亚马逊云计算业务9月份活动回暖 -- 市场观点

投资观察
Oct 03

D.A. Davidson在一份研究报告中表示,亚马逊云计算部门Amazon Web Services的前景开始好转。分析师Gil Luria和Alexander Platt称,专有数据显示9月份活动出现回升,主要受到"核心超大规模服务和AI服务增长显著提升"的推动,不过他们提醒,此前7月和8月的活动表现相对低迷。

因此,分析师预计本月晚些时候公布的第三财季业绩不会出现爆发性增长。他们写道:"我们将跟踪10月初的活动情况,以观察这些积极趋势是否会持续。"

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