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Eagle Capital Management在其2026年第二季度投资者信中指出，亚马逊AWS业务增长快于预期且规模将更大，但行业结构恶化可能给回报带来压力
svmuu.com19/08/2026 09:40
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该投资管理公司表示，AWS、微软Azure和谷歌云平台是高利润业务，具有强劲增长、利润率和资本回报。尽管这些业务的增长速度和未来规模都将超出此前预期，但其所处的行业结构已不如几年前。
Source：Yahoo财经 · Source Link
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