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2021-12-28

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Amazon Stock: Why It's Cowen & Co.'s Top Mega-Cap Pick for 2022<blockquote>亚马逊股票：为什么它是 Cowen & Co. 2022 年的首选大型股</blockquote>

Cowen & Co. analyst John Blackledge is bullish on AMZN. His main reason? E-commerce growth will acce

Amazon Stock: Why It's Cowen & Co.'s Top Mega-Cap Pick for 2022<blockquote>亚马逊股票：为什么它是 Cowen & Co. 2022 年的首选大型股</blockquote>

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His main reason? E-commerce growth will acce","content":"Cowen &amp; Co. analyst John Blackledge is bullish on AMZN. His main reason? E-commerce growth will accelerate again in 2022.<blockquote>Cowen &amp; Co. 分析师 John Blackledge 看好 AMZN。他的主要原因？2022年电子商务增长将再次加速。</blockquote> So far, the 2021 holiday season has not been the catalyst Amazon&nbsp;(AMZN)&nbsp;stock needed to rebuild momentum.<blockquote>到目前为止，2021 年假日季还不是亚马逊的催化剂（亚马逊) 股票需要重建势头。</blockquote> Shares closed at $3,421 last Thursday (December 23), around 4% less than their trading price 30 days earlier. That is&nbsp;unimpressive, and AMZN's total performance year-to-date is less than 5% — even after the \"mini rally\" of the past few days.<blockquote>上周四（12 月 23 日）股价收于 3,421 美元，比 30 天前的交易价格下跌约 4%。这并不令人印象深刻，而且 AMZN 今年迄今为止的总业绩还不到 5%——即使在过去几天的“迷你反弹”之后。</blockquote> The market may be skeptical about the e-commerce titan. But Wall Street’s top analysts are heavily bullish on its stock.<blockquote>市场可能对这家电商巨头持怀疑态度。但华尔街的顶级分析师非常看好该股。</blockquote> This time it’s Cowen &amp; Co. analyst John Blackledge, who&nbsp;raised his target price for Amazon from $4,300 to an astonishing $4,500— a 32% upside. Let's dive into his thesis.<blockquote>这一次，Cowen &amp; Co. 分析师约翰-布莱克利奇（John Blackledge）将亚马逊的目标价从 4300 美元上调至惊人的 4500 美元，涨幅达 32%。让我们深入探讨他的论文。</blockquote> E-commerce Will Improve in the Second Quarter<blockquote>第二季度电子商务将有所改善</blockquote> According to Mr. Blackledge, the online retail industry should start accelerating by the second quarter of 2022. This should push Amazon’s sales higher — Cowen &amp; Co. estimates gross merchandise value to grow 16% year over year.<blockquote>Blackledge 表示，在线零售业应该会在 2022 年第二季度开始加速发展。这应该会推高亚马逊的销售额--Cowen &amp; Co. 预计商品总价值将同比增长 16%。</blockquote> In the meantime, the analyst also believes Amazon will improve its e-commerce margins, which should send price shares higher.<blockquote>与此同时，该分析师还认为亚马逊将提高其电子商务利润率，这应该会推高价格股价。</blockquote> The firm’s higher-than-average valuation for Amazon is also supported by its above-consensus projections: Cowen &amp; Co. raised both its back-half 2022 numbers and long-term figures.<blockquote>该公司对亚马逊高于平均水平的估值也得到了其高于共识的预测的支持： Cowen &amp; Co. 上调了 2022 年下半年的数据和长期数据。</blockquote> Blackledge is betting that Amazon’s 2022 revenue will grow 1% above consensus estimates, as well as pulling in 6% higher operating income and 10% higher earnings per share.<blockquote>Blackledge 押注亚马逊 2022 年的收入将比普遍预期高出 1%，经营利润将增长 6%，每股收益将增长 10%。</blockquote> “With Amazon shares trading at 18 times [earnings before interest, taxes, depreciation, and amortization], it is slightly below the midpoint of its historical range,\" Blackledge wrote. \"[W]e think, with the improving fundamentals, AWS and advertising will be robust again next year, [so] we could get multiple expansion, and that’s why Amazon is our top mega-cap bet.\" Increasing Businesses, Decreasing Expenditures<blockquote>“Blackledge 写道：”亚马逊股价的市盈率为 18 倍（息税折旧摊销前市盈率），略低于其历史区间的中点。