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深夜!科技巨头市值飙升!美联储,降息大消息
Zheng Quan Shi Bao· 2025-10-31 14:53
亚马逊市值飙升。 在科技股纷纷上涨的带领下,当地时间10月31日(周五)美股开盘延续上涨态势。截至发稿,道指上涨 0.01%,标普500指数上涨0.4%,纳指上涨0.9%。 周五,两位美联储官员对最新的议息结果发表了"降息并不急迫"的看法,显示美联储年内最后一次议息 会议是否降息仍然存在较大分歧。 热门个股方面,亚马逊股价开盘即上涨12%,市值增加超过2000亿美元。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。 亚马逊飙涨12% 刚刚公布财报的亚马逊成为周五最耀眼的科技巨头。公司股价开盘即上涨12%,市值增加超过2000亿美 元。 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,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 ...
Still no sign of surging layoffs despite Amazon, UPS job cuts
MarketWatch· 2025-10-31 14:53
Amazon's plans to discard at least 14,000 employees and the elimination of 48,000 jobs at UPS suggest layoffs in the U.S. are on the rise, but there's just one problem: There's little evidence to supp... ...
深夜!科技巨头市值飙升!美联储,降息大消息
证券时报· 2025-10-31 14:48
亚马逊市值飙升。 在科技股纷纷上涨的带领下,当地时间10月31日(周五) 美股 开盘延续上涨态势。截至发稿,道指上涨0.01%,标普500指数上涨0.4%,纳指上涨0.9%。 周五,两位美联储官员对最新的议息结果发表了"降息并不急迫"的看法,显示美联储年内最后一次议息会议是否降息仍然存在较大分歧。 热门个股方面,亚马逊股价开盘即上涨12%,市值增加超过2000亿美元。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。 亚马逊飙涨12% 刚刚公布财报的亚马逊成为周五最耀眼的科技巨头。公司股价开盘即上涨12%,市值增加超过2000亿美元。 "我们正保持着良好势头。"贾西称,"这一点有目共睹。" 标普全球分析师Melissa Otto表示,亚马逊云业务和核心零售业务的强劲表现,可能让投资者放松对该公司"在AI泡沫中投入过多"的担忧。该分析师表示,看到AWS 业务表现非常出色的有力证据,这并不像泡沫,而更像是所有引擎都在满负荷运转的健康业务。 石油股业绩亮眼 除了科技股,埃克森美孚和雪佛龙两家油气巨头也发布了最新的财报。 其中,埃克森美孚三季度总营收为852.9亿美元,略低于分析师此前预测的867.7亿美 ...
U.S. Stocks Regain Ground As Amazon Surges On Upbeat Earnings
RTTNews· 2025-10-31 14:43
Market Overview - Stocks have generally moved higher, with the Nasdaq showing a notable rebound and the Dow posting modest gains [1][2] - The Nasdaq is up 243.78 points (1.0%) at 23,824.92, the S&P 500 is up 36.16 points (0.5%) at 6,858.50, and the Dow is up 60.12 points (0.1%) at 47,582.24 [2] Company Performance - Amazon shares surged by 10.4% following better-than-expected third-quarter results, driven by a significant increase in cloud computing revenue [3] - The AWS division is highlighted as the main growth engine for Amazon, with strong demand for computing power linked to AI [4] - Netflix shares increased by 3.6% after announcing a ten-for-one stock split [4] - Apple shares edged lower despite exceeding analyst estimates in its fiscal fourth-quarter results and providing positive guidance [5] - Exxon Mobil shares declined after reporting a year-over-year decrease in third-quarter earnings due to lower oil prices [5] Sector Performance - Retail stocks experienced a substantial increase, with the Dow Jones U.S. Retail Index rising by 4.5% [8] - The NYSE Arca Computer Hardware Index climbed by 1.7% to a new record intraday high, led by Western Digital, which spiked by 8.1% after reporting better-than-expected fiscal first-quarter results [8] - Significant strength was also observed in biotechnology, airline, and semiconductor stocks, while pharmaceutical and telecom stocks moved to the downside [9] Economic Indicators - The Chicago business barometer increased to 43.8 in October from 40.6 in September, indicating continued contraction as it remains below 50 [6][7]
英特尔要收购、苹果加投资……AI大动作密集官宣
第一财经· 2025-10-31 14:32
Group 1 - Nvidia has announced a significant AI collaboration plan with the South Korean government and companies, involving the deployment of over 260,000 Nvidia GPUs for physical AI and agentic AI [1] - Intel is in preliminary talks to acquire AI chip startup SambaNova, with any deal potentially valuing the company below its $5 billion valuation from a 2021 funding round [2] - CoreWeave has announced the acquisition of AI development platform Marimo to unify the workflow for generative AI developers [3] Group 2 - Apple is significantly increasing its investment in AI, with expected operating expenses for the next quarter projected between $18.1 billion and $18.5 billion [4] - Amazon's AI shopping assistant Rufus is expected to generate an additional $10 billion in annual sales [5] - A new open-source embodied intelligence robot project is set to launch in the first quarter of 2026, including hardware, software algorithms, and developer courses [6] - Pony.ai and Xihu Group have launched the first pilot of their seventh-generation L4 autonomous driving vehicles (Robotaxi) in Shenzhen, with plans to expand the operational range [7]
