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今夜,暴跌!
中国基金报· 2025-08-20 16:10
【导读】美股 科技股暴跌 中国基金报记者 泰勒 兄弟姐妹们啊,今晚美股不平静,纳指盘中一度暴跌近2%,一起看看发生了什么事情。 8月20日晚间,美股三大指数下跌,道指接近平盘,纳指一度跌约2%,随后跌幅收窄至1%左右,标普500指数跌0.7%。 在市场等待美联储即将发布的利率前景指引之际,科技股连续一周的抛售进一步加剧,投资者遭遇自今年4月以来最严重的亏 损。交易员纷纷抛售估值最高的科技巨头,令市场承压。 在市场仍处于高估值水平、而美联储可能无法兑现年初市场对宽松政策预期的背景下,这一担忧推动美股从历史高点持续回 落。自4月市场回调以来领涨的科技股,此次也成为抛售的重灾区。 所有大型科技公司股价普遍下跌, 投资者继续从多只大型科技股和半导体股中获利了结,引发市场对其高估值以及人工智能题 材长期表现的担忧。 其中英伟达、 超微半导体和博通跌幅均超过2%,英特尔下跌7%。 备受关注的芯片制造商指数(费城半导体指数)已连续两 天下挫,累计跌幅接近5%。 其他科技巨头——苹果、亚马逊、谷歌母公司Alphabet和Meta(Facebook母公司)也全部下 跌。 | 了 筛选 | | 最新价 = | 涨跌幅 ◆ □" ...
Amazon Business Now Serves 8 Million Companies in 11 Countries
PYMNTS.com· 2025-08-20 15:11
Amazon Business now serves more than 8 million organizations globally and generates over $35 billion in annualized gross sales.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.As Amazon’s B2B marketplace, Amazon Bus ...
人工智能行业专题:2025Q2海外大厂CapEx和ROIC总结梳理
2025-08-20 14:49
人工智能行业专题:2025Q2 海外大厂 CapEx 和 ROIC 总结梳理 20250820 微软在云计算领域的表现如何? 摘要 微软 Azure 云服务年收入超预期,ROIC 同比上涨。本季度资本开支 244 亿美元,融资 65 亿美元,同比涨幅 27%,AI 相关支出占比超 50%,预计下季度达 310 亿美元,全年或达 1,200 亿美元,同比增长 30%。 Meta 本季资本开支 170 亿美元,环比增长 24%,上调全年资本开支下 限至 660 亿美元。AI 带动广告收入单价上涨,应用家族业务部门受益明 显。 谷歌本季资本开支 224 亿美元,同比和环比均大幅上涨,并将全年 CAPEX 预期调整至 850 亿美元。预计未来两个月内推出多模态大模型, 提升技术竞争力。 亚马逊本季 CAPEX 为 314 亿美元,调高全年预期。但因自研芯片供给 问题,云服务增速仅 18%,低于市场对微软和谷歌的预期,第三代芯片 或推迟至博通供应。 Q&A 海外大厂的资本开支(CAPEX)在最近一个季度有何变化? 最近一个季度,微软、Meta、亚马逊和谷歌的资本开支同比和环比均有所增长。 与上个季度相比,微软和亚马逊的 ...
AI日报丨大跌!英伟达一夜蒸发超万亿,美股科技股集体重挫
美股研究社· 2025-08-20 12:28
Core Viewpoint - The rapid development of artificial intelligence (AI) technology is creating widespread opportunities in the market, with a focus on analyzing AI concept stocks and market trends [2]. Group 1: AI Chip Collaboration - ByteDance is reportedly collaborating with Chipone Technology to design an advanced AI computing chip, although ByteDance has denied any such partnership [4]. Group 2: Regulatory Perspective on AI - U.S. Federal Reserve Vice Chair Bowman emphasized the necessity for banks and regulators to embrace new technologies like AI and cryptocurrencies to avoid losing relevance in the economy [4]. Group 3: Market Performance - On August 19, U.S. stock indices closed mixed, with major tech stocks experiencing significant declines, particularly NVIDIA, which fell by 3.5%, marking its largest drop in nearly four months [4][5]. - The overall decline in large tech stocks led to a 1.69% drop in the Nasdaq-100 index, with NVIDIA losing over $155 billion in market value (approximately 1.1 trillion RMB) [5]. Group 4: Semiconductor Sector Outlook - Citigroup analysts suggest that semiconductor stocks have further upside potential, recommending buying on dips. The Philadelphia Semiconductor Index (SOX) initially fell by 5% but rebounded due to strong performance in the AI sector [9][10]. - Despite a 6% downward adjustment in overall earnings expectations, AI remains a bright spot, with companies like Meta, Microsoft, and Google expected to increase capital expenditures by $18 billion by 2025 [10]. - Key semiconductor stocks identified for continued growth include Microchip Technology, Texas Instruments, Broadcom, Micron, and NXP Semiconductors, with AI-related revenue contributions highlighted [9][10].
