[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-the-68-billion-business-amazon-cant-risk-even-if-it-means-losing-the-ai-race-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":194,"suggestedPosts":273},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},141875,"亚马逊无法冒险的680亿美元业务——即使这意味着输掉AI竞赛","2026-10-26T14:32:00","2026-10-23T18:52:06","\u003Cp>沃尔玛很乐意接下这个赌注的另一方\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>亚马逊已阻止Meta的Muse等AI购物代理在其网站上购物，而沃尔玛则选择与它们合作。\u003C\u002Fli>\n\n\n\n\u003Cli>保护一个在2025年带来686亿美元收入的广告业务，对亚马逊来说是当前正确的选择。\u003C\u002Fli>\n\n\n\n\u003Cli>2026年第二季度，亚马逊的广告收入增长了26%，而其在线商店销售额增长了15%。\u003C\u002Fli>\n\n\n\n\u003Cli>沃尔玛的远期市盈率为39.5倍，远高于其五年平均29.3倍的水平，因此其AI押注必须成功。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>亚马逊 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=18749&tid=2588568\">AMZN\u003C\u002Fa>)\u003C\u002Fstrong> 对AI购物代理做出了选择：将其拒之门外。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">该公司已阻止来自\u003Cstrong>Meta Platforms (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=20765463&tid=126910337\">META\u003C\u002Fa>)\u003C\u002Fstrong>的AI代理Muse在其网站上进行购买，并禁止其他公司使用自动化工具在其网站上购物。\u003Cstrong>沃尔玛 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=313055&tid=2663222\">WMT\u003C\u002Fa>)\u003C\u002Fstrong>则选择了相反的道路，与Muse签署了合作协议。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Assaf Elovic是Aura的联合创始人兼首席执行官，该公司研究AI代理如何使用网络。在\u003Ca href=\"https:\u002F\u002Fpodcasters.spotify.com\u002Fpod\u002Fshow\u002Fmts-production\u002Fepisodes\u002FWhy-Amazon-Is-Blocking-Personal-AI-Assistants--Assaf-Elovic-e3qk77v\">上周的MTS播客节目中\u003C\u002Fa>，他表示亚马逊阻止像Muse这样的助手是\"出于非常战术性的短期原因\"，并指向了其广告业务。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">该业务在2025年带来了686亿美元的收入，几乎占亚马逊总收入的十分之一。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这解释了很多问题。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-ads-are-growing-faster-than-the-store\" class=\"wp-block-heading\">广告业务的增长速度快于商店业务\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">亚马逊的广告需要有人浏览页面。一个自主搜索和结账的代理永远不会滚动浏览赞助列表。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">而且，这笔广告收入的增长速度超过了销售这些广告的商店业务。2026年第二季度，亚马逊的广告收入增长了26%，达到198亿美元，而其在线商店销售额增长了15%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">与此同时，亚马逊的营业利润率已翻了一倍多，从2021年的5.3%增长到2025年的11.2%。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792506055\u002Fimages\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025.png?_i=AA\" alt=\"Line chart from TIKR of Amazon's operating (EBIT) margin (%), fiscal 2021–2025.\" class=\"wp-post-141875 wp-image-141869\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792506055\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792506055\u002Fimages\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792506055\u002Fimages\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792506055\u002Fimages\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792506055\u002Fimages\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792506055\u002Fimages\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025\u002F2026-10-20_icda8d07efb_AMZN_operating_margin_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">亚马逊 (AMZN): 营业 (EBIT) 利润率 (%), 2021–2025财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">亚马逊每美元销售额的盈利能力达到了多年来的高点，其广告业务的增长速度超过了商店销售。现在让一个机器人跳过广告，时机似乎很奇怪。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">此外：Muse属于Meta，后者自身运营着庞大的广告业务。正如雅虎财经的Hamza Shaban\u003Ca href=\"https:\u002F\u002Ffinance.yahoo.com\u002Ftechnology\u002Farticle\u002Famazon-blocks-agentic-ai-shopping-but-walmart-is-betting-big-that-its-worth-saying-yes-100000436.html\">指出的\u003C\u002Fa>，阻止一个代理最明显的原因是为了防止另一个科技平台成为强大的中间商。亚马逊没有理由让Meta站在它和其购物者之间。