Core Insights - The article discusses the recent market movements, particularly focusing on major tech companies like Amazon, Google, and Apple, highlighting their significant gains amidst a broader market rally driven by the AI revolution [2][7][10]. Market Performance - Major tech companies have seen substantial increases in stock prices, with Amazon and Google experiencing remarkable gains, while Apple also surged following its earnings report [2][7]. - The market is characterized by a broad-based rally, unlike the late 1990s tech bubble, where only a few stocks were rising [10]. Economic Indicators - Current economic conditions show low unemployment rates at approximately 4.3%, with expectations for economic growth above 1.5% [8]. - There is a significant amount of liquidity in the market, with $7 trillion in money market funds available for investment [8]. Investment Strategy - The article emphasizes the importance of buying the dips in the market as a strategy for wealth accumulation [6][7]. - A cautious approach was taken in previous months, with a recommendation to maintain a cash position to protect gains [5]. Future Outlook - The market is projected to reach 7,750 next year, with a potential to hit 9,000, indicating a bullish sentiment [4][12]. - There is a possibility of growth exceeding 2%, and the Federal Reserve may cut rates as inflation moderates [15].

The world's largest online retailer got a lift from its booming cloud computing business on Friday, Oct. 31, 2025, while a soft sales outlook weighed on a medical device firm's stock. https://t.co/bKgjFa0cns ...

每经编辑｜段炼 11月1日，美国政府"停摆"满月。 当地时间10月31日，美股三大指数集体收涨，纳指涨0.61%，10月份累涨4.7%；标普500指数涨0.26%，10月累涨2.27%；道指涨0.09%，10月累涨2.51%； 其中，纳指月线7连涨，道指、标普500指数月线6连涨。 业绩超预期，亚马逊股价暴涨超9% 英伟达微跌，黄仁勋套现10亿美元 个股方面，奈飞涨逾2%；Meta跌超2%，微软跌超1%，英特尔、苹果、谷歌小幅下跌。Illumina Inc.涨超24%，创2012年1月份以来最大单日涨幅。 特斯拉涨3.74%，报456.56美元，市值15184.36亿美元。 亚马逊大涨9.58%，股价创历史新高。其市值一夜增加2278亿美元（约合人民币16213.43亿元）。 财报数据显示，亚马逊三季度营收同比增长13%至1802亿美元，好于分析师平均预期的1778亿美元。按部门划分，亚马逊云服务部门（AWS）销售额同比 增长20%至330亿美元，创下2022年以来的最大增幅，同比增速及销售额分别高于分析师平均预期的18%及324亿美元。净利润为212亿美元，较上年同期 增长39%。 展望未来，亚马逊预计，第 ...

美国政府"停摆"进入第30天。美国众议院工作人员收到通知，将无法领取原定于10月31日发放的薪水。 【导读】三大股指本周及本月均录得涨幅；大型科技股涨跌互现 美东时间10月31日周五，美国三大股指小幅收涨，三大股指本周及本月均录得涨幅。多位美联储官员不 支持本周降息决策。亚马逊第三季度云计算部门营收增长20%，股价收高近10%。市场对AI泡沫的担忧 有所缓解。英伟达深化韩国版图，计划与三星共建AI工厂。 多位美联储官员齐声反对最新降息 截至收盘，道指涨0.09%，报47562.87点；标普500指数涨0.26%，报6840.2点；纳指涨0.61%，报 23724.96点。 本周，道指涨0.75%，标普500指数涨0.71%，纳指涨2.24%。10月份，道指涨2.51%，标普500指数涨 2.27%，纳指涨4.7%。其中，道指、标普500指数月线6连涨，纳指月线7连涨。 多位美联储官员表示，他们并不支持本周的降息决策，这进一步强调了美联储主席杰罗姆·鲍威尔周三 所发出的警示：12月份再次降息远非确定无疑。 美联储哈马克：本周更倾向于维持利率不变，在双重职责上均面临挑战，劳动力市场出现一些疲软的初 步迹象，包括裁 ...

