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요약
亞馬遜（Amazon）營運動能強，執行長傑西（Andy Jassy）預期人工智慧（AI）將帶動亞馬遜雲端服務（AWS）未來十年營收挑戰6,000億美元，較先前預估高出一倍。法人指出，市場質疑大筆AI資本支出能否回收，在亞馬遜樂觀預期下，代表未來鴻海、廣達、緯創等相關ODM廠訂單動能無虞，打破AI泡沫化疑慮。
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