Market Performance - The three major U.S. stock indices closed lower on December 17, with the Dow Jones down 228.29 points (0.47%) at 47,885.97, the Nasdaq down 418.14 points (1.81%) at 22,693.32, and the S&P 500 down 78.83 points (1.16%) at 6,721.43 [1] Sector Performance - Technology stocks led the decline, with ASML, Oracle, and AMD dropping over 5%, while Tesla and Broadcom fell over 4%. Other notable declines included Nvidia, TSMC, Intel, and Google-A, which were down over 3%, and Qualcomm down over 2%. Meta, Apple, Amazon, Boeing, and Microsoft experienced slight declines, while Netflix saw a small increase [1] AI-Related Stocks - AI-related stocks generally fell, with Nvidia down 3.8%, Broadcom down 4.5%, AMD down 5.3%, Oracle down 5.4%, and Tesla down 4.6% [1] Chinese Stocks - Most popular Chinese stocks declined, with the Nasdaq Golden Dragon China Index down 0.73%. Notable declines included Huya, Pinduoduo, NIO, and Li Auto, which fell over 3%, while iQIYI, Tiger Brokers, and Xpeng dropped over 2%. Futu Holdings, Alibaba, NetEase, and Kingsoft fell over 1%, while Baidu and New Oriental saw slight increases, and Ctrip rose over 1% [1] Monetary Policy Insights - Federal Reserve Governor Christopher Waller expressed support for further interest rate cuts to return rates to neutral levels, indicating that current monetary policy rates are up to 100 basis points above neutral levels. He noted that this neutral rate would neither suppress growth nor elevate inflation [2]

OpenAI正在酝酿新一轮规模空前的资本运作，旨在通过高达数百亿乃至一千亿美元的融资，进一步巩 固其在人工智能领域的统治地位，并为其高昂的模型训练成本补充弹药。 据The Information援引三位知情人士透露，OpenAI在近期与投资者的接触中，讨论了约7500亿美元的 估值水平。其中两位知情人士称，此轮融资规模可能达到数百亿美元，甚至最高可达1000亿美元。相关 谈判仍处于早期阶段，尚未敲定任何最终条款。 这表明在消耗大量资金用于训练和运行人工智能模型的同时，这家初创公司正积极寻求进一步扩大其本 已可观的现金储备。 华尔街见闻此前提及，作为交易的关键一环，OpenAI将同意使用亚马逊自研的Trainium芯片，此前， OpenAI已宣布在未来七年内斥资380亿美元租用亚马逊Web Services（AWS）的服务器，而拟议中的 这笔投资将直接为该租赁承诺提供资金支持。如果交易落地，亚马逊将加入包括英伟达在内的科技巨头 行列，成为OpenAI最新一轮的重量级投资者。 这一系列融资动态凸显了生成式AI领域日益激烈的昂贵军备竞赛。对于投资者而言，OpenAI若成功引 入亚马逊等战略盟友并实现芯片供应链多元化 ...

跨境电商正在开启全球化的新征程。 过去跨境商家的战略中心是美国单一市场，随着4月份对等关税的风波以来，跨境电商和跨境平台纷纷 实行多地区市场策略，不断拓展非美第二市场。 今年以来，TikTok Shop集中发力欧洲，同时布局高潜力的日本、巴西等新兴市场。Temu、SHEIN也在 从第二季度开始加大欧洲市场的营销投放，并且加大沙特、土耳其、韩国等地的本地化拓展。 由此，发展新兴市场成为今年跨境电商的主旋律，但如何组织全球资源实现新兴市场的快速转化成了新 的难题。 另一方面，DeepSeek、Manus引爆全球后，中国跨境商家加速与AI融合。出海参考了解到，安克创新正 加大内部对AI的学习，开发出一系列内部的AI产品。跨境群体中迸发出Plaud、Ropet等多模态的AI原生 硬件，OpenAI大举进入智能体电商模式。 如何转化AI新技术带来的冲击成为跨境新机遇同样是商家们亟待解决的问题。 在这场行业巨变下，亚马逊全球开店发布"下一代跨境链"，在深圳落地首个亚马逊全球智能枢纽仓 （GWD），推出众多AI工具，试图与中国跨境商家们继续领跑全球电商的新竞赛。 上线"升级版半托管"，卖家实现深圳备货全球卖 近日，在亚马逊 ...

