亚马逊(纪要):AI 算力仍有瓶颈,关税下商家和消费者都在囤货
海豚投研·2025-05-02 22:47
以下为 亚马逊 2 025 年第 1 季度财报电话会纪要,财报解读请移步《AI 猛投、关税搅局,亚马逊重进 "下蹲期"?》 1、财报核心信息回顾: | Amazon earnings wrap | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | $'00 mn | 1Q23 | 2Q23 | 3Q23 | 4023 | 1Q24 | 2Q24 | 3Q24 | 4Q24 | 1Q25 | 1Q25E | Var. | | Total revenue | 1,274 | 1,344 | 1,431 | 1,700 | 1,433 | 1,480 | 1,589 | 1,878 | 1,557 | 1,552 | 0.3% | | yoy | 9.4% | 10.8% | 12.6% | 13.9% | 12.5% | 10.1% | 11.0% | 10.5% | 8.6% | 8.3% | | | Online store | 511 | 530 | 573 | ...