时间和忍耐两者缺一不可的个人主页 - 老虎社区

时间和忍耐两者缺一不可

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时间和忍耐两者缺一不可

2019-08-02

$亚马逊(AMZN)$今晚到1809

时间和忍耐两者缺一不可

2018-12-14

$Synergy Pharmaceuticals(SGYP)$财富中心怎么每次都这样丧！他一说涨大家就都走了😁

时间和忍耐两者缺一不可

2019-03-05

$Alta Mesa Resources Inc.(AMR)$明日就看你的了

时间和忍耐两者缺一不可

2018-09-20

$Altimmune, Inc.(ALT)$不到74坚决不出

时间和忍耐两者缺一不可

2023-05-03

$碳博士控股(TANH)$ 市值最少涨到5亿

时间和忍耐两者缺一不可

2018-08-24

$Seven Stars Cloud Group, Inc.(SSC)$上了5元就起飞

时间和忍耐两者缺一不可

2021-01-20

$NQ100指数主连(NQmain)$ 看来要高开低走了

时间和忍耐两者缺一不可

2019-04-24

$Emerge Energy Services LP Common(EMES)$全仓干

时间和忍耐两者缺一不可

2018-10-05

$Netlist(NLST)$不到8块我不走

时间和忍耐两者缺一不可

2020-02-29

$欢聚集团(YY)$ 老虎证券怎么可以出金成功，我用了好几种方法都不可以！有成功的朋友可以分享一下吗

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18:31","market":"us","language":"zh","title":"主动投资大佬Daniel Loeb：亚马逊被低估了1万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2212180126","media":"华尔街见闻","summary":"周三，对冲基金Third Point LLC创始人、主动投资大佬Daniel Loeb，在与投资者的一场私人电话会议上表示，他认为市场没有充分认识到亚马逊的两项主营业务的全部价值，导致其被整体低估了约","content":"<html><head></head><body><p>周三，对冲基金Third Point LLC创始人、主动投资大佬Daniel Loeb，在与投资者的一场私人电话会议上表示，<b>他认为市场没有充分认识到<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的两项主营业务的全部价值，导致其被整体低估了约1万亿美元。</b></p><p>《华尔街日报》援引知情人士透露，Loeb对Third Point的投资者表示，亚马逊的核心电商业务和云计算业务仍在快速发展中，他认为亚马逊目前正处在重要的转折点，并押注亚马逊新上任的管理层将开创新局面。</p><p>在这场电话会议上，Loeb还指出，<b>单就亚马逊的云计算业务的价值就超过1.5万亿美元，几乎相当于亚马逊当前1.6万亿美元的市值。</b>此外，亚马逊的零售业务还可能价值约1万亿美元。</p><p>总的来说，Loeb认为亚马逊的市值至少应该有2.5万亿美元。然而目前来看，美股市场上只有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的市值超过了这个数。</p><p>根据Third Point本周早些时候提交的13F报告，截至2021年底，其持有的亚马逊股份价值高达7.84亿美元，占投资组合的5.47%。</p><p>亚马逊是Third Point目前所持有的第四大标的，三个月前该对冲基金还增持了相关股份。</p><h2>垄断？分拆？</h2><p>此前，美国国会一直将亚马逊、苹果、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet和Meta等科技巨头视为垄断焦点，并针对其市场垄断行为进行了大量的调查。</p><p>华尔街见闻稍早提及，美国参议院在上个月投票通过了继续推进反垄断议案，使得该重磅法案向获得国会通过又迈进了一步。</p><p><b>该反垄断法案中，有一项旨在使上述科技巨头有效地分拆，或放弃其自有品牌产品的生产线。</b></p><p><b>Loeb对此分析称，如果亚马逊剥离云计算业务，可能将有助于缓解监管机构对其市场影响力的担忧。</b></p><p>尽管目前来看，云计算业务在亚马逊的收入中所占比例不到13%，但却被认为是亚马逊未来真正的“摇钱树”。</p><p>亚马逊在2006年就推出云计算业务，在<a href=\"https://laohu8.com/S/MSFT\">微软</a>和谷歌等竞争对手开始提供相关服务之前，已经拥有了领先一年的优势。</p><p>根据研究公司Gartner Inc.的数据，如今亚马逊的云计算业务已经成长为全球最大的云计算供应商。<b>如果分拆出来，它可能将直接成为全球的大型科技公司之一。</b></p><p>但是，亚马逊历来对要求将其拆分的呼声不屑一顾，称关于反垄断的边缘概念“只会破坏小企业并伤害消费者”。</p><p>受益于疫情所推动的在线购物浪潮，亚马逊的股价在2020年飙升了76%，虽然近期亚马逊的整体营收增速略微出现放缓，但是云计算业务的收入仍比上年同期暴增近39%。</p><p>值得一提的是，长期负责亚马逊云计算业务的Andy Jassy，于去年7月开始接替创始人贝索斯担任亚马逊CEO。</p></body></html>","source":"wallstreetcn_api","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\" 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href=https://wallstreetcn.com/articles/3652137><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三，对冲基金Third Point LLC创始人、主动投资大佬Daniel Loeb，在与投资者的一场私人电话会议上表示，他认为市场没有充分认识到亚马逊的两项主营业务的全部价值，导致其被整体低估了约1万亿美元。《华尔街日报》援引知情人士透露，Loeb对Third Point的投资者表示，亚马逊的核心电商业务和云计算业务仍在快速发展中，他认为亚马逊目前正处在重要的转折点，并押注亚马逊新上任的管理层...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3652137\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fe94fc940e9c4fcf157bb67f28e9ff8e","relate_stocks":{"BK4550":"红杉资本持仓","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4566":"资本集团","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","AMZN":"亚马逊"},"source_url":"https://wallstreetcn.com/articles/3652137","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212180126","content_text":"周三，对冲基金Third Point LLC创始人、主动投资大佬Daniel Loeb，在与投资者的一场私人电话会议上表示，他认为市场没有充分认识到亚马逊的两项主营业务的全部价值，导致其被整体低估了约1万亿美元。《华尔街日报》援引知情人士透露，Loeb对Third 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