美股大型科技股盘前涨跌互现，Meta涨0.4%，微软涨0.2%，苹果涨0.1%，谷歌A持平，亚马逊跌 0.2%，英伟达跌0.3%，特斯拉跌0.6%。 ...

Core Insights - The "Global 500 Brand Value 2026" list was released by Brand Finance at the World Economic Forum in Davos, with Apple, Microsoft, Google, and Amazon occupying the top four positions, while Nvidia rose to fifth place [1][3]. Brand Rankings - The top five brands and their respective values are: 1. Apple (USA) - $607.642 billion, +5.8% increase 2. Microsoft (USA) - $565.250 billion, +22.6% increase 3. Google (USA) - $433.075 billion, +4.9% increase 4. Amazon (USA) - $369.876 billion, +3.8% increase 5. Nvidia (USA) - $184.322 billion, +109.8% increase [3][4]. Notable Returns - Thermo Fisher made a notable return to the list, ranking 454th after being absent for two years, becoming the only brand primarily focused on scientific instruments to be included [1][2]. Other Brands in the List - Other notable brands in the top 500 include Midea, Haier, Roche, Hitachi, Siemens, General Electric (GE), Philips, and Abbott, all of which are involved in the instrument business [2].

Group 1 - The capital expenditure (Capex) of the top eight cloud service providers is projected to grow from $145.1 billion in 2021 to $602 billion by 2026, representing an increase of over four times [1][4] - This investment surge is driven not by market speculation but by the fundamental need for computational power, particularly due to the demands of generative artificial intelligence (AI) [1][5] - The current trend is characterized as a "structural transformation" in the semiconductor market rather than a bubble, as the demand for computing resources is fundamentally changing [10][14] Group 2 - The growth in cloud investment is accelerating, with a notable increase following the release of ChatGPT by OpenAI [4][5] - Generative AI requires significantly more computational resources compared to traditional search engines, with processing demands being 10,000 to 100,000 times greater [6][7] - The competition among cloud providers is fierce, as failure to invest in generative AI capabilities could lead to losing market relevance [8][17] Group 3 - The semiconductor market, particularly the data center logic chip sector, is expected to expand significantly, with the GPU market projected to grow from $100 billion to $230 billion and the AI ASIC market from $9 billion to $84 billion by 2030 [19] - The memory market is also anticipated to experience a shift, with DRAM and HBM prices expected to rise due to increased demand from AI applications [22][24] - The transition in TSMC's primary products from N5 to N3 nodes indicates a shift towards advanced technology driven by AI demands, with NVIDIA and Broadcom expected to surpass Apple in chip investments [28][33] Group 4 - The bottleneck in AI semiconductor development is primarily due to the limited capacity of 2.5D packaging technologies like CoWoS, which are essential for integrating high-bandwidth memory with AI chips [37][39] - Once the CoWoS capacity constraints are resolved, it is expected that investment in AI infrastructure will surge, leading to further competition among cloud service providers [39][42] - The ongoing trend signifies a profound and irreversible change in the semiconductor industry, driven by the structural demands of generative AI [42]

CNBC host Jim Cramer is doubling down on Amazon.com Inc. (NASDAQ:AMZN) stock, issuing a succinct “Buy” rating just days after reports emerged that the tech giant is preparing to slash thousands more corporate jobs—a move some analysts believe is quietly driven by artificial intelligence (AI).Bull Case For EfficiencyOn Monday, the Mad Money host posted a straightforward directive to his followers: “Amazon: Buy.” Cramer's endorsement aligns with a broader Wall Street sentiment that favors Amazon's aggressive ...

