中经记者 谭伦 北京报道 2025年以来，随着我国持续优化外资准入环境与数字基础设施建设，在华外商企业数字化转型进程加速 推进，云计算作为核心支撑技术，其采用模式与需求特征呈现显著变化。 日前，据弗若斯特沙利文（Frost & Sullivan）联合头豹研究院最新发布的《2025年在华外商企业云计算 服务采用研究报告》（以下简称《报告》）显示，截至2024年年底，外商在华设立企业总量达68万家以 上，超过80%的在华外企选择多供应商云服务方案，"本土云+国际云"协同部署占比超60%，行业化用 云特征日益凸显。 这也意味着，在多重政策红利与市场需求叠加下，中国云计算市场正迎来外资企业深度参与的新阶段。 在华外资积极上云 "当前外资正在优化其在中国的产业结构，第三产业新设企业数量占比虽高，但第二产业外资金额使用 占比持续提升，尤其是对高技术制造业的投资增速远超高技术服务业。"在日前举行的媒体沟通会上， 沙利文中国研究总监李庆如是表示。 《报告》数据显示，2023年中国吸引外商直接投资占全球跨国直接投资的21%，高技术产业外资投入占 比逐年上升，汽车制造、生命科学、消费零售等领域成为外资布局重点。 李庆指出，这一转 ...

As Amazon.com Inc. (NASDAQ:AMZN) is set to report its quarterly earnings on Thursday, Futurum CEO Daniel Newman and Chief Market Strategist Shay Boloor share their thoughts on what investors should watch out for.AWS And Consumer Both Must HoldAmazon's earnings hinge on “two things staying true at once,” which are strong AWS demand and a resilient U.S. consumer. While performance has beaten expectations, the stock has lagged as lofty consensus leaves little room for upside surprises.Bull Case Rests On AWS Mo ...

Core Insights - Retail marketplaces like Amazon and eBay are facing challenges from artificial intelligence shopping robots that are designed for human interaction [1][3] - The evolution of consumer shopping agents is expected to transition from product research to fully autonomous transactions, potentially disrupting traditional e-commerce models [2][3] Group 1: Market Dynamics - Merchants pay fees for access to large consumer bases and various services, including shipping and marketing [2] - The introduction of large language models (LLMs) in agentic commerce could lead to a scenario where consumers interact directly with these models, bypassing traditional marketplaces [3] Group 2: Company Responses - eBay has updated its user agreement to prohibit the use of agentic commerce tools without permission, aiming to maintain a predictable and safe interaction environment [4][5] - This update is intended to protect buyers and sellers while ensuring a reliable experience on the platform [5] Group 3: Risks and Concerns - The rise of agentic commerce presents a dual threat: potential erosion of customer relationships and increased fraud risk if payment decisions are outsourced to external systems [6][7] - Companies may lose brand exposure and customer loyalty when transactions occur within AI interfaces, impacting customer lifetime value [7]

截至2026年2月3日，天弘中证全指通信设备指数发起A(020899)自成立以来，最长连涨月数为6个月，最长连涨涨幅123.90%，涨跌月数比为12/9，成立至今 历史年度均跑赢基准收益。 截至2026年2月3日，天弘中证全指通信设备指数发起C(020900)自成立以来，最长连涨月数为6个月，最长连涨涨幅123.67%，涨跌月数比为12/9，成立至今 历史年度均跑赢基准收益。 消息面上，海外云厂商资本开支持续高增，Meta宣布2026年资本开支将提升至1150亿~1350亿美元，同比增长59%~87%，显著超出市场预期；微软Azure及 其他云服务收入同比增长约39%，云业务积压合同订单同比翻倍，谷歌、亚马逊亦同步加大AI基础设施投入，四大云厂商2025年三季度资本支出合计达954 亿美元，同比大幅增长53%–133%。 兴业证券指出，Meta、微软资本开支延续高增态势，AI商业闭环落地节奏加快。微软Azure及其他云服务收入同比增长约39%，云业务积压合同订单同比翻 倍；Meta宣布2026年资本开支将大幅提升至约1150亿~1350亿美元，同比增长59%~87%，显著高于此前预期。光模块龙头业绩如期兑现， ...

Alphabet Inc. is plotting to dramatically expand its presence in India, with the possibility of taking millions of square feet in new office space in Bangalore, India's tech hub.Google's parent company has leased one office tower and purchased options on two others in Alembic City, a development in the Whitefield tech corridor, totalling 2.4 million square feet, according to people familiar with the deal. The first tower is expected to open to employees in the coming months, while construction on the remain ...