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR追踪了60位分析师对亚马逊的看法。有多少人说\"买入\"？\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在一个地方查看亚马逊的买入、持有和卖出评级的完整细分，以及华尔街的收入和盈利预测。超过50万投资者使用TIKR来研究像这样的股票。\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看亚马逊的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-walmart-is-buying-a-head-start\" class=\"wp-block-heading\">沃尔玛正在购买先发优势\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">沃尔玛正在做出相反的押注。在周一发布的一份报告中，由Christopher Nardone领导的美国银行分析师表示，如果更多人将购物交给AI，沃尔玛处于有利地位。他们指出了其与多个AI生态系统的联系、其自身的购物助手Sparky，以及与包括Muse在内的代理的合作关系。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">沃尔玛渴望增长。其上季度美国同店销售额增长了2.6%，是2020年底以来最慢的增速。周二，它还推出了一个每年120美元的Walmart+和山姆会员店Plus捆绑套餐，以赢回会员。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Elovic表示，代理流量每年增长8000%。但这是从一个较小的基数开始增长的，雅虎指出，大多数人使用AI工具来研究产品，很少让它们购买。沃尔玛的收入已从截至2022年1月的财年的5730亿美元增长到截至2026年1月的财年的7130亿美元……\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792506051\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026.png?_i=AA\" alt=\"Bar chart from TIKR of Walmart's total revenues, $ billions, fiscal 2022–2026 (years to January).\" class=\"wp-post-141875 wp-image-141871\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792506051\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792506051\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792506051\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792506051\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792506051\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792506051\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026\u002F2026-10-20_icda8d07efb_WMT_revenue_2022-2026.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">沃尔玛 (WMT): 总收入, 十亿美元, 2022–2026财年 (截至1月的年度) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">……因此，代理结账在短期内不会对如此庞大的数字产生明显影响。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">沃尔玛也在承担亚马逊正在避免的风险。Nardone指出，如果无屏幕计算机进行结账，广告会发生什么尚不清楚，而广告对沃尔玛也越来越重要。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-market-has-already-paid-for-the-bet\" class=\"wp-block-heading\">市场已经为这笔押注买单了\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">投资者正在像对待成长股一样为沃尔玛定价。其远期市盈率为39.5倍，远高于其五年平均29.3倍的水平，并且与其2月份46.8倍的峰值相差不远。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792506047\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y.png?_i=AA\" alt=\"Line chart from TIKR of Walmart's forward (NTM) P\u002FE, last 5 years.\" class=\"wp-post-141875 wp-image-141873\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792506047\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792506047\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792506047\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792506047\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792506047\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792506047\u002Fimages\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y\u002F2026-10-20_icda8d07efb_WMT_ntm_pe_5y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">沃尔玛 (WMT): 远期 (NTM) 市盈率, 过去5年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这使得其AI押注几乎没有令人失望的余地。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-amazon-can-afford-to-wait\" class=\"wp-block-heading\">亚马逊有资本等待\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">我的看法：亚马逊做出了正确的选择。一个规模如此庞大、上季度增长26%的广告业务，其当前价值远高于在一个大多数购物者仍用于浏览的渠道中取得领先。目前阻止Muse对亚马逊的销售额影响甚微，如果代理开始真正进行购买，届时它可以再打开大门。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">时机是风险所在。沃尔玛正在购物习惯围绕代理形成之际介入。如果这些习惯在亚马逊开放之前固化，亚马逊输掉的AI竞赛将是购物者的日常习惯，而这些习惯要赢回来则困难得多。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-amazon-stock-actually-worth\" class=\"wp-block-heading\">那么亚马逊股票的实际价值是多少？