<p>过去几年对 <strong>Amazon</strong>( AMZN 1.81%) 的股东来说是一场不断的刺激之旅。该公司能够利用其在云计算领域的领先地位，成为 人工智能 (AI) 热潮的领军者。通过将亚马逊网络服务 (AWS) 定位为一个 AI 市场，该公司重新点燃了其云业务的增长，这对亚马逊的持续成功至关重要。</p>
<p>首席执行官安迪·贾西刚刚提供了一个令人震惊的长期预测，如果准确，将对公司的未来产生重大影响，这让亚马逊的股东感到欣喜。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NjEyMzMvYW1hem9uLXRtZi5wbmcmdz0zODQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1200" height="800" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NjEyMzMvYW1hem9uLXRtZi5wbmcmdz0zODQw"/></p>
<p>图片来源：The Motley Fool。</p>
<h2>AWS 收入达到 6000 亿美元</h2>
<p>在周二的一次内部全员会议上，贾西阐述了他对未来的愿景，AWS 将引领潮流。根据路透社首次发布的报告，这位首席执行官认为，AWS 在未来 10 年内可能会产生 6000 亿美元的年收入。</p>
<p>他指出，在 AI 革命之前，他曾设想 AWS 最终实现 3000 亿美元的年收入。然而，AI 的出现对科技领域产生了深远的影响，云计算客户迫切希望获得 AI 模型和工具，以提高工作效率。需求的增加让贾西重新考虑了他的原始估计。他说：“我认为，考虑到 AI 领域的变化，AWS 至少有机会达到这个数字的两倍。”</p>
<p>亚马逊对未来几年的增长前景非常明确，并且正在大力投资以在 AI 驱动的未来中占据一席之地。当公司上个月公布第四季度业绩时，贾西揭示了亚马逊继续利用 AI 革命的计划：</p>
<blockquote>
<p>我们预计将在亚马逊公司（Amazon.com, Inc.）上投资约 2000 亿美元的资本支出（capex），但主要集中在 AWS，因为我们有非常高的需求。客户真的希望 AWS 能够满足核心和 AI 工作负载。我们正在尽快将能力货币化。</p>
</blockquote>
<p>最后一句话帮助说明亚马逊的产能受限，正在建设以满足已经存在的需求。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNWk4ucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="亚马逊股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNWk4ucG5nJnc9MTI4"/></p>
<h2>NASDAQ: AMZN</h2>
<p>亚马逊</p>
<p>今日变动</p>
<p>(-1.81%) $-3.90</p>
<p>当前价格</p>
<p>$211.30</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$2.3T</p>
<p>日内区间</p>
<p>$210.48 - $215.12</p>
<p>52 周区间</p>
<p>$161.38 - $258.60</p>
<p>成交量</p>
<p>1.3M</p>
<p>平均成交量</p>
<p>49M</p>
<p>毛利率</p>
<p>50.29%</p>
<p>贾西解释了这一决定背后的逻辑，认为 AI 是一个 “非常特殊的机会”，使公司能够利用其云计算优势并扩展现有业务。此外，他指出，公司正在扩大其数据中心的布局，以满足 <em>现有</em> 需求。他坚称：“我们并不是因为 <em>希望</em> AI 会变得重要而花费 2000 亿美元的资本支出。”</p>
<p>贾西接着指出，公司在签约数据中心和其投入运行之间存在滞后。“我们必须在我们 ⁠开始货币化之前的几年内提前规划好这些。” 他说。</p>
<p>虽然贾西的声明可能引人注目，但达到这一基准的数学路径相对简单。去年，AWS 年增长率为 20%，销售额达到 1287 亿美元。以此为起点，该部门需要每年将其云收入增长 17%，才能在未来十年内超过 6000 亿美元的年销售额。</p>
<p>亚马逊已采取所有必要步骤，以利用对 AI 日益增长的需求，公司 处于良好位置 获利。而且以 29 倍的市盈率来看，价格是合适的。</p>

