AWS驱动亚马逊2026年的反弹, 通过AI的进步和强劲的云增长, 刺激了投资者的乐观。 AWS drives Amazon’s 2026 rebound with AI advances and strong cloud growth, boosting investor optimism.

华尔街乐观地认为亚马逊网络服务(AWS)在亚马逊2026年的反弹中居领先地位, 分析家认为AI执行的改善和新的基础设施是关键驱动因素。 Wall Street is optimistic about Amazon Web Services (AWS) leading Amazon’s 2026 rebound, with analysts citing improved AI execution and new infrastructure as key drivers. 美国银行证券公司提高了预期,预计AWS的收入将达到1560亿美元,营业收入将增长25%,而杰弗里斯则强调AWS在人工智能推断方面的优势,通过定制芯片和可扩展的云服务. BofA Securities raised its outlook, projecting $156 billion in AWS revenue and 25% operating income growth, while Jefferies highlights AWS’s edge in AI inference via custom chips and scalable cloud services. 尽管亚马逊2025年5%的主要指数增长滞后,但投资者仍专注于AWS的AI势头,对强劲的云增长、零售基本面和代理电子商务抱有期待。 Despite Amazon’s 5% 2025 gain lagging major indices, investors are focused on AWS’s AI momentum, with expectations for strong cloud growth, retail fundamentals, and agentic e-commerce.