8月1日周四,亚马逊公布了今年第二季度财报。尽管公司总营收和营业利润均超出华尔街预期,但其赖以生存的云服务(AWS)业务增长乏力、利润率急剧收缩,引发了市场对其可能失去行业领导地位的深度忧虑。在随后的电话会议中,CEO安迪·贾西罕见公开承认AI算力存在供应瓶颈,进一步加剧了投资者的担忧情绪,公司股价在盘后交易中应声下挫7%。 对于亚马逊而言,这是一份“喜忧参半”到足以让市场感到恐慌的财报。财报显示...
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