(以下内容从开源证券《北交所策略专题报告:从亚马逊CAPEX指引看产业链机遇,关注北交所光器件核心环节》研报附件原文摘录)亚马逊年报高CAPEX彰显设施建设需求,北证、新三板光通信标的预期受益2025年度报告显示2024、2025年亚马逊现金资本开支达到777亿、1283亿美元,主要用于科技设施的建设方面以及履约网络的建设。2026年亚马逊预计两大方面均会产生增长。现阶段北交所内光通信器件相关的...
Source Link(以下内容从开源证券《北交所策略专题报告:从亚马逊CAPEX指引看产业链机遇,关注北交所光器件核心环节》研报附件原文摘录)亚马逊年报高CAPEX彰显设施建设需求,北证、新三板光通信标的预期受益2025年度报告显示2024、2025年亚马逊现金资本开支达到777亿、1283亿美元,主要用于科技设施的建设方面以及履约网络的建设。2026年亚马逊预计两大方面均会产生增长。现阶段北交所内光通信器件相关的...
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