AMZN · 亚马逊 (Amazon)
AMZN — 带来源的观点和研究笔记,按原话记录。不是投资建议。
过去 14 天内已发表研究对 AMZN 说了什么
Quant Data 所阅读的付费研究机构中,以 AMZN 为主要标的的文章,取自截至 2026-10-23 的收录台账。标题归各研究机构所有。这是“谁写了 AMZN”的记录,不是对其所写内容的背书。
| 日期 | 研究机构 | 标题 | 方向性表态 |
|---|---|---|---|
| 2026-10-23 | SemiAnalysis | Amazon’s Trainium Takes a Strike at the Training King | 0 |
| 2026-10-23 | TMT Breakout | TMTB Podcast Intel: Amazon’s (AMZN) Andy Jassy, Ramp’s Economist on Who Pays for AI, Sharp Tech on Netflix (NFLX), Cloudflare’s (NET) Matthew Prince, SemiAnalysis on ASML (ASML), OpenAI’s Sarah Friar | 0 |
每篇文章只标注一个主要标的;在讨论其他标的的文章中顺带提及 AMZN 不计入。
关于 AMZN 的方向性表态,有据可查
每一行都是一个带日期的事实:某个具名来源对 AMZN 表达了一个方向。若研究机构转述的是某券商的评级变动,原始发声方列在“经由”一列。这些都不是 Quant Data 的推荐;记录下来,是为了日后能对照价格实际走势加以检验。
| 日期 | 研究机构 | 经由 | 表态 | 表态内容 |
|---|---|---|---|---|
| 2026-10-19 | James Bulltard | author's own account | 看多 | Sold 100 more of the December $235 puts for $5.73. |
| 2026-10-19 | TMT Breakout | Morgan Stanley | 看多 | Added to Top Pick list with a price target raised to $350, citing AWS acceleration. |
| 2026-10-08 | James Bulltard | author's own account | 看多 | Sold 100 more December 235 short puts for 5.75. |
| 2026-10-05 | TMT Breakout | TD Cowen | 看多 | Reiterated Buy with a price target of $350, expecting AWS growth to accelerate to 41.2% in Q3. |
| 2026-10-02 | James Bulltard | author's own account | 看多 | Rolled 300 December short puts from 225 to 230 and added 100, collecting $6.49 (short put = bullish exposure); willing to hold more below 230. |
| 2026-10-01 | TMT Breakout | Wells Fargo | 看多 | Overweight, price target $338, citing demand exceeding supply and revenue acceleration into early 2027. |
| 2026-10-01 | AlphaPick | Alpha Picks (Seeking Alpha Quant) | 看多 | Rates Amazon bullish, ranked second in consumer discretionary on its quant ratings; treats September seasonal weakness as a buying window; no price target given. |
| 2026-09-30 | TMT Breakout | BMO | 看多 | Turned positive on Amazon, citing AWS committed-spend acceleration of about 300bps in Q3. |
| 2026-09-04 | James Bulltard | author's own account | 看多 | Says Amazon looks badly mispriced heading into the Anthropic IPO, despite weak recent price action; no options structure specified. |
| 2026-09-01 | James Bulltard | author's own account | 已退出 | Closed out the Amazon position, citing FTC headlines and repeated false breakouts. |
提及 AMZN 的研究笔记
- 2026年10月23日 — Ten research notes from nine publishers: Tech earnings anxiety triggers market rotation to defensive sectors, while Amazon's Trainium3 and Microsoft's Copilot show structural progress
- 2026年10月19日 — Ten research pieces from seven publishers: S&P 500 narrowness mirrors 2000 top, 2027 datacenter buildout accelerates to 50GW, and CoreWeave credit risks rise
- 2026年10月15日 — Ten research pieces from six publishers: ASML and TSMC earnings reviews, Anthropic's Q3 revenue debate, and a deep dive into ASML's secret hybrid bonding tool
- 2026年10月8日 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- 2026年10月5日 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
- 2026年10月2日 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- 2026年10月1日 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- 2026年9月30日 — Eight pieces from five publishers: Micron's fiscal Q4 beat and lower gross-margin guide, a first look at FTAI's power business, and a contrarian Treasury note
- 2026年9月4日 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
- 2026年9月1日 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
带来源的观点和研究笔记,按原话记录。不是投资建议。
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