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2021-07-20

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Earnings Preview: Will Amazon's Performance "Take Off" With Bezos?

美国电商及云服务巨头$亚马逊$将于7月29日（下周四）公布2021年第二季度财报。二季度亚马逊股价表现强劲，涨超11%，今年以来涨近9%。7月20日，刚刚卸任亚马逊CEO的贝索斯将飞向太空，亚马逊即将到来的业绩会随他起飞吗？亚马逊2021年第一季度营收和利润均大幅超过市场预期。这些调查和诉讼可能会持续数年，但最终可能损害亚马逊的电子商务业务。

Earnings Preview: Will Amazon's Performance "Take Off" With Bezos?

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RomySKT
·2021-07-20
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LawrenceCW
·2021-07-20
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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":178988006,"tweetId":"178988006","gmtCreate":1626781411205,"gmtModify":1703765049022,"author":{"id":4087356343176020,"idStr":"4087356343176020","authorId":4087356343176020,"authorIdStr":"4087356343176020","name":"J妞28","avatar":"https://community-static.tradeup.com/news/8e92700eb5ac9dff850ef5eaeb4e80a6","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Go go ?????</p></body></html>","htmlText":"<html><head></head><body><p>Go go ?????</p></body></html>","text":"Go go ?????","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/178988006","repostId":1183589729,"repostType":4,"repost":{"id":"1183589729","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626779148,"share":"https://ttm.financial/m/news/1183589729?lang=en_US&edition=fundamental","pubTime":"2021-07-20 19:05","market":"us","language":"zh","title":"Earnings Preview: Will Amazon's Performance \"Take Off\" With Bezos?","url":"https://stock-news.laohu8.com/highlight/detail?id=1183589729","media":"老虎资讯综合","summary":"美国电商及云服务巨头$亚马逊$将于7月29日（下周四）公布2021年第二季度财报。二季度亚马逊股价表现强劲，涨超11%，今年以来涨近9%。7月20日，刚刚卸任亚马逊CEO的贝索斯将飞向太空，亚马逊即将到来的业绩会随他起飞吗？亚马逊2021年第一季度营收和利润均大幅超过市场预期。这些调查和诉讼可能会持续数年，但最终可能损害亚马逊的电子商务业务。","content":"<p>American e-commerce and cloud service giant<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It will announce its second quarter 2021 earnings report on July 29 (next Thursday). Amazon's stock price performed strongly in the second quarter, rising more than 11%, and rising nearly 9% this year. On July 20, Bezos, who has just stepped down as Amazon CEO, will fly into space. Will Amazon's upcoming performance take off with him?</p><p><img src=\"https://static.tigerbbs.com/9a6ef10ff2795a5b239fcdd547ed5065\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>Last Quarter Review</b></p><p>Amazon's revenue and profit in the first quarter of 2021 significantly exceeded market expectations. The financial report shows that Amazon's Q1 revenue was US $108.52 billion, a year-on-year increase of 44%, higher than the market consensus expectation of US $104.56 billion, and higher than the previous official guidance limit of US $106 billion. Net profit was US $8.1 billion, far exceeding market expectations of US $4.8 billion and more than three times the US $2.5 billion in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/a2a1f932a20f793bd18e11b5d3d6031c\" tg-width=\"1278\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p><p><b>Highlights of this quarter</b></p><p>Amazon's new CEO Jassy is unlikely to significantly change the company's strategic direction. Through investments in e-commerce, advertising, streaming media and cloud service growth, Amazon can still achieve double-digit sales growth in 2021. Amazon agreed to buy MGM for $8.45 billion to bolster the value of Prime and add more exclusive content to its streaming library. A shift in stay-at-home trends and primetime were catalysts in the second quarter, but gains could moderate in the second half. Cloud services are likely to grow around 30% this year, helped by improved IT budgets and a greater willingness by enterprises to shift their infrastructure to the public cloud. With continued revenue growth, regulation is the biggest risk.