Morgan Stanley: Amazon Web Services (AWS) growth may exceed 20% in 2026
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最新报道：According to a market report from *Walter Bloomberg, Morgan Stanley stated that Amazon Web Services (AWS) is expected to accelerate its growth to over 20% by 2026, driven by the popularity of cloud services and generative artificial intelligence (AI) workloads, as new computing capacity gradually meets market demand. The investment bank believes this will be a key driver of Amazon (AMZN)'s valuation, with a target price of $300 in its base case and $350 in its bullish case. Although Amazon Web Services previously lagged behind Microsoft Azure in capital expenditures (capex), its capex is currently increasing, projecting approximately $33 billion in 2025 and continued growth in 2026.
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