美股IAAS公司业绩梳理：收入增速环比企稳 AI商业化落地稳步推进

中国国际金融股...09-21

行业近况美股IaaS公司陆续于近期发布2023 年二季度1业绩。在本篇报告中，我们对Microsoft（微软）、Google（谷歌）及Amazon（亚马逊）三家公司云业务业绩进行梳理，以期为国内公有云厂商的研究提供借鉴。评论二季度海外头部云厂商收入增速环比企稳，利润端稳中有进。收入端，2Q23 海外云厂商收入同比增速环比企稳，AWS/Azure/Google Cloud收入分别实现YoY+12%/...

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