</p><p><img src=\"https://static.tigerbbs.com/2637e8bf9c27f8f0207111cca755886a\" tg-width=\"1427\" tg-height=\"651\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/540bbc9a865e948430c3a0ed19002a1e\" tg-width=\"1434\" tg-height=\"652\" referrerpolicy=\"no-referrer\"></p><p><b>Jassy takes over as CEO, AWS receives attention</b></p><p>Amazon's cloud business is expected to continue its strong growth. Jassy is a veteran of Amazon and the head of Amazon Cloud AWS. He founded and led AWS for a long time. In less than 20 years, he built AWS into the world's largest cloud service provider and Amazon's largest profit contributor. Jassy took over as Bezos's CEO position, and AWS's important position in Amazon was fully revealed.</p><p><img src=\"https://static.tigerbbs.com/a502cb30a8869ec3f89d430f015498e3\" tg-width=\"1430\" tg-height=\"677\" referrerpolicy=\"no-referrer\"></p><p>Competition among global cloud service providers is fierce, and the cloud service market share tends to concentrate on leading companies. Amazon Cloud Services still occupies the leading position in the market, but<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Closely behind, under the leadership of new CEO Jassy, Amazon's cloud business may gain more resources.</p><p><img src=\"https://static.tigerbbs.com/fc8eec3d6e7a5a548cd612679153090e\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p><p><b>Prime Day Earlier, Boosting Q2 Results</b></p><p>according to<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Analytics, Amazon Prime Day sales in 2021 totaled US $11 billion, an increase of 6.1% year-on-year Prime Day sales in 2020, of which first-day sales exceeded US $5.6 billion (+8.7% year-on-year), and next-day sales reached US $5.4 billion. Amazon Prime Day sales growth dropped month-on-month (the growth rates in 2018/2019/2020 were 73.9%/70.9%/45.3% respectively), mainly due to the impact of the blockade of big sales, but the overall compound expectation.</p><p><img src=\"https://static.tigerbbs.com/87c48b7c13cfc2f1404d38248775eb79\" tg-width=\"1200\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p><p>In terms of product sources, the proportion of third-party sellers' revenue has increased for three consecutive years. Supported by the Amazon platform (Prime members who spend more than $10 on goods sold by third-party sellers between June 7 and 20 can get a $10 discount on any other product purchased during Prime Day), 2021 Prime During Day, sales revenue from third-party platforms accounted for 36%, and the proportion continued to increase (sales revenue accounted for 32%/35% in 2019/2020 respectively).</p><p>Management forecasts second-quarter sales, including Prime Day, will grow between 24% and 30%. However, Amazon has the habit of going beyond the guidelines. What will happen this time remains to be seen.</p><p><b>Antitrust Concerns and Labor Disputes</b></p><p>Antitrust investigations against tech giants are becoming a world trend. According to foreign media statistics, there are currently 70 competition-related lawsuits or investigations against technology giants such as Amazon worldwide, compared with only 17 investigations and lawsuits faced by these companies two years ago. At present, more than a dozen countries, as well as the European Union, are investigating technology companies. Anti-monopoly officials in various countries are looking for information abuse in these companies' operations, including SMS, search and online advertising systems. These investigations and lawsuits could last for years, but could ultimately hurt Amazon's e-commerce business.</p><p>It is worth mentioning that in May this year, Amazon announced that it would acquire MGM, a film and television production company, for $8.45 billion. However, a person familiar with the matter recently revealed that the US Federal Trade Commission (FTC) has begun an in-depth investigation into the acquisition of MGM.</p><p>In addition, Amazon is facing more and more complaints and protests from employees because of the low wages and poor working environment in its warehouses. Amazon must choose whether to improve these conditions and raise the average wage of warehouse workers (currently around $31,000 a year) or by adding warehouses<a href=\"https://laohu8.com/S/300024\">Robot</a>, driverless cars and delivery drones to automate these tasks. Either of these methods will kill Amazon's short-term profits. Although the recent vote to organize a union in the United States has been defeated, the risk of unions reducing Amazon's operational efficiency has always existed.</p><p><b>Analyst Forecasts</b></p><p>According to Bloomberg's consensus forecast, Amazon's revenue in the second quarter of 2021 will be US $115.161 billion, adjusted net profit will be US $8.502 billion, and adjusted EPS will be US $15.591. 55 of the 56 analysts have a buy rating, 1 has a hold rating, and a target price of $4,256.54, which represents an upside of about 20% from the current stock price of $3,549.59.</p><p><img src=\"https://static.tigerbbs.com/259aee91278f666bdec14258c7b66e42\" tg-width=\"1917\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Preview: Will Amazon's Performance \"Take Off\" With Bezos?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarnings Preview: Will Amazon's Performance \"Take Off\" With Bezos?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-20 19:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>American e-commerce and cloud service giant<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It will announce its second quarter 2021 earnings report on July 29 (next Thursday). Amazon's stock price performed strongly in the second quarter, rising more than 11%, and rising nearly 9% this year. On July 20, Bezos, who has just stepped down as Amazon CEO, will fly into space. Will Amazon's upcoming performance take off with him?</p><p><img src=\"https://static.tigerbbs.com/9a6ef10ff2795a5b239fcdd547ed5065\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>Last Quarter Review</b></p><p>Amazon's revenue and profit in the first quarter of 2021 significantly exceeded market expectations. The financial report shows that Amazon's Q1 revenue was US $108.52 billion, a year-on-year increase of 44%, higher than the market consensus expectation of US $104.56 billion, and higher than the previous official guidance limit of US $106 billion. Net profit was US $8.1 billion, far exceeding market expectations of US $4.8 billion and more than three times the US $2.5 billion in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/a2a1f932a20f793bd18e11b5d3d6031c\" tg-width=\"1278\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p><p><b>Highlights of this quarter</b></p><p>Amazon's new CEO Jassy is unlikely to significantly change the company's strategic direction. Through investments in e-commerce, advertising, streaming media and cloud service growth, Amazon can still achieve double-digit sales growth in 2021. Amazon agreed to buy MGM for $8.45 billion to bolster the value of Prime and add more exclusive content to its streaming library. A shift in stay-at-home trends and primetime were catalysts in the second quarter, but gains could moderate in the second half. Cloud services are likely to grow around 30% this year, helped by improved IT budgets and a greater willingness by enterprises to shift their infrastructure to the public cloud. With continued revenue growth, regulation is the biggest risk.</p><p><img src=\"https://static.tigerbbs.com/2637e8bf9c27f8f0207111cca755886a\" tg-width=\"1427\" tg-height=\"651\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/540bbc9a865e948430c3a0ed19002a1e\" tg-width=\"1434\" tg-height=\"652\" referrerpolicy=\"no-referrer\"></p><p><b>Jassy takes over as CEO, AWS receives attention</b></p><p>Amazon's cloud business is expected to continue its strong growth. Jassy is a veteran of Amazon and the head of Amazon Cloud AWS. He founded and led AWS for a long time. In less than 20 years, he built AWS into the world's largest cloud service provider and Amazon's largest profit contributor. Jassy took over as Bezos's CEO position, and AWS's important position in Amazon was fully revealed.</p><p><img src=\"https://static.tigerbbs.com/a502cb30a8869ec3f89d430f015498e3\" tg-width=\"1430\" tg-height=\"677\" referrerpolicy=\"no-referrer\"></p><p>Competition among global cloud service providers is fierce, and the cloud service market share tends to concentrate on leading companies. Amazon Cloud Services still occupies the leading position in the market, but<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Closely behind, under the leadership of new CEO Jassy, Amazon's cloud business may gain more resources.</p><p><img src=\"https://static.tigerbbs.com/fc8eec3d6e7a5a548cd612679153090e\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p><p><b>Prime Day Earlier, Boosting Q2 Results</b></p><p>according to<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Analytics, Amazon Prime Day sales in 2021 totaled US $11 billion, an increase of 6.1% year-on-year Prime Day sales in 2020, of which first-day sales exceeded US $5.6 billion (+8.7% year-on-year), and next-day sales reached US $5.4 billion. Amazon Prime Day sales growth dropped month-on-month (the growth rates in 2018/2019/2020 were 73.9%/70.9%/45.3% respectively), mainly due to the impact of the blockade of big sales, but the overall compound expectation.</p><p><img src=\"https://static.tigerbbs.com/87c48b7c13cfc2f1404d38248775eb79\" tg-width=\"1200\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p><p>In terms of product sources, the proportion of third-party sellers' revenue has increased for three consecutive years. Supported by the Amazon platform (Prime members who spend more than $10 on goods sold by third-party sellers between June 7 and 20 can get a $10 discount on any other product purchased during Prime Day), 2021 Prime During Day, sales revenue from third-party platforms accounted for 36%, and the proportion continued to increase (sales revenue accounted for 32%/35% in 2019/2020 respectively).</p><p>Management forecasts second-quarter sales, including Prime Day, will grow between 24% and 30%. However, Amazon has the habit of going beyond the guidelines. What will happen this time remains to be seen.</p><p><b>Antitrust Concerns and Labor Disputes</b></p><p>Antitrust investigations against tech giants are becoming a world trend. According to foreign media statistics, there are currently 70 competition-related lawsuits or investigations against technology giants such as Amazon worldwide, compared with only 17 investigations and lawsuits faced by these companies two years ago. At present, more than a dozen countries, as well as the European Union, are investigating technology companies. Anti-monopoly officials in various countries are looking for information abuse in these companies' operations, including SMS, search and online advertising systems. These investigations and lawsuits could last for years, but could ultimately hurt Amazon's e-commerce business.</p><p>It is worth mentioning that in May this year, Amazon announced that it would acquire MGM, a film and television production company, for $8.45 billion. However, a person familiar with the matter recently revealed that the US Federal Trade Commission (FTC) has begun an in-depth investigation into the acquisition of MGM.</p><p>In addition, Amazon is facing more and more complaints and protests from employees because of the low wages and poor working environment in its warehouses. Amazon must choose whether to improve these conditions and raise the average wage of warehouse workers (currently around $31,000 a year) or by adding warehouses<a href=\"https://laohu8.com/S/300024\">Robot</a>, driverless cars and delivery drones to automate these tasks. Either of these methods will kill Amazon's short-term profits. Although the recent vote to organize a union in the United States has been defeated, the risk of unions reducing Amazon's operational efficiency has always existed.