Amazon(US:AMZN) 智通财经网·2026-01-09 03:50Core Viewpoint - The next phase of AI trading will depend on autonomous agents, with Amazon and five other stocks likely to lead this surge according to Bank of America [1] Group 1: AI Industry Insights - The AI sector has been centered around chatbots and large language models for the past two years, with 2026 expected to mark the year of "autonomous AI" dominance [1] - The peak of AI industry prosperity is anticipated to occur after the IPOs of notable AI unicorns valued over $10 billion, such as OpenAI, Anthropic, and xAI, which are speculated to go public in 2026 [1] Group 2: Amazon's Position - Amazon is highlighted as the top stock pick for Q1 2026, driven by the expected acceleration in Amazon Web Services (AWS) growth, projected to reach a 21% annual growth rate [2] - Amazon's advancements in proprietary AI chips, particularly the Trainium3, are expected to enhance efficiency and computing power, potentially making AWS the lowest-cost provider for AI workloads [2] - The retail segment of Amazon is set to improve profit margins through advertising growth, efficient inventory management, and robotics, with retail profit margins projected to rise from 6.1% in 2025 to 8.3% in 2027 [2] Group 3: AI Shopping Assistant and Partnerships - Amazon's AI shopping assistant, Rufus, currently offers shopping recommendations and price tracking, with potential upgrades for full automation capabilities [3] - A possible automation shopping agreement between Amazon and OpenAI in 2026 may include revenue-sharing terms related to advertising [3] Group 4: Other Potential Winners - Wayfair has made significant strides in furniture shopping and is an early partner of Google's "smart checkout" feature, developing an AI assistant for common inquiries [4] - The travel industry is identified as a key battleground for intelligent agent AI in 2026, with Expedia Group transitioning from a traditional booking site to an AI travel agency infrastructure provider [4] - AppLovin's position in mobile gaming and expansion into e-commerce is expected to mitigate industry headwinds, with its Axon product utilizing AI for targeted advertising [4] - Roblox is developing an advertising plan aimed at its large user base of approximately 150 million daily active users, which could position it as a significant advertising destination [4][5]