深夜，暴涨！科技巨头，突然引爆！

Core Viewpoint - Amazon's stock surged over 9% following a strong earnings report, with net income reaching $21.187 billion, a 38% year-over-year increase, and earnings per share of $1.95, exceeding market expectations of $1.57 [1][3] Financial Performance - In Q3, Amazon reported net sales of $180.17 billion, a 13% increase year-over-year, surpassing market estimates of $177.8 billion [3] - Operating income was $17.42 billion, slightly up from $17.411 billion in the same quarter last year [3] - AWS generated net sales of $33 billion, a 20% increase from $27.452 billion year-over-year, marking the fastest growth rate in three years [3][4] - The operating income for AWS was $11.434 billion, up 9% from $10.447 billion year-over-year, with an operating margin of 34.6% compared to 38.1% in the previous year [3][4] Business Segments - Online store sales reached $67.407 billion, a 10% increase year-over-year, while physical store sales were $5.578 billion, also up 7% [4] - Third-party seller services generated $42.486 billion, a 12% increase from $37.864 billion year-over-year [4] - Subscription services brought in $12.574 billion, an 11% increase from $11.278 billion year-over-year [4] - Other business segments reported $1.415 billion, an 8% increase from $1.313 billion year-over-year [5] Future Outlook - Amazon expects Q4 revenue to be between $206 billion and $213 billion, reflecting a 10% to 13% growth compared to Q4 2024 [5] - The company anticipates operating income for Q4 to be between $21 billion and $26 billion, compared to $21.2 billion in Q4 2024 [5] AWS Growth and Strategy - CEO Andy Jassy highlighted AWS's growth momentum, with a 20% year-over-year increase, the highest in 11 quarters [6] - AWS's unfulfilled orders reached $200 billion, not including new transactions from October [6] - Amazon plans to invest approximately $125 billion in capital expenditures by 2025, primarily for AI-related data centers and infrastructure [6] AI Innovations - Amazon's AI shopping assistant, Rufus, has 250 million active users, with a 140% year-over-year increase in monthly active users [7] - Rufus is projected to generate over $10 billion in annual incremental sales [7] - The company has launched Project Rainier, a large AI computing cluster across multiple data centers, equipped with nearly 500,000 Trainium chips [7][8]