亞馬遜（AMZN）–2024 年 3 月 16 日，更多看漲說明

作者： Brad Freeman17 3 月, 2024發布分類：股市洞悉

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亞馬遜（AMZN）–2024 年 3 月 16 日，更多看漲說明

又過了一天，亞馬遜又發佈了一份利好消息，指出其獲利率表現將更加優異。富國銀行目前預計 2024 年北美地區的獲利率將達到 6.7%，而此前為 6.0%。這聽起來似乎並沒有多重要，但它事實上是很關鍵的。根據亞馬遜 2023 年的北美營收運轉率，2023 年的息稅前利潤（EBIT）將達到 25 億美元。這比 2023 年的實際業績提高了 7%。更多的廣告收入;更多的^第三方銷售;更多的當地語系化服務;更好的產能利用率…… 以及？利潤的爆炸式增長。

Source: Brad Freeman – SEC Filings, Company Presentations, and Company Press Releases

Cantor Fitzgerald 在與 AWS 金融機構負責人交談後，還將今年雲服務提供者的增長率從之前的 17.5%提高到 20%以上。

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