Jim Cramer: Amazon Is The 'Secret Weapon' Of The Stock Market
Jim Cramer: Amazon Is The 'Secret Weapon' Of The Stock Market
As Amazon.com Inc (NASDAQ:AMZN) stock continues to push to new highs, Jim Cramer is calling it the "secret weapon" of the stock market.
随着Amazon.com Inc（纳斯达克：AMZN）股价继续刷新新高，吉姆·克拉默称之为股市的"秘密武器"。
What To Know: Thursday on CNBC's "Squawk On The Street," Cramer made the case that Amazon stock is as important to the market as some of the big tech companies trading above $3 trillion.
要知道：周四，在CNBC的"Squawk On The Street"上，克拉默提出了一个论据，认为亚马逊的股票对于市场和一些交易价值超过3万亿美元的大型科技公司一样重要。
"Amazon is the secret weapon of this stock market, not Nvidia, not Microsoft," Cramer said on the show, arguing that Amazon always finds a way to get a leg up on the competition.
"亚马逊是这个股市的秘密武器，不是英伟达，也不是微软。"克拉默在节目中说道，亚马逊总是找到一种方法来在竞争中占据优势。
New reports from this week suggest that Amazon is preparing to launch a Temu-like discount section that will offer direct shipping from China. Amazon reportedly told Chinese sellers it would begin accepting merchant sign-ups in the summer as it gears up to begin shipping discount products in the fall.
本周的新报告表明，亚马逊正在准备推出一个像"特MU"一样的折扣部分，提供直接由中国发货的服务。亚马逊据称告诉中国卖家，将在今年夏天开始接受商家注册，以便在秋季开始运送折扣产品。
Temu and Shien have been able to capture a large part of the heavily discounted consumer goods market, but Cramer believes Amazon's response will massively benefit the e-commerce giant.
特MU和Shien已经能够捕捉到大量的折扣消费品市场，但克拉默认为亚马逊的回应将会极大地有利于电子商务巨头。
The problem with Amazon's Chinese competitors is that they do not provide a day of shipment when a customer places an order. Amazon on the other hand, keeps customers updated along the way and is often able to deliver products on the same day, Cramer said.
亚马逊中国竞争对手的问题在于，他们无法在客户下订单时提供发货当天的服务。另外，亚马逊一路跟踪客户订单的情况，并且经常能够在当天就交付商品，克拉默说。
Amazon has a track record of disrupting various industries and Cramer expects the company to do the same in the AI space.
亚马逊在破坏各个行业方面有着悠久的历史，克拉默预计该公司在人工智能领域也会有同样的表现。
"They haven't even figured out yet how to do the best chat. They will. They have Claude, but they don't really own it," Cramer
"他们甚至还没有想出如何做最好的聊天。他们会做到的。他们有克劳德，但他们并不真正拥有它。"克拉默说。
"I am just so impressed. They can own sports if they want to, they can own retail ... they want to own healthcare, they do want to own Pharma. Their precision in how they do things is remarkable. The way they manage their finances is incredible."
"我非常佩服。他们可以拥有体育，拥有零售业……他们想拥有医疗保健，他们确实想拥有制药业。他们在处理事物的精确性方面非常出色。他们的财务管理方式令人难以置信。"
Cramer noted that Amazon used to get a lot of attention and praise when founder and executive chair Jeff Bezos was at the helm, but he suggested that Amazon has been underappreciated since CEO Andy Jassy took over.
克拉默指出，创始人和执行主席杰夫·贝佐斯在任期间的亚马逊曾经得到了很多关注和赞誉，但他表示自从首席执行官安迪·贾西接管后，亚马逊已经被低估了。
"He's just not like Bezos. Bezos was like front and center. Jassy doesn't want the attention on him. He really doesn't," Cramer said.
"他不像贝佐斯那样。贝佐斯还是主角。贾西不想让人们关注他。他真的不想。"克拉默说。
Cramer suggested that the momentum in Amazon stock could continue in the near term with Prime Day on the horizon. Amazon's 10th Prime Day event is set to kick off on July 16, giving members access to millions of exclusive savings opportunities.
克拉默认为，亚马逊的股票势头可能会在不久的将来继续，因为"Prime Day"即将到来。亚马逊的第十个"Prime Day"活动将于7月16日启动，让会员获得数百万个独家的节省机会。
"I happen to love Amazon ... there's 140 million people who love Amazon," Cramer said.
"我恰巧喜欢亚马逊……有1.4亿人喜欢亚马逊。"克拉默说。
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AMZN Price Action: Amazon shares were up 2.43% at $198.33 at the time of publication, according to Benzinga Pro.
据Benzinga Pro报告，亚马逊股票在发布时上涨了2.43%，报198.33美元。
Photo: courtesy of Amazon.
图片：亚马逊提供。