瑞银深度:三大云厂,AWS持续掉队

塔子哥的随笔
Oct 22

在下周,四大资本开支巨头微软,谷歌,亚马逊和meta将会公布财报。目前,市场对它们的云增速,资本开支,利润率都寄予厚望,希望AI对云有更多的提升。瑞银最近报告比较了AWS,Azure和GCP三家云厂,就几家的优势劣势,和未来的指引给出了展望。报告如下:在我们即将迎来微软(10月29日)、谷歌(10月29日)和亚马逊(10月30日)2025年第三季度财报电话会议之际,我们在与11家客户和合作伙伴交流...

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