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PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
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X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-amzn-q2-2026-earnings-aws-ai-capex@catalyst-calendar.local
DTSTAMP:20260720T200628Z
DTSTART:20260730T213000Z
DTEND:20260730T230000Z
SUMMARY:Amazon Q2 2026财报与AWS/AI资本开支指引观察窗口
DESCRIPTION:Amazon Q2 2026具体电话会页面尚未在IR确认，商业日历显示7月30日盘后为未确认日期；公司Q1官方指引已给出Q2收入和营业利润区间。该窗口重点关注AWS增长、AI资本开支、Anthropic相关收益波动和Prime Day贡献。\\nImpact score: 77\\nExpected: 若日期确认并披露，AWS增长率、AI基础设施资本开支和电商利润率将影响云计算、AI算力和消费互联网估值。\\nAffected: AMZN(subject\, mixed\, score 86)\; QQQ(etf\, mixed\, score 70)\; NVDA(supplier\, mixed\, score 70)\; XLY(etf\, mixed\, score 69)\; MSFT(peer\, mixed\, score 68)\; GOOGL(peer\, mixed\, score 60)\\nSources: Amazon Q1 2026 Results: https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-First-Quarter-Results/default.aspx\\nAmazon quarterly results: https://ir.aboutamazon.com/quarterly-results/default.aspx\\nWall Street Horizon Amazon Earnings Calendar: https://www.wallstreethorizon.com/amazon-earnings-calendar\\nAmazon Events: https://ir.aboutamazon.com/events/default.aspx\\nAmazon Q1 2026 Earnings Conference Call: https://ir.aboutamazon.com/events/event-details/2026/Q1-2026-Amazoncom-Inc-Earnings-Conference-Call-/default.aspx\\nAmazon Q2 2025 earnings call reference: https://ir.aboutamazon.com/events/event-details/2025/Q2-2025-Amazoncom-Inc-Earnings-Conference-Call-/default.aspx\\nYahoo Finance AMZN Earnings Calendar: https://finance.yahoo.com/calendar/earnings?symbol=AMZN\\nMarketBeat Amazon earnings date estimate: https://www.marketbeat.com/stocks/NASDAQ/AMZN/earnings/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-amzn-q2-2026-earnings-aws-ai-capex
CATEGORIES:earnings\,US\,earnings\,AWS\,AI capex\,retail\,Prime Day\,advertising\,AI_capex\,ecommerce\,guidance\,AI\,capex\,Prime-Day\,AI-capex\,retail margin\,cloud
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DESCRIPTION:Review catalyst preview: Amazon Q2 2026财报与AWS/AI资本开支指引观察窗口
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DESCRIPTION:Complete post-event review: Amazon Q2 2026财报与AWS/AI资本开支指引观察窗口
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