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無偽
Amazon > 2.00 55％
Q3 同样没有 Anthropic 重估（Q2 那 534 亿美元收益已入账），所以 GAAP ≈ 调整后 EPS，基本是"经营性抛硬币"：一致预期 2.01，营业利润指引 225–265 亿，Q2 洁净 EPS 1.88；要 >2.00 需营业利润接近指引上限，或利息/其他收益帮忙。Zacks 的 ESP 还是 -2.1%。真正的大上行在 Q4（Anthropic 11 月 IPO 定价），不在这次。
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