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亚马逊支出激增,网上销售增长放缓Amazon Spending Soars Amid Slower Online Sales Growth

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解析亚马逊第三季度财报Breaking Down Amazon's Third-Quarter Earnings

亚马逊第三季度在房地产和设备上的支出超过770亿美元,远高于分析师预期,该公司正致力于建设数据中心并满足人工智能服务需求。

Inc. spent more than $77 billion on property and equipment in the third quarter, far more than analysts’ estimates, while pursuing its effort to build data centers and fulfill demand for artificial intelligence services.

公司支出导致自由现金流出424亿美元。公司还报告称,收入增长12%,达到2019亿美元。尽管其云计算部门亚马逊网络服务(AWS)连续第六个季度加速增长,但其核心网上业务出现增长乏力的迹象。

The company’s spending led to a free cash outflow of $42.4 billion. The company also reported revenue gained 12% to $201.9 billion. While sales at its cloud unit, Amazon Web Services, accelerated for the sixth straight quarter, there were signs of sluggish growth in its core online business.

AWS业务今年加速增长,受到OpenAI和Anthropic等人工智能公司的销售推动,这两家公司部分依赖亚马逊服务器为其模型提供动力。亚马逊还扩充了数据中心机队,增强了为企业提供算力的能力。

The AWS business has accelerated this year, fueled by sales to artificial intelligence companies like OpenAI and Anthropic, which both rely in part on Amazon servers to power their models. Amazon has also added to its fleet of data centers, boosting its ability to provide computing power to businesses.

亚马逊7月表示,2026年资本支出可能达到2200亿美元,高于此前预测,原因是内存芯片短缺抑制了供应。

Amazon said in July that it would likely spend $220 billion in capital expenditures in 2026, up from a prior forecast as a crunch in memory chips curbed supply.

盘后交易中,股价下跌超过6%,此前在纽约收盘价为243.79美元。该股本周四收盘前今年已上涨5.6%。

The shares fell more than 6% in extended trading after closing at $243.79 in New York. The stock had gained 5.6% this year through Thursday’s close.

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