47f9264e
2021-10-22
Amazon
AMZN vs. GOOG: Which Is The Better Big Tech Stock Today?<blockquote>AMZN与GOOG：当今哪个大型科技股更好？</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":851945648,"tweetId":"851945648","gmtCreate":1634866478408,"gmtModify":1634866478514,"author":{"id":3585263291473504,"idStr":"3585263291473504","authorId":3585263291473504,"authorIdStr":"3585263291473504","name":"47f9264e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Amazon </p></body></html>","htmlText":"<html><head></head><body><p>Amazon </p></body></html>","text":"Amazon","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/851945648","repostId":1156969243,"repostType":4,"repost":{"id":"1156969243","kind":"news","pubTimestamp":1634866287,"share":"https://www.laohu8.com/m/news/1156969243?lang=zh_CN&edition=full","pubTime":"2021-10-22 09:31","market":"us","language":"en","title":"AMZN vs. GOOG: Which Is The Better Big Tech Stock Today?<blockquote>AMZN与GOOG：当今哪个大型科技股更好？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156969243","media":"TheStreet","summary":"AMZN has outperformed GOOG over the years, while the latter has done better recently. Today, the Amazon Maven digs deeper into their businesses and discusses: which Big Tech stock is a better buy?Thinking from a long-term perspective, Amazon stock has outperformed Alphabet stock: 320% gain over the last five years against Alphabet’s 260% climb. But more recently, Alphabet has crushed Amazon’s performance: 85% against 7% in the past 12 months. AMZN has lagged even the S&P 500 index, which deliver","content":"<p>AMZN has outperformed GOOG over the years, while the latter has done better recently. Today, the Amazon Maven digs deeper into their businesses and discusses: which Big Tech stock is a better buy?</p><p><blockquote>AMZN多年来的表现优于GOOG，而后者最近表现更好。今天，亚马逊专家深入探讨了他们的业务并讨论：哪只大型科技股更值得购买？</blockquote></p><p> Thinking from a long-term perspective, Amazon stock has outperformed Alphabet stock: 320% gain over the last five years against Alphabet’s 260% climb. But more recently, Alphabet has crushed Amazon’s performance: 85% against 7% in the past 12 months. AMZN has lagged even the S&P 500 index, which delivered gains of around 30% since October 2020.</p><p><blockquote>从长期角度来看，亚马逊股票的表现优于Alphabet股票：过去五年亚马逊股票上涨了320%，而Alphabet则上涨了260%。但最近，Alphabet击败了亚马逊的业绩：过去12个月亚马逊的业绩为85%，而亚马逊的业绩为7%。AMZN甚至落后于标普500指数，该指数自2020年10月以来上涨了约30%。</blockquote></p><p> Alphabet produced nearly half of Amazon’s revenues in 2020, but twice its operating income. So, based on margins and earnings firepower alone, is it fair to say that GOOG is a better, more reasonable investment than its peer? The answer may not be so simple.</p><p><blockquote>2020年，Alphabet创造了亚马逊近一半的收入，但营业收入却是亚马逊的两倍。那么，仅根据利润率和盈利火力，可以公平地说GOOG是比同行更好、更合理的投资吗？答案可能没那么简单。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a60bc5f3e2e46c56eae57905e09a73a1\" tg-width=\"1240\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>Figure 1: Google vs. Amazon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：谷歌与亚马逊。</span></p></blockquote></p><p> <b>Business models</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Amazon’s profits come primarily from its North America division (mostly e-commerce activity) and from the cloud division (Amazon Web Services, or AWS). Alphabet’s come from Google Services, most of which advertising. So, mark one win for Amazon here: the Seattle-based giant is the undisputed leader in two promising sectors: digital retail and cloud. Alphabet is the leader in only one, and its position has been threatened by the Bezos Empire itself.