事件:美国东部时间2 月6 日盘后,亚马逊发布24Q4 及全年业绩。截至北京时间2 月7 日上午9:00,亚马逊盘后股价-4.05%。点评:亚马逊25Q1 净销售额和营业利润率指引不及预期。24Q4 亚马逊实现净销售额1877.9 亿美元,同比增长10.5%,高于彭博一致预期(下文简称一致预期)0.25%;净利润200.4 亿美元,同比增长88.3%,高于一致预期26.1%。公司指引25Q1净...
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