今天亚马逊的财报有点miss。 电商没有超预期，roic 下行，现金流也很差。 在线商店业务实现收入829.88亿美元，同比+9.84%，没超预期。 实体店业务实现收入58.55亿美元，同比+4.95%； 第三方卖家服务实现收入528.16亿美元，同比+11.23%； 广告业务实现收入213.17亿美元，同比+23.31%； 订阅业务实现收入131.22亿美元，同比+14.03%； 云业务：25Q4实现收入356亿美元，同比增速加速至24%，超一致预期的349亿美元，实现营业利润为125亿美元，AWS目前的年化收入运行规模达到1420 亿美元。 公司已经交付超140万颗Trainium 2，成为迄今为止爬坡最快的芯片，性价比比同类GPU高30%到40%； 预计2026全年投入约2000亿美元的资本开支，主要投向AWS，大超一致预期的1461亿美元。 值得一提的就是云增速24%。 亚马逊25Q4实现收入2134亿美元，同比增长12%。实现营业利润250亿美元，受一次性费用影响24亿美元。实现净利润212亿美元，同比增长 5.94%，实现每股摊薄收益1.95美元，基本预期。 预计到2026年年中所有Trainiu ...

Amazon outdid its Big Tech competitors by setting a bold target to invest $200 billion in capital expenditures across the company in 2026, as the e-commerce giant plans on aggressively bolstering artificial intelligence (AI) spending, namely to power cloud computing platform Amazon Web Services (AWS). The announcement stunned Wall Street, with company stock selling off almost 10 percent in early trading Friday. The volatile price movement capped off a weeklong fire sale across tech companies as investors ...

Market Overview - The US stock market experienced a significant surge, with the Dow Jones Industrial Average rising 650.98 points, or 1.33%, to close at 49,559.70, marking one of its strongest single-day gains of 2026 [2][18] - The S&P 500 Index increased by 79.97 points, or 1.18%, to 6,878.37, while the Nasdaq Composite rose 284.33 points, or 1.26%, to 22,824.92, pulling both indices back into positive territory for the year [1][18] - Despite the daily surge, the Nasdaq remains down approximately 3% for the week, indicating ongoing volatility in technology stocks [3][18] Company Performance - Amazon shares fell by 9.48% to $201.57 after missing quarterly earnings per share (EPS) targets, which raised concerns about its aggressive forecast of $200 billion in capital expenditures for 2026, primarily for artificial intelligence infrastructure [5][9][18] - Amazon reported an EPS of $1.95, slightly below the consensus estimate of $1.97, although its revenue of $213.39 billion exceeded expectations [8][18] - In contrast, other major tech companies like NVIDIA rebounded sharply, with NVIDIA rising 3.34%, indicating a reassessment of long-term earnings durability across Big Tech [10][18] Cryptocurrency and Commodities - Cryptocurrencies, including Bitcoin, staged a notable recovery after a sharp overnight sell-off, with Bitcoin rebounding to $68,590, up 8.4% on the day [11][18] - Gold futures increased by 1.58% to $4,966.60, reflecting continued demand for portfolio hedges amid a softer dollar and cautious central bank rate policies [14][18] - The rise in both stocks and gold suggests a portfolio rebalancing rather than fear-driven buying, as investors remain cautious about abandoning defensive assets [15][18] Sector Performance - Small-cap defensive growth plays saw significant gains, with SunOpta surging 32.19% and Wheeler Real Estate Investment Trust jumping 22.15% [16][18] - Energy stocks also performed well, with Battalion Oil rising 8.13% amid firmer oil sentiment [16][18] - China-linked electric vehicle stocks outperformed, with NIO advancing 9.79%, reflecting broader risk-on momentum across global equities [17][18]

（文章来源：每日经济新闻） 每经AI快讯，2月6日，亚马逊盘初跌幅一度达10%，为2024年8月以来的最大跌幅。 ...

Market Overview - U.S. stocks experienced a positive trading session, with the Dow Jones index increasing by over 600 points, up 1.29% to 49,537.77, while the NASDAQ rose 0.97% to 22,759.56 and the S&P 500 gained 1.02% to 6,867.68 [1] Company Performance - Amazon.com Inc. saw its shares decline approximately 9% after reporting mixed fourth-quarter financial results. The company reported net sales of $213.39 billion, reflecting a 14% year-over-year increase, surpassing the Street consensus estimate of $211.30 billion. However, earnings per share were reported at $1.95, falling short of the consensus estimate of $1.97 [2] Commodity Market - In the commodities market, oil prices decreased by 0.3% to $63.08, while gold prices increased by 1.6% to $4,969.10. Silver prices fell by 0.8% to $76.075, and copper prices rose by 0.4% to $5.8460 [3] European Market Performance - European shares showed positive movement, with the eurozone's STOXX 600 gaining 0.6%. Spain's IBEX 35 Index rose by 1.1%, London's FTSE 100 increased by 0.4%, Germany's DAX gained 0.8%, and France's CAC 40 rose by 0.3% [4] Asian Market Performance - Asian markets closed mostly lower, with Japan's Nikkei declining by 0.88%, Hong Kong's Hang Seng Index slightly increasing by 0.14%, China's Shanghai Composite falling by 0.64%, and India's BSE Sensex decreasing by 0.60% [5] Economic Indicators - The US Manheim Used Vehicle Value Index increased by 2.4% month-over-month in January, following a 0.1% growth in the previous month [6]

大型科技股多数上涨，闪迪、超威半导体涨超3%，甲骨文涨超2%，英伟达涨逾1%。 亚马逊开盘大跌9%，盘初跌幅一度扩大至10%，创 2024年8月以来最大跌幅。 消息面上，公司预计 2026年资本支出（CapEx）或将达2000亿美元，该笔巨额支出计划引发市场担忧。 | 名称 | 涨跌幅 现价 | 涨跌 | | --- | --- | --- | | 道琼斯工业平均 | 0.62% 49212.43c 303.71 | | | 纳斯达克指数 | 0.36% 22622.27c 81.68 | | | 标普500 | 0.49% 6831.76c | 33.36 | 中概股普遍上涨，纳斯达克中国金龙指数涨近1%，蔚来涨超5%，百度集团、理想汽车涨逾3%，小鹏 汽车、哔哩哔哩、小马智行涨超2%，阿里巴巴、网易、京东集团等涨逾1%。 | 名称 | 涨跌幅 ▼ | 现价 | | --- | --- | --- | | 蔚来 | 5.32% | 4.950 | | 理想汽车 | 3.93% | 18.490 | | 百度集团 | 3.14% | 143.320 | | 小马智行 | 2.98% | 13.470 | | ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!As I'm writing these lines, Amazon.com, Inc. ( AMZN ) stock is down over 11% after posting its Q4 results after hours, and this move happened right from the multi-weekly resistanceDaniel Sereda is chief investment analyst at a family office whose investments span co ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Stephens upgraded Boot Barn (BOOT) to Overweight from Equal Weight with a price target of $237, up from $196. The company has a well-defined, proven earnings growth algorithm with a management team that is "confident, in control and pulling the right levers," says the firm.Citi upgraded Estee Lauder (EL) to Buy fr ...

Amazon.com, Inc. ( AMZN ) shares plunged 12% at the post-market low following the release of Q4 earnings on Thursday, February 5. The stock recovered some of those losses by the next day, but the big questionFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. ...

Amazon.com, Inc. ( AMZN ) shares plunged 12% at the post-market low following the release of Q4 earnings on Thursday, February 5. The stock recovered some of those losses by the next day, but the big questionFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. ...