Amazon
前两周大家讨论亚马逊多, 我说说我的看法。
Amazon really hasn't even tapped into AI but they are working on it. They put a lot of money behind it. We just haven't seen the fruit of that labor yet but it's coming. Some news event is gonna come out and that's gonna flip the switch.
Patience.
上次说的差不多接近 good deal,但还没到底。 但这次调整应该是个买进的好机会了, 我觉得212-213左右可以考虑, 210更可以考虑。反正这个公司目前还是个sleeping giant.