AWS 三季度营收 459.8 亿美元、同比增长 39%，增速创 2021 年四季度以来最高

AWS revenue growth in the third quarter rebounded to 39%, the highest since the fourth quarter of 2021, and exceeded analyst expectations, showing that enterprise cloud and AI computing power spending is still resilient. For traders, this signal is more supported by risk appetite and technology stock profit expectations, rather than directly driving gold or foreign exchange pricing. It is worth paying attention to the subsequent comparison of the growth rate of Alphabet and Microsoft's cloud business and the pace of capital expenditures to judge whether the AI ​​investment cycle will continue.