作者：马丁・皮尔斯 尽管外界普遍热议 OpenAI 已落后于谷歌，但这家 ChatGPT 开发商在吸引重量级投资方方面似乎毫无阻碍。上周，迪士尼刚向其注资 10 亿美元；而据《信 息》杂志周二晚间的独家报道，亚马逊正洽谈向 OpenAI 投资超 100 亿美元，这笔投资大概率很快落地。不仅如此，本报独家获悉，OpenAI 正与部分投资 者商讨筹集至多 1000 亿美元资金的计划。这无疑是一份重磅背书！ 这一系列融资动作意味着，其他身处人工智能研发前沿的企业将更难与之抗衡。至少谷歌尚有足够的资源支撑竞争 —— 其广告业务盈利能力极强，云计算 业务也正从全新的人工智能服务中直接获益。Anthropic 则背靠亚马逊与谷歌两大巨头，业务发展势头向好。真正的不确定性集中在元宇宙平台公司 （Meta）和 xAI 身上：这两家企业正试图在人工智能模型领域与谷歌、OpenAI 一较高下，却缺乏能覆盖研发成本并实现盈利的清晰商业模式。（详情参见 《xAI 商业模式探索之路》） 一种可能的结局是，这些竞争者中或将有一家最终出局。不妨设想，几年后的某一天，Meta 或许会放弃自主研发人工智能模型，转而选择接入谷歌或 OpenAI ...

Warren Buffett is about to step down, but he's leaving behind a portfolio featuring several high-quality artificial intelligence (AI) stocks.Warren Buffett has served as Berkshire Hathaway's (BRK.A +1.01%)(BRK.B +0.85%) CEO since 1965, overseeing hundreds of acquisitions and stock purchases that have catapulted the conglomerate to a trillion-dollar valuation.Buffett plans to step down on Jan. 1, capping off a stellar 60-year run. Had you invested $1,000 in Berkshire stock when he took the helm, you'd be sit ...

Core Viewpoint - The article discusses the alarming rise in layoffs in the U.S. job market, with over 1.17 million employees laid off by November 2025, a 54% increase from the previous year, drawing parallels to the 2008-2009 financial crisis [4][5]. Group 1: Causes of Layoffs - The primary cause of layoffs is attributed to the efficiency revolution led by the DOGE department, resulting in 293,753 federal employees and contractors losing their jobs, with an additional 20,976 in the private and non-profit sectors, an eightfold increase compared to 2024 [15]. - The macroeconomic environment, characterized by high costs and tariffs, is also a significant factor, as many companies face debt repayment pressures from loans taken during the low-interest period of 2020-2021 [18][19]. - Companies, particularly those owned by private equity, are cutting jobs at a rate 1.5 times higher than publicly traded firms due to high leverage costs and cash flow constraints [21][22]. Group 2: Impact on Various Industries - The retail sector is the hardest hit, with a significant drop in consumer confidence and companies like Target and Starbucks announcing substantial layoffs due to decreased sales [27][28]. - The service industry has seen a 64% increase in layoffs, with UPS cutting 14,000 management positions to improve efficiency [30][31]. - The food industry has also been affected, with 34,165 job losses throughout the year, particularly in beef processing due to rising costs [32][33]. Group 3: Technology and Management Changes - The technology sector has contributed significantly to layoffs, with 35% of the total layoffs coming from this industry, primarily affecting middle management roles [46][47]. - A new corporate mantra has emerged: "Every employee generates revenue," leading to layoffs becoming a normalized management tool rather than a crisis response [51]. - Companies like Amazon and IBM have reported increased profits while simultaneously announcing significant layoffs, indicating a trend where cost-cutting measures are prioritized over workforce stability [53][54]. Group 4: Future Implications - The trend of layoffs is expected to continue, with predictions that the technology sector will see a peak in cost-cutting benefits by 2026, potentially reducing operational costs significantly [58]. - However, the loss of middle management, which often holds critical technical knowledge, could extend product development cycles and hinder innovation [62][71]. - The article warns that excessive cost-cutting may erode the foundation of innovation within the technology sector, leading to long-term negative consequences [72].

