聽我講 趁回調買入AMZN

呢單嘢好似係愚人嘢嚟

屌 笑死 我以為係真

其實係真
Machine learning係需要人去verify同label
幫助AI去學習

樓主好野

冇回過喎

出post個日跌左2% 原來已經最多
165-168個啲位

Jassy writes annual sharedholder letter:

The firm remains focused on cutting retail prices and speeding delivery times

Despite the improved delivery times, Amazon was still able to slash the “cost to serve” on a per unit basis

At AWS, customers started 2023 by dialing back on cloud spending, but that started to reverse by the end of the year

Jassey says Amazon has growing conviction that Prime Video can be a “large and profitable business on its own” while Kuiper is a “very large revenue opportunity”

Amazon thinks it will be a huge player in AI as it offers products and services in the three critical “layers” of the GenAI stack: 1) the bottom layer for developers and companies wanting to build foundation models (FMs); 2) the middle layer for customers seeking to leverage an existing FM to build GenAI applications; and 3) the top, or application, layer.

Amazon is coming after Nvidia’s position in AI chips – “To date, virtually all the leading FMs have been trained on Nvidia chips, and we continue to offer the broadest collection of Nvidia instances of any provider. That said, supply has been scarce and cost remains an issue as customers scale their models and applications. Customers have asked us to push the envelope on price-performance for AI chips, just as we have with Graviton for generalized CPU chips. As a result, we’ve built custom AI training chips (named Trainium) and inference chips (named Inferentia)”

The core businesses of retail and cloud computing still have a ton of growth ahead of them – “while we have a nearly $500B consumer business, about 80% of the worldwide retail market segment still resides in physical stores. Similarly, with a cloud computing business at nearly a $100B revenue run rate, more than 85% of the global IT spend is still ​ on-premises”

又推下post
琴日如果170以下接到貨又fat fat

等er

Bloomberg加左Amazon既股息除淨日

https://x.com/marceloplima/status/1783974949822103832?s=46&t=lQd3PRdZ_TmYrK14yy1JDw

學META GOOG

allin 左

靜啦

有錢齊齊搵

有錢齊齊搵

但會唔會代表佢地增長到左樽頸位先咁派法
由增長股轉去價值股

買左

今次財報睇到MSFT META GOOG都係仲大力投資緊 尤其是AI方面
相信AMZN都唔例外
所以派息其實我覺得唔係真係咁positive

首先我個人覺得派息好唔capital effective
淨係無啦啦俾政府抽稅 已經好無謂
我寧願佢buyback
好似巴老個套咁

第二 依家可以話大家都AI競賽緊
呢一刻洗咗落去嘅錢 將來可以賺返更多嘅錢
除非去到真係冇嘢再投資 先至攞嚟派都未遲


不過我相信短期計 一定係有利股價既
所以我自己都好矛盾

ai已經唔係投入錢既問題，係時間同埋邊個跑出先，d錢多到用唔曬

象徵式派少少，再宣佈buyback

財報點睇

龍升不過我會星期三賣 驚aapl帶崩個市

龍升？