Looking ahead | Amazon, which focuses on e-commerce, may still have AI as the focus of its financial report!
In mid-April, Amazon just released its large-scale model. Did they come too late? How can generative AI enhance the competitiveness of e-commerce? And how can it provide potential momentum for the growth of long-term cloud computing demand? These are the questions that investors want to know!
Alphabet-C and Microsoft have made a good start, Meta has followed suit, and Amazon will also talk about artificial intelligence (AI) while replicating its performance surprises.
After the US stock market closed on Thursday, April 27, Amazon will release its first-quarter results. In addition to the situation of the most concerned core e-commerce business, the company's profit margin and quarterly outlook under the background of macroeconomic slowdown are still the focus of the market.
At the same time, in an era when all technology giants are mentioning AI at performance meetings, investors also hope to see Amazon executives talk about their own AI products.
How does Amazon AI integrate with its main e-commerce business? What is the progress of importing AI into product content production, search recommendations? How to solve the problem of sellers using AI tools to brush false reviews on the website?
Is the effort to boost cloud computing business with AI effective? What is the future development direction? What is the gradient of Amazon's AI infrastructure construction in the world? Will the burden of capital expenditure increase?
These are the questions that investors want to know.
Previously, Amazon did not excessively "follow the trend", but it was not until mid-April that it launched AmazonBedrock and AmazonTitan models related to generative AI.
CITIC Securities previously believed that the release of this product can not only supplement Amazon's capabilities in generative AI and large models, but also provide potential power for Amazon's long-term demand growth in cloud computing.
Moreover, unlike Microsoft and other companies that directly provide integrated product ideas, Amazon AI provides services for cloud enterprise customers, focusing more on enterprise services and cloud business growth.
Large models are expected to strengthen Amazon's competitiveness in AI and cloud fields, and the bank is optimistic about the investment opportunities brought by the company's performance reversal in the second half of the year.
It is worth noting that since the release of Amazon's generative AI on April 13, the stock price has risen by more than 7%, which shows the power of the AI boom.