除亚马逊外，英特尔、微软、Meta、Alphabet等科技巨头均在2025年公布了裁员计划。据统计，2025年 全年，全球269家科技公司累计裁员超过12.3万人。根据上述统计，其中亚马逊一家占比已接近四分之 一。相较之下，Meta、谷歌、微软等企业去年的裁员规模多控制在一至两万人左右，而亚马逊本次调 整幅度则显著扩大。这些数据共同描绘出一幅清晰的图景：整体来看，全球科技产业正经历一轮深刻的 结构性调整，企业在追求效率提升与技术转型的过程中，持续推动组织架构的优化与重塑。 （经济观察网 李强/文） 免责声明：本文观点仅代表作者本人，供参考、交流，不构成任何建议。 其他科技企业的动态也印证了裁员与技术演进之间的关联。例如IBM在去年调整中明确表示，将持续以 自动化替代人工流程，并将招聘重点转向AI与云服务领域。就业咨询机构Challenger, Gray & Christmas 报告显示，2025年美国公私部门的裁员人数累计达120万，较预期高出58%，规模已接近2008年金融危 机期间的水平。自2025年10月启动首轮裁员以来，亚马逊的"瘦身计划"一直在持续推进。本次新一轮调 整，标志着其史上最大规模裁员进入 ...

据央视报道，美国电子商务平台亚马逊公司计划于本周启动第二轮裁员，作为其整体削减约3万名公司 员工计划的一部分。 据知情人士透露，此轮裁员预计与去年10月裁撤约1.4万个岗位规模相当，最快可能于周二开始。目前 亚马逊方面拒绝对此发表评论。若此次裁员计划全部落实，3万人的规模将占亚马逊企业员工总数近 10%，这也将成为亚马逊成立以来规模最大的一次裁员，超过其在2022年裁撤约2.7万个岗位。 对于此次裁员的深层次原因，安迪贾西在过去一年中多次谈到将扁平化公司组织结构，精简管理层级并 加快决策速度，亚马逊正在积极实现"用更少人做更多事"的管理目标。不过，这也可能与人工智能的广 泛应用有关，亚马逊正在大力推进招聘、绩效跟踪和内部流程的自动化和人工智能工具，因此该公司庞 大的行政团队最先受到影响。 亚马逊在2025年10月的首轮裁员内部信中就曾强调，"这一代AI是自互联网以来最具变革性的技术，让 企业创新速度大幅提升。"如今，亚马逊在内部已大规模部署AI智能体，替代传统白领的部分工作：在 数据分析领域，AI可在几分钟内完成团队数日的工作量；在项目管理与行政流程中，AI能自动协调沟 通、处理审批手续，这使得大量非核心研发 ...

在跨境电商领域，一场静默的革命正在全球范围内悄然展开。1月13日，国际邮政服务机构国际邮政公司（IPC）发布《2025跨境电商消费者调查》。 拼多多旗下的平价电商平台Temu自2022年上线以来，全球市场份额已从不足1%飙升至24%，与美国电商巨头亚马逊持平，两家平台合计占据了全球跨境电 商市场的"半壁江山"。 这一数据不仅反映了跨境电商市场竞争格局的剧烈变化，更揭示了供应链模式重构、消费者偏好迁移以及全球贸易政策调整等深层次变革。 出品 | 网经社 撰写 | 无痕 审稿 | 云马 配图 | 网经社图库 IPC的《2025年跨境电商消费者调查》基于来自全球37个国家和地区的30,970名消费者数据，覆盖多个欧洲国家以及澳大利亚、加拿大、中国、墨西哥、新 西兰、韩国和美国等主要市场。 "2025年跨境电子商务调查显示，消费者对跨境网购的信心持续保持高位。"IPC首席执行官霍尔格·温克鲍尔表示，尽管2025年至2026年的海关政策变化正在 重塑全球电商供应链格局，但过去3年间，中国电商出口尤其是Temu平台的业务显著增长。 该调查显示，Temu与亚马逊在2025年的跨境电商交易份额均为24%，两家平台几乎平分秋色 ...

2026年12月10日，新德里国际会展中心人头攒动。微软CEO萨提亚·纳德拉站在聚光灯下，宣布将向印度投资175亿美元建设AI基础设 施。 就在同一天，亚马逊也承诺，将在印度投入350亿美元。 这是两个截然不同的印度——一个是硅谷眼中的"全球最大数字市场"，另一个是仍在为基本民生挣扎的发展中国家。当这两个印度相 遇，会发生什么？ 短短几个月内，谷歌、Meta、OpenAI、Anthropic等硅谷巨头纷纷加入战局。总计675亿美元的承诺投资，将在未来五年内涌入这个拥有 14亿人口的国家。 | | Investment Size | Time | Data Center | Data Center Capacity | | --- | --- | --- | --- | --- | | | | Horizon | Location | | | Google | $15B | Through | Visakhapatnam | gigawatt-scale | | | | 2030 | | | | Microsoft | $17.5B | Through | Hyderabad | | | | | 2029 | ...

