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亚马逊:大干快上猛投云,利润释放期又要没了?
本季AWS的营收同比增速为18.9%,相比上季放缓,也低于买方预期。另两大云服务Azure和GCP本季的增长也都双双明显减速,跑输市场预期,反映出云服务市场整体的需求并没有期待的那么强劲。不过本季 亚马逊 的利润依旧明显超出预期,整体经营利润达212亿美元,远超卖方预期。
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