来源：智通财经
毫无疑问，2022年将是华尔街历史上最艰难的一年之一，不过市场在2023年已经好转。在2022年暴跌超过35%之后，纳斯达克综合指数出现了复仇式反弹，2023年迄今为止上涨了41%。而标普500指数今年已飙升了23%。
以史为鉴，这种上涨很可能会持续下去。早在1972年纳斯达克综合指数上市的第一个完整年份，在市场反弹后的一年里，以科技股为主的纳斯达克指数平均上涨了19%，这表明目前的反弹可能会持续下去。在人工智能(AI)热潮的推动下，今年科技股水涨船高。而在美联储明年降息的背景下，科技股可能仍保持强劲。
在过去一年左右的时间里，对生成式人工智能(AI)的需求像野火一样蔓延，许多企业争先恐后地采用这些复杂的算法，以获得预期的生产力意外收获。这些人工智能模型已经被用于起草和总结电子邮件，搜索和浓缩内容，挖掘数据，生成原创内容，甚至编写计算机代码，所有这些都节省了企业员工的时间，提高了他们的工作效率。
在科技股中，有一家巨头公司值得投资者关注，那就是$亚马逊(AMZN.US)$。亚马逊被投资者认为是AI竞赛中的巨头落后者，但事实并非真的如此。该公司在过去许多年仍在私下悄悄发展AI技术与，这可能使其更可能成为厚积薄发的后起者。
此外，股票价格的飙升让投资者关注到了拆股的现象。近年来股票分拆的复苏让投资者重新审视了分拆股票的公司，因为在这之前，公司通常会经历多年的强劲增长。亚马逊就是其中一家。该股在过去十年中上涨了677%，导致该公司在2022年年中进行了分拆。尽管最近面临挑战，但亚马逊历来表现强劲，明年可能也不会例外。值得注意的是，亚马逊今年股价飙升了79%。
亚马逊在AI竞赛中落后?不符合事实!
有很多人都在谈论亚马逊很晚才意识到AI技术带来的转变，以及对这项技术不断加速的需求，这是一个不寻常的、代价高昂的误判。还有人认为，这让竞争对手抢在了亚马逊的前面。但这掩盖了几十年的相反事实。多年来，亚马逊在其业务的各个方面都实施了人工智能。它使用人工智能向客户推荐产品，预测仓库和配送中心所需的库存水平，帮助库存和运输产品(使用人工智能驱动的机器人)，甚至建立最有效的送货路线。
该公司最核心的努力可能是其云业务亚马逊网络服务(AWS)，该公司长期以来一直为其云计算客户提供大量人工智能产品。认为亚马逊在人工智能领域起步较晚是不合逻辑的，最近的发展表明，该公司正在充分利用其在该领域多年的专业知识。
亚马逊的长远战略
最近，AWS宣布全面推出Bedrock，该服务使云客户能够访问所有顶级的生成式人工智能模型，包括AI21 Labs、Anthropic、Cohere、Meta Platforms和Stability AI等公司开发的模型。当然，还有亚马逊自己的Titan，它提供了一系列由AWS训练的人工智能模型，支持各种用例。例如，Titan Image Generator可以使用语音提示创建原始图像，很像OpenAI的DALL-E。这些产品为云用户提供了开发自己的人工智能应用程序所需的一切，帮助将人工智能推向大众。
就在上个月，亚马逊透露，它将提供英伟达(NVDA.US)最新的最先进的人工智能芯片——H200 Tensor Core GPU。亚马逊还宣布了其新的、更节能的Trainium2和gravon4人工智能处理器。这将使其云基础设施客户能够获得广泛的人工智能选择，从顶级产品到更具成本效益的选择。该公司还推出了Amazon Q，这是一款生成式人工智能助手，旨在帮助企业自动化和简化平凡而耗时的任务。
除了云计算部门，亚马逊还向其电子商务平台上的商家提供生成式人工智能工具，以帮助他们创建准确的产品列表，同时还为其电子商务平台上的客户广告推出了人工智能图像生成功能。亚马逊也在部署生成式人工智能来改进客户购买推荐和搜索过程。最后，亚马逊借鉴了微软的人工智能策略，斥资40亿美元收购了人工智能初创企业Anthropic的少数股权，以进一步扩大其人工智能业务。Anthropic是OpenAI的竞争对手。
因此，有证据表明，亚马逊正在利用下一代人工智能来维持甚至提高其行业领先业务的竞争优势。
尽管亚马逊的股票今年大幅上涨，但它仍提供了大量的机会，使其获得令人惊讶的合理估值。该股目前的预期市盈率约为2.4倍，远低于其7年平均的3.5倍。这可能让投资者有机会以折扣价购买亚马逊股票。
编辑/jayden
Source: Zhitong Finance
Undoubtedly, 2022 will be one of the hardest years in Wall Street history, but the market has improved in 2023. After falling more than 35% in 2022, the Nasdaq Composite Index experienced a vengeful rebound, rising 41% so far in 2023. And the S&P 500 index has already soared 23% this year.
