亚马逊财报后重挫逾8%，分析师却集体上调目标价

Group 1 - Amazon's stock price fell over 8% following its quarterly earnings report, primarily due to investor disappointment regarding the growth of its cloud computing business, AWS [1] - The overall revenue exceeded market expectations, but the stock still declined, influenced by a broader downturn in the U.S. stock market, where major indices dropped over 1% [1] - Analysts from JPMorgan raised their target price for Amazon from $255 to $265, indicating a potential upside of approximately 25% despite the recent stock price drop [1] Group 2 - Amazon's CFO, Brian Olsavsky, reported that capital expenditures reached $31.4 billion in the second quarter and are expected to remain at this level until 2025 [2] - Olsavsky emphasized that AWS continues to be a major driver of growth, particularly in response to increasing demand for AI services [3] Group 3 - UBS analysts maintained a target price of $271 for Amazon, suggesting that concerns over rising capital expenditures are unfounded, as the company has a strong track record in capital allocation [4] - Citigroup raised its target price to $270, citing that increased investments reflect sustained strong demand and that AWS is alleviating infrastructure capacity constraints [4]