亚马逊 AWS最近几_老虎社区_美港股上老虎

亚马逊 AWS最近几个季度在加速，广告也还行。但今晚四大巨头扎堆出，谁家的云要是跑输了，谁就得挨揍。贝索斯不在，看贾西能不能顶住。

Alphabet、微软、亚马逊、Meta以及苹果将在未来两日密集披露财报——谷歌、微软、Meta、亚马逊合计资本开支规模直逼6000亿美元，钱还在往AI基础设施里涌。本周挑战在于，巨头财报需要证明资本开支，特别是云计算的收入增速是赚钱且另市场满意的。【在目前增速预期均不低的情况下，大家看好哪家财报表现吗？你会选择绩前or绩后布局？】

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扒拉算盘珠子
04-29 15:40
扒拉算盘珠子
这轮财报就是云的排位赛，第二名以后都没有溢价

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