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - In Q4 2025, overseas bond funds mainly increased their positions in MBS (+2.6pp) and treasury bonds (+2.4pp), reduced derivatives (-5.3pp), and slightly increased corporate bonds. However, they were still significantly underweight in treasury bonds compared to the benchmark index. The funds slightly extended the duration in Q4 2025 [3]. - In the credit - bond portfolio, in Q4 2025, funds mainly increased their positions in the communications (+1.1pp) and cyclical consumption (+0.5pp) sectors, and reduced their positions in the banking (-0.7pp) and energy (-0.3pp) sectors. The overall credit quality of the portfolio slightly improved as funds mainly reduced their positions in BBB - rated bonds and increased their positions in AA - rated bonds [2][3]. - From an individual bond perspective, the companies that funds increased the most in Q4 last year included internet technology companies such as Meta and Amazon. In absolute terms, the companies that funds were overweight compared to the benchmark index were concentrated in sectors like banking, automotive, and tobacco, and they also maintained an overweight position in sectors such as TMT and health insurance [2]. 3. Summary by Relevant Catalogs 3.1 Analysis Sample - The report selected US actively managed funds with a large asset management scale and timely data disclosure as observation samples, including comprehensive investment - grade funds and pure corporate - bond funds. Comprehensive funds were used as samples for analyzing the large - asset allocation of funds, and all sample funds were used for analyzing the credit - bond portfolio [3]. 3.2 Asset Allocation - As of Q4 2025, overseas bond funds mainly increased their positions in MBS (+2.6pp), treasury bonds (+2.4pp), and slightly increased corporate bonds compared to Q3, while reducing derivatives (-5.3pp). However, they were still significantly underweight in treasury bonds compared to the benchmark index [3]. - In Q4 last year, the funds slightly extended the duration [3]. 3.3 Credit - Bond Portfolio - **Industry Allocation**: In Q4 2025, funds mainly increased their positions in the communications (+1.1pp) and cyclical consumption (+0.5pp) sectors, and reduced their positions in the banking (-0.7pp) and energy (-0.3pp) sectors. The banking sector still had a relatively high proportion in credit bonds, accounting for 26% as of Q4 2025 [3]. - **Comparison with the Benchmark Index**: Compared with the previous quarter, funds were overweight in the communications (+0.3pp) and cyclical consumption (+0.1pp) sectors and underweight in the technology (-0.2pp), banking (-0.1pp), and power (-0.1pp) sectors. Compared with Q4 2024, in 2025, funds were mainly overweight in the technology (+0.4pp), cyclical consumption (+0.4pp), communications (+0.3pp), and insurance (+0.2pp) sectors and underweight in the banking (-0.5pp) and power (-0.2pp) sectors [3]. - **Rating Allocation**: Funds mainly reduced their positions in BBB - rated bonds and increased their positions in AA - rated bonds, with the credit quality of the portfolio slightly improving. In the industry distribution, funds maintained a BBB - rated - based allocation in most industries but carried out credit downgrades in the communications, cyclical consumption, and public - utility sectors [2]. - **Individual Bond Analysis**: The companies that funds increased the most in Q4 last year included internet technology companies such as Meta and Amazon, possibly affected by new - bond supply. In absolute terms, the companies that funds were overweight compared to the benchmark index were concentrated in sectors such as banking (e.g., JPMorgan Chase, Morgan Stanley, UBS), automotive (e.g., Ford, General Motors, Hyundai), and tobacco; in addition, funds also maintained an overweight position in sectors such as TMT (e.g., Oracle, Meta, Broadcom) and health insurance, which were sectors with attractive valuations [2].

Market Analysis by covering: Amazon.com Inc. Read 's Market Analysis on Investing.com ...

智通财经APP获悉，Prosus NV与亚马逊(AMZN.US)旗下云服务部门达成了一项多年期的云计算和人工 智能协议，该协议将整合这些领域的合同，从而实现两位数百分比的成本节约。Prosus 生态系统负责人 Igor Cardoso 在接受采访时表示，与亚马逊网络服务公司(AWS)达成的这项为期三年的协议价值"数亿美 元"，但他拒绝透露交易的确切金额。 在首席执行官Fabricio Bloisi 的领导下，Prosus正在进行重组，专注于欧洲、印度和拉丁美洲，发展人工 智能能力，以加快和扩大其在这三个地区的业务，力争到 2028 年实现价值翻番。 Cardoso表示："我们的战略是在整个拉丁美洲推广我们的大型商业模式。然后我们计划在欧洲也这样 做，之后再逐步扩展到印度。"该公司在拉丁美洲已经拥有巴西食品配送和物流运营商iFood、旅游公司 Despegar以及在线分类信息公司OLX。 Cardoso指出，虽然企业无法跨地区共享数据，但模型标准化使得在新司法管辖区构建模型变得更容 易、更快捷。Cardoso称，Prosus 拥有一支约 1000 名人工智能专家的团队，他们将与亚马逊的同行合 作，共同开发应用程 ...

In early September, shortly after Indian Prime Minister Narendra Modi held a chummy meeting with Vladimir Putin and Xi Jinping in China, he dispatched his national security adviser to Washington to help smooth over fraying ties. Ajit Doval came with a message for Secretary of State Marco Rubio: India wanted to put the acrimony between the two nations behind it and get back to negotiating a trade deal, according to officials in New Delhi familiar with the meeting, who asked not to be identified because the d ...

本报驻韩国特约记者 黎枳银 本报记者 肖震冬 韩国股市此前两日上演"过山车"式震荡，先遭遇大幅下挫，一度触发"熔断"，后又强劲反弹，市场在恐 慌性抛售与低价买盘快速回流之间反复拉扯。多方分析称，在全球人工智能（AI）投资预期出现波动 之际，这凸显以AI企业大规模支出为核心的上涨结构在高估值环境下"走钢丝"的现实。 "波动性主导首尔股市" 彭博社报道称，2日韩国综合股价指数（KOSPI）单日下跌5.3%，为去年4月以来最大跌幅，股指期货下 行一度触发程序化交易暂停。此前长期领涨市场的芯片权重股集体承压，三星电子与SK海力士当日盘 中跌幅均超过6%。韩元同步走弱，市场避险情绪瞬间升温，国内外资金在现货市场纷纷转为净卖出。 但仅仅一个交易日后，韩国股市便快速反弹。据韩国《韩民族日报》3日报道，KOSPI时隔一天重返 5000点，在前一交易日跌幅超过5%后，早盘上涨逾3%，盘中一度触发买入侧程序化交易限制。"KOSPI 经历过山车行情，波动性主导首尔股市"，《韩国先驱报》3日以此为题报道。对于反弹动因，韩国 Kiwoom证券分析师韩智英指出，在美国市场情绪暂时企稳的背景下，前一日暴跌所引发的低价买盘迅 速回流，推动指 ...