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR让你在一分钟内预测任何股票的未来价格。只需在TIKR的估值模型中输入几个假设，就能看到亚马逊可能的价值。可以从华尔街共识预测开始，或者调整输入参数以反映你自己对业务的看法。它是免费使用的。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">免费为亚马逊估值\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非旨在提供来自TIKR或我们内容团队的投资或财务建议，也不是买入或卖出任何股票的建议。我们根据TIKR Terminal的投资数据和分析师预测来创建内容。我们的分析可能不包括近期的公司新闻或重要更新。TIKR对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",949,"zh","\u002Fblog\u002Fthe-68-billion-business-amazon-cant-risk-even-if-it-means-losing-the-ai-race","the-68-billion-business-amazon-cant-risk-even-if-it-means-losing-the-ai-race","images\u002FAmazon-Stock_144482ca923\u002FAmazon-Stock_144482ca923","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792781325\u002Fimages\u002FAmazon-Stock_144482ca923\u002FAmazon-Stock_144482ca923.png?_i=AA",{"altText":165,"imageCredit":166},"The $68 Billion Business Amazon Can’t Risk – Even if It Means Losing the AI Race","William_Potter from Getty Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Roxanna Maglangit","roxtikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"Michael Douglass","MichaelDouglass","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Walmart is happy to take the other side of that bet",{"title":188,"description":186,"twitterTitle":188,"twitterDescription":186,"author":168,"articlePublisher":189,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":190,"twitterData1":191,"ogTitle":188,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":192,"ogImageHeight":193,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"The $68 Billion Business Amazon Can’t Risk – Even if It Means Losing the AI Race","TIKR.com","预计阅读时间","2 minutes",1200,630,[195,211,228,243,258],{"id":183,"title":196,"date":197,"excerpt":198,"wordCount":199,"uri":200,"slug":201,"cloudinaryAssetId":202,"featuredImageOriginalUrl":203,"featuredImageMetadata":204,"author":205,"categories":208,"relatedPosts":210},"可口可乐支付的股息低于百事公司，但前景似乎更强劲。它们明天必须证明什么。","2026-10-26 14:29:57","小额投资必须证明其价值",1105,"\u002Fblog\u002Fcoca-cola-pays-less-than-pepsico-but-looks-stronger-what-they-must-prove-tomorrow","coca-cola-pays-less-than-pepsico-but-looks-stronger-what-they-must-prove-tomorrow","images\u002Fconfident-man-gold-coins\u002Fconfident-man-gold-coins","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793012174\u002Fimages\u002Fconfident-man-gold-coins\u002Fconfident-man-gold-coins.png?_i=AA",{"altText":196},{"name":174,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},"michaeldouglass",[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":218,"featuredImageOriginalUrl":219,"featuredImageMetadata":220,"author":221,"categories":225,"relatedPosts":227},"英特尔股价一周内暴跌10%。现在是该卖出，还是加仓？","2026-10-26 14:20:00","这篇内容大部分与英特尔无关。",706,"\u002Fblog\u002Fintel-just-dropped-10-in-a-week-is-it-time-to-sell-or-load-up","intel-just-dropped-10-in-a-week-is-it-time-to-sell-or-load-up","images\u002FNIO-stock-Dean-Drobot-via-Canva\u002FNIO-stock-Dean-Drobot-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699850\u002Fimages\u002FNIO-stock-Dean-Drobot-via-Canva\u002FNIO-stock-Dean-Drobot-via-Canva.png?_i=AA",{"altText":212},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":224},"Rexielyn Diaz","rexietikr",[],[226],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":229,"date":230,"excerpt":231,"wordCount":232,"uri":233,"slug":234,"cloudinaryAssetId":235,"featuredImageOriginalUrl":236,"featuredImageMetadata":237,"author":238,"categories":240,"relatedPosts":242},"AI评论家声称\"价值2000亿美元\"的英伟达芯片积压在仓库中","2026-10-26 14:14:10","英伟达的应收账款对此有话要说",919,"\u002Fblog\u002Fai-critic-claims-200-billion-dollars-worth-of-nvidia-chips-sit-in-warehouses","ai-critic-claims-200-billion-dollars-worth-of-nvidia-chips-sit-in-warehouses","images\u002FFEATURED-IMAGE-MAKER-1842\u002FFEATURED-IMAGE-MAKER-1842","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792425869\u002Fimages\u002FFEATURED-IMAGE-MAKER-1842\u002FFEATURED-IMAGE-MAKER-1842.png?