美国电子商务和科技巨头亚马逊周四宣布，得益于其云计算部门增长加速，2026年第三季度净销售额同比增长12%，达到2019亿美元。
US e-commerce and technology giant Amazon reported a 12% year-on-year increase in net sales to $201.9 billion for the third quarter of 2026, driven by accelerating growth in its cloud computing division, the company announced on Thursday.
净销售额较2025年同期的1802亿美元有所上升，若剔除9亿美元的不利汇率影响，增幅为13%。
Net sales rose from $180.2 billion in the same period of 2025, or 13% excluding an unfavorable foreign exchange impact of $900 million.
7月至9月期间，营业利润跃升61%至281亿美元，高于上年同期的174亿美元，使营业利润率升至创纪录的13.9%。
Operating income jumped 61% to $28.1 billion in the July-September period from $17.4 billion a year earlier, lifting the operating margin to a record 13.9%.
亚马逊云科技（AWS）净销售额同比激增39.3%至460亿美元，增速创近五年最快，推动其年化收入运行率达到1840亿美元。
Amazon Web Services net sales surged 39.3% year-on-year to $46 billion, marking its fastest growth pace in nearly five years and pushing its annualized revenue run rate to $184 billion.
AWS营业利润攀升55%至178亿美元，高于2025年第三季度的114亿美元。
AWS operating income climbed 55% to $17.8 billion from $11.4 billion in the third quarter of 2025.
在零售业务方面，北美部门销售额同比增长6%至1129亿美元，国际销售额增长5%至431亿美元，若剔除汇率波动影响则增长8%。
In the retail business, North America segment sales grew 6% year-on-year to $112.9 billion, while international sales increased 5% to $43.1 billion, or 8% excluding currency fluctuations.
净利润下滑2%至207亿美元，即每股摊薄收益1.89美元，而上年同期为212亿美元，即每股摊薄收益1.95美元，主要反映了2025年第三季度确认的来自对AI公司Anthropic投资的95亿美元税前收益。
Net income slipped 2% to $20.7 billion, or $1.89 per diluted share, compared with $21.2 billion, or $1.95 per diluted share, a year earlier, primarily reflecting a $9.5 billion pre-tax gain from investments in AI firm Anthropic recorded in the third quarter of 2025.
“我们在AWS功能和基础设施上的投资正在见效，第三季度收入同比增长超过39%，且预计2027年和2028年的收入增速均将超过40%，”亚马逊总裁兼首席执行官安迪·贾西表示。
"Our AWS investment in functionality and infrastructure is working, with over 39% year-over-year revenue growth in Q3 and projected revenue growth rates of over 40% both in 2027 and in 2028," said Andy Jassy, president and chief executive of Amazon.
“从未有过万亿美元营收规模的企业，而在未来5到10年内，我们可能会拥有两家这样的企业，”贾西补充道。
"There has never been a trillion dollar revenue business, and we may have two of them in the next 5-10 years," Jassy added.
对于2026年第四季度，亚马逊预计净销售额在2400亿至2470亿美元之间，同比增长12%至16%。
For the fourth quarter of 2026, Amazon expects net sales between $240 billion and $247 billion, representing year-on-year growth of 12% to 16%.
全年最后一个季度的营业利润预计在285亿至335亿美元之间，而2025年第四季度为250亿美元。
Operating income in the final quarter of the year is projected between $28.5 billion and $33.5 billion, compared with $25 billion in the fourth quarter of 2025.
该公司重申，预计2026财年全年现金资本支出将达到约2200亿美元，主要由人工智能基础设施投资驱动。
The company reiterated that it expects cash capital expenditures for full-year 2026 to reach approximately $220 billion, driven primarily by investments in artificial intelligence infrastructure.