亚马逊:大干快上猛投云,利润释放期又要没了?

海豚投研
07 Feb

2 月 7 日早美股盘后,$亚马逊(AMZN.US)公布了 2024 年四季度财报,整体表现有亮点也有瑕疵,利润亮眼,但增长稍差。相对保守的指引和飞速拉高的 Capex 也是问题,具体来看:1、市场最关注的细分业务,本季 AWS 的营收同比增速为 18.9%,相比上季放缓约 0.2pct,也比卖方预期低 0.1pct。据海豚投研了解,买方期待仍是 20% 或更高的增长。因此,AWS 的增长显然是...

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