Core Viewpoint - The optimistic profit outlook from Amazon alleviated market concerns over excessive spending in the AI sector, leading to gains in major U.S. stock indices [3]. Market Performance - The Dow Jones Industrial Average rose by 40.75 points, or 0.09%, closing at 47,562.87 points; the S&P 500 increased by 0.26% to 6,840.20 points; and the Nasdaq Composite gained 0.61%, closing at 23,724.96 points [3]. - Over the week, the Dow increased by 0.75%, the Nasdaq by 2.24%, and the S&P 500 by 0.7% [3]. - The Dow has seen its longest consecutive monthly gain since January 2018, with six months of increases; the Nasdaq has also achieved its longest streak since January 2018 with seven months of gains; the S&P 500 has its longest streak since August 2021 with six months of increases [3]. Federal Reserve Actions - The Federal Reserve announced a 25 basis point rate cut, aligning with widespread expectations, but Chairman Powell indicated that another cut in December is not a "foregone conclusion" [4]. - Market expectations for another rate cut have decreased, with traders now pricing in a 62.8% chance, down from 91% a week prior [4]. Individual Stock Movements - Amazon's stock surged by 9.6%, reaching a historical high, driven by a forecast of quarterly sales exceeding market expectations, bolstered by strong growth in its cloud computing business [5]. - Apple shares fell by 0.4%, despite exceeding holiday season iPhone sales expectations, due to supply chain constraints highlighted by CEO Cook [5]. - Netflix shares rose by 2.7% following the announcement of a 1-for-10 stock split [6]. - Other notable tech stocks included Tesla, which rose by 3.7%, Oracle up by 2.2%, while Nvidia fell by 0.2%, Microsoft down by 1.5%, and Meta down by 2.7% [7]. Sector Performance - Western Digital's stock increased by 8.8%, reaching a historical high, as the company reported strong demand in the storage market, leading to better-than-expected first-quarter results [8]. - The Nasdaq China Golden Dragon Index saw a slight recovery, up by 0.5%, with NetEase rising by 0.7%, while Baidu, JD.com, and Alibaba experienced declines [9]. Commodity Prices - International oil prices rebounded, with WTI crude oil near-month contracts rising by 0.68% to $60.98 per barrel, while Brent crude oil increased by 0.11% to $65.07 per barrel [9]. - International gold prices weakened slightly, with COMEX gold futures for October delivery falling by 0.48% to $3,982.20 per ounce [9].

Core Viewpoint - Amazon's optimistic profit outlook alleviated market concerns over excessive spending in the AI sector, leading to a rise in major U.S. stock indices [1] Financial Performance - Amazon reported a strong Q3 financial performance with a net profit of $21.187 billion, a year-on-year increase of 38% [1] - The diluted earnings per share were $1.95, surpassing market expectations of $1.57 [1] - The company's quarterly sales forecast exceeded market expectations, driven by the fastest growth in its cloud computing revenue in nearly three years [1] Cloud Business Insights - Amazon's core cloud business, AWS, achieved net sales of $33 billion in Q3, reflecting a 20% year-on-year growth, marking the fastest growth rate since 2022 [1] - CEO Andy Jassy noted strong and sustained demand in AI and core infrastructure, with a focus on capacity expansion [1] Analyst Target Price Adjustments - Following the earnings report, several investment banks raised their target prices for Amazon's stock: - Wedbush increased the target price from $280 to $330 per share [2] - JPMorgan raised the target price from $265 to $305 per share [2] - HSBC adjusted the target price from $260 to $285 per share [2] - Jefferies increased the target price from $265 to $275 per share [2]

