• Skip to primary navigation
  • Skip to main content
學投資俱樂部

學投資俱樂部

  • Investcoo
  • Club會員區
  • 訂閱價
  • 我的課程
    • 視像課程
      • A01-如何選擇高息股賺取被動收入(港股)
      • A04-如何利用免費工具幫你輕鬆投資(港股)
      • A05 跟分析員學投資揀股票 (Newbie)
      • A06-如何入場買美股(Newbie)
      • A07-用年金自製長糧
      • A08-ETF選股攻略(港股及美股)
    • 電子書
      • B01《如何入場買股票》(港股)(Newbie)
      • B02《上班族簡單投資攻略》(港股)
    • Patreon最新文章
  • 我的資料
    • 您的會籍
    • 編輯個人資料
    • 會員升級註冊
  • 關於
    • 關於我們
    • 私隱政策
  • 支援
  • 豋入|登出
  • Show Search
Hide Search

Amazon值不值得趁低吸納?

Amazon(AMZN)上星期四公布業績,表現差過預期,股價隨即一直潛水,不過市場並不是一面倒睇得咁淡,部份分析員認為應該趁低吸納。

公司第二季收入上升27%,去到1,131億美元,比市場預期的1,152億美元低,增速亦較去年同期的41%顯著放緩,這張成績表小股東們似乎唔收貨,公司公布業績後股價一直捱沽。多家證券行亦紛紛將公司目標價調低。

Amazon多年來的收入數字,大部份都好過市場預期,今次令市場失望,一來因為市場一直對公司抱有很大的期望。二是疫苗推出令到疫情有所緩和,多咗人走出來行街購買,網購收入表現遜色咗。

公布業績以來,Amazon股價處於弱勢,急跌後反彈乏力,一星期以來逆市下跌6%。情況是否咁差?

Amazon剛剛換咗CEO,的確又面對唔少挑戰,例如監管機構就公司規模及員工的關係,有機會收緊監管,這方面都影響公司的未來發展和盈利收入。講開又講,創辦人Jeff Bezos正式卸任CEO一職,去追尋他的太空夢了,新上任的掌舵人Andy Jassy並不是一個新人,在亞馬遜工作已經有24年,協助成立A W S,並且自2016年以來,擔任CEO的職位,今天AWS已成為公司業務重要的一環。

Amazon似乎仍有不少的捧場客,支持者覺得現階段公司股價出現調整,未嘗唔係一件好事,因為以往公司股價一直上升,令到很多小投資者沒有機會上車,今次公布的收入差過市場預期,但睇番其他數字,如每股盈利都比市場預期好,所以認為現階段可以趁低吸納,又認為公司業務本質未有改變,唔使太驚青。

在最近一季業績中,Amazon 60%收入來自北美的銷售,收入上升22%,國際銷售帶來的收入佔27%,上升了36%,市場一直注視的增長點Amazon Web Services (AWS),佔公司收入13%,上升37%,整體業績都唔係差,營商環境亦冇變質,對於近期的弱勢未必須要睇得太淡。

利申:筆者沒持有Amazon

(7/8/2021)

Copyright © 2025 · 學投資 · Log in

  • 關於
  • 會員登入
  • 私隱政策
  • 支援
  • 關於我們
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent.
Cookie SettingsAccept All
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT