Amazon-Nvidia Collaboration Is Key To Amazon's Success in 2024: Analysts
Amazon-Nvidia Collaboration Is Key To Amazon's Success in 2024: Analysts
Oppenheimer analyst Jason Helfstein reiterated an Outperform rating on Amazon.Com Inc (NASDAQ:AMZN) and raised the price target from $170 to $200.
奥本海默分析师杰森·赫尔夫斯坦重申了亚马逊公司（纳斯达克股票代码：AMZN）的跑赢大盘评级，并将目标股价从170美元上调至200美元。
The re-rating reflected higher e-commerce margins, increased AWS multiple, and reiterated AMZN as his top large-cap pick for 2024.
重新评级反映了电子商务利润率的提高，AWS倍数的增加，并重申AMZN是他在2024年的首选大盘股。
Also Read: Amazon's Cloud and AI Innovations Bolstered by Nvidia Partnership, Analyst Predicts Growth
另请阅读： 分析师预测在Nvidia的合作支持下，亚马逊的云和人工智能创新将增长
The analyst expects e-commerce ex-ads margins to expand in FY24 and FY25 on fulfillment network efficiency. Consensus estimates imply no FY24 margin expansion ex-advertising.
这位分析师预计，随着配送网络效率的提高，电子商务的广告外利润率将在24财年和25财年扩大。共识估计表明，除广告外，24财年的利润率不会扩大。
Helfstein increased his target AWS multiple as mature and high-growth software company valuations have increased from respective lows.
由于成熟和高增长的软件公司的估值已从各自的低点上升，Helfstein提高了目标AWS倍数。
Helfstein also mentioned analyst Tim Horan's positive takeaways from re: Invent, notably little grooming talk, Nvidia Corp (NASDAQ: NVDA) partnership, Q (chatbot assistant), and upgrades to Zero-ETL.
赫尔夫斯坦还提到了分析师蒂姆·霍兰在以下方面的积极结论：Invent，尤其是小谈阔论、Nvidia Corp（纳斯达克股票代码：NVDA）的合作伙伴关系、Q（聊天机器人助手）以及对Zero-ETL的升级。
Helfstein projected Q4 revenue and EPS of $164.7 billion and $0.80.
海尔夫斯坦预计第四季度的收入和每股收益为1,647亿美元和0.80美元。
Wedbush analyst Scott Devitt reiterated Amazon.com with an Outperform and a $180 price target.
Wedbush分析师斯科特·德维特重申亚马逊的股价跑赢大盘，目标股价为180美元。
This week, Amazon hosted its annual AWS re: Invent conference featuring new product announcements and five keynote sessions delivered by AWS executives, including AWS CEO Adam Selipsky.
本周，亚马逊举办了年度AWS re: Invent会议，其中包括新产品公告和包括AWS首席执行官亚当·塞利普斯基在内的AWS高管发表的五场主题演讲。
Devitt identified three primary objectives of Amazon's generative AI strategy.
Devitt 确定了亚马逊生成人工智能战略的三个主要目标。
It provides a broad selection to clients by offering foundation models across leading partners and Amazon's own Titan family of models.
它通过为主要合作伙伴和亚马逊自己的Titan系列模型提供基础模型，为客户提供了广泛的选择。
It enables frictionless and fast adoption of generative AI services by developing the tools to easily access, optimize, and use FMs with a customer's proprietary data.
它通过开发工具来轻松访问、优化和使用具有客户专有数据的 FM，从而实现生成式 AI 服务的顺畅和快速采用。
It also reduces costs and increases efficiency via AWS's proprietary chips optimized for training and inference and the latest from partners, including Nvidia.
它还通过针对训练和推理进行了优化的AWS专有芯片以及包括Nvidia在内的合作伙伴的最新芯片来降低成本和提高效率。
Devitt projected Q4 revenue and EPS of $A165.9 billion and $0.86.
Devitt预计第四季度收入和每股收益为1,659亿澳元和0.86美元。
Morgan Stanley analyst Brian Nowak had an Overweight rating with a price target of $175.
摩根士丹利分析师布莱恩·诺瓦克的评级为增持，目标股价为175美元。
For AWS, the following re: Invent announcements that attracted attention included the expanded Nvidia partnership with new GPUs and supercomputer deployment, guardrails to provide essential safeguards for LLMs, Q, Amazon's business assistant, and embedding vector capabilities across the data stack.
对于AWS而言，以下内容涉及：引起关注的Invent公告包括扩大Nvidia的合作伙伴关系，部署新的GPU和超级计算机，为LLM提供基本保障的护栏，Q，亚马逊的业务助手，以及在数据堆栈中嵌入向量功能。
Price Action: AMZN shares are trading higher by 0.43% at $146.72 on the last check Friday.
价格走势：周五上一次支票，AMZN股价上涨0.43％，至146.72美元。