亚马逊利润指引远逊于预期警告特朗普关税等因素的冲击！

东方财富网2025-05-02

周四（5月1日）美股盘后，科技巨头亚马逊公布了其第一季度的业绩报告，其中在线广告收入同比增长19%，超出分析师预期，不过其对二季度的利润指引略有逊色，预警美国关税政策将对该公司造成冲击，这导致该公司在盘后一度下跌5%。　　财报显示，亚马逊第一季度营收1557亿美元，超出市场预期的1549.2亿美元，高于去年同期的1433.1亿美元；第一季度经营利润184亿美元，超出预估的175.1亿美元。　　细分...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2532662848?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-05-02 18:02","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2532662848","market":"sg","top_or_hot":-1,"title":"亚马逊利润指引远逊于预期 警告特朗普关税等因素的冲击！","media":"东方财富网","content":"<div>\n<p>周四（5月1日）美股盘后，科技巨头亚马逊公布了其第一季度的业绩报告，其中在线广告收入同比增长19%，超出分析师预期，不过其对二季度的利润指引略有逊色，预警美国关税政策将对该公司造成冲击，这导致该公司在盘后一度下跌5%。　　财报显示，亚马逊第一季度营收1557亿美元，超出市场预期的1549.2亿美元，高于去年同期的1433.1亿美元；第一季度经营利润184亿美元，超出预估的175.1亿美元。　　细分...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-05-02/doc-inevekkx9640725.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>亚马逊利润指引远逊于预期 警告特朗普关税等因素的冲击！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊利润指引远逊于预期 警告特朗普关税等因素的冲击！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-02 18:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/bxjj/2025-05-02/doc-inevekkx9640725.shtml><strong>东方财富网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四（5月1日）美股盘后，科技巨头亚马逊公布了其第一季度的业绩报告，其中在线广告收入同比增长19%，超出分析师预期，不过其对二季度的利润指引略有逊色，预警美国关税政策将对该公司造成冲击，这导致该公司在盘后一度下跌5%。　　财报显示，亚马逊第一季度营收1557亿美元，超出市场预期的1549.2亿美元，高于去年同期的1433.1亿美元；第一季度经营利润184亿美元，超出预估的175.1亿美元。　　细分...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-05-02/doc-inevekkx9640725.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-05-02/doc-inevekkx9640725.shtml","article_id":"2532662848","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2532662848","pubTimestamp":1746180120,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　在公布指引时，亚马逊暗示，本次提供的指引中并未纳入4月之后任何实行关税的影响。　　亚马逊公告称，此次提供销售和利润指引存在很大的不确定性，“结果是不可预测的，并可能受到许多恰因素的影响，例如外汇波动、全球经济和地缘政治的变化、关税和贸易政策的多变、客户需求和支出、通胀以及利率等因素的变动。”","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4588":"碎股","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1046421795.USD":"富达环球科技A-ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4585":"ETF&股票定投概念","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","AMZN":"亚马逊","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK4535":"淡马锡持仓","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4612":"AI芯片","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","USAW.SI":"AMZN 3xLongSG261006"},"translate_title":"Amazon's profit guidance is far worse than expected, warning Trump of the impact of tariffs and other factors!","themeId":"8b11ac9ad748d813907180d48427d3a8","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1,"USAW.SI":0.6},"content_text":"周四（5月1日）美股盘后，科技巨头亚马逊公布了其第一季度的业绩报告，其中在线广告收入同比增长19%，超出分析师预期，不过其对二季度的利润指引略有逊色，预警美国关税政策将对该公司造成冲击，这导致该公司在盘后一度下跌5%。　　财报显示，亚马逊第一季度营收1557亿美元，超出市场预期的1549.2亿美元，高于去年同期的1433.1亿美元；第一季度经营利润184亿美元，超出预估的175.1亿美元。　　细分来看，一季度亚马逊云服务平台AWS净销售额为293亿美元，市场预期为294.1亿美元；一季度AWS剔除汇率因素后净销售增长17%，分析师预期增长17.2%。这是AWS业务连续第三个季度逊于预期，两年来首次环比下降。　　一季度在线商店净销售为574.07亿美元，同比增长增长5%，环比增长7.1%；实体店净销售为55.33亿美元，同比增长约6.4%，超出分析师预期54.1亿美元，环比增长8.3%。　　包括Prime会员、电子书等非AWS订阅在内，一季度订阅服务的净销售为117.15亿美元，同比增长约9.3%，四季度增9.7%。　　值得一提的是，在一季度，亚马逊的广告销售额攀升至139.2亿美元，大幅超出分析师的平均预期137.4亿美元。尽管亚马逊的在线广告业务只占总销售额的一小部分，但近年来，它已成为全球数字广告市场上的第三大平台，仅次于Alphabet和Meta。业绩指引略显逊色　　在业绩指引方面，亚马逊称二季度净销售将同比增长约7%至11%，大致符合预期。分析师对二季度的营收预期大致处于亚马逊指引区间的中端。　　而亚马逊提供的营业利润指引逊色。公司预计第二季度营业利润为130亿美元至175亿美元，分析师预期178.2亿美元。整个指引区间都低于分析师预期，其中，指引区间的高端较分析师预期低了约1.8%，指引区间的低端甚至较分析师预期低27%。　　在公布指引时，亚马逊暗示，本次提供的指引中并未纳入4月之后任何实行关税的影响。　　这也就意味着，如果5月起特朗普政府实行的关税导致消费者削减支出，就可能对亚马逊业绩造成更大的影响，日次以来亚马逊此次给出的指引甚至可能偏高。　　亚马逊公告称，此次提供销售和利润指引存在很大的不确定性，“结果是不可预测的，并可能受到许多恰因素的影响，例如外汇波动、全球经济和地缘政治的变化、关税和贸易政策的多变、客户需求和支出、通胀以及利率等因素的变动。”　　不过，亚马逊CEO安迪·贾西（Andy Jassy）安抚投资者道，目前尚未看到需求减弱，大多数卖家尚未调整价格，不过这可能会根据关税的最终落实情况而改变。　　受到略显悲观的利润指引的影响，截止发稿，亚马逊股价在周五美股盘前已下跌超2%。（文章来源：财联社）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2532662848","isCrawlerRequest":true}

亚马逊利润指引远逊于预期 警告特朗普关税等因素的冲击！

精彩评论

亚马逊利润指引远逊于预期警告特朗普关税等因素的冲击！