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2021-10-07

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The 4 catalysts that could drive Amazon 29% higher in the next year, according to JPMorgan<blockquote>摩根大通表示，可能推动亚马逊明年股价上涨 29% 的 4 个催化剂</blockquote>

Amazon stock's recent underperformance relative to the S&P 500 over the past year could soon be reve

The 4 catalysts that could drive Amazon 29% higher in the next year, according to JPMorgan<blockquote>摩根大通表示，可能推动亚马逊明年股价上涨 29% 的 4 个催化剂</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":823849937,"tweetId":"823849937","gmtCreate":1633614511125,"gmtModify":1633614511522,"author":{"id":3567832114052050,"idStr":"3567832114052050","authorId":3567832114052050,"authorIdStr":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":16,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Read</body></html>","htmlText":"<html><head></head><body>Read</body></html>","text":"Read","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/823849937","repostId":1140731116,"repostType":4,"repost":{"id":"1140731116","kind":"news","pubTimestamp":1633590877,"share":"https://www.laohu8.com/m/news/1140731116?lang=zh_CN&edition=full","pubTime":"2021-10-07 15:14","market":"us","language":"en","title":"The 4 catalysts that could drive Amazon 29% higher in the next year, according to JPMorgan<blockquote>摩根大通表示，可能推动亚马逊明年股价上涨 29% 的 4 个催化剂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140731116","media":"Business Insider","summary":"Amazon stock's recent underperformance relative to the S&P 500 over the past year could soon be reve","content":"<ul> <li>Amazon stock's recent underperformance relative to the S&amp;P 500 over the past year could soon be reversed, according to JPMorgan.</li> <li>The bank reiterated its Overweight rating and $4,100 price target for Amazon, a potential upside of 29% from Monday's close.</li> <li>These are the 4 catalysts that could send shares of Amazon higher over the next year.</li> </ul> Amazon&nbsp;stock has been a significant underperformer for investors over the past year, but that trend could be set to change on four key catalysts,JPMorgan&nbsp;said in a note on Tuesday.<blockquote><ul><li>摩根大通表示，亚马逊股票过去一年相对于标普500的表现不佳可能很快就会扭转。</li><li>该银行重申了对亚马逊的跑赢大盘评级和 4,100 美元的目标价，较周一收盘价可能上涨 29%。</li><li>这是可能推动亚马逊股价在明年走高的 4 个催化剂。</li></ul>摩根大通在周二的一份报告中表示，亚马逊股票在过去一年中表现明显不佳，但这一趋势可能会因四个关键催化剂而改变。</blockquote> The bank reiterated its overweight rating on Amazon and said the stock could surge to $4,100 over the next year, representing potential upside of 29% from Monday's close.<blockquote>该银行重申了对亚马逊的跑赢大盘评级，并表示该股明年可能会飙升至 4,100 美元，较周一收盘价潜在上涨 29%。</blockquote> That would help turn around Amazon's stock price, which returned just 4% over the past year, compared a return of 29% for the S&amp;P 500 over the same time period.<blockquote>这将有助于扭转亚马逊股价的局面，该公司去年的回报率仅为 4%，而标普500同期的回报率为 29%。</blockquote> But the stock faces a few hurdles it needs to overcome with investors before the uptrend can resume, according to the note.<blockquote>但报告称，在恢复上升趋势之前，该股面临着投资者需要克服的一些障碍。</blockquote> Those hurdles include a year-end revenue decline due to tough year-over-year comparables and a broader e-commerce slowdown in the US, the impact on inventory from supply-chain disruptions, and an ongoing cycle of higher investments and lower profit margins.<blockquote>这些障碍包括由于同比疲软和美国更广泛的电子商务放缓而导致年终收入下降、供应链中断对库存的影响，以及投资增加和利润率下降的持续周期。</blockquote> Despite the near-term concerns and uncertainty surrounding Amazon, JPMorgan believes \"there is still a significant secular shift toward ecommerce ahead and Amazon has a very strong track record around investing into growth opportunities.\"<blockquote>尽管亚马逊近期存在担忧和不确定性，但摩根大通认为“未来仍有向电子商务的重大长期转变，而且亚马逊在投资增长机会方面有着非常出色的记录。”</blockquote> These are the four catalysts JPMorgan identified that could help jumpstart share price performance for Amazon:<blockquote>摩根大通确定了以下四个催化剂，可以帮助亚马逊提升股价表现：</blockquote> <ol> <li>\"Current caution working its way through the stock and people wanting to own Amazon into the holidays.