I-Generative Data Intelligence

I-Amazon's Strategic Triumph: I-Mark Mahaney's Take on Its Dow 30 Ukufakwa

Usuku:

Ngomhla zingama-26 kuNhlolanja, uMark Mahaney, inhloko ehlonishwayo yocwaningo lwe-inthanethi kwa-Evercore ISI, wavela โ€œku-Squawk Boxโ€ ye-CNBC ukuze abelane ngohlaziyo lwakhe lochwepheshe ezihlokweni eziningi eziphathelene nomkhakha wezobuchwepheshe. Ukhulume nozakwabo uJoe Kernen mayelana nokusebenza kwesitoko kwakamuva kwe-Amazon, ukufakwa kwayo okuphawulekayo ku-Dow 30, umhlangano obanzi we-Big Tech, kanye nokukhetha kwakhe kwesitoko okuphezulu.

Ukuqonda i-Dow 30 nokubaluleka kwayo

Ngaphambi kokungena emininingwaneni yokufakwa kwe-Amazon ku-Dow 30 nemithelela yayo, kubalulekile ukuqonda ukuthi iDow 30 imele ini nokuthi kungani ibalulekile. I-Dow Jones Industrial Average (Dow 30) iyinkomba yemakethe yesitoko ehlonishwayo ehlanganisa izinkampani ezibaluleke kakhulu neziqinile ngokwezimali ezingama-30 e-United States. Ukuba yingxenye ye-Dow 30 kuwubufakazi bobuholi bemakethe yenkampani, impilo yezezimali, kanye neqhaza elibalulekile emnothweni. Kwa-Amazon, ukujoyina leli qembu elite kuphawula ingqopha-mlando, okugqamisa ithonya lalo elikhulu nokuzinza emakethe.

I-Amazon ijoyina i-Dow 30

UMahaney uqale ingxoxo ngokucabanga ngokwengeza kwe-Amazon ku-Dow 30, ethatha indawo yama-Walgreens. Lesi sinyathelo, ngokusho kukaMahaney, sisho ukumelwa okubanzi kwe-Amazon emnothweni kanye nerekhodi layo elingaguquki. Ugqamise izinto ezimbalwa ezibalulekile ezinomthelela ekubukeni okuhle kwe-Amazon, okuhlanganisa ukulindela kwamarekhodi okuphuma kwemali kwamahhala kanye nokusheshisa ukukhula kwemali engenayo ye-AWS. UMahaney utuse i-Amazon ngobuholi bayo bomhlaba wonke ekuthengisweni kwe-inthanethi, imali engenayo yezikhangiso ekhulayo eyizigidi eziyizinkulungwane ezingama-50, kanye nesimo sayo njengenkundla yesithathu ngobukhulu nenkundla yamafu emhlabeni jikelele.

Ukusebenza Kwesitoko Kwama-Amazon kanye Nokulinganisa

UMahaney uzwakalise ukuba nethemba ngesitoko sase-Amazon, ephawula ukwenyuka kwenani elihlosiwe lisuka ku-180 kulandela umbiko wemali yenkampani emasontweni amabili edlule. Uveze ukuthi i-Amazon iqhamuke emjikelezweni omkhulu wokutshalwa kwezimali, owake waba nomthelela emalini yayo yamahhala ngenxa yokutshalwa kwezimali okunamandla ekulethweni kwamakhono. Njengoba inkampani manje isidlulile kulo mjikelezo, uMahaney ukholelwa ukuthi inani le-Amazon ekuphindaphindeni kokugeleza kwemali kwamahhala lingokoqobo futhi liyathandeka.

Umthombo: Okwezimali zeGoogle

Izinketho eziphezulu ze-Mahaney


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Ngale kwe-Amazon, uMahaney wabelane ngentshiseko yakhe nge-Meta futhi wethula ezinye izinto eziphikisanayo, okuhlanganisa i-Expedia njengomdlalo wokuhamba nge-inthanethi kanye ne-DoorDash, akholelwa ukuthi ijika ikhona ekuzuzeni ama-caps okulinganisa afana ne-Uber. Ubikezele ukungena okungenzeka kwe-DoorDash ku-S&P 500 phakathi nonyaka olandelayo.

Amasheya Akhanga Kancane

Lapho ebuzwa ngezitoko angafuni kakhulu ukuzincoma, uMahaney wazwakalisa ukuxwaya nge-eBay futhi, ngokwezinga elithile, i-Expedia, ephawula ushintsho olukhulu esimweni sakhe, ikakhulukazi uma kuqhathaniswa ne-Airbnb. Phakathi kwamagama amakhulu, wabeka phambili i-Amazon, yalandelwa yi-Meta, ene-Alphabet elandela ngemuva ngenxa yokuntuleka kwayo kwezindleko eziqinile, okuyisici esibalulekile ezimakethe zezimali namuhla.

I-Amazon Economic Impact kanye Nokufakwa ku-Dow 30

UMahaney uphethe ngokuzindla ngohambo lwe-Amazon kanye nomthelela wayo ophelele emikhakheni eyahlukene, kusukela emandleni abathengi kanye nokukhangisa kuya ekuziphatheni kwebhizinisi kuya kwebhizinisi kanye nekhemisi. Ubalule ukuthi ukusabalala kwemakethe okubanzi kwe-Amazon kuyenza ibe bucayi kakhulu ezinguqukweni zezomnotho, ezifana nokwehla kwamandla emali, okuyibeka endaweni ukuze izuze njengoba ingcindezi yokwehla kwamandla emali iqala ukwehla.

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