亚马逊通过AWS对AI云扩张投资200B美元, 推动利润和市场份额强劲, 预测到2030年将增长2T AI云。 Amazon invests $200B in AI cloud expansion via AWS, driving strong profits and market share amid projected $2T AI cloud growth by 2030.

亚马逊在2026年投资2 000亿美元, 通过AWS扩大AI驱动的云层基础设施。 AWS创造了2025年运营利润的56%,并拥有28%的云市场份额, Amazon is investing $200 billion in 2026 to expand its AI-driven cloud infrastructure through AWS, which generated 56% of its 2025 operating profit and holds a 28% cloud market share, positioning it strongly in the projected $2 trillion AI cloud market by 2030. 相反,在2025年头九个月中,家庭供应站的销售额上升了5.6%,但报告由于住房市场停滞,收入下降2%,1月,在高利率和价格上涨的情况下,家庭销售额下跌8%。 In contrast, Home Depot saw sales rise 5.6% in the first nine months of 2025 but reported a 2% earnings decline due to a stagnant housing market, with January home sales dropping 8% amid high interest rates and elevated prices. 亚马逊地区价格与收入之比较低(28对科技部门平均比率为41),这表明近期增长潜力更强。 Amazon’s lower price-to-earnings ratio of 28 versus the tech sector average of 41 suggests stronger near-term growth potential.