“我们认为，随着基本面的改善，AWS 和广告业务明年将再次强劲，[因此]我们可以实现多重扩张，这就是为什么亚马逊是我们最大的巨型股赌注。”增加业务，减少支出</blockquote> Blackledge also believes the market hasn't taken into account growth in the company's Amazon Web Services (AWS) and advertising divisions.<blockquote>Blackledge 还认为，市场没有考虑到该公司亚马逊网络服务 (AWS) 和广告部门的增长。</blockquote> Since both segments are projected to keep expanding in the future, we could suddenly see Amazon's stock price correct from its 2021 lag.<blockquote>由于这两个细分市场预计未来都将继续扩张，我们可能会突然看到亚马逊的股价从 2021 年的滞后中恢复过来。</blockquote> Blackledge added that Amazon should not increase its operating expenses in 2022. He said the company already “invested so much” throughout 2021. In fact, the analyst is confident the company will start increasing profitability if it hikes up the price of Prime membership.<blockquote>布莱克利奇补充说，亚马逊在 2022 年不应增加运营费用。他说，公司在整个 2021 年已经 “投入了大量资金”。事实上，分析师相信，如果该公司提高 Prime 会员的价格，它将开始提高盈利能力。</blockquote> A $4,500 Scenario?<blockquote>4500美元的场景？</blockquote> Since 2018, Amazon has more than doubled its fulfillment network, bolstered its one-day/same-day delivery capabilities, and improved its Prime Video catalog. On the other hand, investors saw Amazon's margins take a hit in 2021, mostly due to higher labor costs and increased wages.<blockquote>自2018年以来，亚马逊将其履行网络扩大了一倍多，增强了其一日/当天送达能力，并改进了其Prime视频目录。另一方面，投资者认为亚马逊的利润率在 2021 年受到打击，这主要是由于劳动力成本上升和工资上涨。</blockquote> As the company digests these extra operating expenses and moves away from 2020 comps, Blackledge is confident that Amazon's stock will finally regain its traction.<blockquote>随着公司消化这些额外的运营费用并远离 2020 年的业绩，Blackledge 相信亚马逊的股票最终将重新获得吸引力。</blockquote>","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: Why It's Cowen & Co.'s Top Mega-Cap Pick for 2022<blockquote>亚马逊股票：为什么它是 Cowen &amp; Co. 2022 年的首选大型股</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: Why It's Cowen & Co.'s Top Mega-Cap Pick for 2022<blockquote>亚马逊股票：为什么它是 Cowen &amp; Co. 2022 年的首选大型股</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-12-28 14:16\n\n</h4>\n</header>\n<article>\nCowen &amp; Co. analyst John Blackledge is bullish on AMZN. His main reason? E-commerce growth will accelerate again in 2022.<blockquote>Cowen &amp; Co. 分析师 John Blackledge 看好 AMZN。他的主要原因？2022年电子商务增长将再次加速。</blockquote> So far, the 2021 holiday season has not been the catalyst Amazon&nbsp;(AMZN)&nbsp;stock needed to rebuild momentum.<blockquote>到目前为止，2021 年假日季还不是亚马逊的催化剂（亚马逊) 股票需要重建势头。</blockquote> Shares closed at $3,421 last Thursday (December 23), around 4% less than their trading price 30 days earlier. That is&nbsp;unimpressive, and AMZN's total performance year-to-date is less than 5% — even after the \"mini rally\" of the past few days.<blockquote>上周四（12 月 23 日）股价收于 3,421 美元，比 30 天前的交易价格下跌约 4%。这并不令人印象深刻，而且 AMZN 今年迄今为止的总业绩还不到 5%——即使在过去几天的“迷你反弹”之后。</blockquote> The market may be skeptical about the e-commerce titan. But Wall Street’s top analysts are heavily bullish on its stock.<blockquote>市场可能对这家电商巨头持怀疑态度。但华尔街的顶级分析师非常看好该股。</blockquote> This time it’s Cowen &amp; Co. analyst John Blackledge, who&nbsp;raised his target price for Amazon from $4,300 to an astonishing $4,500— a 32% upside. Let's dive into his thesis.<blockquote>这一次，Cowen &amp; Co. 分析师约翰-布莱克利奇（John Blackledge）将亚马逊的目标价从 4300 美元上调至惊人的 4500 美元，涨幅达 32%。让我们深入探讨他的论文。