3 倍做多纳指 ETF - ProShares

零售业 ETF - VanEck Vectors

在线零售 ETF - ProShares

<p>亚马逊首席执行官安迪·贾西（Andy Jassy）宣布了亚马逊网络服务（AWS）的长期预测，预计在未来十年内，AWS 的年收入可能达到 6000 亿美元，这一增长将受到人工智能热潮的推动。贾西强调，公司承诺在资本支出方面投资 2000 亿美元，主要用于 AWS，以满足对人工智能能力日益增长的需求。AWS 去年产生了 1287 亿美元的收入，要达到 6000 亿美元的目标，每年需要增长 17%。这使得亚马逊在以人工智能驱动的市场中处于有利位置</p>

<p>The past few years have been a nonstop thrill ride for <strong>Amazon</strong>( AMZN 1.81%) shareholders. The company was able to leverage its industry-leading position in cloud computing to become a leader in the artificial intelligence (AI) boom. By positioning Amazon Web Services (AWS) as an AI marketplace, the company was able to reignite its cloud growth, which has been crucial to Amazon's ongoing success.</p>
<div class="lb-trans"><p>过去几年对 <strong>Amazon</strong>( AMZN 1.81%) 的股东来说是一场不断的刺激之旅。该公司能够利用其在云计算领域的领先地位，成为 人工智能 (AI) 热潮的领军者。通过将亚马逊网络服务 (AWS) 定位为一个 AI 市场，该公司重新点燃了其云业务的增长，这对亚马逊的持续成功至关重要。</p>
</div><p>CEO Andy Jassy just provided a stunning long-range forecast that, if accurate, could have significant implications for the company's future, much to the delight of Amazon shareholders.</p>
<div class="lb-trans"><p>首席执行官安迪·贾西刚刚提供了一个令人震惊的长期预测，如果准确，将对公司的未来产生重大影响，这让亚马逊的股东感到欣喜。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NjEyMzMvYW1hem9uLXRtZi5wbmcmdz0zODQw" alt="The Amazon logo superimposed over an image of a delivery driver leaving an Amazon box on a doorstep." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F861233%2Famazon-tmf.png&amp;w=3840&amp;op=resize"/></p>
<p>Image source: The Motley Fool.</p>
<div class="lb-trans"><p>图片来源：The Motley Fool。</p>
</div><h2>AWS revenue of $600 billion</h2>
<div class="lb-trans"><h2>AWS 收入达到 6000 亿美元</h2>
</div><p>During an internal all-hands meeting on Tuesday, Jassy laid out his vision for the future, with AWS leading the charge. The chief executive believes that AWS could generate $600 billion in annual revenue over the next 10 years, according to a report first published by Reuters.</p>
<div class="lb-trans"><p>在周二的一次内部全员会议上，贾西阐述了他对未来的愿景，AWS 将引领潮流。根据路透社首次发布的报告，这位首席执行官认为，AWS 在未来 10 年内可能会产生 6000 亿美元的年收入。</p>
</div><p>He noted that <em>before</em> the AI revolution, he had pictured AWS eventually achieving a run rate of $300 billion. However, the advent of AI has had a profound effect on the tech landscape, with cloud computing customers clamoring for access to AI models and tools to increase workforce productivity. The resulting increase in demand has Jassy rethinking his original estimates. &#34;I think with what's happening in AI, AWS has a chance to be at least double that,&#34; he said.</p>
<div class="lb-trans"><p>他指出，在 AI 革命之前，他曾设想 AWS 最终实现 3000 亿美元的年收入。然而，AI 的出现对科技领域产生了深远的影响，云计算客户迫切希望获得 AI 模型和工具，以提高工作效率。需求的增加让贾西重新考虑了他的原始估计。他说：“我认为，考虑到 AI 领域的变化，AWS 至少有机会达到这个数字的两倍。”</p>
</div><p>Amazon has been crystal clear about its growth prospects in the coming years and is spending heavily to stake its claim in an AI-driven future. When the company reported its fourth-quarter results last month, Jassy unveiled Amazon's plans to continue to capitalize on the AI revolution:</p>
<div class="lb-trans"><p>亚马逊对未来几年的增长前景非常明确，并且正在大力投资以在 AI 驱动的未来中占据一席之地。当公司上个月公布第四季度业绩时，贾西揭示了亚马逊继续利用 AI 革命的计划：</p>
</div><blockquote>
<p>We expect to invest about $200 billion in capital expenditures (capex) across Amazon.com, Inc., but predominantly in AWS, because we have very high demand. Customers really want AWS for core and AI workloads. And we are monetizing capacity as fast as we can install it.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>我们预计将在亚马逊公司（Amazon.com, Inc.）上投资约 2000 亿美元的资本支出（capex），但主要集中在 AWS，因为我们有非常高的需求。客户真的希望 AWS 能够满足核心和 AI 工作负载。我们正在尽快将能力货币化。</p>
