$Amazon (AMZN.US)$ Are you going back to the meeting?

ISTJ : Definitely. AmazonianPESwithOperating incomeThey have all improved significantly, proving that Amazon's profitability has been further consolidated. inAIIn terms of cloud services,CEO Andy JassyStrong demand growth has been emphasized repeatedly.

Amazon this timeMissIt is in the international e-commerce section. There are many factors affected by this part, such as tariffs, exchange rates, wars, etc. But even so, it's only more than expectedMissIt's done5000More than 10,000 US dollars (compared to last year, this yearQ2It has grown10%）, Compared to1480In terms of 100 million dollars of revenue, it is simply a fraction of a fraction of a fraction.

The market is now in a state of extreme panic, little by littleMissIt would cause a panic sell-off.

狸猫想吃草莓 OP ISTJ : OK, don't put it away , keep watching

爱插大乃眉的狂人 ISTJ : The CFO also said that e-commerce will present huge challenges in the future. Consumers are beginning to consider cheap products, and this is just another advantage of Temu and Shein, which have many cheap products from China.Aws still dominates the cloud market, but its growth rate is not as fast as Google and Microsoft, so it's hard to say who will lead the market in the future.

ISTJ 爱插大乃眉的狂人 : It is true that American consumers are beginning to prefer to buy cheap goods, mainly as a result of the cooling of the job market and slowing wage growth, which is cyclical.

TemuwithSheinIt has already begun to face many political pressures. For example, the US Congress is discussing crackdowns and bansThemewithSheinThe topic.

regardingawsAs for the growth rate issue, I personally feel that this quarterly leader is different.Googleand Microsoft are mostly inAIThe growth of cloud services has benefited, and Microsoft in particular has fully benefitedOpenAIThe dividends brought. That's whyawsNow they're frantically chasingAIAspects of infrastructure to shorten the growth gap with competitors