\"</li> <li>\"Moving closer to the last quarter of difficult COVID comps in the first quarter of 2022.\"</li> <li>\"Further downward revisions to 2022 profit estimates that would help lower the bar and potentially create more of a clearing event.\"</li> <li>\"A potential Prime price increase in 2022.\"</li> </ol> The bank highlighted that Amazon now trades at less than 15x its below-consensus 2023 EBITDA estimates, and derived its $4,100 2022 price target from a sum-of-the-parts model that values Amazon Web Services at nearly $800 billion.<blockquote><ol><li>“目前的谨慎情绪影响了股票，人们希望在假期前拥有亚马逊。”</li><li>“2022 年第一季度即将迎来艰难的新冠疫情竞争的最后一个季度。”</li><li>“进一步下调 2022 年利润预期将有助于降低门槛，并可能产生更多清算事件。”</li><li>“2022 年优惠价格可能会上涨。”</li></ol>该银行强调，亚马逊目前的交易价格不到其 2023 年 EBITDA 预期的 15 倍，并根据对亚马逊网络服务估值近 8000 亿美元的部分总和模型得出了 2022 年 4,100 美元的目标价格。</blockquote> \"We believe the second half of 2021 dislocation [in Amazon shares] creates a compelling opportunity over time,\" JPMorgan concluded.<blockquote>摩根大通总结道：“我们相信，随着时间的推移，2021 年下半年（亚马逊股价）的错位将创造一个引人注目的机会。”</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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29% higher in the next year, according to JPMorgan<blockquote>摩根大通表示，可能推动亚马逊明年股价上涨 29% 的 4 个催化剂</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBusiness Insider2021-10-07 15:14\n\n</h4>\n</header>\n<article>\n<ul> <li>Amazon stock's recent underperformance relative to the S&amp;P 500 over the past year could soon be reversed, according to JPMorgan.</li> <li>The bank reiterated its Overweight rating and $4,100 price target for Amazon, a potential upside of 29% from Monday's close.</li> <li>These are the 4 catalysts that could send shares of Amazon higher over the next year.</li> </ul> Amazon&nbsp;stock has been a significant underperformer for investors over the past year, but that trend could be set to change on four key catalysts,JPMorgan&nbsp;said in a note on Tuesday.<blockquote><ul><li>摩根大通表示，亚马逊股票过去一年相对于标普500的表现不佳可能很快就会扭转。</li><li>该银行重申了对亚马逊的跑赢大盘评级和 4,100 美元的目标价，较周一收盘价可能上涨 29%。</li><li>这是可能推动亚马逊股价在明年走高的 4 个催化剂。</li></ul>摩根大通在周二的一份报告中表示，亚马逊股票在过去一年中表现明显不佳，但这一趋势可能会因四个关键催化剂而改变。</blockquote> The bank reiterated its overweight rating on Amazon and said the stock could surge to $4,100 over the next year, representing potential upside of 29% from Monday's close.<blockquote>该银行重申了对亚马逊的跑赢大盘评级，并表示该股明年可能会飙升至 4,100 美元，较周一收盘价潜在上涨 29%。</blockquote> That would help turn around Amazon's stock price, which returned just 4% over the past year, compared a return of 29% for the S&amp;P 500 over the same time period.<blockquote>这将有助于扭转亚马逊股价的局面，该公司去年的回报率仅为 4%，而标普500同期的回报率为 29%。</blockquote> But the stock faces a few hurdles it needs to overcome with investors before the uptrend can resume, according to the note.<blockquote>但报告称，在恢复上升趋势之前，该股面临着投资者需要克服的一些障碍。</blockquote> Those hurdles include a year-end revenue decline due to tough year-over-year comparables and a broader e-commerce slowdown in the US, the impact on inventory from supply-chain disruptions, and an ongoing cycle of higher investments and lower profit margins.<blockquote>这些障碍包括由于同比疲软和美国更广泛的电子商务放缓而导致年终收入下降、供应链中断对库存的影响，以及投资增加和利润率下降的持续周期。</blockquote> Despite the near-term concerns and uncertainty surrounding Amazon, JPMorgan believes \"there is still a significant secular shift toward ecommerce ahead and Amazon has a very strong track record around investing into growth opportunities.\"<blockquote>尽管亚马逊近期存在担忧和不确定性，但摩根大通认为“未来仍有向电子商务的重大长期转变，而且亚马逊在投资增长机会方面有着非常出色的记录。”</blockquote> These are the four catalysts JPMorgan identified that could help jumpstart share price performance for Amazon:<blockquote>摩根大通确定了以下四个催化剂，可以帮助亚马逊提升股价表现：</blockquote> <ol> <li>\"Current caution working its way through the stock and people wanting to own Amazon into the holidays.