【导读】三大股指本周及本月均录得涨幅；大型科技股涨跌互现 中国基金报记者 赵刚 综合整理 美东时间 10 月 31 日周五，美国三大股指小幅收涨，三大股指本周及本月均录得涨幅。多位 美联储官员不支持本周降息决策。亚马逊第三季度云计算部门营收增长 20% ，股价收高近 10% 。市场对 AI 泡沫的担忧有所缓解。英伟达深化韩国版图，计划与三星共建 AI 工厂。 多位美联储官员齐声反对最新降息 截至收盘，道指涨 0.09% ，报 47562.87 点；标普 500 指数涨 0.26% ，报 6840.2 点； 纳指涨 0.61% ，报 23724.96 点。 本周，道指涨 0.75% ，标普 500 指数涨 0.71% ，纳指涨 2.24% 。 10 月份，道指涨 2.51% ，标普 500 指数涨 2.27% ，纳指涨 4.7% 。其中，道指、标普 500 指数月线 6 连 涨，纳指月线 7 连涨。 美国政府 " 停摆 " 进入第 30 天。美国众议院工作人员收到通知，将无法领取原定于 10 月 31 日发放的薪水。 股价涨 9.6% 大型科技股涨跌互现，亚马逊涨超 9% ，特斯拉涨近 4% ，谷歌跌 0.1% ...

英伟达下跌0.20%。英伟达官网显示，当地时间10月31日，英伟达创始人兼首席执行官黄仁勋在亚太经 合组织峰会上宣布了构建韩国人工智能生态系统和基础设施的计划。 当地时间10月31日，美股三大指数集体收涨，纳指涨0.61%，本周累计上涨2.24%，10月份累计上涨 4.7%；标普500指数涨0.26%，本周累计上涨0.71%，10月累计上涨2.27%；道指涨0.09%，本周累计上涨 0.75%，10月累计上涨2.51%。其中，纳指月线7连涨，道指、标普500指数月线6连涨。亚马逊大涨超 9%，创历史新高。 美股三大指数上涨 当地时间10月31日，美股三大指数集体收涨，纳指涨0.61%，标普500指数涨0.26%，道指涨0.09%。 美股科技七巨头多数下跌。Wind数据显示，截至收盘，万得美国科技七巨头指数上涨0.69%。其中，亚 马逊大涨9.58%，特斯拉上涨3.74%。 亚马逊大涨9.58%，创历史新高。消息面上，该公司在最新业绩报告中宣布其云计算部门第三季度营收 增长20%。公司表示，公司云计算服务的增长速度达到自2022年以来的最高水平，同时人工智能和核心 基础设施的需求强劲。 是否袭击委内瑞拉境内目标 ...

当地时间周五（10月31日），美股三大指数集体收涨。 亚马逊开盘涨超12%，随后股价震荡回落，收盘涨超9%，股价刷新历史纪录。 在最新的财报中，亚马逊云服务部门增长创下近三年来最强劲的增速，这让此前担忧这家全球最大云计算服务商正被竞争对手赶超的投资者吃下"定心丸"。 财报数据显示，亚马逊三季度营收同比增长13%至1802亿美元，高于分析师平均预期的1778亿美元。按部门划分，亚马逊云服务部门（AWS）销售额同比增长20% 至330亿美元，创下2022年以来的最大增幅，同比增速及销售额分别高于分析师平均预期的18%及324亿美元。净利润为212亿美元，较上年同期增长39%。 截至收盘，道琼斯指数涨0.09%，报47562.87点；标普500指数涨0.26%，报6840.20点；纳斯达克指数涨0.61%，报23724.96点。本周，道琼斯指数累计上涨0.75%， 标普500指数累涨0.71%，纳斯达克指数累涨2.24%，均连涨三周；本月，道琼斯指数和标普500指数分别累涨2.51%和2.27%，连涨第六个月；纳斯达克指数累涨 4.7%，连涨七个月。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | ...

大型科技股涨跌互现，亚马逊涨9.58%，创历史新高，特斯拉涨近4%；谷歌、苹果、英伟达飘绿，微软 跌超1%，脸书跌近3%。中概股多数上涨，纳斯达克中国金龙指数涨0.53%，阿特斯太阳能涨近16%， 陆金所控股涨逾11%，大全新能源涨超10%；小马智行、好未来跌超5%，阿里巴巴跌约2%。 转自：证券时报 人民财讯11月1日电，美股三大股指10月31日上涨，截至当天收盘，道指涨0.09%，标准500指数涨 0.26%，纳指涨0.61%。本周，道指涨0.75%，标普500指数涨0.71%，纳指涨2.24%。 ...