「美股盘前」明日凌晨2点,美联储将公布7月会议纪要;中概股普涨,百度涨逾1%;大摩:英伟达等超大型科技股被低配;马斯克或放缓成立“美国党”计划
Mei Ri Jing Ji Xin Wen· 2025-08-20 11:08
Group 1 - Major stock index futures are experiencing declines, with Dow futures down 0.24%, S&P 500 futures down 0.20%, and Nasdaq futures down 0.24% [1] - Chinese concept stocks are showing pre-market gains, with Alibaba up 0.22%, Pinduoduo up 0.28%, NetEase up 0.80%, JD.com up 0.45%, Tencent Music up 0.40%, and Baidu up 1.11% [1] - Morgan Stanley reports that large-cap tech stocks, including Nvidia, Microsoft, Apple, and Amazon, are underweighted relative to their positions in the S&P 500 index [1] Group 2 - Estée Lauder is down 5.4% pre-market ahead of its quarterly earnings report, with analysts expecting earnings per share of $0.09, significantly lower than $0.64 from the same period last year [2] - TD Cowen raises Nvidia's target price from $175 to $235, maintaining a "buy" rating [2] - Alcon lowers its full-year sales forecast, expecting the impact of U.S. tariffs to persist, resulting in a nearly 11% drop in its stock [2] - Honda establishes a new company in India to provide sales financing services, with plans to apply for a non-banking financial institution license [2][3] Group 3 - Morgan Stanley lowers the target price for Coherent from $97 to $89, maintaining a "hold" rating, citing disappointing future prospects despite better-than-expected earnings in the fourth quarter [3] Group 4 - The Federal Reserve is set to release the minutes from its monetary policy meeting on August 21 [4]
大行评级|摩根大通:维持亚马逊“最佳投资理念”评级 扩展即日送服务有助提升市占率
Ge Long Hui· 2025-08-20 02:32
Core Viewpoint - Morgan Stanley analyst Anmuth reports that despite increasing competition, Amazon's expansion of its fresh food same-day delivery service will support its continued market share growth in the U.S. online shopping sector [1] Group 1: Amazon's Market Strategy - Amazon's grocery push is expected to further enhance its leading position in the U.S. online shopping market [1] - The expansion will help increase the attractiveness of Amazon Prime, boost purchase frequency, and drive advertising revenue [1] - Traditional retailers may be compelled to reassess their pricing and delivery charges due to Amazon's grocery initiatives [1] Group 2: Advertising Revenue Growth - An increase in grocery customers is anticipated to drive growth in Amazon's advertising business [1] - As more brands seek exposure on Amazon's platform, advertising revenue is expected to rise further [1]
英伟达大跌!纳指重挫,道指盘中创新高
Di Yi Cai Jing Zi Xun· 2025-08-20 00:24
Market Performance - Major US stock indices showed mixed results, with the Nasdaq down 1.46% to 21,314.95 points, the S&P 500 down 0.59% to 6,411.37 points, and the Dow Jones up 0.02% to 44,922.27 points, reaching an intraday all-time high [2] - The S&P 500 saw six sectors rise, led by real estate with a 1.8% increase, benefiting from better-than-expected housing data, while technology and communication services sectors fell over 1.9% and 1.2%, respectively [2] Technology Sector - Major tech stocks experienced significant declines, with Nvidia dropping 3.5%, marking its largest single-day drop in nearly four months; Apple, Microsoft, Google, and Meta also faced pressure, with Netflix and Meta down over 2% [2] - Intel saw a notable increase of approximately 7% due to a $2 billion investment from SoftBank, interpreted as a positive endorsement of its chip strategy [2] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.9%, with notable declines in stocks such as Xunlei down over 10%, Weibo down over 6%, and JD.com, Alibaba, and Baidu down over 1% [3] Tariff Implications - The US Department of Commerce announced the inclusion of 407 product categories in steel and aluminum tariffs, with a 50% tax rate, affecting a wide range of products including wind turbines and cranes [3][4] - The Trump administration aims to expand tariff coverage to protect domestic manufacturing and reduce import dependency [4] Economic Outlook - A recent survey indicates that the S&P 500 may slightly decline by the end of 2025, reflecting a cooling of market optimism amid tariff uncertainties and monetary policy outlook [5] - Market participants are focused on the upcoming Kansas City Fed annual economic symposium, where Fed Chair Powell is expected to provide insights on future interest rate policies [5] Commodity Market - International oil prices fell on August 19, with WTI crude oil futures down $0.93 to $61.77 per barrel, a decline of 1.48%, and Brent crude down $0.81 to $65.79 per barrel, a drop of 1.22% [6] - COMEX gold futures also decreased by $19.30, or 0.57%, settling at $3,358.70 per ounce [6]
中金:美国企业承担了多少关税成本?
