Amazon Remains 'Best Idea,' Analyst Says: Expect US E-Commerce Penetration To Double Over 40%
Amazon Remains 'Best Idea,' Analyst Says: Expect US E-Commerce Penetration To Double Over 40%
Amazon (NASDAQ:AMZN) is the "Best Idea" for long-term investment and poised to lead the evolving e-commerce arena, according to JPMorgan analyst Doug Anmuth.
摩根大通分析師道格·安默斯表示，亞馬遜（納斯達克股票代碼：AMZN）是長期投資的 “最佳創意”，有望引領不斷變化的電子商務領域。
What Happened: Anmuth predicts a potential doubling of U.S. e-commerce penetration to over 40%.
發生了什麼：Anmuth預測美國電子商務滲透率可能會翻一番，達到40％以上。
The recently released fourth-quarter (Q4) U.S. e-commerce spending data showcases a commendable +7.2% YoY growth. This underlines the stability of online growth trends.
最近發佈的第四季度（第四季度）美國電子商務支出數據顯示，同比增長7.2％，值得稱讚。這凸顯了在線增長趨勢的穩定性。
The analysis highlights the significant upward trajectory of U.S. e-commerce penetration, reaching 23.3% of Adjusted Retail Sales in 4Q — an +84bps year-over-year increase for the sixth consecutive quarter.
該分析突顯了美國電子商務滲透率的顯著上升趨勢，在第四季度達到調整後零售額的23.3％，連續第六個季度同比增長84個點子。
Also Read: Record Online Holiday Spending Driven By Deep Discounts And 'Buy Now, Pay Later' Deals
另請閱讀：在大幅折扣和 “立即購買，稍後付款” 優惠的推動下，在線假日支出創歷史新高
According to Anmuth, Amazon demonstrated its prowess with a share of 46.4% in Q4. The company achieved year-over-year share gains exceeding 100bps for the sixth consecutive quarter. Record-breaking events solidify Amazon's position as an industry leader.
根據Anmuth的說法，亞馬遜在第四季度以46.4％的份額展示了其實力。該公司連續第六個季度實現股價同比漲幅超過100個點子。破紀錄的事件鞏固了亞馬遜作爲行業領導者的地位。
Anmuth anticipates an acceleration in e-commerce growth for Amazon in 2024, projecting a +8.1% year-over-year growth. Hence, in 2023, Amazon outperformed the industry's +7.6% year-over-year growth.
Anmuth預計，2024年亞馬遜的電子商務增長將加速，預計同比增長8.1％。因此，在2023年，亞馬遜的表現超過了該行業同比增長7.6％。
Fueled by growth in under-penetrated categories, Amazon now aims to increase its share of Adjusted Retail Sales to 22.9% in 2024 — an +112bps year-over-year rise.
在滲透率不足的類別增長的推動下，亞馬遜現在的目標是在2024年將其調整後零售銷售份額提高到22.9％，同比增長112個點子。
The 'Best Idea'
“最佳創意”
Anmuth also emphasized Amazon as the 'Best Idea' for long-term investment. He highlighted the company's resilience, strategic focus, and innovative endeavors in this regard.
Anmuth還強調亞馬遜是長期投資的 “最佳創意”。他強調了公司在這方面的韌性、戰略重點和創新努力。
Beyond traditional e-commerce, he underscored Amazon's foray into connected TV, aligning with broader streaming trends for sustained growth and future revenue streams, as catalysts for growth.
除了傳統電子商務之外，他還強調了亞馬遜進軍聯網電視領域，與更廣泛的流媒體趨勢保持一致，以實現持續增長和未來的收入來源，是增長的催化劑。
JPMorgan sees a future brimming with opportunities in U.S. e-commerce, with Amazon leading the charge.
摩根大通認爲，未來美國電子商務充滿機遇，亞馬遜處於領先地位。
As e-commerce penetration gears up for a potential double to more than 40%+, Amazon's strategic positioning and robust performance make it the quintessential 'Best Idea' for investors eyeing long-term success.
隨着電子商務滲透率有望翻一番，達到40％以上，亞馬遜的戰略定位和強勁的表現使其成爲尋求長期成功的投資者典型的 “最佳創意”。
Read Next: Amazon's Dow Inclusion: Will It Mirror Apple, Microsoft, Intel With A Stock Anchor Or Signal An Upward Spike?
繼續閱讀：亞馬遜的道瓊斯指數：它會以股票錨點反映蘋果、微軟、英特爾還是預示着向上飆升？
Image: Shutterstock
圖片：Shutterstock
譯文內容由第三人軟體翻譯。