Amazon.com (AWS)
AMZNleaderAmazon is the world's largest cloud provider through AWS, which generates the majority of company profits despite being a fraction of total revenue. AWS leads in IaaS market share and is investing aggressively in custom AI chips (Trainium) to reduce dependence on NVIDIA.
产品与营收
产品营收占比
营收构成 ($674.8B)
静态数据（加载实时财务…）
业务板块构成与主要客户
产品详情
Market-leading IaaS/PaaS cloud platform with 200+ services
Online retail marketplace and fulfillment
Sponsored products, display, and streaming ads
Custom AI training and inference accelerators for AWS
Prime, Audible, music, and video streaming
供应链关系
主要供应商
宏观与市场背景
하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
AWS 성장률
AI 소프트웨어 침투율
GPU 리드타임
近期催化剂
供应链问题
Amazon 자체 AI 학습칩 Trainium3 클러스터 AWS 상용화. NVDA H100 대비 40% 비용 절감 효과 내부 검증.
창고 자동화 로봇(Sparrow·Cardinal) 수요 급증으로 공급망 병목. 신규 풀필먼트 센터 가동 3~6개월 지연.
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| Berkshire Hathaway | accumulating | $525M | 2025.12 | 2026-02-17↑ |
| BlackRock | accumulating | $3.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $149M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $260M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $5.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $40.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $39.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $4.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $64M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $11.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $545M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $412M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $365M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $87M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.5B | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $4.9B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $12.7B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $21K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $9M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.0B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $3.6B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $172.9B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $89.7B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $12.9B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $323K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $233K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $446K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $429M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $194M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $265M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $152M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $155M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $701M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $37K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $52K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $26M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $472M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $13K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $18K | 2025.12 | 2026-02-17↑ |
| Viking Global Investors | new position | $722M | 2025.12 | 2026-02-17↑ |
| Third Point LLC | reducing | $500M | 2025.12 | 2026-02-17↓ |
| Pershing Square Capital | accumulating | $2.2B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $52.8B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $41M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $10.6B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $7.6B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $879M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $4.6B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $87M | 2025.12 | 2026-02-17↑ |
机构持股情况
13F基准 · Q4 2025| 机构 | 变动 | 持股比例 | 上季度 | 持股数 | 市值 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 维持 | 7.00% | — | 21000.0M股 | $220,000M | 13F |
| BlackRock | 增持 | 5.40% | — | 16200.0M股 | $170,000M | 13F |
| Capital Group | 增持 | 0.10% | — | 305.0M股 | $3,200M | 13F |
最新新闻
AI 分析
点击「获取 AI 分析」以获得 Amazon.com (AWS) 的 AI 供应链分析。
企业信息
新闻盲区评分
机构活动
91
媒体评分
82
连锁位置
连锁中的角色
mid cap
典型延迟
1-3 trading days
AWS must keep pace with Azure AI investment or risk losing cloud AI market share.
查看完整连锁分析行业概况 — AI / 클라우드
行业新闻하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
AWS 성장률
AI 소프트웨어 침투율
GPU 리드타임
核心主题
- •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
- •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
- •SaaS → AI-as-a-Service 전환 가속
近期催化剂
- ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
- ◆OpenAI GPT-5 출시 영향