Core Viewpoint - The AI computing power sector is experiencing fluctuations, with significant capital inflow and positive performance from key stocks in the cloud computing ETF Huatai (159273) [1][3] Group 1: Market Performance - The cloud computing ETF Huatai (159273) saw a slight increase of 0.14%, with a trading volume of 30 million yuan, surpassing the total from the previous Friday [1] - In the past 10 days, the sector has attracted over 120 million yuan in capital [1] - Notable stock performances include NetEase Technology rising over 13%, Yuke Technology-W increasing over 7%, and Runze Technology up over 3% [3] Group 2: Analyst Insights - CITIC Securities predicts that the computing power sector will continue to grow in 2025 due to ongoing capital expenditures (Capex) from major cloud service providers (CSPs), increasing token demand, and enhanced product capabilities [3][4] - The outlook for 2026 suggests sustained growth in computing power and a pivotal opportunity for AI applications [4] Group 3: AI Industry Trends - The AI industry is evolving, with continuous model optimization and a shift towards practical business models [5] - From 2024 Q1, major cloud service providers like Google, Microsoft, and Amazon have maintained over 20% year-on-year revenue growth for seven consecutive quarters, indicating robust profitability in data centers [7] - The total Capex for the four major CSPs in North America reached $112.43 billion in Q3 2025, reflecting a year-on-year increase of 76.9% and a quarter-on-quarter increase of 18.3% [7] Group 4: Light Counting Projections - Light Counting forecasts that sales of optical modules (including AOC) will exceed $23 billion in 2025, a 50% increase from 2024, with Ethernet optical modules expected to reach $17 billion, a 60% increase year-on-year [9] - The demand for 1.6T optical modules is projected to accelerate in 2026-2027, while the growth rate for 800G modules is expected to slow down [9]

Market Review - The Nikkei 225 index opened at 53023.28 points, down 1.53% [1] - The Korean Composite Index opened at 4997.54 points, up 0.1% [1] - Spot gold surpassed $5000 per ounce for the first time, increasing by approximately 1% [1] - Spot silver also reached a new high, rising over 2% to a maximum of $106.541 per ounce [1] - On January 23, the US major stock indices closed mixed, with the Dow Jones down 0.58% at 49098.71 points, the S&P 500 up 0.03% at 6915.61 points, and the Nasdaq up 0.28% at 23501.24 points [1] - For the week, the Dow Jones fell 0.52%, the S&P 500 dropped 0.35%, and the Nasdaq decreased by 0.06% [1] - In Europe, major stock indices closed mixed, with the DAX up 0.18% at 24900.71 points, the CAC40 down 0.07% at 8143.05 points, and the FTSE 100 down 0.07% at 10143.44 points [1] - For the week, the DAX fell 1.57%, the CAC40 dropped 1.4%, and the FTSE 100 decreased by 0.9% [1] Upcoming Events - The Federal Reserve is set to hold its first monetary policy meeting of 2026 on January 29, with expectations that it will maintain current rates [2] - Market focus for Tesla's earnings report has shifted from financial data to advancements in Full Self-Driving (FSD) systems, humanoid robots, and Robotaxi technology [2] - Microsoft and Meta will address whether companies are beginning to benefit from AI investments [2] Institutional Insights - Goldman Sachs has raised its 2026 gold price forecast to $5400 per ounce from a previous estimate of $4900 per ounce, citing diversification in private investment as a key factor for gold's upward movement [3] Company News - Nvidia's founder Jensen Huang visited the company's new office in Shanghai, engaging with employees and addressing their concerns [4] - Tesla CEO Elon Musk announced that the FSD system requiring driver supervision is expected to be approved in China as early as next month, aligning closely with its approval timeline in Europe [4] - Amazon plans a second round of layoffs as part of a larger plan to cut approximately 30,000 jobs, with the latest round expected to be similar in scale to the 14,000 white-collar positions cut in October 2025 [4]