We're also following breaking news out of the tech world tonight that you may have heard about. Amazon set to announce massive layoffs, as many as 30,000 corporate job cuts. That according to Reuters.CNBC reporting it will be the largest cuts in the company's history. NBC's Christine Romans joins us now on set. Christine, so great to see you and talk to you.Uh this is a huge headline and it's sort of wild because it's one of the biggest companies in the world and if they're cutting 30,000 people what does t ...

Core Insights - Ark Invest executed significant trades, including purchases of Amazon, Block, and Alibaba shares, while selling shares of Shopify and Palantir [1] Amazon Trade - Ark Fintech Innovation ETF acquired 17,579 shares of Amazon, valued at approximately $3.99 million based on a closing price of $226.97, coinciding with Amazon's announcement of cutting up to 30,000 jobs, the largest layoffs in its history [2] Block Trade - A combined total of 385,585 shares of Block were purchased by ARK Next Generation Internet ETF, ARK Innovation ETF, and Ark Fintech Innovation ETF, valued at approximately $30.9 million based on a closing price of $80.15 [3] Bitcoin Holdings - Block reported a significant increase in Bitcoin holdings, reaching nearly $1 billion, with an 81% year-over-year growth due to new accounting rules for crypto assets [4] Shopify Trade - Ark Invest sold 281,738 shares of Shopify across its ETFs, valued at approximately $49.32 million based on a closing price of $175.06, while Shopify's focus on AI continues to attract attention [5] Palantir Trade - ARKF ETF sold 13,922 shares of Palantir, valued at approximately $2.63 million based on a closing price of $189.18, as Palantir's stock reached an all-time high driven by major contracts and partnerships [6] Alibaba Trade - ARKF ETF purchased 14,881 shares of Alibaba, valued at approximately $2.67 million based on a closing price of $179.45, following Alibaba's launch of a new AI chatbot enhancing its Quark app [7] Other Key Trades - Sold 133,917 shares of SoFi Technologies, bought 268,833 shares of DraftKings, and acquired 750,115 shares of Intellia Therapeutics across various ETFs [8]

Group 1 - Wang Yi emphasized the importance of healthy and stable China-US relations for global interests during a phone call with US Secretary of State Rubio, highlighting the strategic asset of mutual trust between Xi Jinping and Donald Trump [2][3] - Qualcomm launched AI chips AI200 and AI250, expected to be commercially available in 2026 and 2027, respectively, marking its entry into the data center market to compete with Nvidia [4] - Meituan announced nationwide social security subsidies for delivery riders, allowing them to choose to pay pension insurance at their place of residence or work, with additional benefits for riders' families [5][6] Group 2 - Amazon plans to cut up to 30,000 jobs, representing nearly 10% of its total workforce, with layoffs set to begin soon [7] - Porsche reported a significant drop in operating profit by 99% in the first three quarters of 2025, with sales revenue of €26.86 billion, down 6% year-on-year, and a drastic decline in profit margin from 14.1% to 0.2% [16] - Spring Airlines initiated a recruitment campaign for married and childbearing female flight attendants, aiming to leverage their life experience for better customer service [17][18] Group 3 - The 47th ASEAN Summit and related meetings will take place on October 28, 2025, in Malaysia, focusing on regional economic cooperation and global governance [24][25] - The 14th National People's Congress Standing Committee will review financial work reports and state-owned asset management, indicating a moderately loose monetary policy for 2025 [26] - The 2025 Financial Street Forum will address financial risks and opportunities in the digital era, with a focus on stablecoin developments [27] Group 4 - Tesla announced plans to mass-produce the Cybercab, an autonomous taxi without a steering wheel, by the second quarter of 2026, utilizing advanced hardware and aiming for a manufacturing cost below $20,000 [29]

Market Overview - International gold and silver markets showed slight recovery, with London spot gold rising above $4000 per ounce and silver above $47 per ounce after a significant drop [1] - U.S. stock markets performed strongly, with all three major indices reaching new highs: Dow Jones up 0.71% to 47544.59 points, Nasdaq up 1.86% to 23637.46 points, and S&P 500 up 1.23% to 6875.16 points [3][7] Technology Sector Performance - Major tech stocks saw gains, with Apple and Google reaching new highs; Apple's market capitalization approached $4 trillion [12][13] - Qualcomm's stock surged over 11% after announcing its entry into the data center market with new AI chips, AI200 and AI250, expected to launch in 2026 and 2027 [8][11] Chinese Stocks - Nasdaq China Golden Dragon Index rose by 1.59%, with significant gains in popular Chinese stocks: XPeng and Pony.ai up over 6%, Baidu nearly 5%, and Kingsoft Cloud over 4% [5] Federal Reserve Expectations - Increased expectations for Federal Reserve rate cuts contributed to the bullish market sentiment, with a 97.3% probability of a 25 basis point cut in October and a 95.3% chance of a total 50 basis point cut by December [7]

