尽管 AWS 强劲增长和新的海关规则增强了其在美国的优势,但亚马逊的股价持平。
Amazon's stock flat despite strong AWS growth and new customs rules boosting its U.S. advantage.
尽管亚马逊的股价表现强,但仍持平,这主要是由于AWS的收入增长率为17.5%,运营收入超过100亿美元,
Amazon's stock is flat despite strong underlying performance, driven by AWS's 17.5% revenue growth and over $10 billion in operating income, fueled by AI demand.
AWS正在以AI工具、定制芯片和600亿美元的资本投资计划扩展。
AWS is expanding with AI tools, custom chips, and a $60 billion capital investment plan.
与此同时,美国新的海关规则填补了800美元的微量漏洞,正在减少中国低成本电子商务平台的竞争,使亚马逊的国内网络受益。
Meanwhile, a new U.S. customs rule closing the $800 de minimis loophole is reducing competition from low-cost Chinese e-commerce platforms, benefiting Amazon’s domestic network.
这些因素表明未来增长强劲,即使投资者的情绪依然谨慎。
These factors suggest robust future growth, even as investor sentiment remains cautious.