</p><p><b>Analyst Forecasts</b></p><p>According to Bloomberg's consensus forecast, Amazon's revenue in the second quarter of 2021 will be US $115.161 billion, adjusted net profit will be US $8.502 billion, and adjusted EPS will be US $15.591. 55 of the 56 analysts have a buy rating, 1 has a hold rating, and a target price of $4,256.54, which represents an upside of about 20% from the current stock price of $3,549.59.</p><p><img src=\"https://static.tigerbbs.com/259aee91278f666bdec14258c7b66e42\" tg-width=\"1917\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7dae42adf50aed521f1e69fd770d5369","relate_stocks":{"AMZN":"亚马逊"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183589729","content_text":"美国电商及云服务巨头亚马逊将于7月29日（下周四）公布2021年第二季度财报。二季度亚马逊股价表现强劲，涨超11%，今年以来涨近9%。7月20日，刚刚卸任亚马逊CEO的贝索斯将飞向太空，亚马逊即将到来的业绩会随他起飞吗？\n\n上季度回顾\n亚马逊2021年第一季度营收和利润均大幅超过市场预期。财报显示，亚马逊Q1营收1085.2亿美元，同比增长44%，高于市场一致预期的1045.6亿美元，也高于此前官方指引上限1060亿美元。净利润81亿美元，远超市场预期的48亿美元，是去年同期25亿美元的三倍多。\n\n本季度看点\n亚马逊新任CEO贾西不大可能大幅改变公司的战略方向，通过对电子商务、广告、流媒体和云服务增长的投资，亚马逊在2021年仍能实现两位数的销售增长。亚马逊同意以84.5亿美元收购米高梅，以增强Prime的价值，并为其流媒体库添加更多独家内容。居家趋势和黄金时段的转变是第二季度的催化剂，但涨幅可能在下半年放缓。云服务今年可能增长30%左右，这得益于IT预算的改善以及企业将基础设施转向公共云的更大意愿。在收入持续增长的情况下，监管是最大的风险。\n\n贾西接任CEO，AWS备受关注\n亚马逊云业务有望延续强劲增长。贾西是亚马逊的元老，同时也是亚马逊云AWS的负责人，创建并长期领导AWS，用不到20年的时间将AWS打造成全球最大的云服务提供商、亚马逊最大的利润贡献者。由贾西接任贝索斯的CEO职位，AWS在亚马逊的重要地位展露无遗。\n\n全球云服务提供商竞争激烈，云服务市场份额有向头部企业集中的趋势。目前亚马逊云服务仍占据市场领先地位，但微软紧追在后，在新任CEO贾西的领导下，亚马逊的云业务可能会获得更多资源。\n\nPrime Day提前，提振二季度业绩\n根据Adobe Analytics，2021年亚马逊Prime Day销售合计110亿美元，同比2020年Prime Day销售额增长6.1%，其中首日销售超过56亿美元（同比+8.7%），次日销售达到54亿美元。亚马逊Prime Day销售增速环比回落（2018/2019/2020年增速分别为73.9%/70.9%/45.3%），主要系大卖封杀影响，但整体复合预期。\n\n分产品来源看，第三方卖家收入占比连续三年提升。在亚马逊平台支持下（Prime会员在6月7日至20日期间在第三方卖家出售商品上花费10美元以上，则他们可以获得Prime Day期间购买任何其他产品的10美元优惠），2021年Prime Day期间，来自第三方平台的销售收入占比为36%，占比持续提升（2019/2020年销售收入占比分别为32%/35%）。\n管理层预测，包括Prime会员日在内的第二季度销售额将增长24%至30%。但是，亚马逊有超越指引的习惯，这次会怎样，大家拭目以待。\n反垄断担忧与劳工争议\n针对科技巨头的反垄断调查正在成为世界潮流。据外媒统计，目前全球范围内针对亚马逊等科技巨头的竞争相关诉讼或调查总共有70起，而在两年前，这些企业所面临的调查和诉讼只有17起。目前，一共有十几个国家，以及欧盟正在对科技企业进行调查，各国的反垄断官员正在寻找这些企业在运营中的信息滥用行为，包括短信、搜索和线上广告系统等等。这些调查和诉讼可能会持续数年，但最终可能损害亚马逊的电子商务业务。\n值得一提的是，今年5月，亚马逊宣布将以84.5亿美元的价格收购电影电视制片公司米高梅。但近日有知情人士透露，美国联邦贸易委员会（FTC）已开始对收购米高梅的交易展开深入调查。\n另外，亚马逊因仓库涉及低工资和恶劣工作环境，而面临越来越多员工投诉和抗议。亚马逊必须选择是否改善这些条件，并提高仓库工人的平均工资（目前每年约31,000美元），还是通过增加仓库机器人、无人驾驶汽车和送货无人机来令这些工作自动化。这两种方法的任何一个，都会扼杀亚马逊的短期利润。虽然近期在美国组织工会的投票被挫败，但是工会降低亚马逊运营效率的风险一直存在。\n分析师预测\n根据彭博一致预期，亚马逊2021年第二季度营收为1151.61亿美元，调整后净利润为85.02亿美元，调整后EPS为15.591美元。56位分析师中55位给出买入评级，1位给出持有评级，目标价格4256.54美元，较当前3549.59美元的股价有约20%的上涨空间。","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2717,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":5272714,"commentId":"5272714","gmtCreate":1626785584773,"gmtModify":1663231214049,"authorId":3579783453007050,"author":{"id":3579783453007050,"idStr":"3579783453007050","authorId":3579783453007050,"name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":178988006,"objectIdStr":"178988006","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[微笑]","text":"[微笑]","html":"[微笑]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0},{"id":5272387,"commentId":"5272387","gmtCreate":1626782457942,"gmtModify":1663231210966,"authorId":3568626352541392,"author":{"id":3568626352541392,"idStr":"3568626352541392","authorId":3568626352541392,"name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":178988006,"objectIdStr":"178988006","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"好的","text":"好的","html":"好的","likeSize":0,"commentSize":1,"subComments":[{"id":5272505,"commentId":"5272505","gmtCreate":1626783629668,"gmtModify":1663231211745,"authorId":4087693924266930,"author":{"id":4087693924266930,"idStr":"4087693924266930","authorId":4087693924266930,"name":"ipc2006","avatar":"https://static.tigerbbs.com/cf0d042b38ce7de19820aaf0a3820e36","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":178988006,"objectIdStr":"178988006","type":1,"supId":5272387,"supIdStr":"5272387","prevId":0,"prevIdStr":"0","content":"好的","text":"好的","html":"好的","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}