Core Insights - Amazon plans to cut up to 30,000 corporate jobs starting from the 28th, marking the largest round of layoffs since approximately 27,000 positions were eliminated at the end of 2022 [1][3] Group 1: Layoff Details - The layoffs will affect multiple departments, including human resources, operations, and devices and services [3] - The specific scope of the layoffs remains unclear, and the number of affected positions may change as Amazon's financial priorities evolve [3] Group 2: Financial Strategy - Amazon has been seeking to reduce labor costs while increasing investments in artificial intelligence products and infrastructure [3] - The company plans to invest over $100 billion this year to expand its cloud computing and AI data centers [3]

Economic Information - The People's Bank of China emphasizes a cautious approach towards the development of stablecoins and will continue to combat domestic virtual currency operations to maintain financial order [2] - The China Securities Regulatory Commission (CSRC) has issued guidelines to strengthen the protection of small investors in the capital market, enhancing monitoring of abnormal trading behaviors and ensuring transparency regarding delisting risks [2][6] - October's polysilicon production is expected to reach approximately 134,000 tons, exceeding market expectations, while some leading companies plan to reduce production in November [3] Company Updates - Victory Technology reported a net profit of 1.102 billion yuan for Q3, a year-on-year increase of 260.52%, but a quarter-on-quarter decrease of 9.88% [5] - Taicheng Light's Q3 revenue was 386 million yuan, a year-on-year decrease of 4.98%, while net profit was 86.9765 million yuan, a year-on-year increase of 31.20% but a quarter-on-quarter decrease of 7.5% [5] - Several companies, including Tongrun Equipment and Jingji Agriculture, announced plans to reduce their shareholdings by up to 3% [7] Overseas Market Updates - International precious metal futures saw a significant decline of over 3%, with COMEX gold futures dropping 3.4% to $3,997 per ounce and silver futures falling 3.61% to $46.83 per ounce [5] - The UK government has cut the support scale for offshore wind farms by 18% to £900 million, while providing an £1.1 billion budget for renewable energy support auctions [5]

当地时间周一，据媒体援引知情人士透露，亚马逊公司计划在多个关键部门裁减企业岗位。此次裁员最快可能在周二启动，涉及几乎所有业务部门。亚马 逊此次裁员是首席执行官Jassy推行的成本削减计划的一部分。Jassy今年6月表示，随着公司越来越多地使用AI，员工规模可能会缩减。 当地时间周一，据媒体援引知情人士透露，亚马逊公司计划在多个关键部门裁减企业岗位，包括物流、支付、电子游戏及云计算部门。 此次裁员最快可能在周二启动，受影响岗位或多达3万个，涉及几乎所有业务部门。媒体称，亚马逊预计将在周二上午通过电子邮件通知受影响员工。 如此规模的裁员将是亚马逊历史上规模最大的一次企业员工削减。 亚马逊上一次大规模裁员是在2022年底至2023年初。当时，亚马逊共裁减了超过2.7万名企业员工。公司首席执行官Andy Jassy在疫情期间公司快速扩 张后启动削减成本计划。此后，亚马逊陆续进行了规模较小、针对特定团队的裁员，波及云计算、零售、通讯及设备部门。 亚马逊发言人对此拒绝置评。 亚马逊此次裁员是首席执行官Jassy推行的成本削减计划的一部分，该计划始于新冠疫情期间。贾西还推动公司精简管理层级，力求"去层级化，扁平化 组织结构 ...

