从业务结构来看，AW_老虎社区_美港股上老虎

Cadi Poon
02-06 22:50

从业务结构来看，AWS 仍是投资者关注的核心。市场预计，随着 AI 相关算力需求持续释放以及企业云支出逐步回暖，AWS 收入增速有望维持在 20% 左右甚至更高水平，其利润率变化和管理层对未来资本开支的指引，被视为本次财报的关键看点。与此同时，亚马逊电商主业预计保持中低双位数增长，广告业务则在商家投放需求回升的背景下继续成为收入与利润的重要补充。

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