+关注
婷小新
who r u
IP属地:未知
33
关注
1
粉丝
10
主题
0
勋章
主贴
热门
婷小新
2023-08-04
力顶 AMZN
@美股解毒师:衰退都是假的,亚马逊Q2财报单骑救主?
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3549356124986646,"uuid":"3549356124986646","gmtCreate":1586262102765,"gmtModify":1691132445267,"name":"婷小新","pinyin":"txxtingxiaoxin","introduction":"","introductionEn":"","signature":"who r u","avatar":"https://static.tigerbbs.com/5ab79300c6c30d869fb4b16c95a1d0a7","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":33,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":10,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":205299032485976,"gmtCreate":1691131173796,"gmtModify":1691131632001,"author":{"id":"3549356124986646","authorId":"3549356124986646","name":"婷小新","avatar":"https://static.tigerbbs.com/5ab79300c6c30d869fb4b16c95a1d0a7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"力顶 AMZN","listText":"力顶 AMZN","text":"力顶 AMZN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205299032485976","repostId":"205275045494824","repostType":1,"repost":{"id":205275045494824,"gmtCreate":1691122945280,"gmtModify":1691123029884,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"衰退都是假的,亚马逊Q2财报单骑救主?","htmlText":"8月3日盘后的 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> Q2财报,可谓是不鸣则已一鸣惊人。摘要主营的电商类业务在通胀环境下依然超市场预期,重拾增速,其中的三方零售在提价后更是亮眼,线下商店也首次突破50亿美元大关。此外,与 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 和 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 类似,其广告业务表现亮眼,大超预期并首次突破100亿美元大关,也成为主要业务中增速最高的一块。AWS云服务的增速继续下滑,与微软趋势相同,不过仍保有市场第一的宝座。AI时代的亚马逊更重视数据,AWS将成为重要基础。由于不同业务间的收入增速不同,毛利率上升显著。同时削减成本措施逐见成效,运营利润率在7个季度之后重回5.7%,对后续利润率继续改善提供了基础。此前市场计入衰退预期过强,认为通胀对其业绩影响可能较大,但这两个而事实证明市场有些过度担忧。而公司强力提升Q3业绩指引,也进一步证明零售业务继续回暖,也进一步提升其估值。业绩概览公司总营收1343.8亿美元,同比增长11%,超过市场预期的1316.3亿美元;按业务部门来看,线上商店营收至529.7亿美元,同比增长4.2%,高于市场预期的524.5亿美元;实体店营收至50.2亿美元,同比增长6.4%,略高于市场预期的49.6亿美元;三方卖家服务营收323.3亿美元,同比大幅增长18%,超出市场预期的312亿美元;订阅服务业务营收至98.9亿美元,同比增长14%,高于市场预期的97.9亿美元;广告业务营收106.8亿美元,同比增长22%,高于市场预期的104亿美元。AWS业务营收同比增长12%至221.4亿美元,高于市","listText":"8月3日盘后的 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> Q2财报,可谓是不鸣则已一鸣惊人。摘要主营的电商类业务在通胀环境下依然超市场预期,重拾增速,其中的三方零售在提价后更是亮眼,线下商店也首次突破50亿美元大关。此外,与 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 和 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 类似,其广告业务表现亮眼,大超预期并首次突破100亿美元大关,也成为主要业务中增速最高的一块。AWS云服务的增速继续下滑,与微软趋势相同,不过仍保有市场第一的宝座。AI时代的亚马逊更重视数据,AWS将成为重要基础。由于不同业务间的收入增速不同,毛利率上升显著。