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2021-12-13

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Amazon Stock vs. the Omicron Variant – What You Need to Know<blockquote>亚马逊股票与奥密克戎变体——您需要了解的内容</blockquote>

Amazon didn’t just survive the first round of Covid lockdowns – it thrived because of them. With the

Amazon Stock vs. the Omicron Variant – What You Need to Know<blockquote>亚马逊股票与奥密克戎变体——您需要了解的内容</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":604830655,"tweetId":"604830655","gmtCreate":1639366638899,"gmtModify":1639366639203,"author":{"id":3582719067968878,"idStr":"3582719067968878","authorId":3582719067968878,"authorIdStr":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":24,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Good</body></html>","htmlText":"<html><head></head><body>Good</body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/604830655","repostId":1137818413,"repostType":4,"repost":{"id":"1137818413","kind":"news","pubTimestamp":1639364203,"share":"https://www.laohu8.com/m/news/1137818413?lang=zh_CN&edition=full","pubTime":"2021-12-13 10:56","market":"us","language":"en","title":"Amazon Stock vs. the Omicron Variant – What You Need to Know<blockquote>亚马逊股票与奥密克戎变体——您需要了解的内容</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137818413","media":"TheStreet","summary":"Amazon didn’t just survive the first round of Covid lockdowns – it thrived because of them. With the","content":"Amazon didn’t just survive the first round of Covid lockdowns – it thrived because of them. With the Omicron variant rattling the stock market, investors are wondering if Amazon can pull it off again.<blockquote>亚马逊不仅在第一轮新冠疫情封锁中幸存下来，还因此而蓬勃发展。随着奥密克戎变种扰乱股市，投资者想知道亚马逊是否能再次成功。</blockquote> Although 2020 was a curse for brick-and-mortar businesses, it was a blessing for e-commerce. And among the most blessed of all was&nbsp;Amazon(AMZN).<blockquote>虽然2020年对实体企业来说是一个诅咒，但对电子商务来说却是一个祝福。其中最幸运的是亚马逊(AMZN).</blockquote> With billions of people around the globe stuck at home due to government-mandated lockdowns, it’s no surprise that Amazon’s sales skyrocketed last year.<blockquote>由于政府强制封锁，全球数十亿人被困在家中，亚马逊去年的销售额飙升也就不足为奇了。</blockquote> And it should also come as no surprise that, once lockdown restrictions eased in 2021, the Seattle-based behemoth saw its revenue growth start to slow.<blockquote>毫不奇怪，一旦2021年封锁限制放松，这家总部位于西雅图的巨头的收入增长就开始放缓。</blockquote> That was especially the case in the third quarter, when Amazon’s revenue missed both top- and bottom-line expectations.<blockquote>第三季度的情况尤其如此，当时亚马逊的营收均未达到营收和利润预期。</blockquote> <img src=\"https://static.tigerbbs.com/b26230534e7279e5f9c21077e59cf721\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\">Figure 1: Amazon Go store in New York, NY.<blockquote>图1：纽约州纽约市的亚马逊Go商店。</blockquote> But now the Omicron variant has the world worried again. Currently, we don’t know just how dangerous this fast-spreading strain of COVID is. But the growing number of cases has people wondering if more lockdown mandates are in the works.<blockquote>但现在奥密克戎变种再次让世界感到担忧。目前，我们不知道这种快速传播的COVID菌株有多危险。但是越来越多的病例让人们想知道是否有更多的封锁命令正在进行中。</blockquote> If the world were to shut down again, would Amazon’s revenue repeat last year’s performance? Let’s take a look at what might be in store for AMZN stock.<blockquote>如果世界再次停摆，亚马逊的营收会重演去年的表现吗？让我们看看亚马逊股票可能会发生什么。</blockquote> Would another lockdown hurt Amazon?<blockquote>再次封锁会伤害亚马逊吗？</blockquote> Analysts agree: If the Omicron variant causes another lockdown, it’s likely we’ll see another increase in e-commerce sales.<blockquote>分析师一致认为：如果奥密克戎变种导致再次封锁，我们很可能会看到电子商务销售额再次增长。</blockquote> But this time, traditionally brick-and-mortar retailers have “wised up” and improved their own e-commerce efforts. Will this increase in competition sink Amazon’s profits?<blockquote>但这一次，传统的实体零售商已经“变得聪明起来”，改善了自己的电子商务努力。这种竞争的加剧会降低亚马逊的利润吗？</blockquote> At this point, Amazon is so huge that even an iceberg of rivals would hardly make a dent.<blockquote>在这一点上，亚马逊是如此庞大，即使是冰山般的竞争对手也很难产生影响。</blockquote> Other retailers have been suffering from supply-chain constraints and labor-related pressures. But Amazon has the advantages of scale. The company has also been investing in improvements to its supply-chain infrastructure to keep products on warehouse shelves.