亚马逊24Q4财报点评:云业务稍逊预期,资本开支同样暴增

塔子哥的随笔
07 Feb

亚马逊的财报和其他巨头一样:指标(尤其是利润)不错,但云业务和资本开支出了问题。笔者分析后认为,三家的云业务都遭遇了产能不足(服务器负荷过高,算力不足)的情况,所以要扩大(基建)相关资本开支。未来发展方面,亚马逊的零售、AI、云业务等料会延续强势;在AI基建,能源等方面的布局也会获得回报。作为全球最大的云厂商,亚马逊在后续发展会获得更多的红利。我们依旧看好亚马逊后续表现。具体来看,亚马逊2024...

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