Daily Ideas·Analysis·AMZN·2026年2月14日

AMZN (Amazon.com, Inc.) Investment Idea

Seth Klarman - The Oracle of Boston
In-site

亚马逊的AWS云计算业务是真正的印钞机。电商业务虽然利润率低,但创造了巨大的现金流和客户数据优势。Bezos建立的飞轮效应仍在加速。

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