Amazon AWS 又站回中枢

SG Visual Research 图解研报

$亚马逊(AMZN)$

这季 Amazon 的看点不在零售。

AWS 增速回到 23%+，

订单积压同步抬升，

云业务重新承担“拉动全公司”的角色。

零售在稳利润，

但增长的油门，还是 AWS 在踩。

微软领跌“7巨头”！科技股还能买吗？

美股“7巨头”今年全部跑输标普500指数，从年内表现来看，微软跌幅最深，YTD已下跌16%，特斯拉、亚马逊、苹果明显承压，仅英伟达、Meta维持小幅正收益。【市场进入观望期，当支出跑在盈利前面，大家觉得AI主线是否已被瓦解？“7巨头”今年你看好哪一家？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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