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.
隨着Amazon.com Inc（納斯達克：AMZN）股價繼續刷新新高，吉姆·克拉默稱之爲股市的"祕密武器"。
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：週四，在CNBC的"Squawk On The Street"上，克拉默提出了一個論據，認爲亞馬遜的股票對於市場和一些交易價值超過3萬億美元的大型科技公司一樣重要。
"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.
"亞馬遜是這個股市的祕密武器，不是英偉達，也不是微軟。"克拉默在節目中說道，亞馬遜總是找到一種方法來在競爭中佔據優勢。
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.
本週的新報告表明，亞馬遜正在準備推出一個像"特MU"一樣的折扣部分，提供直接由中國發貨的服務。亞馬遜據稱告訴中國賣家，將在今年夏天開始接受商家註冊，以便在秋季開始運送折扣產品。
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已經能夠捕捉到大量的折扣消費品市場，但克拉默認爲亞馬遜的回應將會極大地有利於電子商務巨頭。
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.
亞馬遜中國競爭對手的問題在於，他們無法在客戶下訂單時提供發貨當天的服務。另外，亞馬遜一路跟蹤客戶訂單的情況，並且經常能夠在當天就交付商品，克拉默說。
Amazon has a track record of disrupting various industries and Cramer expects the company to do the same in the AI space.
亞馬遜在破壞各個行業方面有着悠久的歷史，克拉默預計該公司在人工智能領域也會有同樣的表現。
"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
"他們甚至還沒有想出如何做最好的聊天。他們會做到的。他們有克勞德，但他們並不真正擁有它。"克拉默說。
"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。他們可以擁有體育，擁有零售業……他們想擁有醫療保健，他們確實想擁有製藥業。他們在處理事物的精確性方面非常出色。他們的財務管理方式令人難以置信。"
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，創始人和執行主席傑夫·貝佐斯在任期間的亞馬遜曾經得到了很多關注和讚譽，但他表示自從首席執行官安迪·賈西接管後，亞馬遜已經被低估了。
"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.
"他不像貝佐斯那樣。貝佐斯還是主角。賈西不想讓人們關注他。他真的不想。"克拉默說。
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.
克拉默認爲，亞馬遜的股票勢頭可能會在不久的將來繼續，因爲"Prime Day"即將到來。亞馬遜的第十個"Prime Day"活動將於7月16日啓動，讓會員獲得數百萬個獨家的節省機會。
"I happen to love Amazon ... there's 140 million people who love Amazon," Cramer said.
"我恰巧喜歡亞馬遜……有1.4億人喜歡亞馬遜。"克拉默說。
- Amazon Stock Trades At New 52-Week High: Book Profits Or More Upside Ahead?
- 亞馬遜的股票交易已經達到了新的52周高位：是否獲利或者還有更大的上漲空間？
AMZN Price Action: Amazon shares were up 2.43% at $198.33 at the time of publication, according to Benzinga Pro.
據Benzinga Pro報告，亞馬遜股票在發佈時上漲了2.43%，報198.33美元。
Photo: courtesy of Amazon.
圖片：亞馬遜提供。