AI 猛投、关税搅局,亚马逊重进 “下蹲期”?

智通财经
May 03, 2025

5月2日早美股盘后,亚马逊(AMZN.US)公布了2024年1季度财报,当季业绩中规中矩,同样属于在过于保守预期下,反而显得不错的表现。但业绩主要雷在公司对下季度的利润指引偏低,暗指利润率将环比下降。具体来看:1、AWS 没有提速,利润则大超预期:本季 AWS 的营收同比增速为 16.9%,相比上季放缓约整整 2pct,也比卖方预期的 17.3% 要低,并不如昨天的 Azure 有超预期强劲的表现...

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