_i=AA",{"altText":229},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":239},[],[241],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":244,"date":245,"excerpt":246,"wordCount":247,"uri":248,"slug":249,"cloudinaryAssetId":250,"featuredImageOriginalUrl":251,"featuredImageMetadata":252,"author":253,"categories":255,"relatedPosts":257},"预测：Meta的Muse在财报发布之际将\"彻底征服\"小企业主","2026-10-26 14:11:02","Muse的最佳客户可能已经在向Meta付费",965,"\u002Fblog\u002Fprediction-metas-muse-is-just-gonna-crush-it-with-small-business-owners-as-earnings-hit","prediction-metas-muse-is-just-gonna-crush-it-with-small-business-owners-as-earnings-hit","images\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699644\u002Fimages\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva.png?_i=AA",{"altText":244},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":254},[],[256],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":259,"date":260,"excerpt":261,"wordCount":262,"uri":263,"slug":264,"cloudinaryAssetId":265,"featuredImageOriginalUrl":266,"featuredImageMetadata":267,"author":268,"categories":270,"relatedPosts":272},"Visa和Mastercard一个月内涨幅超12%：该获利了结，还是继续加仓？","2026-10-26 14:10:00","涨势不错。现在需要业绩数据跟上。",872,"\u002Fblog\u002Fvisa-and-mastercard-just-gained-more-than-12-in-a-month-take-profits-or-buy-more","visa-and-mastercard-just-gained-more-than-12-in-a-month-take-profits-or-buy-more","images\u002Fgrinning-bearded-man-rising-chart-and-trading-screens\u002Fgrinning-bearded-man-rising-chart-and-trading-screens","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794838\u002Fimages\u002Fgrinning-bearded-man-rising-chart-and-trading-screens\u002Fgrinning-bearded-man-rising-chart-and-trading-screens.png?_i=AA",{"altText":259},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":269},[],[271],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[274,294,309,323,338,358,373,388,403],{"id":183,"title":275,"date":276,"excerpt":277,"wordCount":278,"uri":279,"slug":280,"cloudinaryAssetId":281,"featuredImageOriginalUrl":282,"featuredImageMetadata":283,"author":284,"categories":288,"relatedPosts":293},"过去12个月上涨13%，Arista Networks股票能否在2026年带来更佳回报？","2026-10-26 12:57:00","Arista股票一年内上涨了10%。查看TIKR估值模型对ANET上行空间的预测，其目标价预计在2028年12月前达到275美元。",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":275},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":287},"Aditya Raghunath","adityatikr",[],[289],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":295,"date":296,"excerpt":297,"wordCount":298,"uri":299,"slug":300,"cloudinaryAssetId":301,"featuredImageOriginalUrl":302,"featuredImageMetadata":303,"author":304,"categories":306,"relatedPosts":308},"过去12个月下跌48%，SoFi股票能否在2026年交出更好的成绩单？","2026-10-26 12:45:00","SoFi股价一年内下跌了51%。来看看TIKR估值模型对SOFI上行空间的看法，其目标价为到2028年12月达到22美元。",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":295},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":305},[],[307],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":310,"date":296,"excerpt":311,"wordCount":312,"uri":313,"slug":314,"cloudinaryAssetId":315,"featuredImageOriginalUrl":316,"featuredImageMetadata":317,"author":318,"categories":320,"relatedPosts":322},"过去12个月仅上涨9%，Palantir股票能否在2026年带来更好的回报？","Palantir股价一年来仅上涨4%。