</p><p><blockquote>亚马逊的利润主要来自其北美部门（主要是电子商务活动）和云部门（亚马逊网络服务，或AWS）。Alphabet的服务来自谷歌服务，其中大部分是广告。因此，在这里标志着亚马逊的一个胜利：这家总部位于西雅图的巨头是两个有前途的领域无可争议的领导者：数字零售和云。Alphabet只在一个方面处于领先地位，其地位受到了贝佐斯帝国本身的威胁。</blockquote></p><p> Despite Amazon's advertising arm not yet being a main source of revenue, a report from emarketer shows the e-commerce titan has gained 250 basis points of market share between 2019 and 2020. Over the same period Google lost nearly as much, and it is estimated to give up another 220 basis points by 2023. This is still not enough for Alphabet to lose its title of online advertising king, but sufficient to catch our attention.</p><p><blockquote>尽管亚马逊的广告部门尚未成为主要收入来源，但emarketer的一份报告显示，这家电子商务巨头在2019年至2020年间获得了250个基点的市场份额。同期，谷歌的损失几乎同样多，预计到2023年将再损失220个基点。这仍然不足以让Alphabet丢掉网络广告之王的头衔，但足以引起我们的注意。</blockquote></p><p> When it comes to cloud infrastructure and solutions, Alphabet is a challenger to Amazon. But here, Amazon is the clear winner: AWS has a market share of over 30% against Google Cloud’s 8%. Because scale is a key factor in this space, market penetration has been an important supporter of margins: Google Cloud is (still) not profitable, while AWS is very much so.</p><p><blockquote>在云基础设施和解决方案方面，Alphabet是亚马逊的挑战者。但在这里，亚马逊是明显的赢家：AWS的市场份额超过30%，而谷歌云的市场份额为8%。由于规模是这一领域的关键因素，市场渗透率一直是利润率的重要支撑：谷歌云（仍然）没有盈利，而AWS则非常盈利。</blockquote></p><p> <b>What experts say</b></p><p><blockquote><b>专家怎么说</b></blockquote></p><p> Analysts seem to like both stocks, as Amazon and Alphabet have a consensus rating of “strong buy”. But the average price targets suggest that the gain opportunity is greater with the former: 22% vs. only 10%. It is possible that the higher price target on AMZN reflects recent share price weakness that provides an opportunity to buy the dip.</p><p><blockquote>分析师似乎喜欢这两只股票，因为亚马逊和Alphabet的一致评级为“强力买入”。但平均目标价表明，前者的收益机会更大：22%，而只有10%。亚马逊较高的目标价可能反映了近期股价疲软，这提供了逢低买入的机会。</blockquote></p><p> The most recent take from Wall Street on Alphabet comes from Credit Suisse’s analyst Stephen Ju. He has a $3,400 price target on GOOG, representing upside potential of 18.7%.According to Mr. Ju, recent product updates will translate into Google’s ability to accelerate revenue growth and maintain it for a long time.</p><p><blockquote>华尔街对Alphabet的最新看法来自瑞士信贷分析师Stephen Ju。他对GOOG的目标价为3,400美元，上涨潜力为18.7%。朱先生表示，最近的产品更新将转化为谷歌加速收入增长并长期维持的能力。</blockquote></p><p> Regarding Amazon,JP Morgan’s Doug Anmuth believes that the start of the holiday season combined with a possible hike in Amazon Prime’s price next year will help to uplift the stock. Mr. Anmuth thinks that AMZN is worth $4,100, suggesting nearly 20% upside.</p><p><blockquote>关于亚马逊，摩根大通的Doug Anmuth认为，假期季节的开始加上明年亚马逊Prime价格可能上涨将有助于提振该股。Anmuth先生认为AMZN的价值为4,100美元，暗示有近20%的上涨空间。</blockquote></p><p> <b>Our opinion</b></p><p><blockquote><b>我们的意见</b></blockquote></p><p> Both Amazon and Alphabet are at the top of their games. However, Amazon seems to have a firmer grasp on two key growth engines: e-commerce and cloud. In addition, the Seattle company seems to have higher-growth DNA than its peer – think of the company’s approach of disrupting industries in which it does not have a strong footprint.</p><p><blockquote>亚马逊和Alphabet都处于领先地位。然而，亚马逊似乎更坚定地抓住了两个关键的增长引擎：电子商务和云。此外，这家西雅图公司似乎比同行拥有更高的增长DNA——想想该公司颠覆其影响力不强的行业的方法。</blockquote></p><p> Therefore, from a growth investing perspective, Amazon stock seems to be the best option – although, granted, the Amazon Maven may be biased in its assessment. If GOOG could have been considered a good bet due to the stock’s much more reasonable valuations, a next-year P/E of 26 times today (vs. less than 18 times in October 2020) starts to look a bit stretched.