Taking history as a guide, this rise is likely to continue. As early as 1972, the first full year of the listing of the Nasdaq Composite Index, in the year after the market rebounded, the Nasdaq index, which is dominated by technology stocks, rose an average of 19%, which indicates that the current rebound may continue. Driven by the artificial intelligence (AI) boom, technology stocks have soared this year. However, against the backdrop of the Fed cutting interest rates next year, technology stocks are likely to remain strong.
Over the past year or so, demand for generative artificial intelligence (AI) has spread like wildfire, and many companies are scrambling to adopt these complex algorithms to reap the expected productivity gains. These artificial intelligence models have been used to draft and summarize emails, search and condense content, mine data, generate original content, and even write computer code, all of which save business employees time and improve their productivity.
Among technology stocks, there is one giant company that deserves investors' attention, and that is$Amazon(AMZN.US)$。 Amazon is viewed by investors as a giant laggard in the AI race, but that's not really the case. The company has been privately developing AI technology over the past many years, which may make it more likely to become a latecomer with thin hair.
Furthermore, the sharp rise in stock prices has made investors pay attention to the phenomenon of stock splitting. The recovery of stock splits in recent years has made investors re-examine companies that have split stocks, since before that, companies usually experience years of strong growth. Amazon is one of them. The stock has risen 677% over the past decade, leading to the company's spin-off in mid-2022. Despite recent challenges, Amazon has always been strong, and next year is likely to be no exception. Notably, Amazon's stock price has soared 79% this year.
Is Amazon falling behind in the AI race? That's not true!
Many people are talking about Amazon's late realization of the transformation brought about by AI technology and the ever-accelerating demand for this technology. This is an unusual and costly misjudgment. Others think this puts competitors ahead of Amazon. But that conceals the opposite for decades. Over the years, Amazon has implemented artificial intelligence in every aspect of its business. It uses artificial intelligence to recommend products to customers, predict inventory levels needed in warehouses and distribution centers, help stock and ship products (using AI-powered robots), and even establish the most effective delivery routes.
Perhaps the company's core effort is its cloud business, Amazon Web Services (AWS), which has long been providing a number of artificial intelligence products to its cloud computing customers. It would be illogical to think that Amazon was a late start in the field of artificial intelligence; recent developments suggest that the company is taking full advantage of its many years of expertise in this field.
Amazon's long-term strategy
Recently, AWS announced the full launch of BedRock, a service that gives cloud customers access to all top generative artificial intelligence models, including models developed by companies such as AI21 Labs, Anthropic, Cohere, Meta Platforms, and Stability AI. Of course, there's Amazon's own Titan, which provides a range of AWS-trained artificial intelligence models to support a variety of use cases. Titan Image Generator, for example, can use voice prompts to create original images, much like OpenAI's Dall-e. These products provide cloud users with everything they need to develop their own artificial intelligence applications to help bring artificial intelligence to the masses.
Just last month, Amazon revealed that it will provide NVDA.US (NVDA.US)'s latest and most advanced artificial intelligence chip — the H200 Tensor Core GPU. Amazon also announced its new, more energy-efficient Trainium2 and Gravon4 artificial intelligence processors. This will give its cloud infrastructure customers access to a wide range of artificial intelligence options, from top-tier products to more cost-effective options. The company also launched Amazon Q, a generative artificial intelligence assistant designed to help businesses automate and streamline mundane and time-consuming tasks.
In addition to its cloud computing division, Amazon also provides generative artificial intelligence tools to merchants on its e-commerce platform to help them create accurate product listings, while also introducing artificial intelligence image generation capabilities for customer ads on its e-commerce platform. Amazon is also deploying generative artificial intelligence to improve customer purchase recommendations and search processes. Finally, Amazon drew on Microsoft's artificial intelligence strategy and spent $4 billion to acquire a minority stake in artificial intelligence startup Anthropic to further expand its AI business. Anthropic is a competitor to OpenAI.
As a result, there is evidence that Amazon is using next-generation artificial intelligence to maintain and even improve the competitive edge of its industry-leading business.
Despite the sharp rise in Amazon's stock this year, it still offers plenty of opportunities to get a surprisingly fair valuation. The stock's current expected price-earnings ratio is about 2.4 times, far below its 7-year average of 3.5 times. This could give investors a chance to buy Amazon shares at a discount.
Editor/jayden
