$Amazon (AMZN.US)$Performance will be released after hours on February 6, Eastern Time.Institutions generally expect Amazon to achieve revenue of 187.25 billion USD in Q4 2024, which represents a year-on-year increase of 10.17%; the expected EPS is 1.49 USD, a year-on-year increase of 48.51%.
This year, Amazon's stock price has shown an overall upward trend, with a cumulative increase of 8.34% so far this year, briefly reaching a historic high.
Looking ahead to the fourth quarter, the market's focus remains on Amazon's two major engines—AWS Cloud Computing Service and Advertising Business. Additionally, as DeepSeek impacts the global market, capital expenditure has also become a key point of market attention.
– AWS Cloud Computing Service:
AWS Cloud Business is the project that has drawn the most market attention for Amazon.The market expects AWS to continue being Amazon's core growth driver.Analysts predict that fourth-quarter revenue will grow by 19%-20%. Jefferies pointed out that strong demand for generative AI and the accelerated shift of Business to the cloud are key drivers of AWS revenue growth.
In addition, market views suggest that, as Amazon expands its project investments and increases cooperation with AI companies, along with Trump's $500 billion investment plan for datacenters, it drives the cloud vendors.AWS's subsequent growth is set to accelerate, boosting Amazon's overall profit margins and valuation.
– Advertising Business:
Amazon's advertising...