</p><p><blockquote>因此，从成长型投资的角度来看，亚马逊股票似乎是最佳选择——尽管诚然，亚马逊专家的评估可能存在偏见。如果由于GOOG的估值更加合理而被认为是一个不错的选择，那么今天明年26倍的市盈率（而2020年10月不到18倍）开始看起来有点过高。</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>AMZN vs. GOOG: Which Is The Better Big Tech Stock Today?<blockquote>AMZN与GOOG：当今哪个大型科技股更好？</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\">\nAMZN vs. GOOG: Which Is The Better Big Tech Stock Today?<blockquote>AMZN与GOOG：当今哪个大型科技股更好？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-22 09:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMZN has outperformed GOOG over the years, while the latter has done better recently. Today, the Amazon Maven digs deeper into their businesses and discusses: which Big Tech stock is a better buy?</p><p><blockquote>AMZN多年来的表现优于GOOG，而后者最近表现更好。今天，亚马逊专家深入探讨了他们的业务并讨论：哪只大型科技股更值得购买？</blockquote></p><p> Thinking from a long-term perspective, Amazon stock has outperformed Alphabet stock: 320% gain over the last five years against Alphabet’s 260% climb. But more recently, Alphabet has crushed Amazon’s performance: 85% against 7% in the past 12 months. AMZN has lagged even the S&P 500 index, which delivered gains of around 30% since October 2020.</p><p><blockquote>从长期角度来看，亚马逊股票的表现优于Alphabet股票：过去五年亚马逊股票上涨了320%，而Alphabet则上涨了260%。但最近，Alphabet击败了亚马逊的业绩：过去12个月亚马逊的业绩为85%，而亚马逊的业绩为7%。AMZN甚至落后于标普500指数，该指数自2020年10月以来上涨了约30%。</blockquote></p><p> Alphabet produced nearly half of Amazon’s revenues in 2020, but twice its operating income. So, based on margins and earnings firepower alone, is it fair to say that GOOG is a better, more reasonable investment than its peer? The answer may not be so simple.</p><p><blockquote>2020年，Alphabet创造了亚马逊近一半的收入，但营业收入却是亚马逊的两倍。那么，仅根据利润率和盈利火力，可以公平地说GOOG是比同行更好、更合理的投资吗？答案可能没那么简单。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a60bc5f3e2e46c56eae57905e09a73a1\" tg-width=\"1240\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>Figure 1: Google vs. Amazon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：谷歌与亚马逊。</span></p></blockquote></p><p> <b>Business models</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Amazon’s profits come primarily from its North America division (mostly e-commerce activity) and from the cloud division (Amazon Web Services, or AWS). Alphabet’s come from Google Services, most of which advertising. So, mark one win for Amazon here: the Seattle-based giant is the undisputed leader in two promising sectors: digital retail and cloud. Alphabet is the leader in only one, and its position has been threatened by the Bezos Empire itself.</p><p><blockquote>亚马逊的利润主要来自其北美部门（主要是电子商务活动）和云部门（亚马逊网络服务，或AWS）。Alphabet的服务来自谷歌服务，其中大部分是广告。因此，在这里标志着亚马逊的一个胜利：这家总部位于西雅图的巨头是两个有前途的领域无可争议的领导者：数字零售和云。Alphabet只在一个方面处于领先地位，其地位受到了贝佐斯帝国本身的威胁。</blockquote></p><p> Despite Amazon's advertising arm not yet being a main source of revenue, a report from emarketer shows the e-commerce titan has gained 250 basis points of market share between 2019 and 2020. Over the same period Google lost nearly as much, and it is estimated to give up another 220 basis points by 2023. This is still not enough for Alphabet to lose its title of online advertising king, but sufficient to catch our attention.</p><p><blockquote>尽管亚马逊的广告部门尚未成为主要收入来源，但emarketer的一份报告显示，这家电子商务巨头在2019年至2020年间获得了250个基点的市场份额。同期，谷歌的损失几乎同样多，预计到2023年将再损失220个基点。这仍然不足以让Alphabet丢掉网络广告之王的头衔，但足以引起我们的注意。</blockquote></p><p> When it comes to cloud infrastructure and solutions, Alphabet is a challenger to Amazon. But here, Amazon is the clear winner: AWS has a market share of over 30% against Google Cloud’s 8%. Because scale is a key factor in this space, market penetration has been an important supporter of margins: Google Cloud is (still) not profitable, while AWS is very much so.