同时削减成本措施逐见成效,运营利润率在7个季度之后重回5.7%,对后续利润率继续改善提供了基础。此前市场计入衰退预期过强,认为通胀对其业绩影响可能较大,但这两个而事实证明市场有些过度担忧。而公司强力提升Q3业绩指引,也进一步证明零售业务继续回暖,也进一步提升其估值。业绩概览公司总营收1343.8亿美元,同比增长11%,超过市场预期的1316.3亿美元;按业务部门来看,线上商店营收至529.7亿美元,同比增长4.2%,高于市场预期的524.5亿美元;实体店营收至50.2亿美元,同比增长6.4%,略高于市场预期的49.6亿美元;三方卖家服务营收323.3亿美元,同比大幅增长18%,超出市场预期的312亿美元;订阅服务业务营收至98.9亿美元,同比增长14%,高于市场预期的97.9亿美元;广告业务营收106.8亿美元,同比增长22%,高于市场预期的104亿美元。AWS业务营收同比增长12%至221.4亿美元,高于市","text":"8月3日盘后的 $亚马逊(AMZN)$ Q2财报,可谓是不鸣则已一鸣惊人。摘要主营的电商类业务在通胀环境下依然超市场预期,重拾增速,其中的三方零售在提价后更是亮眼,线下商店也首次突破50亿美元大关。此外,与 $谷歌(GOOG)$ 和 $Meta Platforms(META)$ 类似,其广告业务表现亮眼,大超预期并首次突破100亿美元大关,也成为主要业务中增速最高的一块。AWS云服务的增速继续下滑,与微软趋势相同,不过仍保有市场第一的宝座。AI时代的亚马逊更重视数据,AWS将成为重要基础。由于不同业务间的收入增速不同,毛利率上升显著。同时削减成本措施逐见成效,运营利润率在7个季度之后重回5.7%,对后续利润率继续改善提供了基础。此前市场计入衰退预期过强,认为通胀对其业绩影响可能较大,但这两个而事实证明市场有些过度担忧。而公司强力提升Q3业绩指引,也进一步证明零售业务继续回暖,也进一步提升其估值。业绩概览公司总营收1343.8亿美元,同比增长11%,超过市场预期的1316.3亿美元;按业务部门来看,线上商店营收至529.7亿美元,同比增长4.2%,高于市场预期的524.5亿美元;实体店营收至50.2亿美元,同比增长6.4%,略高于市场预期的49.6亿美元;三方卖家服务营收323.3亿美元,同比大幅增长18%,超出市场预期的312亿美元;订阅服务业务营收至98.9亿美元,同比增长14%,高于市场预期的97.9亿美元;广告业务营收106.8亿美元,同比增长22%,高于市场预期的104亿美元。AWS业务营收同比增长12%至221.4亿美元,高于市","images":[{"img":"https://static.tigerbbs.com/653113e72729d407e0575c68679b2fd1","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/3b4006dab2644e9dda6042e327126a9a","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/064c65ca6d424beb2c8e8c8efaf8f17a","width":"810","height":"503"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205275045494824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":205299032485976,"gmtCreate":1691131173796,"gmtModify":1691131632001,"author":{"id":"3549356124986646","authorId":"3549356124986646","name":"婷小新","avatar":"https://static.tigerbbs.com/5ab79300c6c30d869fb4b16c95a1d0a7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"力顶 AMZN","listText":"力顶 AMZN","text":"力顶 AMZN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205299032485976","repostId":"205275045494824","repostType":1,"repost":{"id":205275045494824,"gmtCreate":1691122945280,"gmtModify":1691123029884,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"衰退都是假的,亚马逊Q2财报单骑救主?","htmlText":"8月3日盘后的 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> Q2财报,可谓是不鸣则已一鸣惊人。摘要主营的电商类业务在通胀环境下依然超市场预期,重拾增速,其中的三方零售在提价后更是亮眼,线下商店也首次突破50亿美元大关。此外,与 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 和 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 类似,其广告业务表现亮眼,大超预期并首次突破100亿美元大关,也成为主要业务中增速最高的一块。