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FINWIRES

美國銀行稱，亞馬遜雲在多個方面取得顯著進展，AWS成長加速。

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-- 美國銀行證券週四發布的一份報告指出，亞馬遜（AMZN）的雲端運算業務在多個方面展現出強勁的成長勢頭，這主要得益於容量提升、自有晶片的研發以及人工智慧相關需求的成長，其中亞馬遜網路服務（AWS）的成長速度正在加快。 AWS第一季營收年增28%，主要得益於市場對人工智慧工作負載和核心服務的強勁需求，以及不斷增長的積壓訂單和早期贏得的大型人工智慧合約。積壓訂單季增約1.2億美元，其中包括預計第二季來自Anthropic的約1億美元訂單，而Trainium晶片的訂單承諾額超過2,250億美元。 美國銀行將第二季營收預期從約1,890億美元上調至約1,980億美元，理由是AWS的強勁表現以及Prime Day的促銷活動帶來的利多。該行也將AWS的營業利潤預期從先前的229億美元上調至約239億美元。 此外，該投資公司還上調了其長期展望。由於雲端運算業務發展勢頭強勁以及零售業績改善，亞馬遜上調了2026年的營收和營業利潤預期。該公司也將2027年的營收預期上調至約9,490億美元，營業利潤預期上調至約1,300億美元，每股收益預期上調至約9.92美元。 美國銀行重申了對亞馬遜股票的「買入」評級，並將目標價從298美元上調至310美元。 亞馬遜股價週四下跌1.3%。

Price: $259.65, Change: $-3.39, Percent Change: -1.29%

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