</p><p><blockquote>在云基础设施和解决方案方面，Alphabet是亚马逊的挑战者。但在这里，亚马逊是明显的赢家：AWS的市场份额超过30%，而谷歌云的市场份额为8%。由于规模是这一领域的关键因素，市场渗透率一直是利润率的重要支撑：谷歌云（仍然）没有盈利，而AWS则非常盈利。</blockquote></p><p> <b>What experts say</b></p><p><blockquote><b>专家怎么说</b></blockquote></p><p> Analysts seem to like both stocks, as Amazon and Alphabet have a consensus rating of “strong buy”. But the average price targets suggest that the gain opportunity is greater with the former: 22% vs. only 10%. It is possible that the higher price target on AMZN reflects recent share price weakness that provides an opportunity to buy the dip.</p><p><blockquote>分析师似乎喜欢这两只股票，因为亚马逊和Alphabet的一致评级为“强力买入”。但平均目标价表明，前者的收益机会更大：22%，而只有10%。亚马逊较高的目标价可能反映了近期股价疲软，这提供了逢低买入的机会。</blockquote></p><p> The most recent take from Wall Street on Alphabet comes from Credit Suisse’s analyst Stephen Ju. He has a $3,400 price target on GOOG, representing upside potential of 18.7%.According to Mr. Ju, recent product updates will translate into Google’s ability to accelerate revenue growth and maintain it for a long time.</p><p><blockquote>华尔街对Alphabet的最新看法来自瑞士信贷分析师Stephen Ju。他对GOOG的目标价为3,400美元，上涨潜力为18.7%。朱先生表示，最近的产品更新将转化为谷歌加速收入增长并长期维持的能力。</blockquote></p><p> Regarding Amazon,JP Morgan’s Doug Anmuth believes that the start of the holiday season combined with a possible hike in Amazon Prime’s price next year will help to uplift the stock. Mr. Anmuth thinks that AMZN is worth $4,100, suggesting nearly 20% upside.</p><p><blockquote>关于亚马逊，摩根大通的Doug Anmuth认为，假期季节的开始加上明年亚马逊Prime价格可能上涨将有助于提振该股。Anmuth先生认为AMZN的价值为4,100美元，暗示有近20%的上涨空间。</blockquote></p><p> <b>Our opinion</b></p><p><blockquote><b>我们的意见</b></blockquote></p><p> Both Amazon and Alphabet are at the top of their games. However, Amazon seems to have a firmer grasp on two key growth engines: e-commerce and cloud. In addition, the Seattle company seems to have higher-growth DNA than its peer – think of the company’s approach of disrupting industries in which it does not have a strong footprint.</p><p><blockquote>亚马逊和Alphabet都处于领先地位。然而，亚马逊似乎更坚定地抓住了两个关键的增长引擎：电子商务和云。此外，这家西雅图公司似乎比同行拥有更高的增长DNA——想想该公司颠覆其影响力不强的行业的方法。</blockquote></p><p> Therefore, from a growth investing perspective, Amazon stock seems to be the best option – although, granted, the Amazon Maven may be biased in its assessment. If GOOG could have been considered a good bet due to the stock’s much more reasonable valuations, a next-year P/E of 26 times today (vs. less than 18 times in October 2020) starts to look a bit stretched.</p><p><blockquote>因此，从成长型投资的角度来看，亚马逊股票似乎是最佳选择——尽管诚然，亚马逊专家的评估可能存在偏见。如果由于GOOG的估值更加合理而被认为是一个不错的选择，那么今天明年26倍的市盈率（而2020年10月不到18倍）开始看起来有点过高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/news/amzn-vs-goog-which-is-the-better-big-tech-stock-today\">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":{"GOOGL":"谷歌A","AMZN":"亚马逊","GOOG":"谷歌"},"source_url":"https://www.thestreet.com/amazon/news/amzn-vs-goog-which-is-the-better-big-tech-stock-today","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156969243","content_text":"AMZN has outperformed GOOG over the years, while the latter has done better recently. Today, the Amazon Maven digs deeper into their businesses and discusses: which Big Tech stock is a better buy?\nThinking from a long-term perspective, Amazon stock has outperformed Alphabet stock: 320% gain over the last five years against Alphabet’s 260% climb. But more recently, Alphabet has crushed Amazon’s performance: 85% against 7% in the past 12 months. AMZN has lagged even the S&P 500 index, which delivered gains of around 30% since October 2020.