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亞馬遜有望連升第六個月 分析師:AWS業務或支持12年來最長升勢
電子商務和雲計算龍頭亞馬遜(AMZN.US)本月公布樂觀業績,更表明其亞馬遜網絡服務業務(AWS)趨於穩定,股價有望連續第六個月上揚,將創下12年來最長的連續每月上升趨勢。 亞馬遜對上一次錄得月度連續升勢,為2011年7月,當時亞馬遜股價連續六個月上升。截至8月底,亞馬遜本月迄今上升逾3%。 以Mark Moerdler為首的Bernstein分析師於報告中稱,投資者最新關注的重心轉移至亞馬遜AWS增長速度可以有多快。隨著對AWS擔憂逐漸消退,投資者越來越關注亞馬遜的零售業務,零售業務不僅帶來健康的收入增長,而且帶來良好的營運利潤率。 報告稱,如果亞馬遜能夠實現持續利潤率擴張,料可以成為市場期待已久、營業收入和自由現金流的轉捩點。 亞馬遜周三(30日)宣布,將開始與Shopify(SHOP.US)加強合作,並通過為Shopify商家推出「Buy with Prime」應用程式,商家可以更輕鬆地為客戶提供運輸等Prime優惠選項。
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