科技巨头"Mag 7"财报季将于周三拉开帷幕，微软、Meta和特斯拉将在盘后公布业绩，苹果紧随其后于周四发布，四家公司总市 值达10.5万亿美元。高盛Delta One部门负责人Rich Prvorotsky最新表示，这一轮财报季归根结底将围绕一个核心问题："谁在减少 支出，谁在增加支出。" 市场预期"Mag 7"第四季度利润增长20%，这将是2023年初以来最慢的增速。在此背景下，这些公司面临压力，需要证明其承诺 的巨额资本开支正在以更显著的方式产生回报。投资者对资本开支指引的关注度空前高涨，这一数据将直接影响市场对AI投资回 报周期的判断。 本周将有三分之一的标普500成分股（按市值计算）公布业绩。据彭博汇编数据，迄今已有近80%的标普500公司业绩超出分析师 预期。瑞银全球财富管理的Ulrike Hoffmann-Burchardi表示："我们预计科技股业绩将表现强劲，但也预期盈利增长将扩展至各个 板块。" 尽管业绩稳健，但Wolfe Research的Chris Senyek指出，营收和利润双双超预期的公司股价在财报后反而出现负面表现。"换句话 说，双重超预期正因稳健业绩而受到惩罚，"他表示，"我们认 ...

A strong update might finally get the stock moving.Amazon (AMZN +2.62%) stock trailed the S&P 500 last year despite robust growth. This could be an excellent opportunity for investors, but only if Amazon stock is likely to recover. Let's see what might happen when it reports fourth-quarter and full-year earnings on Feb. 5, and whether or not it make sense to buy the stock now. Progress in AIThe main thing that's going to be on investors' minds when hearing about the fourth quarter is artificial intelligence ...

Core Viewpoint - Investors have recently shifted focus to niche stocks as skepticism grows regarding the returns on investments made by the Magnificent Seven tech giants in artificial intelligence development [1][12]. Group 1: Performance of the Magnificent Seven - The Magnificent Seven tech giants, including Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, have led the stock market for the past three years, but their performance has declined since the end of 2025 [1][12]. - Alphabet and Amazon are the only stocks among the Magnificent Seven that have seen gains, with Alphabet rising nearly 20% during the recent downturn [2][12]. - The Magnificent Seven index is currently trading at 28 times profits expected over the next 12 months, which is below previous peaks and in line with the average over the past decade [10][13]. Group 2: Investment Shifts and Market Reactions - Traders have increasingly invested in companies benefiting from Big Tech's spending, such as Sandisk, which is up over 130%, Micron Technology, which has risen 76%, and Western Digital, which has gained 67% since the Magnificent Seven index peaked [3][12]. - The upcoming earnings reports from Microsoft, Meta, Tesla, Apple, Alphabet, and Nvidia are expected to provide insights into the health of various tech sectors, with a projected profit growth of 20% for the fourth quarter, the slowest since early 2023 [4][6][12]. Group 3: Capital Expenditures and Growth Expectations - Major tech companies are expected to spend approximately USD 475 billion on capital expenditures in 2026, significantly up from USD 230 billion in 2024, raising investor expectations for returns on these investments [7][12]. - Microsoft’s Azure revenue rose 39% in its fiscal first quarter, with expectations of 36% growth in the second quarter, highlighting the demand for cloud services driven by AI [7][12]. - Companies that fail to meet growth targets may face significant market penalties, as seen with Meta Platforms, which experienced an 11% drop in stock price following a projection of increased capital expenditures without clear profit pathways [8][12]. Group 4: Comparative Earnings Growth - The 493 companies in the S&P 500 not included in the Magnificent Seven are projected to deliver only 8% earnings growth in the fourth quarter, significantly slower than the expected growth from the tech giants [9][12]. - Nvidia shares have increased by 1,184% since the end of 2022, yet are priced at 24 times anticipated profits, slightly above the S&P 500's multiple of 22, indicating that the stocks are not historically expensive [10][13]. Group 5: Market Sentiment and Future Outlook - Investors are awaiting signs of growth from the Magnificent Seven, with the current earnings season viewed as a critical milestone for assessing progress [11][13]. - The sentiment in the market has shifted to a "show-me story," where investors demand tangible results from Big Tech's investments in AI and other technologies [4][12].