\nAlphabet produced nearly half of Amazon’s revenues in 2020, but twice its operating income. So, based on margins and earnings firepower alone, is it fair to say that GOOG is a better, more reasonable investment than its peer? The answer may not be so simple.\nFigure 1: Google vs. Amazon.\nBusiness models\nAmazon’s profits come primarily from its North America division (mostly e-commerce activity) and from the cloud division (Amazon Web Services, or AWS). Alphabet’s come from Google Services, most of which advertising. So, mark one win for Amazon here: the Seattle-based giant is the undisputed leader in two promising sectors: digital retail and cloud. Alphabet is the leader in only one, and its position has been threatened by the Bezos Empire itself.\nDespite Amazon's advertising arm not yet being a main source of revenue, a report from emarketer shows the e-commerce titan has gained 250 basis points of market share between 2019 and 2020. Over the same period Google lost nearly as much, and it is estimated to give up another 220 basis points by 2023. This is still not enough for Alphabet to lose its title of online advertising king, but sufficient to catch our attention.\nWhen it comes to cloud infrastructure and solutions, Alphabet is a challenger to Amazon. But here, Amazon is the clear winner: AWS has a market share of over 30% against Google Cloud’s 8%. Because scale is a key factor in this space, market penetration has been an important supporter of margins: Google Cloud is (still) not profitable, while AWS is very much so.\nWhat experts say\nAnalysts seem to like both stocks, as Amazon and Alphabet have a consensus rating of “strong buy”. But the average price targets suggest that the gain opportunity is greater with the former: 22% vs. only 10%. It is possible that the higher price target on AMZN reflects recent share price weakness that provides an opportunity to buy the dip.\nThe most recent take from Wall Street on Alphabet comes from Credit Suisse’s analyst Stephen Ju. He has a $3,400 price target on GOOG, representing upside potential of 18.7%.According to Mr. Ju, recent product updates will translate into Google’s ability to accelerate revenue growth and maintain it for a long time.\nRegarding Amazon,JP Morgan’s Doug Anmuth believes that the start of the holiday season combined with a possible hike in Amazon Prime’s price next year will help to uplift the stock. Mr. Anmuth thinks that AMZN is worth $4,100, suggesting nearly 20% upside.\nOur opinion\nBoth Amazon and Alphabet are at the top of their games. However, Amazon seems to have a firmer grasp on two key growth engines: e-commerce and cloud. In addition, the Seattle company seems to have higher-growth DNA than its peer – think of the company’s approach of disrupting industries in which it does not have a strong footprint.\nTherefore, from a growth investing perspective, Amazon stock seems to be the best option – although, granted, the Amazon Maven may be biased in its assessment. If GOOG could have been considered a good bet due to the stock’s much more reasonable valuations, a next-year P/E of 26 times today (vs. less than 18 times in October 2020) starts to look a bit stretched.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":736,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN"],"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":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/851945648"}
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