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Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
ZACKS· 2025-08-22 11:21
The iShares Core S&P U.S. Value ETF (IUSV) was launched on 07/24/2000, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market.What Are Smart Beta ETFs?The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment.Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient ...
X @The Wall Street Journal
Walmart, Amazon and the owner of T.J. Maxx are scooping up market share from rivals in the tariff economy by offering shoppers good deals and convenience https://t.co/GFDW0rgK9g ...
巨头联姻!梅西百货与亚马逊广告服务合作改写零售广告格局
Jing Ji Guan Cha Bao· 2025-08-22 04:21
(原标题:巨头联姻!梅西百货与亚马逊广告服务合作改写零售广告格局) 在零售媒体广告技术领域竞争愈发激烈的当下,一则重磅合作消息引发行业广泛关注 —— 梅西百货 (Macy's)旗下广告部门梅西媒体网络(Macy's Media Network),正式宣布与亚马逊零售广告服务 (Amazon Retail Ad Service)携手,这一动作不仅为广告投放生态注入新活力,更折射出零售媒体行业 的深刻变革。 合作内容:打通广告投放新路径 作为梅西百货的广告 "触手",梅西媒体网络此次与亚马逊零售广告服务的合作,核心在于重塑广告购 买流程。按照协议,广告商可借助亚马逊广告平台,以及 Pacvue 这类零售广告购买公司,直接在梅西 百货电商网站采购赞助产品广告。这意味着,品牌方无需再通过梅西百货的销售代表或其自有技术体 系,就能触达梅西百货的广告库存,投放路径大幅简化。 梅西百货零售媒体副总裁迈克尔?克兰斯(Michael Krans)将此次合作定义为对现有广告技术体系的 "补充"。目前,梅西百货已与 Criteo 等广告技术企业建立合作,而接入亚马逊零售广告服务后,相当于 在广告投放 "工具箱" 里增添新工具。克兰 ...
Amazon Still Faces Challenges Despite Major Grocery Push
PYMNTS.com· 2025-08-21 19:21
Last week, Amazon announced a major expansion of its same-day grocery delivery.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The company said it would now offer perishable groceries in 1,000 U.S. cities, with pla ...
深夜,美股三大指数全线飘绿,中国资产逆势上涨,小鹏汽车大涨14%!全球市场静待鲍威尔“关键时刻”
Mei Ri Jing Ji Xin Wen· 2025-08-21 17:20
每经编辑|金冥羽 当地时间8月21日,美股三大指数延续弱势。截至发稿,道琼斯指数跌0.17%,标普500指数跌0.2%,纳斯达克综合指数跌0.2%。 大型科技股跌多涨少,截至发稿,苹果跌0.21%,特斯拉跌0.55%,亚马逊跌0.84%,脸书跌1.07%,英伟达跌0.11%,微软涨0.35%,谷歌涨0.27%。 | IF | 现价 | 涨跌幅▼ | | --- | --- | --- | | 微软(MICROSOFT) | 506.660 | 0.35% | | US MSFT | | | | 谷歌(ALPHABET)-A | 199.860 | 0.27% | | US GOOGL | | | | 英伟达(NVIDIA) | 175.200 | -0.11% | | US NVDA | | | | 苹果(APPLE) | 225.540 | -0.21% | | US AAPL | | | | 特斯拉(TESLA) | 322.128 | -0.55% | | US TSLA | | | | 亚马逊(AMAZON) | 221.920 | -0.84% | | US AMZN | | | | 脸书(META ...
Amazon Stock Sets Up for Breakout After Bullish Crossover
MarketBeat· 2025-08-21 16:47
Shares of tech giant Amazon.com Inc. NASDAQ: AMZN have been trading a little softly this week, slipping about 2.5% from last Friday's high. However, what's important is that the stock remains more than 7% higher from the start of the month, when some post-earnings profit-taking briefly pulled it lower. Get Amazon.com alerts:And what matters even more now is that momentum appears firmly back in the bull camp, with a major technical signal having just started to flash green. For those watching from the sideli ...
X @The Wall Street Journal
Heard on the Street: Amazon might have cracked the code for the online-grocery business—but its competitors have strengths of their own https://t.co/ObNof9kbTq ...
