亚马逊(AMAZON)25Q1业绩点评及业绩说明会纪要:AWS需求旺盛 继续加大云基础设施投放

华创证券
05 May

事项:2025 年5 月2 日Amazon 发布2025Q1 报告,报告期截止至2025 年3 月31日,即自然季度CY2025Q1,并召开业绩说明会。评论:1. 收入和盈利:收入情况:25Q1 公司实现营收1556.67 亿美元,同比+9%(排除汇率影响,同比+10%),超出季度预测销售收入上限(前次预测为1510-1555亿美元之间)。其中,北美板块收入为928.87 亿美元,同比+8%,占比...

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