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。

聚焦美股7巨头：Meta、亚马逊加速AI进程！

美东时间8日周三，Meta正式发布自研AI模型Muse Spark，标志着该司重金押注AI战略后的首次实质性落地，Meta股价一度涨9.5%。业内普遍认为，这标志着Meta从“AI布道者”向“AI竞争者”的身份转变；次日，在CEO股东信确认一季度AI年化营收超150亿美元，自研芯片规模翻倍至200亿，股价收涨5.6%、领涨科技巨头。【大家接下来看好哪只科技巨头表现？亚马逊现在能买吗？】

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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