微软和谷歌先出业绩，_老虎社区_美港股上老虎

欲山行

10-30

微软和谷歌先出业绩，要是云业务增长快，那就是在抢AWS的市场份额；要是云业务增长放缓，那说明AI市场开始供过于求。亚马逊晚一天出财报，感觉真是站在必败之地了$亚马逊(AMZN)$

接OpenAI大单！亚马逊看好吗？

亚马逊与OpenAI签署380亿美元、为期七年算力大单，AWS将供应英伟达芯片。【亚马逊股价大涨，再创新高。现在$250的亚马逊，你有何操作策略？后续涨势你还看好吗？】

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