看高至320美元!法巴银行力挺亚马逊(AMZN.US)第四季度AWS增速将碾压市场预期

智通财经01-21

智通财经APP获悉，亚马逊(AMZN.US)将于2026年2月5日(星期四)美国市场收盘后公布2025财年第四季度财报。法国巴黎银行分析师指出，亚马逊在第四季度的表现将超出市场预期，主要驱动力来自其云计算部门 AWS(Amazon Web Services) 和生成式人工智能(Generative AI) 业务的强劲增长。法国巴黎银行分析师尼克·琼斯在给客户的报告中指出：“我们正密切关注亚马逊...

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href=http://www.zhitongcaijing.com/content/detail/1395528.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，亚马逊(AMZN.US)将于2026年2月5日(星期四)美国市场收盘后公布2025财年第四季度财报。法国巴黎银行分析师指出，亚马逊在第四季度的表现将超出市场预期，主要驱动力来自其云计算部门 AWS(Amazon Web Services) 和 生成式人工智能(Generative AI) 业务的强劲增长。法国巴黎银行分析师尼克·琼斯在给客户的报告中指出：“我们正密切关注亚马逊...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1395528.html\">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":"LU0157215616.USD","symbol_name":"FIDELITY GLOBAL FOCUS \"A\" 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BNP Paribas supports Amazon (AMZN.US), AWS growth in the fourth quarter will crush market expectations","themeId":"2625b221748e3d4c6fe332a4392d281c","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USAW.SI":0.6,"AMZN":1.98},"content_text":"智通财经APP获悉，亚马逊(AMZN.US)将于2026年2月5日(星期四)美国市场收盘后公布2025财年第四季度财报。法国巴黎银行分析师指出，亚马逊在第四季度的表现将超出市场预期，主要驱动力来自其云计算部门 AWS(Amazon Web Services) 和 生成式人工智能(Generative AI) 业务的强劲增长。法国巴黎银行分析师尼克·琼斯在给客户的报告中指出：“我们正密切关注亚马逊网络服务(AWS)的增长情况，以及其与微软Azure和谷歌云之间的竞争态势。同时，我们也重视其资本支出强度，以及由此对利润率产生的影响。此外，我们还关注AWS在云计算、人工智能、物流、杂货等领域持续投资的影响，特别是这些投资对利润率的影响。此外，我们也在观察亚马逊的电商业务和广告业务的发展趋势。”琼斯为亚马逊设定的目标价为320美元。他指出，预计亚马逊网络服务(AWS)的年同比增长率将达到22%至23%，这一数字高于市场普遍预期的21%，而人工智能领域的布局将成为推动其增长的重要因素之一。琼斯进一步补充道：“在我们看来，亚马逊在2025年第四季度于核心业务领域占据着有利态势，有望斩获强劲业绩。考虑到当下人工智能的需求呈现出明显的发展趋势，我们对于AWS取得亮眼表现并不会感到意外，同样，对其广告业务展现出的强劲增长势头也不会觉得诧异，毕竟我们认为该广告业务目前仍处于相对早期的发展阶段。总体而言，亚马逊依旧是我们2026年最为看好的投资选择。”","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":"dataReport","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/2605058173","isCrawlerRequest":true}