$亚马逊(AMZN)_老虎社区_美港股上老虎

2025-04-29

$亚马逊(AMZN)$ 比较看好。AWS增速回暖，电商利润爆棚，这次可能会大超预期。盘后起飞6%起步也不夸张。

特朗普要求科技企业自建电厂解决用电，七巨头齐收跌，微软、亚马逊、Meta跌超2%。当前微软表态将承担成本，并表示不会把AI成本转嫁给普通居民。【当前美股存在着：短期受制于芯片短缺，中期面临能源约束，长期需突破存储瓶颈。在此背景下，“美股7巨头”将有何表现？跌势会持续多久？】

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