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Ameer6699620
1️⃣ 7月30日美西下午2點，Amazon Q2財報來了，命運看AWS 😮💨
2️⃣ Q1 AWS +28% 增長，利潤率37.7%，天花板已經很高了 📈
3️⃣ Q2先別看總營收，盯住兩個字：增長 + 利潤率 ⚖️
4️⃣ AI需求很猛，Bedrock客戶支出季增170%，token量破紀錄 🔥
5️⃣ 但新數據中心、晶片、電費成本全壓上來了，賺不賺錢才是真 💸
6️⃣ 增長快不代表每1美元都賺錢，利潤率高可能是投太少 🫠
7️⃣ 接著看資本開支、現金流。AI投入能消化嗎？還是回報週期拉長？⏳
8️⃣ 數字會說話。電話會的故事再好，也替不了財報分部表 📊
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