亚马逊的Q4收入略微漏掉, 但12B AI数据中心在路易斯安那州推出, Amazon's Q4 earnings missed slightly, but a $12B AI data center push in Louisiana and strong analyst confidence support long-term growth.

2026年2月,亚马孙报告Q4收入为19.5 EPS,略低于预期,收入为2 139.9亿美元,比上一年增加13.6%。 In February 2026, Amazon reported Q4 earnings of $1.95 EPS, slightly below expectations, with $213.39 billion in revenue, up 13.6% year-over-year. 尽管股票回流到近205美元,一些内幕卖家,包括首席执行官安迪·贾西(Andy Jassy)减少了他的股权,但大公司仍保持了“Moderate Buy”的评级,平均价格目标是287.29美元。 Despite a stock pullback to near $205 and some insider selling, including CEO Andy Jassy reducing his stake, major firms maintained a "Moderate Buy" rating with an average price target of $287.29. 亚马逊宣布投资120亿美元, 用于在路易斯安那州建立以AI为主的数据中心, Amazon announced a $12 billion investment to build AI-focused data centers in Louisiana, reinforcing AWS infrastructure and signaling long-term growth. 虽然来自Starlink的资本支出和竞争不断上升引起了近期的担忧,但分析家认为这一战略是健全的,Erste Group将2027年的收入预测提高到每股9.42美元。 While rising capital spending and competition from Starlink raise near-term concerns, analysts view the strategy as sound, with Erste Group raising its 2027 earnings forecast to $9.42 per share. 该公司的市场上限为2.2万亿美元,穆迪以稳定的前景确认了其A1信用评级。 The company’s market cap stands at $2.2 trillion, and Moody’s affirmed its A1 credit rating with a stable outlook.