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.
產品與營收
產品營收佔比
營收結構 ($674.8B)
靜態數據（加載即時財務…）
業務部門構成與主要客戶
產品詳情
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
供應鏈關係
主要供應商
宏觀與市場背景
하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
AWS 성장률
AI 소프트웨어 침투율
GPU 리드타임
近期催化劑
供應鏈問題
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.
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| 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↑ |
機構持股狀況
13F基準 · Q4 2025| 機構 | 變動 | 持股比例 | 上季度 | 持股數 | 市值 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 維持 | 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 |
最新新聞
AI 分析
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企業資訊
新聞盲區評分
機構活動
91
媒體評分
82
連鎖位置
連鎖中的角色
mid cap
典型延遲
1-3 trading days
AWS must keep pace with Azure AI investment or risk losing cloud AI market share.
檢視完整連鎖分析行業概況 — AI / 클라우드
行業新聞하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요
AI 인프라 투자 (2026E)
AWS 성장률
AI 소프트웨어 침투율
GPU 리드타임
核心主題
- •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
- •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
- •SaaS → AI-as-a-Service 전환 가속
近期催化劑
- ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
- ◆OpenAI GPT-5 출시 영향