Amazon AWS is back in the driver’s seat

SG Visual Research
02-11
$亚马逊(AMZN)$  

This quarter wasn’t about retail.

AWS growth re-accelerated above 23%,

with backlog rising alongside it.

Retail supports margins,

but AWS is driving growth again.


Mag 7 Correction: Who is Gifting an "Entry Point"?
As of early March 2026, Mag 7 have faced a collective pullback, fueled by escalating geopolitical tensions in the Middle East and growing skepticism over the AI capex. However, this volatility has created a historic technical setup: $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ have once again plunged into their most "undervalued" territory in five years. Which giant worth buy the dip now? Are you bullish on Nvidia’s GTC conference? Is Microsoft a buy at $400 now? Or should we shift focus from mag 7 to other assets?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
2