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Amazon, Google, Microsoft likely to benefit from 'stable, healthy' cloud spending: UBS (AMZN:NASDAQ)
Seeking Alpha· 2025-10-25 20:00
云计算支出趋势 - 瑞银指出亚马逊、谷歌和微软可能从稳定且健康的云支出中受益 [2] - 该观点基于瑞银在甲骨文AI World活动中与11位客户和合作伙伴的交流 [2]