亚马逊于2026年8月3日市值突破3万亿美元,主要受AWS收入同比增长37%驱动。同期FTC联合22州起诉亚马逊,指控其自2019年起通过Sponsored Products等广告收取约200亿美元隐藏附加费。作者指出尽管亚马逊辩称平均竞价下降50%,但部分关键词CPC仍高达5-8美元。
Amazon touched a $3T market cap on Aug 3, 2026 : 5th company ever to hit that mark
Driven almost entirely by AWS: revenue +37% YoY, fastest growth in years
Wall Street is now pricing Amazon as an Al/cloud infrastructure company first, retailer second
Stock has since cooled ~4% off that high, alongside a $4B Bezos insider sale
This week: $20 Billion Lawsuit
FTC + 22 states sue Amazon
Alleges $20B in hidden ad surcharges since 2019
Covers Sponsored Products, Sponsored Brands, Sponsored Display
Amazon's defense: avg. winning bid down 50% since 2019; advertisers saved $8B +(2021-2025) from relevance-based ranking.
Trillions vs Billions and here my partners are paying $5-$8 USD (CPC) on few keywords