亚马逊云计算盛会开幕，AI多个方面或发布更新，产业链景气度高企

Group 1 - Amazon Web Services (AWS) is hosting its annual cloud computing conference in Las Vegas, which is significant for Amazon as AWS accounts for one-fifth of its sales and often contributes over half of the company's profits [1] - AWS is expected to unveil a new multimodal model capable of processing text, speech, images, and video, as well as generating text and images, indicating a strong focus on AI and cloud strategy [1] - Analysts from Morgan Stanley and CICC are optimistic about the demand for AI capabilities, noting that four North American cloud providers have shown strong quarterly capital expenditures and have raised their annual guidance [1] Group 2 - Guanghuan Xinnet is the exclusive operator of AWS in China, responsible for overall operational services in the region, with technical support from Amazon Technology [2] - BlueFocus Communication Group has a partnership with Amazon in the fields of advertising marketing and cloud computing services [2]