$AMZN · Schwab Network · 2026-10-30
AMZN 的指引低于市场预期，且本季度营收和利润目标均未达成；AWS 同比仍增长约 39-40%，但零售略有放缓，持续的资本开支使自由现金流转为负值，这是市场不会接受的。该股隔夜一度下跌 6.5-7%，今日仅下跌约 2.4%，能否守住尚待观察。
逐段跳播
我是说，Katie，你和我，还有Molly，我们都在分析来自Amazon、Intel和SanDisk的这些数据。
I mean, Katie, you and I, and Molly too, were analyzing these numbers from Amazon, from Intel, and from SanDisk .
我们昨天也看到了Amazon的财报。其业绩指引低于市场预期，未能达到本季度的营收和利润目标，而Amazon Web Services（AWS）继续保持着约39%到40%的同比增速，表现确实很好。
不过，他们的零售或线上业务正出现轻微放缓，再加上持续的资本支出，导致自由现金流为负。当然，随着这一负值继续扩大或加深，金融市场对这类公司是无法接受的。
We also had the Amazon report yesterday. The forecasts came in below market expectations and failed to meet the revenue and profit targets for the current quarter, while Amazon Web Services ( AWS) continues to show a really good growth rate of around 39 to 40% year-over-year.
However, they are experiencing a slight slowdown in their retail or online business, in addition to continued capital spending, creating a situation that results in negative free cash flow.
This , of course, as it continued to expand or deepen into the negative range, was not acceptable to the financial markets towards such companies.
但我们今天在Amazon身上看到的其实是小幅回升。我是说，这只股票现在只跌了约2.4%，考虑到昨晚我们看到的约6.5%到7%的跌幅，它现在正试图重新站稳。看看它能否守住这个位置，不在今天余下的交易时段里崩下去。
But what we are seeing today for Amazon is actually a slight recovery. I mean, the stock is down by only about 2.4%, and considering the decline we saw last night of approximately 6.5% to 7%, the stock is now trying to regain its balance.
Let's see if he can hold here and not collapse during the rest of today's session.
这个频道对 $AMZN 的历次判断
Schwab Network 在这只股票上共 25 条判断，这里只列相邻的几条。