Core Insights - Amazon has officially launched Alexa+ for all U.S. consumers, nearly a year after its initial preview release [1] - Alexa+ is an enhanced version of the original Alexa, capable of handling multiple queries simultaneously and performing tasks like booking services [2] Pricing and Access - Starting Wednesday, Amazon will charge $19.99 per month for Alexa+ access, while Prime members can use the service for free [2] - A free trial of Alexa+ is available through a dedicated website and app, but usage will be limited [2]

Amazon (NASDAQ: AMZN) has been in a bit of a lull lately. The stock is up only about 4% over the past six months. Wall Street analysts have noticed and believe Amazon is a bargain sitting in plain sight. Out of 74 analyst ratings compiled by MarketWatch, a whopping 60 of them rate Amazon stock as a buy today. What has analysts so excited about Amazon? The e-commerce and cloud computing leader has numerous opportunities in artificial intelligence (AI) ahead. Here is why investors may want to buy this AI st ...

Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts initially expected an 8.3% increase in earnings per share, which was revised up due to strong performance from tech companies, following a 13.6% growth rate in the previous quarter [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating continued investor interest in diverse sectors [5]

Group 1 - Nittobo plans to launch next-generation T-type glass fiber cloth for AI chips by 2028, reducing the thermal expansion coefficient from 2.8 ppm to 2.0 ppm, a decrease of approximately 30% [1] - T-type glass fiber cloth is widely used in integrated circuit substrates and advanced packaging substrates, enhancing dimensional stability and supporting large-scale AI packaging [1] - Nittobo holds about 90% market share in the global T-type glass fiber cloth market and is currently evaluating and improving the new glass cloth based on copper-clad laminate samples [1] Group 2 - The demand for glass fiber cloth is driving price increases, with the price of 7628 electronic cloth rising from 4.15 yuan/meter at the end of September 2025 to 4.75 yuan/meter currently, with multiple price hikes occurring [2] - Upstream materials like electronic yarn are also expected to see price increases due to stable supply and structural adjustments, leading to a tight supply of traditional electronic yarn and strong support for high-end products [2] - Companies like International Composites and Honghe Technology are expected to report significant profit increases due to rising glass fiber product prices, with International Composites projecting a net profit of up to 350 million yuan in 2025 [2] Group 3 - AI servers require higher performance in signal transmission rates and data loss, driving the demand for low dielectric constant electronic cloth, which is a core material for high-frequency and high-speed copper-clad laminates [3] - The supply of low thermal expansion coefficient electronic cloth is expected to remain tight in 2026, with potential for further price increases [3] - The shortage of high-end electronic cloth is anticipated to accelerate the domestic substitution process in the industry, presenting a golden development period for domestic electronic cloth manufacturers [3]

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 AI Stocks Analysts Are Watching. On February 2, Evercore ISI analyst Mark Mahaney reiterated an Outperform rating on the stock with a $335.00 price target. The firm sees a potential script flip for AMZN from AI laggard to AI winner by 2026. Evercore ISI expects Amazon to deliver results in line with market expectations when it reports on February 5, with Q4 revenue estimates of $211 billion (up 12% year-over-year) and operating income of $24.6 billion (11.7% ...

Core Insights - Amazon, once a leader in e-commerce, is now shifting its strategy to focus on mega-stores, a model traditionally associated with Walmart [1] Group 1: Company Strategy - Amazon is transitioning from its original e-commerce model to a physical retail strategy that resembles Walmart's mega-store approach [1] Group 2: Industry Context - The shift indicates a significant change in the competitive landscape of retail, where traditional giants like Walmart are being challenged by e-commerce players like Amazon [1]

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， ...