美国银行：维持亚马逊买入评级 AWS增速有望升至25%

环球市场播报2025-12-04

美国银行分析师Justin Post及团队在拉斯维加斯出席re：Invent后更新了对亚马逊股票的观点。　　在他看来，AWS此次最大的“变化”，是其与英伟达在未来Trainium硬件上的合作加深。他指出AWS已在开发Trainium 4，将使用英伟达的NVLink Fusion机架技术连接多种AI组件，使系统更快、更高效。　　美国银行分析称，AWS内部会议反馈显示AI正在释放新的云需求。团队...

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