</blockquote> E-commerce Will Improve in the Second Quarter<blockquote>第二季度电子商务将有所改善</blockquote> According to Mr. Blackledge, the online retail industry should start accelerating by the second quarter of 2022. This should push Amazon’s sales higher — Cowen &amp; Co. estimates gross merchandise value to grow 16% year over year.<blockquote>Blackledge 表示，在线零售业应该会在 2022 年第二季度开始加速发展。这应该会推高亚马逊的销售额--Cowen &amp; Co. 预计商品总价值将同比增长 16%。</blockquote> In the meantime, the analyst also believes Amazon will improve its e-commerce margins, which should send price shares higher.<blockquote>与此同时，该分析师还认为亚马逊将提高其电子商务利润率，这应该会推高价格股价。</blockquote> The firm’s higher-than-average valuation for Amazon is also supported by its above-consensus projections: Cowen &amp; Co. raised both its back-half 2022 numbers and long-term figures.<blockquote>该公司对亚马逊高于平均水平的估值也得到了其高于共识的预测的支持： Cowen &amp; Co. 上调了 2022 年下半年的数据和长期数据。</blockquote> Blackledge is betting that Amazon’s 2022 revenue will grow 1% above consensus estimates, as well as pulling in 6% higher operating income and 10% higher earnings per share.<blockquote>Blackledge 押注亚马逊 2022 年的收入将比普遍预期高出 1%，经营利润将增长 6%，每股收益将增长 10%。</blockquote> “With Amazon shares trading at 18 times [earnings before interest, taxes, depreciation, and amortization], it is slightly below the midpoint of its historical range,\" Blackledge wrote. \"[W]e think, with the improving fundamentals, AWS and advertising will be robust again next year, [so] we could get multiple expansion, and that’s why Amazon is our top mega-cap bet.\" Increasing Businesses, Decreasing Expenditures<blockquote>“Blackledge 写道：”亚马逊股价的市盈率为 18 倍（息税折旧摊销前市盈率），略低于其历史区间的中点。“我们认为，随着基本面的改善，AWS 和广告业务明年将再次强劲，[因此]我们可以实现多重扩张，这就是为什么亚马逊是我们最大的巨型股赌注。”增加业务，减少支出</blockquote> Blackledge also believes the market hasn't taken into account growth in the company's Amazon Web Services (AWS) and advertising divisions.<blockquote>Blackledge 还认为，市场没有考虑到该公司亚马逊网络服务 (AWS) 和广告部门的增长。</blockquote> Since both segments are projected to keep expanding in the future, we could suddenly see Amazon's stock price correct from its 2021 lag.<blockquote>由于这两个细分市场预计未来都将继续扩张，我们可能会突然看到亚马逊的股价从 2021 年的滞后中恢复过来。</blockquote> Blackledge added that Amazon should not increase its operating expenses in 2022. He said the company already “invested so much” throughout 2021. In fact, the analyst is confident the company will start increasing profitability if it hikes up the price of Prime membership.<blockquote>布莱克利奇补充说，亚马逊在 2022 年不应增加运营费用。他说，公司在整个 2021 年已经 “投入了大量资金”。事实上，分析师相信，如果该公司提高 Prime 会员的价格，它将开始提高盈利能力。</blockquote> A $4,500 Scenario?<blockquote>4500美元的场景？</blockquote> Since 2018, Amazon has more than doubled its fulfillment network, bolstered its one-day/same-day delivery capabilities, and improved its Prime Video catalog. On the other hand, investors saw Amazon's margins take a hit in 2021, mostly due to higher labor costs and increased wages.<blockquote>自2018年以来，亚马逊将其履行网络扩大了一倍多，增强了其一日/当天送达能力，并改进了其Prime视频目录。另一方面，投资者认为亚马逊的利润率在 2021 年受到打击，这主要是由于劳动力成本上升和工资上涨。</blockquote> As the company digests these extra operating expenses and moves away from 2020 comps, Blackledge is confident that Amazon's stock will finally regain its traction.<blockquote>随着公司消化这些额外的运营费用并远离 2020 年的业绩，Blackledge 相信亚马逊的股票最终将重新获得吸引力。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/amazon/news/amazon-stock-why-its-cowen-co-s-top-mega-cap-pick-for-2022\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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/news/amazon-stock-why-its-cowen-co-s-top-mega-cap-pick-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192124660","content_text":"Cowen & Co. analyst John Blackledge is bullish on AMZN. His main reason? E-commerce growth will accelerate again in 2022.