最具争议性的发布 S3现在支持50TB的对象存储，这项功能虽然只能解锁少数几个实用场景，但却为数千个糟糕的用例提 供了可能。现在数据仓库可以是一个SQLite文件，这种简化让传统的复杂基础设施显得过度设计。 最典型的AWS风格发布 AWS将Security Hub推向正式可用版本，但这个名称听起来似曾相识。这是因为他们之前有一个名 为"Security Hub"的不同服务，后来重命名为Security Hub CSPM，让客户在不知不觉中感到困惑。这再 次体现了AWS在"用复杂的命名决策让客户困惑"这一核心竞争力上的强项。 最具DIY精神的发布 Step Functions多年来一直让用户感到困惑，现在通过Lambda Durable Functions，用户可以在本地获得类 似功能。这使得用户可以使用SDK原语来实现函数等待事件、设置检查点、从检查点恢复等功能。虽然 听起来枯燥，但它让无服务器架构能够构建我们在服务器上运行了至少四十年的功能。 最诚实的命名发布 X8aedz实例的发布因其诚实直接的命名而获得认可。这些实例提供高达6TB的RAM，当你看到价格 时，会不自觉地大声说出实例名称。虽然价格昂贵，但对 ...

Core Insights - Amazon Web Services (AWS) provides a comprehensive suite of security services aimed at protecting data, applications, and infrastructure, addressing areas such as threat detection, identity management, application security, network protection, data encryption, and compliance monitoring [1][3]. Security Services and Tools - AWS offers tools like GuardDuty, Security Hub, and AWS Shield that enable early risk detection, automated responses, and control over cloud environments. Additionally, AWS Marketplace provides access to numerous third-party tools, enhancing flexibility for customers to meet specific security needs [2][10]. Market Growth and Positioning - The global cloud security software market is expected to grow from $50.11 billion in 2025 to $95.03 billion by 2030, with a compound annual growth rate (CAGR) of 13.7%. AWS is well-positioned to capture a significant share of this expanding market due to its integrated tools and extensive partner ecosystem [3]. Continuous Improvement - AWS is enhancing its offerings to address evolving threats, including updates to GuardDuty, Security Hub, and Shield to support organizations utilizing generative AI. The expansion of AWS Marketplace offerings is also aimed at meeting a broader range of customer security requirements [4][10]. Financial Performance - AWS reported revenues of $29.3 billion for Q1 2025, reflecting a 17% year-over-year increase and contributing 20.4% to Amazon's total revenues. The estimated revenue for AWS in fiscal 2025 is projected at $126 billion, indicating a year-over-year growth of 17.2% [5]. Competitive Landscape - AWS faces significant competition in cloud security from Microsoft and Oracle. Microsoft has initiated a collaboration with the Cybersecurity and Infrastructure Security Agency to standardize threat actor naming, while Oracle has launched a National Security Defense ecosystem to enhance cybersecurity capabilities [6][7][10]. Stock Performance and Valuation - Amazon's stock has decreased by 4.4% year-to-date, underperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector, which grew by 2.1% and 0.8%, respectively. The current forward 12-month Price/Sales ratio for Amazon is 3.07X, compared to the industry's 2.01X [8][12]. Earnings Estimates - The Zacks Consensus Estimate for Q2 2025 earnings is $1.31 per share, indicating a 6.5% year-over-year growth. The consensus for 2025 earnings is $6.22 per share, revised upward by 4 cents, reflecting a year-over-year growth of 12.48% [14].