
亚马逊股价在财报令华尔街失望后下跌。但斯蒂芬妮·林克表示这是一个买入良机。在上方视频中,林克阐述了她的买入理由。
Amazon shares were dropping after earnings disappointed Wall Street . But Stephanie Link says it is a buying opportunity. In the video above, Link makes her buying case.
其中包括:AWS云业务部门的数据表现非常好,只是未能达到华尔街的“耳语”预期。存在一些Prime Day(会员日)同比数据的困惑。零售需求没有任何问题。亚马逊按GAAP盈利计算的市盈率为15倍。她认为:“我认为这是过度反应。”随着股价从周五盘中低点反弹,更多投资者认同林克的观点。
Among her reasons: The AWS cloud unit numbers were really good. They just didn't meet Wall Street's "whisper" expectations. There was some Prime Day comps confusion. There's nothing wrong with retail demand. Amazon trading for a 15 multiple over GAAP earnings. "I think this is an overreaction." More investors agree with Link as the shares are rebounding off their lows of Friday's session.