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Amazon再来个大波动？

捷克Jack
10-31

已知：

中小电商在Q3花了好多钱在渠道广告上；
品牌商的广告投入趋势下降；
Q3整体消费者信心下滑，但零售数据并没有很差，通胀也不高；
$谷歌A(GOOGL)$ 和 $微软(MSFT)$ 的云业务都略超预期，其中Azure可能让渡出一些AI的市场份额；
流媒体时长Prime比 $奈飞(NFLX)$ 和 $谷歌(GOOG)$ YouTube差，比 $迪士尼(DIS)$ Disney+好；

求： $亚马逊(AMZN)$ 的业绩Surprise的可能及幅度[开心]

# 亚马逊业绩大超预期！能否破$200？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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宝宝金水_
·11-01
听你描述的情况，我认为亚马逊的业绩Surprise可能有限
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小狗摩天轮
·11-01
可能出现亮眼业绩[赞👍]
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data-mention-id=\"DIS\" class=\"teditor-mention\" data-mention-name=\"迪士尼\" href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a> Disney+好；</p></li></ul><p>求： <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 的业绩Surprise的可能及幅度<span class=\"teditor-emoji\">[开心]</span></p></body></html>","htmlText":"<html><head></head><body><p>已知：</p><ul style=\"\"><li><p>中小电商在Q3花了好多钱在渠道广告上；</p></li><li><p>品牌商的广告投入趋势下降；</p></li><li><p>Q3整体消费者信心下滑，但零售数据并没有很差，通胀也不高；</p></li><li><p> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 和 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 的云业务都略超预期，其中Azure可能让渡出一些AI的市场份额；</p></li><li><p>流媒体时长Prime比 <a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"奈飞\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 和 <a 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