<blockquote>其他零售商一直受到供应链限制和劳动力相关压力的困扰。但亚马逊拥有规模优势。该公司还一直在投资改善其供应链基础设施，以将产品保留在仓库货架上。</blockquote> As for labor, the company has always had a high turnover rate around 150%. Amazon has had plenty of practice of finding new workers.<blockquote>劳动力方面，公司一直有150%左右的高流失率。亚马逊在寻找新员工方面有很多实践。</blockquote> In fact, given the company’s many advantages, it’s possible that investors could use Amazon’s stock as a hedge against another lockdown.<blockquote>事实上，鉴于该公司的诸多优势，投资者有可能利用亚马逊的股票来对冲另一次封锁。</blockquote> Amazon is Cramer’s No. 1 pick<blockquote>亚马逊是克莱默的第一选择</blockquote> Mad Money&nbsp;host Jim Cramer&nbsp;recently announced&nbsp;that Amazon is his No. 1 stock pick if the Omicron variant causes either another round of lockdowns or a slowdown in the economy.<blockquote>疯狂的钱主持人吉姆·克莱默(Jim Cramer)最近宣布，如果奥密克戎变种导致另一轮封锁或经济放缓，亚马逊将是他的首选股票。</blockquote> <img src=\"https://static.tigerbbs.com/4c69a86e9a1e2e2f2ec78ad5128d0907\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 2: Mad Money's host Jim Cramer.<blockquote>图2：《疯狂金钱》的主持人吉姆·克莱默。</blockquote> He argued that – in addition to Amazon’s e-commerce business – its Amazon Web Services (AWS) segment sets it apart from the rest.<blockquote>他认为，除了亚马逊的电子商务业务之外，其亚马逊网络服务（AWS）部门也使其与众不同。</blockquote> According to Cramer, no matter what happens with the Omicron variant or the economy, businesses will still migrate to cloud computing. And so far, AWS is the market leader by a wide margin.<blockquote>克莱默表示，无论奥密克戎变体或经济发生什么变化，企业仍将迁移到云计算。到目前为止，AWS遥遥领先于市场。</blockquote> “[Amazon] is a company that does well when people are scared to go to the mall. And it does well as more companies embrace the cloud, because Amazon Web Services is indeed the dominant player in cloud infrastructure,” he noted. In addition, he noted that, when the going gets tough, Amazon can always get away with raising its prices.<blockquote>“当人们害怕去商场时，[亚马逊]是一家做得很好的公司。随着越来越多的公司拥抱云，它也做得很好，因为亚马逊网络服务确实是云基础设施的主导者，”他指出。此外，他指出，当情况变得艰难时，亚马逊总能通过提高价格而逃脱惩罚。</blockquote> Our take<blockquote>我们的看法</blockquote> Although we don’t know for certain what effects the Omicron strain will ultimately have on the global economy, it has already caused some extra volatility in the markets.<blockquote>尽管我们不确定奥密克戎压力最终会对全球经济产生什么影响，但它已经在市场上造成了一些额外的波动。</blockquote> For investors, Amazon’s stock might work well as a hedge against another lockdown. After all, its business segments – including e-commerce and cloud computing – have already benefited from such a scenario. Why not do it again?<blockquote>对于投资者来说，亚马逊的股票可能可以很好地对冲另一次封锁。毕竟，其业务部门——包括电子商务和云计算——已经从这种情况中受益。为什么不再来一次呢？</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock vs. the Omicron Variant – What You Need to Know<blockquote>亚马逊股票与奥密克戎变体——您需要了解的内容</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock vs. the Omicron Variant – What You Need to Know<blockquote>亚马逊股票与奥密克戎变体——您需要了解的内容</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-12-13 10:56\n\n</h4>\n</header>\n<article>\nAmazon didn’t just survive the first round of Covid lockdowns – it thrived because of them. With the Omicron variant rattling the stock market, investors are wondering if Amazon can pull it off again.<blockquote>亚马逊不仅在第一轮新冠疫情封锁中幸存下来，还因此而蓬勃发展。随着奥密克戎变种扰乱股市，投资者想知道亚马逊是否能再次成功。</blockquote> Although 2020 was a curse for brick-and-mortar businesses, it was a blessing for e-commerce. And among the most blessed of all was&nbsp;Amazon(AMZN).<blockquote>虽然2020年对实体企业来说是一个诅咒，但对电子商务来说却是一个祝福。其中最幸运的是亚马逊(AMZN).</blockquote> With billions of people around the globe stuck at home due to government-mandated lockdowns, it’s no surprise that Amazon’s sales skyrocketed last year.<blockquote>由于政府强制封锁，全球数十亿人被困在家中，亚马逊去年的销售额飙升也就不足为奇了。</blockquote> And it should also come as no surprise that, once lockdown restrictions eased in 2021, the Seattle-based behemoth saw its revenue growth start to slow.<blockquote>毫不奇怪，一旦2021年封锁限制放松，这家总部位于西雅图的巨头的收入增长就开始放缓。</blockquote> That was especially the case in the third quarter, when Amazon’s revenue missed both top- and bottom-line expectations.<blockquote>第三季度的情况尤其如此，当时亚马逊的营收均未达到营收和利润预期。