2025.10. 28 本文字数：1916，阅读时长大约3分钟 作者 | 第一财经 樊志菁 "七巨头" 中有五家将于本周公布财报，微软、Meta和谷歌将于周三下午率先揭晓业绩，苹果和亚马 逊则将于随后一个交易日披露。 美国银行上周公布的全球基金经理调查显示，其衡量市场情绪的综合指标（基于现金持有水平、股票 配置比例及全球经济增长预期）达到了自今年2月以来的最高值。 "做多七巨头"的比例高达39%，依 然是最拥挤交易之一。 富国银行投资研究所（Wells Fargo Investment Institute）日前在客户报告中表示："接下来市场的 核心关注点将是大型科技、工业企业的第三季度财报 —— 这些企业均与人工智能（AI）相关。我们 认为，关于人工智能资本支出计划的数据，对第三季度盈利表现和股市进一步上涨至关重要。" 第一财经记者汇总发现，分析师预计上季度科技板块将以超过23%的盈利增速处于领先位置，考虑 到权重和热度，科技与AI板块的重要性不言而喻。费城半导体指数走势这不仅印证了人工智能 （AI）领域的热潮仍在持续，且目前尚无降温迹象；同时也表明，市场对AI的投入正从硬件和基础 设施领域，逐步扩展至软件开 ...

2025.10. 28 本文字数：938，阅读时长大约1.5分钟 知情人士表示，亚马逊预计将于当天上午通过电子邮件开始通知员工裁员相关事宜。 在过去两年里，亚马逊已在多个部门裁减了少量岗位，涉及设备、通信、播客等领域。而本周开始的 新 一 轮 裁 员 可 能 会 影 响 亚 马 逊 内 部 的 多 个 部 门 ， 包 括 被 称 为 " 人 员 体 验 与 技 术 部 " （ People Experience and Technology）的人力资源部门、设备与服务部门以及运营部门等。知情人士称， 随着亚马逊财务优先事项的调整，裁员人数未来可能会发生变化。 据报道，亚马逊首席执行官贾西（Andy Jassy）正推进一项举措，简化亚马逊的公司架构，通过减 少管理人员数量来 "减少层级、扁平化组织"，减少公司内部 "过度官僚主义" 问题。公司已设立一条 匿名投诉热线，用于发现效率低下的问题，目前该热线已收到约1500条反馈，并推动了超过450项 流程改革。 此外，贾西在今年6月曾表示，人工智能工具的使用增加可能会导致进一步裁员，尤其是通过自动化 处理重复性、常规性任务的方式。 截至周一收盘，亚马逊股价上涨1.3 ...

Market Overview - US stock markets experienced a collective surge, with the Dow Jones rising by 0.71%, Nasdaq increasing by 1.86%, and S&P 500 up by 1.23% [1] - Notable gains were seen in major tech stocks, including Tesla up by 4.31%, Google A up by 3.6%, and Nvidia and Apple rising by up to 2.81% [1] Company Developments - Qualcomm's stock surged by 11.09% following the launch of two AI chips and rack products, positioning the company to compete with Nvidia in the data center market [2] - Chinese assets saw a significant rally, with the Nasdaq Golden Dragon China Index rising over 2%, and popular Chinese stocks like Xpeng Motors and Baidu also experiencing gains [2] - Amazon is set to announce its largest-ever layoffs, affecting core departments including cloud computing [9] Currency and Commodities - The offshore RMB appreciated against the USD, trading at 7.1093, marking a significant increase of 168 points, the largest single-day gain since August 28 [3] - Copper prices reached a historic closing high, surpassing $11,000 for the first time [10] Strategic Partnerships and Innovations - NextEra Energy confirmed a collaboration with Google in the nuclear energy sector [6] - Nvidia and Deutsche Telekom plan to deploy a €1 billion data center in Germany [7] - The US Department of Energy has established a $10 billion partnership with AMD for supercomputing and AI initiatives [8] Domestic Developments - The People's Bank of China will resume open market transactions of government bonds to combat virtual currency speculation [12] - The China Securities Regulatory Commission announced plans to optimize margin trading regulations and enhance investor protection [12] - A significant project in quantum computing was awarded to Boson Quantum by China Merchants Bank [14] Sector Insights - The low-altitude economy is gaining traction, with Shandong Province issuing a comprehensive plan to develop low-altitude information infrastructure, aiming for a trillion-yuan industry cluster by 2027 [20][21] - The robotics sector is expected to benefit from advancements in physical AI, with Nvidia's global technology conference focusing on this area [22] Financial Highlights - Several companies reported impressive third-quarter earnings, including Tongfu Microelectronics with a net profit of 4.48 billion, up 95.08% year-on-year, and Huafeng Technology with a net profit increase of 135.40% [28]