概要7月31日盘后，亚马逊将会公布今年Q2财报。这家巨头的零售和云业务和美国消费以及AI业务关系密切，是观察美国经济动向的风向标。由于关税和消费者支出谨慎，亚马逊今年表现逊色于大盘。根据亚马逊此前的指引，市场预期亚马逊二季度营收1600~1640亿美元，同比增9.5%；净利润130~150亿美元，同比增4%。我们预期亚马逊第二季度营收1580~1620亿美元，净利润145~170亿美元，整体低于...
Source Link概要7月31日盘后，亚马逊将会公布今年Q2财报。这家巨头的零售和云业务和美国消费以及AI业务关系密切，是观察美国经济动向的风向标。由于关税和消费者支出谨慎，亚马逊今年表现逊色于大盘。根据亚马逊此前的指引，市场预期亚马逊二季度营收1600~1640亿美元，同比增9.5%；净利润130~150亿美元，同比增4%。我们预期亚马逊第二季度营收1580~1620亿美元，净利润145~170亿美元，整体低于...
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