亚马逊最近发布的第四季度财报,像一枚深水炸弹,在华尔街引发剧烈震荡。尽管业绩表现堪称亮眼:营收首次突破2000亿美元大关,达到2134亿美元;AWS云服务增速更是达到24%,创下13个季度以来的最快增速,然而盘后交易一度跌超10%。引爆市场恐慌的不是业务本身,而是一个数字:2000亿美元。这是亚马逊给出的2026年资本支出指引,不仅比2025年的1310亿美元大幅增加超过50%,也远超市场预期的...
Source Link亚马逊最近发布的第四季度财报,像一枚深水炸弹,在华尔街引发剧烈震荡。尽管业绩表现堪称亮眼:营收首次突破2000亿美元大关,达到2134亿美元;AWS云服务增速更是达到24%,创下13个季度以来的最快增速,然而盘后交易一度跌超10%。引爆市场恐慌的不是业务本身,而是一个数字:2000亿美元。这是亚马逊给出的2026年资本支出指引,不仅比2025年的1310亿美元大幅增加超过50%,也远超市场预期的...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.