</blockquote> <img src=\"https://static.tigerbbs.com/b26230534e7279e5f9c21077e59cf721\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\">Figure 1: Amazon Go store in New York, NY.<blockquote>图1：纽约州纽约市的亚马逊Go商店。</blockquote> But now the Omicron variant has the world worried again. Currently, we don’t know just how dangerous this fast-spreading strain of COVID is. But the growing number of cases has people wondering if more lockdown mandates are in the works.<blockquote>但现在奥密克戎变种再次让世界感到担忧。目前，我们不知道这种快速传播的COVID菌株有多危险。但是越来越多的病例让人们想知道是否有更多的封锁命令正在进行中。</blockquote> If the world were to shut down again, would Amazon’s revenue repeat last year’s performance? Let’s take a look at what might be in store for AMZN stock.<blockquote>如果世界再次停摆，亚马逊的营收会重演去年的表现吗？让我们看看亚马逊股票可能会发生什么。</blockquote> Would another lockdown hurt Amazon?<blockquote>再次封锁会伤害亚马逊吗？</blockquote> Analysts agree: If the Omicron variant causes another lockdown, it’s likely we’ll see another increase in e-commerce sales.<blockquote>分析师一致认为：如果奥密克戎变种导致再次封锁，我们很可能会看到电子商务销售额再次增长。</blockquote> But this time, traditionally brick-and-mortar retailers have “wised up” and improved their own e-commerce efforts. Will this increase in competition sink Amazon’s profits?<blockquote>但这一次，传统的实体零售商已经“变得聪明起来”，改善了自己的电子商务努力。这种竞争的加剧会降低亚马逊的利润吗？</blockquote> At this point, Amazon is so huge that even an iceberg of rivals would hardly make a dent.<blockquote>在这一点上，亚马逊是如此庞大，即使是冰山般的竞争对手也很难产生影响。</blockquote> Other retailers have been suffering from supply-chain constraints and labor-related pressures. But Amazon has the advantages of scale. The company has also been investing in improvements to its supply-chain infrastructure to keep products on warehouse shelves.<blockquote>其他零售商一直受到供应链限制和劳动力相关压力的困扰。但亚马逊拥有规模优势。该公司还一直在投资改善其供应链基础设施，以将产品保留在仓库货架上。</blockquote> As for labor, the company has always had a high turnover rate around 150%. Amazon has had plenty of practice of finding new workers.<blockquote>劳动力方面，公司一直有150%左右的高流失率。亚马逊在寻找新员工方面有很多实践。</blockquote> In fact, given the company’s many advantages, it’s possible that investors could use Amazon’s stock as a hedge against another lockdown.<blockquote>事实上，鉴于该公司的诸多优势，投资者有可能利用亚马逊的股票来对冲另一次封锁。</blockquote> Amazon is Cramer’s No. 1 pick<blockquote>亚马逊是克莱默的第一选择</blockquote> Mad Money&nbsp;host Jim Cramer&nbsp;recently announced&nbsp;that Amazon is his No. 1 stock pick if the Omicron variant causes either another round of lockdowns or a slowdown in the economy.<blockquote>疯狂的钱主持人吉姆·克莱默(Jim Cramer)最近宣布，如果奥密克戎变种导致另一轮封锁或经济放缓，亚马逊将是他的首选股票。</blockquote> <img src=\"https://static.tigerbbs.com/4c69a86e9a1e2e2f2ec78ad5128d0907\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 2: Mad Money's host Jim Cramer.<blockquote>图2：《疯狂金钱》的主持人吉姆·克莱默。</blockquote> He argued that – in addition to Amazon’s e-commerce business – its Amazon Web Services (AWS) segment sets it apart from the rest.<blockquote>他认为，除了亚马逊的电子商务业务之外，其亚马逊网络服务（AWS）部门也使其与众不同。</blockquote> According to Cramer, no matter what happens with the Omicron variant or the economy, businesses will still migrate to cloud computing. And so far, AWS is the market leader by a wide margin.<blockquote>克莱默表示，无论奥密克戎变体或经济发生什么变化，企业仍将迁移到云计算。到目前为止，AWS遥遥领先于市场。</blockquote> “[Amazon] is a company that does well when people are scared to go to the mall. And it does well as more companies embrace the cloud, because Amazon Web Services is indeed the dominant player in cloud infrastructure,” he noted. In addition, he noted that, when the going gets tough, Amazon can always get away with raising its prices.<blockquote>“当人们害怕去商场时，[亚马逊]是一家做得很好的公司。随着越来越多的公司拥抱云，它也做得很好，因为亚马逊网络服务确实是云基础设施的主导者，”他指出。此外，他指出，当情况变得艰难时，亚马逊总能通过提高价格而逃脱惩罚。</blockquote> Our take<blockquote>我们的看法</blockquote> Although we don’t know for certain what effects the Omicron strain will ultimately have on the global economy, it has already caused some extra volatility in the markets.<blockquote>尽管我们不确定奥密克戎压力最终会对全球经济产生什么影响，但它已经在市场上造成了一些额外的波动。</blockquote> For investors, Amazon’s stock might work well as a hedge against another lockdown. After all, its business segments – including e-commerce and cloud computing – have already benefited from such a scenario. Why not do it again?