美国互联网_2025 年第二季度每股收益回顾_未来走向何方_总结要点与争议;聚焦后续个股-Americas Technology_ Internet_ Q2'25 EPS Review_ Where To From Here_ Recapping Takeaways & Debates; Focus Stocks Going Forward
2025-08-21 04:44
Summary of Key Points from Earnings Call Transcripts Industry Overview - **Industry Focus**: The transcripts primarily cover the **US Internet & Interactive Entertainment** sector, with specific emphasis on **digital advertising**, **eCommerce**, **cloud computing**, **online travel**, and **mobility/local commerce & delivery** [1][2][66]. Core Insights and Arguments Digital Advertising - **Strong Demand Signals**: The digital advertising environment showed strong demand signals and revenue growth, recovering significantly from mid-April lows [1][2]. - **Stabilization Trends**: Digital advertising trends from July to mid-August indicated stability and momentum, particularly for platforms like Instagram, Reddit, and Google Search [2][17]. - **AI Integration**: Advertisers are increasingly experimenting with AI-based advertising platforms across major companies like GOOGL, META, and APP [7][21]. eCommerce - **Resilient Consumer Demand**: Q2'25 results for eCommerce were positive, with resilient consumer demand despite tariff uncertainties [29]. - **AI-Driven Personalization**: Companies are focusing on AI-driven personalization and mobile app experiences to enhance engagement [29]. - **Cautious Optimism**: Forward commentary suggests cautious optimism regarding consumer spending, with expectations of varying operating margins due to growth initiatives and tariffs [29]. Cloud Computing - **Capacity Constraints**: Both AWS (AMZN) and Google Cloud (GOOGL) reported capacity constraints limiting their ability to meet strong AI-related demand, with expectations for easing in 2H25 [38][39]. - **Investment in AI**: GOOGL and META are maintaining elevated capital expenditures to capitalize on long-term AI opportunities, with GOOGL raising FY25 guidance to $85 billion [18][20]. Online Travel - **Normalized Growth**: The online travel sector is settling into a more normalized growth trajectory, with solid topline trends better than feared post-Q1 [52]. - **Diverse Travel Behaviors**: There are mixed signals in the US travel environment, with higher-income travelers remaining unimpacted while lower-income travelers exhibit shorter booking windows [52][53]. Mobility, Local Commerce & Delivery - **Positive Growth Trends**: The mobility sector, including companies like Uber and Lyft, demonstrated robust growth trends despite consumer spending pressures [66]. - **Autonomous Vehicle Partnerships**: Significant partnerships for autonomous vehicle deployment were announced, indicating a commitment to integrating AVs as growth drivers [66][67]. - **Advertising Revenue Growth**: Delivery platforms are leveraging merchant relationships to enhance advertising revenue streams, contributing to improved cash flow generation [67]. Additional Important Insights - **Investor Focus**: Investors are particularly focused on the consumer spending landscape, AI-related capital intensity, and the competitive environment for advertising dollars [21][66]. - **Stock Performance**: Notable stock performance trends were observed, with companies like AMZN and GOOGL showing resilience and growth potential despite macroeconomic uncertainties [8][29]. - **Capital Returns**: There is a strong emphasis on capital returns, with companies like eBay committing to significant share repurchases [29][52]. Conclusion The earnings call transcripts reveal a complex landscape for the US Internet & Interactive Entertainment sector, characterized by strong recovery signals in digital advertising and eCommerce, ongoing investment in AI, and a focus on maintaining growth amidst macroeconomic challenges. The integration of AI and strategic partnerships in mobility and delivery sectors are also pivotal for future growth trajectories.
传亚马逊(AMZN.US)Fire平板换用Android系统 新机型Kittyhawk定价400美元仅为 iPad Pro 一半
Zhi Tong Cai Jing· 2025-08-21 02:44
Core Viewpoint - Amazon plans to switch its proprietary operating system to Android for the upcoming Fire tablet, launching a high-end model codenamed "Kittyhawk" priced around $400, which is significantly lower than the starting price of Apple's 11-inch iPad Pro [1] Group 1: Company Strategy - The operating system change is seen as a response to long-term market feedback, addressing limitations in application ecosystem richness that previously hindered user choices [1] - The new pricing strategy reflects Amazon's attempt to balance cost-effectiveness with feature upgrades, positioning the new model competitively against existing products [1] Group 2: Market Position - According to IDC, by Q2 2025, Apple is expected to maintain a leading market share of 33%, followed by Samsung at 18.7%, Lenovo at 8.2%, and Amazon at 8% [1] - The shift to Android is anticipated to improve application compatibility, while the introduction of a high-end model may signify a deeper commitment to the tablet market [1] Group 3: Industry Challenges - The tablet industry is currently facing dual challenges of application ecosystem limitations and hardware innovation, making Amazon's adjustments critical for its market positioning [1]
凌晨重磅,美联储公布!信息量很大
中国基金报· 2025-08-21 00:00
【导读】 美联储公布 7 月议息会议纪要,几乎全体决策者支持暂不降息 中国基金报记者 郭玟君 美国三大股指涨跌不一 标普 500 指数四连阴 美国三大股指收盘涨跌不一,道指涨 0.04% ,报 44938.31 点;标普 500 指数跌 0.24% ,报 6395.78 点,录得连续第四日下跌;纳指跌 0.67% ,报 21172.86 点。 旅行者集团涨 2.06% ,沃尔玛涨 1.27% ,卡特彼勒涨 1.06% ,领涨道指。 | 序号 代码 | | 名称 | 现价 | | 涨跌 涨跌幅▼ | 年初至今 时间 | | --- | --- | --- | --- | --- | --- | --- | | 1 | TRV | 旅行者集团(TRAVELERS) | 274.415 | 5.545 | 2.06% | 14.86% 16:00 | | 2 | WMT | 沃尔玛(WALMART) | 102.580 | 1.290 | 1.27% | 14.12% 16:00 | | 3 | CAT | 卡特彼勒(CATERPILLAR) | 420.510 | 4.420 | 1.06% | 17.33% 1 ...