AMZN stock forecast 2025： Amazon's main advantages

On July 6, after the US stock market opened, Amazon broke through $3,600, a record high. Amazon has been oscillating between 3000-3500 US dollars in the past year, and the stock price finally broke through.

Amazon is a stock that has a high valuation from PE but is seriously undervalued by the market from the perspective of its development prospects. It is one of my favorite technology stocks.

Amazon's main advantages are:

1. Amazon's current GMV is only half that of Alibaba. Looking at the current penetration rate of e-commerce in China and the future penetration rate of e-commerce in the United States, we will find that Amazon e-commerce has huge growth potential in the United States. Amazon e-commerce is far from saturated in the United States.

2. Cloud computing has unlimited potential. As the industry leader, Amazon's cloud computing can maintain a growth rate of 20%-30% for many years in the future.

3. The international expansion of Amazon's e-commerce has just begun, and it has just begun to make a profit. The future is to replicate the successful model of the US market in the international market.

4. Amazon's advertising business is developing rapidly, and its membership business is booming. The gross profit margin of these businesses is extremely high.

5. Amazon's e-commerce moat is very wide, and its low price and continuous high investment in logistics have scared away many potential competitors. Amazon Flywheel even locked its members.

Therefore, based on the above reasons, I am very optimistic about Amazon.

Comments

PLTR stock forecast 2025： Long-term holding growth stocks Palantir

Today we are talking about Palantir Technologies Inc.(PLTR) the long-term growth stocks. I have been paying attention to Palantir for a long time before the listing, but after the direct listing, the stock price fluctuated greatly, and the market's valuation faced great divergence. In addition, Palantir chose 80% of the shares to lift the ban three trading days after the financial report. Therefore, I am also prepared to look at the market's reaction after the ban is lifted. However, the stock price did not fall sharply due to the large-scale lifting of the ban. In this round of growth stock valuations, the decline of Palantir is not too large, at about 20%, but the valuation is more attractive than before. From a perspective, I think Palantir is a company worth holding for a long time. Palantir was founded in 2003 as a big data company with founders Peter Thiel, Alex Karp, Joe Lonsdale, Stephen Cohen, and Nathan Gettings. Among them, the third and fo...

PDD stock forecast 2025: 2021 Q1 financial report analysis

PDD released the financial report for the first quarter of 2021. According to the financial report, as of March 31, 2021, Pinduoduo's annual active buyers reached 823.8 million, a net increase of 195.7 million over the same period of the previous year, leading China's other domestic e-commerce platforms for the second consecutive quarter. In terms of revenue, Pinduoduo’s revenue in the first quarter was 22.167 billion yuan, a year-on-year increase of 239% from 6.541 billion yuan in the same period last year. Under non-general accounting standards, the platform’s net loss attributable to ordinary shareholders in the first quarter was RMB 1,890.3 billion, compared with a net loss of RMB 3.169 billion in the same period last year, and the net loss was significantly narrowed. PDD officially enters a new era of 800 million users The financial report shows that as of March 31, 2021, the number of active buyers on the Pinduoduo platform reached 823.8 m...

FinanceLinkway

Search This Blog