\"</li> <li>\"Moving closer to the last quarter of difficult COVID comps in the first quarter of 2022.\"</li> <li>\"Further downward revisions to 2022 profit estimates that would help lower the bar and potentially create more of a clearing event.\"</li> <li>\"A potential Prime price increase in 2022.\"</li> </ol> The bank highlighted that Amazon now trades at less than 15x its below-consensus 2023 EBITDA estimates, and derived its $4,100 2022 price target from a sum-of-the-parts model that values Amazon Web Services at nearly $800 billion.<blockquote><ol><li>“目前的谨慎情绪影响了股票，人们希望在假期前拥有亚马逊。”</li><li>“2022 年第一季度即将迎来艰难的新冠疫情竞争的最后一个季度。”</li><li>“进一步下调 2022 年利润预期将有助于降低门槛，并可能产生更多清算事件。”</li><li>“2022 年优惠价格可能会上涨。”</li></ol>该银行强调，亚马逊目前的交易价格不到其 2023 年 EBITDA 预期的 15 倍，并根据对亚马逊网络服务估值近 8000 亿美元的部分总和模型得出了 2022 年 4,100 美元的目标价格。</blockquote> \"We believe the second half of 2021 dislocation [in Amazon shares] creates a compelling opportunity over time,\" JPMorgan concluded.<blockquote>摩根大通总结道：“我们相信，随着时间的推移，2021 年下半年（亚马逊股价）的错位将创造一个引人注目的机会。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/amazon-stock-price-outlook-4-catalysts-higher-jpmorgan-says-2021-10\">Business Insider</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://markets.businessinsider.com/news/stocks/amazon-stock-price-outlook-4-catalysts-higher-jpmorgan-says-2021-10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140731116","content_text":"Amazon stock's recent underperformance relative to the S&P 500 over the past year could soon be reversed, according to JPMorgan.\nThe bank reiterated its Overweight rating and $4,100 price target for Amazon, a potential upside of 29% from Monday's close.\nThese are the 4 catalysts that could send shares of Amazon higher over the next year.\n\nAmazon stock has been a significant underperformer for investors over the past year, but that trend could be set to change on four key catalysts,JPMorgan said in a note on Tuesday.\nThe bank reiterated its overweight rating on Amazon and said the stock could surge to $4,100 over the next year, representing potential upside of 29% from Monday's close.\nThat would help turn around Amazon's stock price, which returned just 4% over the past year, compared a return of 29% for the S&P 500 over the same time period.\nBut the stock faces a few hurdles it needs to overcome with investors before the uptrend can resume, according to the note.\nThose hurdles include a year-end revenue decline due to tough year-over-year comparables and a broader e-commerce slowdown in the US, the impact on inventory from supply-chain disruptions, and an ongoing cycle of higher investments and lower profit margins.\nDespite the near-term concerns and uncertainty surrounding Amazon, JPMorgan believes \"there is still a significant secular shift toward ecommerce ahead and Amazon has a very strong track record around investing into growth opportunities.\"\nThese are the four catalysts JPMorgan identified that could help jumpstart share price performance for Amazon:\n\n\"Current caution working its way through the stock and people wanting to own Amazon into the holidays.\"\n\"Moving closer to the last quarter of difficult COVID comps in the first quarter of 2022.\"\n\"Further downward revisions to 2022 profit estimates that would help lower the bar and potentially create more of a clearing event.\"\n\"A potential Prime price increase in 2022.\"\n\nThe bank highlighted that Amazon now trades at less than 15x its below-consensus 2023 EBITDA estimates, and derived its $4,100 2022 price target from a sum-of-the-parts model that values Amazon Web Services at nearly $800 billion.\n\"We believe the second half of 2021 dislocation [in Amazon shares] creates a compelling opportunity over time,\" JPMorgan concluded.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3308,"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":[],"hasMoreComment":false,"orderType":2}