\nSo far, the 2021 holiday season has not been the catalyst Amazon (AMZN) stock needed to rebuild momentum.\nShares closed at $3,421 last Thursday (December 23), around 4% less than their trading price 30 days earlier. That is unimpressive, and AMZN's total performance year-to-date is less than 5% — even after the \"mini rally\" of the past few days.\nThe market may be skeptical about the e-commerce titan. But Wall Street’s top analysts are heavily bullish on its stock.\nThis time it’s Cowen & Co. analyst John Blackledge, who raised his target price for Amazon from $4,300 to an astonishing $4,500— a 32% upside. Let's dive into his thesis.\nE-commerce Will Improve in the Second Quarter\nAccording to Mr. Blackledge, the online retail industry should start accelerating by the second quarter of 2022. This should push Amazon’s sales higher — Cowen & Co. estimates gross merchandise value to grow 16% year over year.\nIn the meantime, the analyst also believes Amazon will improve its e-commerce margins, which should send price shares higher.\nThe firm’s higher-than-average valuation for Amazon is also supported by its above-consensus projections: Cowen & Co. raised both its back-half 2022 numbers and long-term figures.\nBlackledge is betting that Amazon’s 2022 revenue will grow 1% above consensus estimates, as well as pulling in 6% higher operating income and 10% higher earnings per share.\n\n “With Amazon shares trading at 18 times [earnings before interest, taxes, depreciation, and amortization], it is slightly below the midpoint of its historical range,\" Blackledge wrote.\n\n\n \"[W]e think, with the improving fundamentals, AWS and advertising will be robust again next year, [so] we could get multiple expansion, and that’s why Amazon is our top mega-cap bet.\"\n\nIncreasing Businesses, Decreasing Expenditures\nBlackledge also believes the market hasn't taken into account growth in the company's Amazon Web Services (AWS) and advertising divisions.\nSince both segments are projected to keep expanding in the future, we could suddenly see Amazon's stock price correct from its 2021 lag.\nBlackledge added that Amazon should not increase its operating expenses in 2022. He said the company already “invested so much” throughout 2021. In fact, the analyst is confident the company will start increasing profitability if it hikes up the price of Prime membership.\nA $4,500 Scenario?\nSince 2018, Amazon has more than doubled its fulfillment network, bolstered its one-day/same-day delivery capabilities, and improved its Prime Video catalog. On the other hand, investors saw Amazon's margins take a hit in 2021, mostly due to higher labor costs and increased wages.\nAs the company digests these extra operating expenses and moves away from 2020 comps, Blackledge is confident that Amazon's stock will finally regain its traction.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":5023,"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":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Amazon Stock: Why It's Cowen & Co.'s Top Mega-Cap Pick for 2022<blockquote>亚马逊股票：为什么它是 Cowen &amp; Co. 2022 年的首选大型股</blockquote>

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Amazon Stock: Why It's Cowen & Co.'s Top Mega-Cap Pick for 2022<blockquote>亚马逊股票：为什么它是 Cowen & Co. 2022 年的首选大型股</blockquote>