亚马逊:电商筑基云智跃迁:全域AI驱动生态扩容与资本优配

华鑫证券
May 29, 2025

2025 年4 月23 日,亚马逊(AMZN.O)发布2025 年第一季度财报。公司第一季度总营收为1556.67 亿美元,同比增长9%;净利润达171.27 亿美元,同比大幅增长64%。投资要点亚马逊仓储自动化实践:人机协作与技能转型挑战亚马逊近期推出“火神”机器人,承担75%仓库订单分拣,通过人机协作优化作业安全,并创造数百机器人维护类新岗位,同步启动员工再培训计划。但同时,低技能工种需求下降...

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