中金点睛· 2025-08-19 23:41
Core Viewpoint - The article discusses the impact of increasing tariffs on U.S. companies, highlighting the complexities of cost absorption and pricing strategies in response to tariff pressures. Group 1: Tariff Impact on Inflation and Cost Distribution - The effective tariff rate in the U.S. has risen to 10.6%, with theoretical rates potentially reaching 16-17% [2][4] - Concerns about inflation have not materialized as expected, with CPI increases remaining below projections for the past four months [2][4] - The distribution of tariff costs among exporters, U.S. companies, and consumers will significantly influence the overall economic pressure [6] Group 2: Company Behavior Under Tariff Pressures - The article analyzes U.S. companies' responses to tariffs through earnings calls, focusing on industries with high overseas dependency and various supply chain stages [7][10] - Companies are categorized based on their reliance on imports and their position in the supply chain, affecting how they experience tariff impacts [7][10] Group 3: Pricing Strategies and Cost Absorption - Companies are generally cautious in passing on tariff costs to consumers, with many opting to absorb costs initially [12][13] - Essential goods see slower and smaller price increases due to lower price elasticity, while discretionary items experience more aggressive pricing adjustments [14][15] - Companies like Walmart and Kroger are particularly careful about passing on costs for essential items, while others in discretionary sectors are more proactive [14][15] Group 4: Supply Chain Adjustments - Companies are negotiating with suppliers and adjusting supply chains to mitigate tariff impacts, with many reducing reliance on Chinese imports [16] - Retailers like Home Depot and Best Buy have significantly decreased their sourcing from China, while increasing imports from countries like Vietnam and Taiwan [16] - Some manufacturers are investing in U.S. production to counteract long-term trade risks [16] Group 5: Financial Impact of Tariffs - Tariffs have led to an average profit margin decline of 1.2% across sampled companies, with manufacturers bearing a larger share of the cost [18][19] - The impact varies by sector, with manufacturers experiencing more significant cost absorption compared to retailers [19][20] - Retailers have more flexibility in adjusting product offerings to mitigate tariff impacts, while manufacturers face higher costs due to direct exposure to imported materials [20] Group 6: Demand Trends and Consumer Behavior - There is a noted shift towards value-oriented consumption as consumers react to rising prices due to tariffs [21] - Durable goods saw a temporary spike in demand as consumers rushed to purchase before anticipated price increases, leading to potential future demand declines [21][22]
刚刚,全线崩跌!发生了什么?
券商中国· 2025-08-19 23:33
Core Viewpoint - The article discusses the recent significant sell-off in the U.S. tech stock market, highlighting concerns among traders about a potential repeat of the severe sell-off experienced in April. It emphasizes the growing interest in purchasing "disaster puts" as a hedge against further declines in major tech stocks, which have seen substantial gains since April [1][2][4]. Group 1: Market Trends - Major tech stocks in the U.S. experienced a sharp decline, with companies like Micron Technology dropping over 6%, Oracle and AMD falling over 5%, and others like Nvidia and TSMC ADR decreasing over 3% [1]. - The Nasdaq Composite Index fell by 1.46%, while the S&P 500 Index decreased by 0.59% [1]. - Since April 8, the "Big Seven" tech stocks have surged nearly 50%, raising concerns about potential triggers for a downturn [4]. Group 2: Trader Sentiment - Wall Street traders are increasingly purchasing "disaster puts" for the Invesco QQQ Trust Series 1 ETF, indicating heightened anxiety about market declines [2][3]. - The cost of hedging against significant market drops is nearing a three-year high, reflecting traders' fears of a repeat of the April sell-off [2]. Group 3: Economic Indicators - Goldman Sachs economists warn that the slowdown in the U.S. job market is not over and may worsen, with employment growth estimates falling below the necessary levels to maintain full employment [6][7]. - The firm predicts three rate cuts by the Federal Reserve this year, with potential further cuts in 2026 if hiring remains weak [7]. Group 4: Political Context - Former President Trump criticized Goldman Sachs for its pessimistic economic forecasts, particularly regarding tariffs and their impact on consumers [8].
How Long Does It Take For These Companies To Make $1 Million?
Mark Tilbury· 2025-08-19 17:47
How long does it take these tech companies to make $1 million. Go. Apple.>> Oh, they make a lot of money. I'd say about 10 minutes. >> 5 minutes 36 seconds.Amazon. >> Let's go 10 minutes again. >> 8 minutes 52 seconds.Tesla. >> 2 hours. >> 1 hour 14 minutes.Coca-Cola. >> CocaCola. Well, they've been around probably an hour.>> 49 minutes 26 seconds. PayPal. >> 3 hours.>> 2 hours and 6 minutes. No bad old man. ...