亚马逊当地时间周二错误地向云部门员工发送通知，确认公司的"组织变更"。 亚马逊当地时间周二错误地向云部门员工发送通知，确认公司的"组织变更"。 一位知情人士此前向媒体表示，这家电子商务巨头预计最早将于本周宣布在全公司范围内进行大规模裁 员。预计受到影响的部门包括亚马逊的云计算和门店业务。 亚马逊网络服务应用 AI 解决方案高级副总裁科琳·奥布里在一封邮件中写道："这样的变化对每个人来 说都很艰难。这些决定很困难，但我们是经过深思熟虑才做出的，以使我们和 AWS 的组织为未来的成 功做好准备。" 邮件中还提到了亚马逊人力资源主管贝丝·加莱蒂的帖子，称公司已通知"我们组织中受 影响的同事"。 邮件的主题提到了"黎明计划"，后被"取消"，这可能表明发件人事后撤回了该邮件。 目前尚不清楚黎明计划指的是什么。亚马逊此前已于去年 10 月宣布裁员 14，000 名员工。当时该公司 表示，裁员将持续至 2026 年，因为它发现了"更多可以缩减层级的地方"。周二早些时候，亚马逊宣布 正在重组其生鲜业务。该公司表示将关闭生鲜超市和 Go 便利店，将投资重点放在全食超市门店和在线 杂货配送业务上。 亚马逊生鲜业务负责人贾森·布歇 ...

Core Insights - Amazon.ae is launching its annual Ramadan Sale from January 27 to February 14, featuring millions of deals across various categories including groceries, electronics, and fashion [1][8] Sales and Promotions - The sale will offer exclusive early access to Prime members starting January 27, with flexible payment options and instant bank discounts to enhance customer convenience during Ramadan [2][21] - Discounts of up to 50% are available on everyday essentials and groceries, with specific brands like Pampers and Nescafe included [10] - Kitchen and home appliances will see discounts of up to 50%, featuring brands such as Ninja and De'Longhi [11] - Electronics discounts reach up to 26% on items from brands like Samsung and Apple, while gaming products can be discounted by up to 29% [13] - Beauty and personal care products will have savings of up to 40%, with brands like L'Oreal Paris and Cetaphil participating [14][15] - Fashion items will be discounted by up to 35%, including brands like Calvin Klein and Michael Kors [16] Community and Social Responsibility - Amazon.ae is emphasizing community support during Ramadan, allowing customers to order Iftar boxes quickly via Amazon Now, which can also be sent to families in need [5][6][7] - The initiative aligns Amazon's logistics capabilities with social responsibility, reinforcing its commitment to value and social impact during the holy month [4][7] Delivery and Membership Benefits - Amazon Now offers rapid delivery options, with Prime members benefiting from free delivery on orders over Dhs25 and Rush 2-hour delivery on orders over Dhs100 [19][20] - Prime membership includes additional benefits such as free international delivery and access to Prime Video, available for Dhs16 per month or Dhs140 per year [20] Additional Savings Opportunities - Customers can maximize savings through instant bank discounts of up to 20% with specific credit cards, and Prime members can earn cashback on purchases [21][22] - Buy-Now, Pay-Later options are available, making larger purchases more manageable during the Ramadan season [22]

Core Insights - Amazon employees expressed unease following an internal email that mentioned "organizational changes" and "impacted colleagues," which has raised concerns about potential upcoming layoffs [1] Group 1 - The internal email was sent prematurely, leading to speculation about another round of corporate layoffs at Amazon [1]

