AWS 中断、亚马逊库存以及不可或缺的代价

尽管AWS发生了重大故障，亚马逊的股价却出人意料地飙升。这就是为什么市场认为亚马逊不仅仅是一家云提供商。

In the ever-turbulent world of tech, even the giants stumble. Recently, an AWS outage sent ripples across the internet, disrupting everything from Prime Video binges to crypto transactions. But here's the kicker: Amazon's stock (AMZN) went up. What gives?

在瞬息万变的科技世界中，即使是巨头也会跌倒。最近，AWS 的一次故障在互联网上引起了轩然大波，从 Prime Video 狂欢到加密交易，一切都中断了。但最重要的是：亚马逊的股票（AMZN）上涨了。什么给？

The Great AWS Hiccup of '24

24 年 AWS 大问题

Early Monday morning, a major disruption hit Amazon Web Services (AWS), lasting for just over three hours. The outage impacted a wide range of services, including Amazon's own ecosystem (Prime Video, Alexa, Ring) and external platforms like Zoom, Slack, Robinhood, Coinbase, WhatsApp, Signal, Reddit, news agencies, financial and banking apps, streaming platforms, and various gaming platforms.

周一清晨，亚马逊网络服务 (AWS) 遭遇重大中断，持续时间仅三个多小时。这次中断影响了广泛的服务，包括亚马逊自己的生态系统（Prime Video、Alexa、Ring）和外部平台，如 Zoom、Slack、Robinhood、Coinbase、WhatsApp、Signal、Reddit、新闻机构、金融和银行应用、流媒体平台以及各种游戏平台。

Amazon attributed the disruption to an update of its EC2 (Elastic Compute Cloud) network's domain name system (DNS), which resulted in erroneous resolutions, preventing websites from retrieving their server addresses. But unlike similar incidents that have tanked other tech stocks, AMZN shares actually gained 1.3%.

亚马逊将此次中断归因于其 EC2（弹性计算云）网络域名系统 (DNS) 的更新，导致解析错误，导致网站无法检索其服务器地址。但与导致其他科技股暴跌的类似事件不同，AMZN 股价实际上上涨了 1.3%。

Why the Market Shrugged (and Even Cheered)

为什么市场耸耸肩（甚至欢呼）

While a three-hour outage impacting so many services seems like a major blow, investors shrugged it off. Why? The market perception of Amazon is key. Unlike CrowdStrike, whose stock plummeted after a disruptive update, Amazon is seen as indispensable. AWS isn't just a cloud provider; it's the backbone of the internet.

虽然影响如此多服务的三小时停电似乎是一个重大打击，但投资者对此不以为然。为什么？亚马逊的市场认知是关键。与 CrowdStrike 的股价在一次颠覆性更新后暴跌不同，亚马逊被视为不可或缺的。 AWS 不仅仅是一个云提供商；它是互联网的支柱。

Consider this: Amazon has the largest share of the cloud computing market (29%), outstripping Microsoft's Azure (22%) and Alphabet's GCP (12%). Even with slower AWS growth compared to its competitors (17.5% year-over-year growth in Q2, compared to Alphabet's 32% and Microsoft's 26%), its Q2 revenue was still substantial at $30.9 billion.

考虑一下：亚马逊拥有云计算市场的最大份额（29%），超过了微软的 Azure（22%）和 Alphabet 的 GCP（12%）。尽管与竞争对手相比，AWS 的增长速度较慢（第二季度同比增长 17.5%，而 Alphabet 为 32%，微软为 26%），但其第二季度收入仍然可观，达到 309 亿美元。

Amazon's AI Play: Not About Winning, But Enabling

亚马逊的人工智能游戏：不是为了获胜，而是为了赋能

Amazon's Nova family of AI models may not be topping the charts compared to OpenAI's ChatGPT or Google's Gemini. However, Amazon's strategy isn't about winning the AI race; it's about providing the infrastructure. Through initiatives like the AWS Generative AI Innovation Center, Amazon is building the digital backbone for the AI economy, regardless of who creates the best model.

与 OpenAI 的 ChatGPT 或谷歌的 Gemini 相比，亚马逊的 Nova 系列人工智能模型可能不会名列前茅。然而，亚马逊的战略并不是要赢得人工智能竞赛；而是要赢得人工智能竞赛。这是关于提供基础设施。通过 AWS Generative AI Innovation Center 等举措，亚马逊正在构建 AI 经济的数字骨干网，无论谁创建了最佳模型。

The USG Connection: Centralization as a Feature, Not a Bug

USG 连接：集中化是一项功能，而不是一个错误

From a governance perspective, the centralization that AWS offers is seen as a feature. This makes significant antitrust action against Amazon unlikely, as it could disrupt national infrastructure. Wall Street analysts are generally bullish on AMZN stock, with an average price target of $265.66 per share, well above the current price.

从治理的角度来看，AWS 提供的集中化被视为一项功能。这使得针对亚马逊采取重大反垄断行动的可能性不大，因为这可能会破坏国家基础设施。华尔街分析师普遍看好 AMZN 股票，平均目标价为每股 265.66 美元，远高于当前价格。

The Bottom Line

底线

The AWS outage highlights a crucial point: the market views Amazon as more than just a cloud service. It's a fundamental infrastructure provider, deeply intertwined with the US government and the global economy. While technical glitches are inevitable, Amazon's position as an indispensable workhorse insulates it from the kind of stock-punishing reactions other companies might face.

AWS 的宕机凸显了一个关键点：市场认为亚马逊不仅仅是一个云服务。它是一家基础设施提供商，与美国政府和全球经济紧密相连。虽然技术故障是不可避免的，但亚马逊作为不可或缺的主力的地位使其免受其他公司可能面临的股票惩罚反应的影响。

So, the next time your Ring doorbell goes offline for a few hours, remember: Amazon's stock might just be thanking you for it. After all, in the grand scheme of things, a few hours of inconvenience is a small price to pay for the convenience AWS provides the rest of the time, right?

因此，下次当您的 Ring 门铃离线几个小时时，请记住：亚马逊的股票可能只是为此感谢您。毕竟，从长远来看，为了 AWS 在其余时间提供的便利，几个小时的不便只是一个小小的代价，对吗？