US retailer Amazon has extended its Seller Wallet service to seven European marketplaces, expanding the funds management feature beyond its original US launch. The e-commerce company confirmed that the tool is now accessible in regions such as Belgium, Germany, Ireland, the Netherlands and Spain. Through the service, merchants can retain, monitor and transfer proceeds in euros from European stores and in dollars from the US marketplace directly within Seller Central. Seller Wallet USD has been offered ...

美股大型科技股盘前普跌，Meta、微软、苹果跌1%，亚马逊、特斯拉、英伟达、谷歌A跌2%。 本文源自：金融界AI电报 ...

证券研究报告·宏观报告·宏观深度报告 金融产品深度报告 20260303 纳斯达克 100ETF，2 月复盘与 3 月展望 2026 年 03 月 03 日 [Table_Tag] [投资要点 Table_Summary] ◼ 市场表现回顾： ◼ 事件驱动盘点： ◼ 指数后市展望： ◼ 风险提示： 1)行业政策或监管环境突变；2)宏观经济不及预期；3)发生重大预期外的事 件。 证券分析师 芦哲 执业证书：S0600524110003 luzhe@dwzq.com.cn 证券分析师 唐遥衎 执业证书：S0600524120016 tangyk@dwzq.com.cn 相关研究 《伊朗冲突还有哪些变数？——海外 周报 20260302 》 2026-03-02 《伊朗问题对股债商汇等大类资产的 影响 》 2026-03-02 东吴证券研究所 1 / 25 请务必阅读正文之后的免责声明部分 ◼ 走势复盘：2026 年 2 月，纳斯达克 100 指数月度回调 2.32%，整体震荡 调整。上旬，AI"行业颠覆恐慌"与反复的通胀数据共振，指数震荡寻 底。中下旬，财报验证分化引发对 AI 支出的疑虑，特朗普引用新条款 加征 ...

Accessible version Internet/e-Commerce The dog days of AI – Customer experience leaders should also lead in Agentic Industry Overview Both OpenAI and Google have built foundations to enable broader Agentic booking & purchase capabilities in 2026. Google launched an agentic checkout pilot in 4Q, added the Universal Commerce Protocol & numerous retail partners in January, and we expect it to add travel & other vertical capabilities in 2026, a risk for most Internet subsectors. So far, Google's Agentic monetiz ...

27 February 2026 Global Tech Platforms Equities Digital ad: OpenAI's first mover (dis)advantage? ChatGPT – a potentially big new eyeball in town: OpenAI has large ambitions in advertising – according to sources (page 3), ads could represent a significant part of its USD150bn consumer revenue target for 2030. ChatGPT rolled-out ads on 9 Feb in the US, which if extended globally could immediately represent an advertising surface of c10bn of monthly minutes vs c60bn for Instagram, and this before ChatGPT tripl ...

证券分析师 程强 资格编号：S0120524010005 邮箱：chengqiang＠tebon.com.cn 陈梦洁 资格编号：S0120524030002 邮箱：chenmj3＠tebon.com.cn 徐梓煜 资格编号：S0120524080004 邮箱：xuzy＠tebon.com.cn 徐宇博 资格编号：S0120525090001 邮箱：xuyb5＠tebon.com.cn 周天昊 资格编号：S0120525040002 邮箱：zhouth＠tebon.com.cn 产业经济周报 研究助理 夏欣锐 邮箱：xiaxr＠tebon.com.cn 相关研究 春节餐饮市场迎"开门红"，关注 AI 制药、CPO 等产业新趋势 [Table_Summary] 投资要点： 风险提示：宏观经济波动风险、市场竞争风险、产品创新不及预期等 证券研究报告|产业经济周报 2026 年 03 月 03 日 请务必阅读正文之后的信息披露和法律声明 | 图 | 1：2025 | 年全国餐饮行业景气指数走势 3 | | --- | --- | --- | | 图 | 2：2025 | 年主要餐饮细分赛道的人均消费情况（单位：元） ...

Amazon.com Inc.’s cloud unit warned of prolonged disruptions to its services after revealing that drone strikes damaged three of its data centers in the Middle East in recent days.Amazon Web Services Inc. said for the first time that drones had “directly struck” two facilities in the UAE. In Bahrain, a drone strike near another facility damaged infrastructure, it said. “We are working to restore full service availability as quickly as possible, though we expect recovery to be prolonged given the nature of t ...

Among small retail investors, following what billionaire hedge fund managers are doing is a popular strategy. While it's not perfect, it has several advantages, among them that it allows you to piggyback on some of the expensive research done by the largest actively managed funds in the world. However, there are some caveats to this strategy.One billionaire whom I follow is David Tepper, who founded and runs Appaloosa Management. He has a great track record of success, so seeing that he reduced his stakes i ...

Group 1 - The article provides a market analysis covering major technology companies including Microsoft Corporation, Alphabet Inc Class A, Amazon.com Inc, and NVIDIA Corporation [1] - It highlights the performance trends and financial metrics of these companies, indicating their positions in the market [1] - The analysis includes insights into revenue growth, market share, and competitive dynamics within the technology sector [1] Group 2 - Microsoft Corporation is noted for its strong cloud services growth, contributing significantly to its overall revenue [1] - Alphabet Inc Class A shows robust advertising revenue, which remains a key driver for its financial performance [1] - Amazon.com Inc continues to expand its e-commerce and cloud computing segments, reflecting a diversified revenue stream [1] - NVIDIA Corporation is recognized for its leadership in graphics processing units (GPUs) and artificial intelligence technologies, driving substantial growth [1]

在不少业内人看来，这波操作着实反常：一方面亚马逊自身资金紧张，裁员风波四起业务频频收缩，却仍 执意硬砸百亿美金锁定OpenAI；另一边是估值已达7300亿的AI巨头OpenAI，坚称IPO非核心目标，却又 转身接受这份委曲求全的苛刻协议。 " 亚马逊同时斩获了一个8年1880亿美元的大单。 " 作者丨胡清文 编辑丨徐晓飞 只给结果买单，不为梦想兜底。 2月27日，OpenAI最新一轮融资确定，在这轮1100亿美元的融资中，最大投资方亚马逊尽显资本冷酷本 色——没有对AI信仰的盲目追捧，只有一笔条件苛刻的"考核式投资"。 亚马逊对OpenAI的500亿美元投资承诺拆分为两步走： 初期只落地150亿美金"首付"，剩下350亿美 元"尾款"的兑现，必须以OpenAI成功上市、达到AGI技术里程碑为硬性条件。 据亚马逊2025年财报显示，公司全年总营收达7169.24亿美元，同比增长12.38%，在营收与AWS云业务 增速双双超预期的情况下，自由现金流却仅剩112亿美元，同比暴跌70.7%，直接斩到脚脖子。 造成这一局面的核心原因，是亚马逊在AI算力与数据中心上的激进式投入。 财报显示，2025年亚马逊资 本开支已达 ...