Benchmark分析师Daniel Kurnos在报告中写道，亚马逊承诺在2026年投入2000亿美元资本支出，引发股价下跌，这一消息盖过了其云业务同比增长24%的表现。他指出，AWS营收达356亿美元，较华尔街一致预期高出7亿美元，同时该业务板块的利润率依然稳健，达到35%。Kurnos写道：“如果一定要挑剔的话，从技术层面看，广告业务收入与市场预期基本一致，而鉴于此前几个季度的趋势以及Prime Video和亚马逊DSP的进展，投资者可能原本期待更大的上行空间。”
Benchmark分析师Daniel Kurnos在报告中写道，亚马逊承诺在2026年投入2000亿美元资本支出，引发股价下跌，这一消息盖过了其云业务同比增长24%的表现。他指出，AWS营收达356亿美元，较华尔街一致预期高出7亿美元，同时该业务板块的利润率依然稳健，达到35%。Kurnos写道：“如果一定要挑剔的话，从技术层面看，广告业务收入与市场预期基本一致，而鉴于此前几个季度的趋势以及Prime Video和亚马逊DSP的进展，投资者可能原本期待更大的上行空间。”
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