然而在亚马逊内部，员工若未获得正式批准，则不得将 Anthropic 的 Claude Code 用于编写代码、开发 产品等实际生产环境。并且这一矛盾在去年秋天开始变得更加明显，亚马逊当时发布了内部指引，建议 员工优先使用自研 AI 编程助手 Kiro。 据悉，Kiro 虽然基于 Claude 研发，但能够配合亚马逊云服务（IT之家注：AWS）等自有工具。这一政 策在内部论坛里引来轩然大波，不少员工对此表示批评。 并且，一些负责销售第三方 AI 服务的员工完全不理解这项政策。他们平时的工作就是把 Claude Code 等产品卖给客户，一些员工质疑道："如果我们连正式工作中都不能用 Claude Code，那如何向客户推广 这些产品呢？或者说，客户应该如何信任一个我们自己都没有批准使用的工具？"。 IT之家 2 月 12 日消息，据《商业内幕》昨天报道，亚马逊已在内部优先推广自研 AI 编程工具 Kiro， 限制员工使用 Claude Code 等第三方产品。 据报道，亚马逊是 Anthropic 的大股东之一，也帮助这家初创 AI 公司将其 AI 模型、产品推向 C 端（客 户端）市场。 其余工程师也讨论了 ...

Amazon is expanding its same-day delivery services for its Pharmacy. In an announcement Wednesday the company said plans to bring Amazon Pharmacy to nearly 4,500 locations around the country, which is... ...

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The report highlights the optimistic outlook for the liquid cooling industry, driven by strong performance and order growth from key players like维谛, AWS, and Google Cloud [4][5][6][7] - The report emphasizes the significant growth in organic orders and backlog for维谛, indicating a robust demand for liquid cooling solutions [4] - Major cloud service providers, including AWS and Google Cloud, have reported revenue growth exceeding expectations, with substantial increases in capital expenditures, suggesting a positive trend for the AI computing power supply chain [5][6] Summary by Sections 维谛 Performance - In Q4 2025, 维谛's sales reached $2.88 billion, a 23% year-over-year increase, with an adjusted operating profit margin of 23.2%, exceeding expectations [4] - The company experienced a 252% year-over-year growth in organic orders and a backlog increase to $15 billion, up 109% [4] - For 2026, 维谛 projects sales between $13.25 billion and $13.75 billion, with an organic growth rate of 28% and an EPS range of $5.97 to $6.07, reflecting a 43% year-over-year increase [4] AWS and Google Cloud Insights - AWS reported Q4 2025 net sales of $35.58 billion, a 24% year-over-year increase, with capital expenditures of $38.5 billion, up 48% [5] - Google Cloud's Q4 2025 revenue reached $17.7 billion, a 48% increase, with capital expenditures of $27.9 billion, up 95% [5] - Both companies are expected to continue significant capital investments in 2026, indicating strong growth prospects in the cloud computing sector [5] Meta and Microsoft Performance - Meta's Q4 2025 revenue was $59.893 billion, a 24% increase, with capital expenditures of $22.14 billion [6] - Microsoft's FY2026 Q2 revenue was $81.273 billion, a 17% increase, with the intelligent cloud segment growing by 26% [6] - Both companies are also increasing their capital expenditures significantly, reflecting confidence in future growth [6]

Core Viewpoint - The recent downturn in big tech stocks is attributed to investor anxiety over AI exposure rather than an impending recession, indicating that previous investment logic may no longer apply [1]. Group 1: Market Analysis - The sell-off in the software sector is unprecedented in speed and severity, with major companies like Salesforce and ServiceNow being perceived as having structurally broken business models due to AI [2]. - Notable winners from the previous year, such as Nvidia, are experiencing significant volatility, while blue-chip stocks like Microsoft and AMD have suffered after earnings reports revealed substantial AI exposure [3]. Group 2: Investment Recommendations - Albemarle Corp (NYSE: ALB) is identified as a strong investment opportunity, particularly due to its position as the world's fourth-largest lithium producer, which is critical for various industries including EVs [5][6]. - Albemarle's stock has increased by 124% over the last 12 months, reaching a price of $171.54, with most risk factors already priced in, making it a bullish prospect [8]. - Amazon (NASDAQ: AMZN) is recommended as a second investment, with a recent 15% decline in shares to $204.62 presenting a buying opportunity due to its diversified business model and fundamental strength [11][14].