Core Insights - The article highlights a significant surge in AI-related stocks, particularly with Jinji Co., which saw a 20% limit up, and the Clawdbot AI Agent project gaining immense popularity with over 58,000 stars on GitHub within a month, marking a "lobster moment" for AI [2][3] Price Adjustments in Cloud Services - Google Cloud announced a price increase for global data transmission services starting May 2026, with North American rates doubling from $0.04 to $0.08 per GB, and similar increases in Europe and Asia [3] - This price adjustment reflects a shift in the long-standing trend of decreasing prices in the cloud services industry, driven by rising demand for AI computing power and increasing upstream costs [3] AI Agent Project Clawdbot - Clawdbot has rapidly gained traction, with a daily increase of 62% in GitHub stars and nearly 9,000 members in its Discord community, being compared to a "ChatGPT moment" for 2026 [3][4] - The project has received endorsements from notable figures in the tech industry, further fueling discussions and interest [3] Impact on AI Industry - Analysts predict that as AI integrates into workflows, the demand for tokens will experience explosive growth, benefiting the entire AI industry chain [4] - The recent price hikes in cloud services are expected to contribute to the growth of the computing rental sector, which has already seen significant stock price increases [6] Developments in Cloud Computing - Amazon Web Services (AWS) announced a 15% price increase for its EC2 machine learning capacity blocks, marking the first price adjustment in nearly 20 years [6] - NVIDIA's investment of $2 billion in CoreWeave aims to enhance AI computing capacity, indicating a robust demand for AI cloud infrastructure [6] Advancements in AI Models - Alibaba launched its Qwen3-Max-Thinking model, boasting over 1 trillion parameters and outperforming several leading models in key performance benchmarks [7] - The pricing strategy of AWS reflects the high demand for AI computing resources, while domestic giants like ByteDance, Alibaba, and Tencent are expected to significantly boost AI cloud infrastructure demand [7]

Group 1 - The article discusses the historical rivalry between Puma and Adidas, which originated from the same family business founded by brothers Rudolf and Adolf Dassler a century ago [1] - The fallout between the Dassler brothers led to the establishment of two separate companies, Puma and Adidas, which have since become fierce competitors in the sportswear industry [1] - The article highlights the significance of this rivalry in shaping the global sportswear market and the ongoing competition between the two brands [1]

Core Insights - UPS is currently in the process of ending its partnership with Amazon, which has been described as a toxic relationship, leading to a short-term decline in delivery volume but promising a more profitable future [1][3] - Amazon previously accounted for approximately 25% of UPS's delivery volume but only 11% of its total revenue, indicating that while it was a major customer, it was not the most profitable one [2][3] - UPS's CEO, Carol Tome, stated that reducing reliance on Amazon will be a pivotal moment for the company's strategy, projecting 2026 revenue of $89.7 billion, exceeding analyst expectations of $88 billion [3] Delivery Volume and Projections - In 2023, Amazon surpassed both UPS and FedEx in total yearly parcel volume, delivering 6.3 billion parcels compared to UPS's 4.7 billion [5] - UPS plans to reduce its delivery volume for Amazon by 50% over 18 months, with a current trajectory to decrease by another million packages per day over the next six months [5]

Core Insights - The article highlights a significant surge in interest and investment in AI technologies, particularly with the launch of the AI Agent project Clawdbot, which has gained over 58,000 stars on GitHub within a month, marking a 62% increase in daily engagement [1][2][8] - Google Cloud has announced a price increase for its data transmission services, effective May 1, 2026, with North American rates doubling, indicating a pivotal shift in the long-standing trend of decreasing cloud service prices [2][8] - The demand for AI computing power is expected to rise dramatically, driven by the increasing integration of AI into workflows, which could lead to explosive growth in token demand and benefit the entire AI industry chain [3][8] Industry Developments - Google Cloud's price adjustments will affect three service categories: CDN Interconnect, Direct Peering, and Carrier Peering, with North American data transmission costs rising from $0.04 to $0.08 per GB, European costs from $0.05 to $0.08, and Asian costs from $0.06 to $0.085 [2][8] - The AI computing rental sector is experiencing a boom, with companies like Meiliyun seeing significant stock price increases, and AWS announcing a 15% price hike for its EC2 machine learning capacity blocks, marking its first price adjustment in nearly 20 years [3][9] - NVIDIA's investment of $2 billion in CoreWeave aims to enhance AI computing capabilities, further validating the high demand for AI cloud infrastructure [9][10] Competitive Landscape - CoreWeave, originally a cryptocurrency mining company, has shifted its focus to AI cloud computing and GPU rental services, reflecting the growing importance of AI infrastructure [4][9] - Alibaba has launched its flagship AI model, Qwen3-Max-Thinking, which boasts over 1 trillion parameters and has outperformed leading models in key performance benchmarks, positioning it as a strong competitor in the AI landscape [10][11] - The increasing capabilities of domestic giants like ByteDance, Alibaba, and Tencent are expected to significantly boost the demand for AI cloud infrastructure in China [11]