1）对 AWS 的增长韧性更有信心，将 AWS 2026/2027 财年的增速预期上调 至 29%/32%。2）AWS 的增长斜率仍由算力产能驱动，收益率测算显示存在上行空间。3）Trainium 芯片得到进一步验证与助力。4）AWS 的多模型战略得到拓展。5）智能体（Agentic）：立足平台而非横向 扩张。目标价 300 美元，维持 “跑赢大盘” 评级。事件背景上周五，亚马逊...
Source Link1）对 AWS 的增长韧性更有信心，将 AWS 2026/2027 财年的增速预期上调 至 29%/32%。2）AWS 的增长斜率仍由算力产能驱动，收益率测算显示存在上行空间。3）Trainium 芯片得到进一步验证与助力。4）AWS 的多模型战略得到拓展。5）智能体（Agentic）：立足平台而非横向 扩张。目标价 300 美元，维持 “跑赢大盘” 评级。事件背景上周五，亚马逊...
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