Amazon AWS 又站回中枢

SG Visual Research 图解研报

$亚马逊(AMZN)$

这季 Amazon 的看点不在零售。

AWS 增速回到 23%+，

订单积压同步抬升，

云业务重新承担“拉动全公司”的角色。

零售在稳利润，

但增长的油门，还是 AWS 在踩。

Mag 7：加码AI投入！更看好哪家科技巨头？

周三“科技七巨头”中，特斯拉涨近2%独涨、谷歌跌近2%领跌。近日Alphabet美元债筹资200亿美元、原定为150亿，发行100年期英镑债券，为科技公司近30年来首次；黄仁勋最新采访说 Meta 是用AI 最好的公司……各大巨头竞相加码AI算力投入，谁能从中获益？你看好哪家表现？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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