金吾财讯 | 亚马逊(AMZN)于6月24日官宣，旗下AWS云业务与诺基亚扩大战略合作范围，助力电信运营商依托云端架构，搭建全自主、AI驱动的通信网络体系。本次合作核心依托诺基亚自主网络架构，部署于AWS云平台，整合AI智能编排、故障检测、数字孪生仿真、智能运维代理等全栈能力，实现网络运维、资产管理、故障处理的智能化升级。
双方合作的早期落地项目已显现显著成效，接入该体系的电信运营商网络自动化率超90%，业务服务交付时长缩短至4小时及以内，年度网络中断时长仅1分钟，大幅降低运维成本、提升网络稳定性。依托云端AI架构，运营商可实现精细化网络管理、智能风险预警与高效业务迭代，推动传统通信网络向智能化、自主化转型。
二级市场层面，多家华尔街机构维持亚马逊看多评级。6月18日，美银证券重申该股“买入”评级，给出310美元目标价；6月11日，巴克莱维持“增持”评级，目标价330美元，机构测算该股当前具备超40%上涨空间。亚马逊业务覆盖电商、广告、数字内容与云计算，AWS全球数据中心资源优势，持续支撑公司长期成长。
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