AWS云服务的增速继续下滑,与微软趋势相同,不过仍保有市场第一的宝座。AI时代的亚马逊更重视数据,AWS将成为重要基础。由于不同业务间的收入增速不同,毛利率上升显著。同时削减成本措施逐见成效,运营利润率在7个季度之后重回5.7%,对后续利润率继续改善提供了基础。此前市场计入衰退预期过强,认为通胀对其业绩影响可能较大,但这两个而事实证明市场有些过度担忧。而公司强力提升Q3业绩指引,也进一步证明零售业务继续回暖,也进一步提升其估值。业绩概览公司总营收1343.8亿美元,同比增长11%,超过市场预期的1316.3亿美元;按业务部门来看,线上商店营收至529.7亿美元,同比增长4.2%,高于市场预期的524.5亿美元;实体店营收至50.2亿美元,同比增长6.4%,略高于市场预期的49.6亿美元;三方卖家服务营收323.3亿美元,同比大幅增长18%,超出市场预期的312亿美元;订阅服务业务营收至98.9亿美元,同比增长14%,高于市场预期的97.9亿美元;广告业务营收106.8亿美元,同比增长22%,高于市场预期的104亿美元。AWS业务营收同比增长12%至221.4亿美元,高于市","listText":"8月3日盘后的 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> Q2财报,可谓是不鸣则已一鸣惊人。摘要主营的电商类业务在通胀环境下依然超市场预期,重拾增速,其中的三方零售在提价后更是亮眼,线下商店也首次突破50亿美元大关。此外,与 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 和 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 类似,其广告业务表现亮眼,大超预期并首次突破100亿美元大关,也成为主要业务中增速最高的一块。AWS云服务的增速继续下滑,与微软趋势相同,不过仍保有市场第一的宝座。AI时代的亚马逊更重视数据,AWS将成为重要基础。由于不同业务间的收入增速不同,毛利率上升显著。同时削减成本措施逐见成效,运营利润率在7个季度之后重回5.7%,对后续利润率继续改善提供了基础。此前市场计入衰退预期过强,认为通胀对其业绩影响可能较大,但这两个而事实证明市场有些过度担忧。而公司强力提升Q3业绩指引,也进一步证明零售业务继续回暖,也进一步提升其估值。业绩概览公司总营收1343.8亿美元,同比增长11%,超过市场预期的1316.3亿美元;按业务部门来看,线上商店营收至529.7亿美元,同比增长4.2%,高于市场预期的524.5亿美元;实体店营收至50.2亿美元,同比增长6.4%,略高于市场预期的49.6亿美元;三方卖家服务营收323.3亿美元,同比大幅增长18%,超出市场预期的312亿美元;订阅服务业务营收至98.9亿美元,同比增长14%,高于市场预期的97.9亿美元;广告业务营收106.8亿美元,同比增长22%,高于市场预期的104亿美元。AWS业务营收同比增长12%至221.4亿美元,高于市","text":"8月3日盘后的 $亚马逊(AMZN)$ Q2财报,可谓是不鸣则已一鸣惊人。摘要主营的电商类业务在通胀环境下依然超市场预期,重拾增速,其中的三方零售在提价后更是亮眼,线下商店也首次突破50亿美元大关。此外,与 $谷歌(GOOG)$ 和 $Meta Platforms(META)$ 类似,其广告业务表现亮眼,大超预期并首次突破100亿美元大关,也成为主要业务中增速最高的一块。AWS云服务的增速继续下滑,与微软趋势相同,不过仍保有市场第一的宝座。AI时代的亚马逊更重视数据,AWS将成为重要基础。由于不同业务间的收入增速不同,毛利率上升显著。同时削减成本措施逐见成效,运营利润率在7个季度之后重回5.7%,对后续利润率继续改善提供了基础。此前市场计入衰退预期过强,认为通胀对其业绩影响可能较大,但这两个而事实证明市场有些过度担忧。而公司强力提升Q3业绩指引,也进一步证明零售业务继续回暖,也进一步提升其估值。业绩概览公司总营收1343.8亿美元,同比增长11%,超过市场预期的1316.3亿美元;按业务部门来看,线上商店营收至529.7亿美元,同比增长4.2%,高于市场预期的524.5亿美元;实体店营收至50.2亿美元,同比增长6.4%,略高于市场预期的49.6亿美元;三方卖家服务营收323.3亿美元,同比大幅增长18%,超出市场预期的312亿美元;订阅服务业务营收至98.9亿美元,同比增长14%,高于市场预期的97.9亿美元;广告业务营收106.8亿美元,同比增长22%,高于市场预期的104亿美元。AWS业务营收同比增长12%至221.4亿美元,高于市","images":[{"img":"https://static.tigerbbs.com/653113e72729d407e0575c68679b2fd1","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/3b4006dab2644e9dda6042e327126a9a","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/064c65ca6d424beb2c8e8c8efaf8f17a","width":"810","height":"503"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205275045494824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}