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.
奧本海默分析師傑森·赫爾夫斯坦重申了亞馬遜公司（納斯達克股票代碼：AMZN）的跑贏大盤評級，並將目標股價從170美元上調至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.
重新評級反映了電子商務利潤率的提高，AWS倍數的增加，並重申AMZN是他在2024年的首選大盤股。
Also Read: Amazon's Cloud and AI Innovations Bolstered by Nvidia Partnership, Analyst Predicts Growth
另請閱讀： 分析師預測在Nvidia的合作支持下，亞馬遜的雲和人工智能創新將增長
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.
這位分析師預計，隨着配送網絡效率的提高，電子商務的廣告外利潤率將在24財年和25財年擴大。共識估計表明，除廣告外，24財年的利潤率不會擴大。
Helfstein increased his target AWS multiple as mature and high-growth software company valuations have increased from respective lows.
由於成熟和高增長的軟件公司的估值已從各自的低點上升，Helfstein提高了目標AWS倍數。
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.
赫爾夫斯坦還提到了分析師蒂姆·霍蘭在以下方面的積極結論：Invent，尤其是小談闊論、Nvidia Corp（納斯達克股票代碼：NVDA）的合作伙伴關係、Q（聊天機器人助手）以及對Zero-ETL的升級。
Helfstein projected Q4 revenue and EPS of $164.7 billion and $0.80.
海爾夫斯坦預計第四季度的收入和每股收益爲1,647億美元和0.80美元。
Wedbush analyst Scott Devitt reiterated Amazon.com with an Outperform and a $180 price target.
Wedbush分析師斯科特·德維特重申亞馬遜的股價跑贏大盤，目標股價爲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.
本週，亞馬遜舉辦了年度AWS re: Invent會議，其中包括新產品公告和包括AWS首席執行官亞當·塞利普斯基在內的AWS高管發表的五場主題演講。
Devitt identified three primary objectives of Amazon's generative AI strategy.
Devitt 確定了亞馬遜生成人工智能戰略的三個主要目標。
It provides a broad selection to clients by offering foundation models across leading partners and Amazon's own Titan family of models.
它通過爲主要合作伙伴和亞馬遜自己的Titan系列模型提供基礎模型，爲客戶提供了廣泛的選擇。
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.
它通過開發工具來輕鬆訪問、優化和使用具有客戶專有數據的 FM，從而實現生成式 AI 服務的順暢和快速採用。
It also reduces costs and increases efficiency via AWS's proprietary chips optimized for training and inference and the latest from partners, including Nvidia.
它還通過針對訓練和推理進行了優化的AWS專有芯片以及包括Nvidia在內的合作伙伴的最新芯片來降低成本和提高效率。
Devitt projected Q4 revenue and EPS of $A165.9 billion and $0.86.
Devitt預計第四季度收入和每股收益爲1,659億澳元和0.86美元。
Morgan Stanley analyst Brian Nowak had an Overweight rating with a price target of $175.
摩根士丹利分析師布萊恩·諾瓦克的評級爲增持，目標股價爲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.
對於AWS而言，以下內容涉及：引起關注的Invent公告包括擴大Nvidia的合作伙伴關係，部署新的GPU和超級計算機，爲LLM提供基本保障的護欄，Q，亞馬遜的業務助手，以及在數據堆棧中嵌入向量功能。
Price Action: AMZN shares are trading higher by 0.43% at $146.72 on the last check Friday.
價格走勢：週五上一次支票，AMZN股價上漲0.43％，至146.72美元。