亚马逊$Amazon(AMZN.US)业绩爆棚,营收和盈利都高过市场预期,盘后股价喷 8%。能够如此之好,主要是撙节成本后,北美电商业务的赚幅增加。

北美电商业务

Operating margin

Q1- 1.2%

Q2 – 3.9%

Operating income

Q1 – 0.9b

Q2- 3b

要知道亚马逊的营收体量是千亿计算,只要增加 1% 的 margin,能够赚到的钱也会多非常多。

管理层在 Q1 给出的指引是,电商业务的 margin 可以回到疫情前的水平,大约是 4-5%。

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