主动投资大佬Daniel Loeb：亚马逊被低估了1万亿美元

华尔街见闻2022-02-17

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...

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欲穷千里目
2022-02-18
欲穷千里目
情人眼里出西施!
时间和忍耐两者缺一不可
2022-02-17
时间和忍耐两者缺一不可
严重高估

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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。在这场电话会议上，Loeb还指出，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。此外，亚马逊的零售业务还可能价值约1万亿美元。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，美股市场上只有苹果的市值超过了这个数。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%。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。垄断？分拆？此前，美国国会一直将亚马逊、苹果、谷歌母公司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。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。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。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。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”。亚马逊在2006年就推出云计算业务，在微软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。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。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。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”。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%。值得一提的是，长期负责亚马逊云计算业务的Andy 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