<blockquote>对于投资者来说，亚马逊的股票可能可以很好地对冲另一次封锁。毕竟，其业务部门——包括电子商务和云计算——已经从这种情况中受益。为什么不再来一次呢？</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/amazon/news/amazon-stock-vs-the-omicron-variant-what-you-need-to-know\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/amazon-stock-vs-the-omicron-variant-what-you-need-to-know","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137818413","content_text":"Amazon didn’t just survive the first round of Covid lockdowns – it thrived because of them. With the Omicron variant rattling the stock market, investors are wondering if Amazon can pull it off again.\nAlthough 2020 was a curse for brick-and-mortar businesses, it was a blessing for e-commerce. And among the most blessed of all was Amazon(AMZN).\nWith billions of people around the globe stuck at home due to government-mandated lockdowns, it’s no surprise that Amazon’s sales skyrocketed last year.\nAnd it should also come as no surprise that, once lockdown restrictions eased in 2021, the Seattle-based behemoth saw its revenue growth start to slow.\nThat was especially the case in the third quarter, when Amazon’s revenue missed both top- and bottom-line expectations.\nFigure 1: Amazon Go store in New York, NY.\nBut now the Omicron variant has the world worried again. Currently, we don’t know just how dangerous this fast-spreading strain of COVID is. But the growing number of cases has people wondering if more lockdown mandates are in the works.\nIf the world were to shut down again, would Amazon’s revenue repeat last year’s performance? Let’s take a look at what might be in store for AMZN stock.\nWould another lockdown hurt Amazon?\nAnalysts agree: If the Omicron variant causes another lockdown, it’s likely we’ll see another increase in e-commerce sales.\nBut this time, traditionally brick-and-mortar retailers have “wised up” and improved their own e-commerce efforts. Will this increase in competition sink Amazon’s profits?\nAt this point, Amazon is so huge that even an iceberg of rivals would hardly make a dent.\nOther retailers have been suffering from supply-chain constraints and labor-related pressures. But Amazon has the advantages of scale. The company has also been investing in improvements to its supply-chain infrastructure to keep products on warehouse shelves.\nAs for labor, the company has always had a high turnover rate around 150%. Amazon has had plenty of practice of finding new workers.\nIn fact, given the company’s many advantages, it’s possible that investors could use Amazon’s stock as a hedge against another lockdown.\nAmazon is Cramer’s No. 1 pick\nMad Money host Jim Cramer recently announced that Amazon is his No. 1 stock pick if the Omicron variant causes either another round of lockdowns or a slowdown in the economy.\nFigure 2: Mad Money's host Jim Cramer.\nHe argued that – in addition to Amazon’s e-commerce business – its Amazon Web Services (AWS) segment sets it apart from the rest.\nAccording to Cramer, no matter what happens with the Omicron variant or the economy, businesses will still migrate to cloud computing. And so far, AWS is the market leader by a wide margin.\n\n “[Amazon] is a company that does well when people are scared to go to the mall. And it does well as more companies embrace the cloud, because Amazon Web Services is indeed the dominant player in cloud infrastructure,” he noted.\n\nIn addition, he noted that, when the going gets tough, Amazon can always get away with raising its prices.\nOur take\nAlthough we don’t know for certain what effects the Omicron strain will ultimately have on the global economy, it has already caused some extra volatility in the markets.\nFor investors, Amazon’s stock might work well as a hedge against another lockdown. After all, its business segments – including e-commerce and cloud computing – have already benefited from such a scenario. Why not do it again?","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2515,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Amazon Stock vs. the Omicron Variant – What You Need to Know<blockquote>亚马逊股票与奥密克戎变体——您需要了解的内容</blockquote>

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