suisse’s Stephen Ju have gone further. Both analysts have raised their price targets to $4,350 from $4,100 and to $4,200 from $4,100, respectively. Mr. Ju argues that Amazon’s inventory days are at their highest for the holidays, suggesting that the company should do better than competitors in the near term.\nFinally, at the most bullish end of the spectrum, Stifel’s Scott Devitt expects Amazon stock to be \"a big outperformer in 2022”. The analyst maintained his target at $4,400, as he believes that the recent selloff is an \"attractive buying opportunity\". The Amazon Maven has already offered its take on a buy-the-dip approach, which we think makes sense for long-term shareholders.\nAmazon Maven’s take\nIt seems that most analysts still see Amazon as the ultimate e-commerce and cloud titan. Despite having lowered price targets, not a single analyst is bearish in the long term. That said, tough 2020 comps and margin pressures could still weigh on the stock in the immediate future.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":705,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/842087350"}
精彩评论