查看TIKR估值模型对PLTR上行空间的预测，其目标价至2028年12月将达到529美元。",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":310},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":319},[],[321],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":324,"date":325,"excerpt":326,"wordCount":327,"uri":328,"slug":329,"cloudinaryAssetId":330,"featuredImageOriginalUrl":331,"featuredImageMetadata":332,"author":333,"categories":335,"relatedPosts":337},"过去12个月下跌56%，AppLovin股票能否在2026年带来更好回报？","2026-10-26 12:33:00","AppLovin股价在过去一年下跌了60%。来看看TIKR估值模型对APP上行潜力的分析，其给出的目标价为到2028年12月达到366美元。",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":324},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":334},[],[336],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":339,"date":340,"excerpt":341,"wordCount":342,"uri":343,"slug":344,"cloudinaryAssetId":345,"featuredImageOriginalUrl":346,"featuredImageMetadata":347,"author":348,"categories":352,"relatedPosts":357},"埃克森美孚股价创下收盘新高，布伦特原油突破116美元。展望2030年该股走势","2026-10-26 07:55:00","埃克森美孚10月23日收盘创下183.21美元的历史新高，当时布伦特原油价格突破每桶116美元，目前其股价已超过华尔街分析师的平均目标价。该公司首席财务官表示，与先锋自然资源合并的协同效应已翻倍，且埃克森的目标是通过更少的油井使二叠纪盆地的采收率翻倍，这是公司可控的一项成本杠杆。",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":339},{"name":349,"slug":350,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":351},"Wiltone Asuncion","wiltonetikr",[],[353],{"name":354,"slug":355,"uri":356,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":359,"date":360,"excerpt":361,"wordCount":362,"uri":363,"slug":364,"cloudinaryAssetId":365,"featuredImageOriginalUrl":366,"featuredImageMetadata":367,"author":368,"categories":370,"relatedPosts":372},"Rivian创下52周新低，就在收购AI模拟初创公司次日。10月29日市场走势说明了什么","2026-10-26 07:50:00","Rivian股价在收购一家人工智能模拟初创公司次日触及52周低点，延续了数周前开始的19%跌幅。10月29日的财报如今必须证明其成本结构能够承载自动驾驶研发支出。",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":359},{"name":349,"slug":350,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":369},[],[371],{"name":354,"slug":355,"uri":356,"description":171,"postsCount":183},[],{"id":183,"title":374,"date":375,"excerpt":376,"wordCount":377,"uri":378,"slug":379,"cloudinaryAssetId":380,"featuredImageOriginalUrl":381,"featuredImageMetadata":382,"author":383,"categories":385,"relatedPosts":387},"Robinhood股票在10月发布第三季度财报前下跌了15%。以下是其到2030年的潜在走向","2026-10-26 07:45:00","Robinhood在10月27日财报发布前，两个交易日累计下跌6.73%，走势与Coinbase同步。10月22日的两项进展指向可能不会在其加密货币收入项中体现的加密活动：比特币价格合约以及Morpho为其股票代币推出的首个借贷市场。",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":374},{"name":349,"slug":350,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":384},[],[386],{"name":354,"slug":355,"uri":356,"description":171,"postsCount":183},[],{"id":183,"title":389,"date":390,"excerpt":391,"wordCount":392,"uri":393,"slug":394,"cloudinaryAssetId":395,"featuredImageOriginalUrl":396,"featuredImageMetadata":397,"author":398,"categories":400,"relatedPosts":402},"沃尔玛股价10月上涨15%，尽管盈利预测并未上调。以下是其到2031年的潜在走势","2026-10-26 07:40:00","沃尔玛股价在9月30日至10月23日期间上涨了15.4%，但分析师对其未来12个月的每股收益（EPS）预估仍维持在3.00美元。几乎全部涨幅都源于更高的估值倍数，而公司此前在11月19日发布的业绩指引中，预计每股收益增长仅为0%至3%。",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":389},{"name":349,"slug":350,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":399},[],[401],{"name":354,"slug":355,"uri":356,"description":171,"postsCount":183},[],{"id":183,"title":404,"date":405,"excerpt":406,"wordCount":407,"uri":408,"slug":409,"cloudinaryAssetId":410,"featuredImageOriginalUrl":411,"featuredImageMetadata":412,"author":413,"categories":415,"relatedPosts":417},"苹果短暂超越英伟达，英伟达股价跌幅达12%。苹果股票到2030年可能走向何方","2026-10-26 07:35:00","苹果公司于10月23日短暂超越英伟达，成为全球市值最高的公司，股价创下351.73美元的历史新高。其人工智能战略所需资本支出极少，但以38倍的市盈率来看，11月2日公布的利润率数据将决定其估值倍数。",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":404},{"name":349,"slug":350,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":414},[],[416],{"name":354,"slug":355,"uri":356,"description":171,"postsCount":183},[]]