亚马逊25Q3财报前瞻:AWS能摆脱增速落后情况吗?

塔子哥的随笔
Oct 27

概要10月30日盘后,亚马逊将会公布今年Q3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。近期由于AWS的增速逊于Azure和GCP,让人担忧其云业务优势不再,股价YTD表现为Mag7最差。根据亚马逊此前的指引,市场预期亚马逊三季度营收1750~1800亿美元;净利润140~185亿美元;AWS营收325亿美元,同比增18.5%;资本开支320~330...

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