亚马逊二季度总营收2006亿美元、AWS增速37%创2021年来最快,股价盘后一度跳涨超10%,但资本开支上调到2200亿美元且自由现金流转负;苹果三季度营收利润双超预期、大中华区大反弹,却因服务营收不及预期盘后重挫超4%;谷歌DeepMind发布Gemini Robotics 2,让人形机器人第一次能"边走边干活";深一度对比亚马逊、苹果、微软、Meta四份财报,拆解市场到底在给AI资本支出打什么分;同步冷知识说说AWS今年正好20岁。 ## 本期信源 - Amazon, "Amazon.com Announces Second Quarter Results", 2026-07-30 - CNBC, "Amazon (AMZN) Q2 earnings report 2026", 2026-07-30 - Yahoo Finance, "Amazon Q2 2026 earnings: AWS grows 37%, revenue tops $200B", 2026-07-30 - StockStory, "Amazon's (NASDAQ:AMZN) Q2 CY2026 Sales Beat Estimates, Stock Soars", 2026-07-30 - TradingKey, "Amazon (AMZN) Q2 Earnings, AWS 37% Percent, Stock Up 9 Percent", 2026-07-30 - Apple, "Apple reports third quarter results", 2026-07-30 - 9to5Mac, "Apple reports Q3 2026 earnings: $109.4 billion in revenue, up 16%", 2026-07-30 - CNBC, "Apple (AAPL) Q3 2026 earnings report: Live updates", 2026-07-30 - TheStreet, "Apple (AAPL) Q3 2026 Earnings Call Updates", 2026-07-30 - Google DeepMind, "Gemini Robotics 2 brings whole body intelligence to robots", 2026-07-30 - Bloomberg, "Gemini Robotics 2 Expands Google's AI Capabilities for Humanoid Robots", 2026-07-30 - Engadget, "Google's new Gemini Robotics 2 platform allows for 'intelligent whole-body control'", 2026-07-30 - TechTimes, "Gemini Robotics 2 Controls Full Humanoids: Legs, Torso, Arms, and Fingers Under One Policy", 2026-07-30 - Bloomberg, "Oracle (ORCL) Stock Jumps as Google Gemini AI Partnership Expands", 2026-07-30 - Yahoo Finance, "Oracle shares pop 3.3% as Google cloud AI partnership expands", 2026-07-30 - TradingKey, "Oracle Rises Over 8% as Google Cloud Partnership Expands to Bring Gemini Models to Fusion and NetSuite", 2026-07-30 - Tom's Hardware, "Nvidia weighs $250 billion guarantee so OpenAI can lease SoftBank's 10-gigawatt Ohio campus", 2026-07-27 - Yahoo Finance, "Nvidia explores $250 billion guarantee for OpenAI's Ohio data centre project", 2026-07-27 - NBC News, "U.S. bans foreign-made humanoid robots, targeting China over national security", 2026-07-29 - CBS News, "Humanoid robot imports banned as U.S. targets Chinese products over national security concerns", 2026-07-29 - CNN Business, "China's humanoid robots have been taking over the global market. Now the US is banning them", 2026-07-29 - Digitimes, "White House reportedly approaches final framework for reviewing frontier models", 2026-07-29 - Tech Times, "Voluntary on Paper, Mandatory in Practice: White House AI Review Hits August 1 Deadline", 2026-07-24 - Decrypt, "Elon Musk's xAI Sues Minnesota to Kill the US's First AI Nudification Law", 2026-07-30 - CBS News Minnesota, "Elon Musk's xAI sues to stop Minnesota law banning nudification technology", 2026-07-30 - AWS, "Our Origins"(AWS官方历史介绍), 访问于2026-07-30