AI不会平均地抬升所有云厂商，这是后进者朝着前排座位冲击的最好机会。 在大模型之前的叙事逻辑中，规模效应驱动行业集中度持续提升，强者愈强的趋势不断强化，谷歌、阿 里云、和AWS、微软的距离只会越拉越大。 但是，大模型让这一切有了可能，云厂商的生意发生了本质变化。有意思的是，对于如何做AI云，即 便是顶级云厂商，也没有很快达成共识。 AI云，巨头也曾犯错 AI云的热闹最早是微软云的。凭借对早期OpenAI的投资，微软拥有GPT大模型的优先使用权，故事很 美好，微软希望通过GPT大模型先带飞Azure，再融入Office、Teams等应用中。 阿里云的目标是让Qwen模型成为产业的默认依赖，就像linux之于服务器，MySQL/HAdoop之于数据， Kubernetes之于云原生，开源为了成为标准。 问题恰恰出在这里，OpenAI不甘于做微软的附庸，不仅多方寻找云资源的替代方案，与AWS、甲骨文 等合纵连横，还推出了和微软有竞争关系的浏览器等产品。微软也不得不投资Anthropic、加大自研模 型力度来应对，双方的合作从最初的美好变为"貌合神离"。 微软云的声势一度超过AWS，这也不禁让"老大哥"有危机感，于是 ...

就在几天前，硅谷著名的投资人兼工程师 Deedy Das 在社交平台 X 上发布了一张令人咋舌的数据图， 这张图迅速在科技圈和华尔街的分析师群组中像病毒一样传播开来。 图表的内容简单而粗暴：在2025年至2030年这个短短的五年窗口期内，美国几大科技巨头承 诺向印度投入的资金总额已经超过了675亿美元，逼近680亿美元大关（折合人民币将近5000 亿元）。 这张图表之所以能引发如此巨大的震动，不在于数字本身，而在于数字背后的地缘经济暗示。要知道， 在过去很长一段时间里，华尔街对于新兴市场的资本支出总是谨小慎微，尤其是涉及到重资产的基础设 施建设。但这一次，亚马逊一家就甩出了350亿美元的筹码，微软紧随其后拍下175亿美元，谷歌也不甘 示弱地跟进了150亿美元。这不再是那种为了雇佣廉价客服或者外包程序员所支付的"工资单"，这是实 打实的"水泥与芯片"的投入。这些资金将被固化为数百万台服务器、连绵不绝的光纤网络以及巨大的冷 却塔。 当Deedy Das将这些孤立的新闻拼凑在一起时，敏锐的市场观察者嗅到了一种不同寻常的气息。这不仅 仅是商业扩张，更像是一场战略级的撤退与重组。在美国本土电力供应日益紧张、环保审批旷日 ...

关键词的设置则是帮助潜在买家找到你商品的关键。亚马逊的搜索引擎会根据买家的搜索词匹配相关产品，因此选择正确的关键词可以显著提高商品的曝光 量。新手卖家可以通过市场调研工具来找出当前热门的搜索词，并结合自己产品的特点进行优化。 虽然亚马逊本身就是一个巨大的流量池，自带流量，但是新手卖家要是想要有好多销售，投入广告不可少。亚马逊本身提供了很多广告工具，比如赞助产品 广告和赞助品牌广告。这些广告可以帮助卖家提升产品的曝光率，吸引更多的潜在买家。此外，卖家还可以通过折扣、促销活动来吸引买家购买。 不过，提升销量并不是一蹴而就的，持续优化店铺运营和买家体验也很关键。亚马逊对卖家的表现有着严格的考核体系，卖家的订单履行率、客户评价、退 货率等都会直接影响到店铺的信誉。为了保持高水平的客户满意度，卖家应尽量确保商品质量、及时的发货和响应买家的问题。 亚马逊自1995年成立后到2015年正式进入中国，再到如今已成立30年，吸引力了数十万的中国卖家入驻，在全球开放了20大站点，成为全球最大的跨境电商 平台。对于跨境电商的新手来说，想要在亚马逊平台开店并赚取自己的收益，该如何运营呢？ 亚马逊的商业模式主要分为两种：一种是零售商自 ...

Amazon.com Inc. (NASDAQ:AMZN) is one of billionaire David Tepper’s top stock picks heading into 2026. On December 10, TD Cowen’s John Blackledge kept a Buy rating on Amazon.com Inc. (NASDAQ:AMZN) with a $300 target. Two days earlier, on December 8, Roth MKM’s Rohit Kulkarni also reaffirmed a Buy, setting a $270 target. Analysts Reaffirm Buy Ratings on Amazon.com, Inc. (AMZN) with Price Targets up to $300 Zapp2Photo/Shutterstock.com On December 9, Amazon.com Inc. announced plans to invest $35 billion in ...