</blockquote>
</div><p>That last sentence helps illustrate that Amazon is capacity-constrained and building to meet demand that already exists.</p>
<div class="lb-trans"><p>最后一句话帮助说明亚马逊的产能受限，正在建设以满足已经存在的需求。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNWk4ucG5nJnc9MTI4" alt="Amazon Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAMZN.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AMZN</h2>
<div class="lb-trans"><h2>NASDAQ: AMZN</h2>
</div><p>Amazon</p>
<div class="lb-trans"><p>亚马逊</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-1.81%) $-3.90</p>
<div class="lb-trans"><p>(-1.81%) $-3.90</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$211.30</p>
<div class="lb-trans"><p>$211.30</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$2.3T</p>
<div class="lb-trans"><p>$2.3T</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$210.48 - $215.12</p>
<div class="lb-trans"><p>$210.48 - $215.12</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$161.38 - $258.60</p>
<div class="lb-trans"><p>$161.38 - $258.60</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>1.3M</p>
<div class="lb-trans"><p>1.3M</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>49M</p>
<div class="lb-trans"><p>49M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>50.29%</p>
<div class="lb-trans"><p>50.29%</p>
</div><p>Jassy explained the logic behind the decision, suggesting that AI is a &#34;very unusual opportunity&#34; that allows the company to capitalize on its cloud strength and expand its existing business. Furthermore, he notes that the company is building out its data center footprint to meet <em>existing</em> demand. &#34;We're not just spending $200 billion of capex because we're <em>hoping</em> AI is going to be big,&#34; he insisted.</p>
<div class="lb-trans"><p>贾西解释了这一决定背后的逻辑，认为 AI 是一个 “非常特殊的机会”，使公司能够利用其云计算优势并扩展现有业务。此外，他指出，公司正在扩大其数据中心的布局，以满足 <em>现有</em> 需求。他坚称：“我们并不是因为 <em>希望</em> AI 会变得重要而花费 2000 亿美元的资本支出。”</p>
</div><p>Jassy went on to point out the lag between when the company contracts a data center and when it's up and running. &#34;We have to lay all that out a couple of years in advance of when we're ⁠going to monetize,&#34; he said.</p>
<div class="lb-trans"><p>贾西接着指出，公司在签约数据中心和其投入运行之间存在滞后。“我们必须在我们 ⁠开始货币化之前的几年内提前规划好这些。” 他说。</p>
</div><p>While Jassy's pronouncement may be eye-catching, the mathematical path to that benchmark is fairly straightforward. Last year, AWS grew 20% year over year, generating sales of $128.7 billion. With that as a starting point, the segment would need to grow its cloud revenue by 17% annually to surpass $600 billion in annual sales within the next decade.</p>
<div class="lb-trans"><p>虽然贾西的声明可能引人注目，但达到这一基准的数学路径相对简单。去年，AWS 年增长率为 20%，销售额达到 1287 亿美元。以此为起点，该部门需要每年将其云收入增长 17%，才能在未来十年内超过 6000 亿美元的年销售额。</p>
</div><p>Amazon has taken all the necessary steps to capitalize on the growing demand for AI, and the company is well-positioned to profit. And at 29 times earnings, the price is right.</p>
<div class="lb-trans"><p>亚马逊已采取所有必要步骤，以利用对 AI 日益增长的需求，公司 处于良好位置 获利。而且以 29 倍的市盈率来看，价格是合适的。</p>
</div>

Amazon Stock Investors Just Got Fantastic News From CEO Andy Jassy

- 亚马逊预计 AWS 年收入将达到 6000 亿美元，受益于 AI 增长。  
- CEO 安迪·贾西计划投资 2000 亿美元以满足日益增长的云计算需求。  
- AWS 需年均 17% 增长，才能在十年内实现这一目标。

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亚马逊股票投资者刚刚从首席执行官安迪·贾西那里获得了好消息