Core Insights - BETA Technologies' stock increased by 15.6% following a stake disclosure from Amazon and an upgrade from Jefferies [1] - BETA Technologies is supported by GE Aerospace, indicating strong backing in the aerospace sector [1] - The analyst, Dhierin-Perkash Bechai, specializes in aerospace, defense, and airline industries, focusing on identifying investment opportunities [1] Company Analysis - BETA Technologies has gained significant attention due to its recent stock performance and strategic partnerships [1] - The involvement of major players like Amazon and GE Aerospace enhances BETA's credibility and potential for growth [1] Industry Context - The aerospace, defense, and airline sectors are characterized by substantial growth prospects, making them attractive for investment [1] - The analysis provided by industry experts aims to contextualize developments and their implications for investment strategies [1]

AI对话工具开始变得更像一个新型电商平台，尽管短时间内还未能看到成规模的出单迹象，但已经开始在一定程度上改变用户过往的购物路径。Adobe数 据显示，在2025年假日购物季期间，从AI推荐引流至零售商渠道的流量同比增长近700%。有机构预估，到2030年，AI代理可能会影响15%-25%的电商销 售额。 与此同时，传统电商平台似乎开始警惕了。亚马逊、eBay等，接连出手禁止AI代理爬取并推荐平台上的商品（注：目前eBay唯一接入了ChatGPT），关起 门做自己的站内AI购物助手，势要守住现有流量。 继上一次出现"独立站 vs 第三方平台"的路线分野后，跨境电商行业似乎又走到了一个分水岭：以ChatGPT和Gemini为代表的AI对话工具，和以亚马逊、 eBay为代表的传统电商平台，或许将在AI电商时代迎来一场新的流量入口大战。 AI入口大战的开端："开放网络"对决"围墙花园" 围绕AI购物，主流玩家们呈现出迥然不同的倾向：一方走向彻底开放；一方则是先筑起围墙，观望后再下手。 前者以OpenAI和Google为代表，选择拥抱所有生态，能够跨平台、跨渠道地接入商品信息与购物场景，通过自然语言交互、智能推荐等方式 ...

Exclusive: Italian tax police search Amazon in new tax probe, sources say | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Flags flutter outside a distribution centre, during a strike at Amazon's logistics operations in Italy, in Passo Corese, Italy March 22, 2021. REUTERS/Remo Casilli [Purchase Licensing Rights, opens new tab]- Companies[Amazon.com Inc]FollowMILAN, Feb 12 (Reuters) - Italian tax police carried out searches on Thurs ...

Core Insights - Amazon is set to launch 32 satellites into orbit, indicating a significant investment in its Leo business, which has surprised investors due to the high expenditure involved [1] Company Summary - The launch of 32 satellites represents a major step for Amazon in expanding its Leo business, which focuses on satellite internet services [1]

Core Viewpoint - Grafton Resources Inc. has initiated an 80 line-kilometre MobileMT heliborne survey at the Alicahue Gold-Copper Project in Chile, with results expected in March 2026 [1] Group 1: Survey Details - The MobileMT technology will help identify subsurface geological structures and mineral systems, providing insights up to a depth of approximately 1 km to 2 km [2] - The survey aims to create a three-dimensional image of the Alicahue Project area, potentially tracing a porphyry centre and IOCG vein systems [3] Group 2: Company Overview - Grafton Resources is a Canadian exploration company focused on mineral asset discovery and development in the Americas, emphasizing responsible exploration and community partnerships [4]

Bombardier fourth-quarter revenue rises on higher business jet deliveries | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]People stand next to a Bombardier Global 7500 aircraft at Bombardier's private jet completion center in Montreal, Quebec, Canada February 6, 2025. REUTERS/Evan Buhler/File Photo/File Photo [Purchase Licensing Rights, opens new tab]Feb 12 (Reuters) - Bombardier [(BBDb.TO), opens new tab] on Thursday reported high ...