亚马逊还有多少的成长空间？_老虎社区_美港股上老虎 - 老虎社区

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亚马逊还有多少的成长空间？

天扬42
2023-05-03

$亚马逊(AMZN)$

Amazon（AMZN）

如果说王兴的美团想打一场无限的游戏，那贝索斯的美团肯定就是无远弗届最好的践行人了，1994年从互联网卖书开始，直到覆盖线上线下的零售，医疗健康，云服务到太空探索，似乎没有一个领域是亚马逊不可以做的，但是在贝索斯卸任CEO两年后，亚马逊到底表现如何，先从23年Q1的财报来一看究竟。

亮点

IT支出向云服务迁移仍然又很大的空间（本地支出占到90%）。
通过裁员关闭仓库等方式大幅削减开支。
加息周期即将结束，汇率损失减少

风险

亚马逊的云业务增速下降，市场份额更多的被Azure等蚕食。
线上零售增速下降，市场被WMT、TGT占领。
经济衰退风险带来的零售市场疲软。

观点

这次亚马逊的财报非常有趣亚马逊的股价在财报当天先是因为营收超预期增长之后，又因为在电话中提到AWS收入增速下滑而股价下挫，亚马逊的零售业务已经是一架不再性感的火箭引擎，如果连最注重长期主义的亚马逊都发展到依靠削减支出来发展业务，那么以增长为生的科技公司亚马逊还有多少的成长空间？

# 2023年市场展望

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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俯瞰繁华
·2023-05-03
我会考虑AWS业务收入下滑对股价的影响。
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黑天鹅本人
·2023-05-03
要注意公司云服务业务的增长和市场份额的变化。
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瓦特蒸汽机
·2023-05-03
业务结构和未来的成长空间有前景吗
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阿咕咕咕
·2023-05-03
零售业务增速是否会下降非常重要
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日添一线
·2023-05-03
其业务模式的变化值得注意的哦
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