Druckenmiller在创纪录的收益中出售了Sandisk, 以AI驱动的云增长为由购买了亚马逊。 Druckenmiller sold Sandisk amid record gains, bought Amazon citing AI-driven cloud growth.

亿万富翁斯坦利·德鲁肯米勒在第四季度出售了他的桑迪斯克股票, 退出了一家半导体公司, Billionaire Stanley Druckenmiller sold his Sandisk shares in Q4, exiting a semiconductor company that saw revenue surge 61% and earnings jump 404% in January amid a NAND flash shortage. 分析员警告说,估值高(收入75倍),而记忆芯片的商品性质可能会在供应放松时导致急剧下降。 Analysts warn the high valuation—75 times earnings—and commodity nature of memory chips could lead to a sharp decline when supply eases. 反之, Druckenmiller则增加了亚马逊的股权, 以人工智能需求、定制芯片销售以及机器人效率增益所推动的云量强劲增长为名。 In contrast, Druckenmiller increased his Amazon stake, citing strong cloud growth fueled by AI demand, custom chip sales, and efficiency gains from robotics. 亚马逊亚马逊的AWS(AWS)报告了十多年来最佳的云收入增长,分析家预测由AI和基础设施规模驱动的利润率和长期利润率会扩大。 Amazon’s AWS reported its best cloud revenue growth in over a decade, with analysts projecting expanding margins and long-term profitability driven by AI and infrastructure scale.