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]

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8]

Core Viewpoint - Investors are focusing on niche stocks in the artificial intelligence sector, with upcoming earnings reports from major tech companies serving as a critical indicator for the continuation of this strategy into 2026 [1] Group 1: Performance of Major Tech Companies - The "Tech Seven" companies, including Google, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla, have significantly influenced the stock market over the past three years, but this trend reversed by the end of 2025, leading to skepticism about the returns on their substantial investments in AI [1] - Following the peak of the Tech Seven index on October 29, 2025, five of the seven companies saw their stock prices decline, underperforming the S&P 500 index, with only Google and Amazon recording gains [1] Group 2: Shift in Investor Focus - Traders have shifted their attention to companies benefiting from substantial funding from large tech firms, with stocks like Sandisk, Micron Technology, and Western Digital seeing significant price increases of over 130%, 76%, and 67% respectively since the Tech Seven index's peak [2] - The performance of tech stocks is now expected to be driven by earnings, with major firms needing to demonstrate satisfactory results to attract capital back into the sector [2] Group 3: Upcoming Earnings Reports - Microsoft, Meta Platforms, and Tesla are set to release their earnings reports on Wednesday, followed by Apple on Thursday, with Alphabet and Nvidia's reports scheduled for early February [2] - The Tech Seven group is projected to see a 20% profit growth in the fourth quarter, marking the slowest growth rate since early 2023, indicating pressure on these companies to show returns on their capital expenditures [2][4] Group 4: Capital Expenditure and Growth Expectations - Major tech companies are expected to increase their capital expenditures significantly, with projections of around $475 billion in 2026, up from $230 billion in 2024, necessitating visible returns on these investments [4] - If these companies fail to meet growth targets, they risk substantial stock price declines, as seen with Meta Platforms, which experienced an 11% drop following its capital expenditure announcement without clear profitability guidance [5] Group 5: Market Dynamics and Valuation - Despite the challenges, the Tech Seven stocks are not considered expensive historically, with an expected price-to-earnings ratio of 28, aligning with the average over the past decade [8] - The S&P 500 index's performance is heavily influenced by the Tech Seven, which accounts for over one-third of the index's weight, making it difficult for investors to completely avoid these stocks [5]

Core Viewpoint - Investors are focusing on niche stocks in the artificial intelligence sector, with upcoming earnings reports from major tech companies serving as a critical indicator for the continuation of this strategy into 2026 [1] Group 1: Performance of Major Tech Companies - The "Tech Seven" companies, including Google, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla, have significantly influenced the stock market over the past three years, but skepticism is growing regarding their AI investments and returns [1] - As of October 29, 2025, five of the seven companies saw their stock prices decline, underperforming the S&P 500 index, with only Google and Amazon showing gains [1] - The group is expected to report a 20% profit growth for Q4, marking the slowest growth since early 2023, indicating pressure to demonstrate returns on substantial capital expenditures [3][6] Group 2: Shift in Investor Focus - Following the decline of the Tech Seven index, traders have shifted their attention to companies benefiting from funding from these tech giants, with stocks like Sandisk, Micron Technology, and Western Digital seeing significant price increases [2] - The performance of these smaller companies is attributed to expectations of economic growth and attractive valuations, suggesting a broader market shift towards performance-driven investments [2] Group 3: Earnings Reports and Expectations - Major companies like Microsoft, Meta Platforms, and Tesla are set to release earnings reports soon, with Alphabet and Nvidia following later, which will provide insights into various sectors including cloud computing and digital advertising [2][3] - Microsoft’s Azure business has shown remarkable growth, with a 39% revenue increase in Q1, driven by demand for AI model training, and expectations for continued growth in the upcoming quarter [5] Group 4: Capital Expenditure and Investor Sentiment - Major tech companies are projected to increase capital expenditures to approximately $475 billion by 2026, up from $230 billion in 2024, raising investor expectations for returns [6] - The market is cautious, as companies that fail to meet growth targets may face significant stock price declines, as evidenced by Meta Platforms' 11% drop following its capital expenditure announcement [6] Group 5: Market Dynamics and Valuation - The Tech Seven companies dominate the S&P 500 index, accounting for over one-third of its total weight, making it challenging for investors to avoid these stocks [7] - Despite the recent performance issues, the expected price-to-earnings ratio for the Tech Seven is 28, aligning with historical averages, indicating that these stocks are not overly expensive [10]