Jeff Bezos Is $24 Billion Richer As Amazon Shares Hit Record
Forbes· 2025-10-31 14:30
Core Insights - Amazon's stock surged 11.5% to approximately $248.60, adding about $24 billion to Jeff Bezos' net worth, following an earnings report that exceeded Wall Street's expectations due to strong demand for AI offerings [1][2][4] Financial Performance - Amazon reported revenues of $180.2 billion and earnings per share of $1.95, surpassing forecasts of $177.9 billion and $1.57 respectively [2] - The company's earnings growth is significantly attributed to Amazon Web Services (AWS), which saw a 20% annual increase in sales to $33 billion [3] Stock Performance - The recent rally marks Amazon's largest single-day gain since April, with shares having increased 53% since a low of $161.38 in April [2][5] - Year-to-date, Amazon's shares have risen more than 12%, recovering from a previous 1.6% increase prior to the latest earnings report [5] Strategic Direction - Amazon is focusing on AI products and cloud infrastructure, aligning with industry trends driven by competitors like Nvidia, Google, and Microsoft [6] - The company announced a layoff of 14,000 corporate employees to streamline operations, with the CEO stating this decision was not financially driven or related to AI at this time [6] Market Position - Analysts from Pivotal Research highlighted Amazon's strong market position, noting its "deep moat" around core businesses and numerous organic growth opportunities supported by its high-margin cloud services [6]
Wall Street Loves Apple, Amazon and Nvidia
247Wallst· 2025-10-31 14:20
Skip to content S&P 500 6,861.00 -0.13% Dow Jones 47,575.80 -0.10% Nasdaq 100 25,996.20 -0.15% Russell 2000 2,480.16 +0.69% FTSE 100 9,726.00 -0.42% Nikkei 225 52,483.70 +1.70% Stock Market Live October 31: S&P 500 (SPY) Soaring on Amazon and Apple Earnings Home >Investing >Wall Street Loves Apple, Amazon and Nvidia Investing Wall Street Loves Apple, Amazon and Nvidia ByIan Cooper Oct 31, 2025 10:20 am This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensa ...
X @Forbes
Forbes· 2025-10-31 14:20
Jeff Bezos Is $24 Billion Richer As Amazon Shares Hit Recordhttps://t.co/sy2D7D3SIe https://t.co/AqDJdFpneG ...
Amazon Stock Surges As AWS Delivers The AI Cloud Growth Investors Wanted
Investors· 2025-10-31 14:15
BREAKING: Tech Futures Rally On Amazon, Apple Amazon (AMZN) stock surged Friday after the tech behemoth reported stronger-than-expected third-quarter results. A strong quarter for Amazon's cloud business helped answer a major concern from investors about the company falling behind in the race to offer AI computing power. Amazon said late Thursday that it earned an adjusted $1.95 per share for the September-ended quarter, up 33% from a year earlier.That easily beat the $1.57 that analysts polled by FactSet w ...
AWS创三年最快增速,资本支出超预期,亚马逊盘后涨14%
硬AI· 2025-10-31 14:05
亚马逊公布第三季度业绩超出市场预期,得益于AWS增速加快至20%,创三年来最大涨幅,推动股价盘后一度大涨14%。该公司正全力加码AI基础设施建设,预计2025年的资本支 出约为1250亿美元,高于分析师预测的1187.6亿美元,2026年的资本支出还会进一步增加。该公司还表示,已通过110亿美元的"雷尼尔计划"强化与Anthropic的合作,自研AI芯片 供不应求 硬·AI 净销售额: 第三季度净销售额增长13%,达到1,802亿美元,高于2024年第三季度的1,589亿美元以及分析师预期的1778.2亿美元。如果不考虑全年汇率变动带来的15 亿美元利好影响,同比增长为12%。 营业利润: 第三季度营业利润为174亿美元,与2024年第三季度的174亿美元持平。2025年第三季度的营业利润包含两项特别支出——与联邦贸易委员会(FTC)法 律和解相关的25亿美元支出,以及主要与计划裁撤岗位相关的18亿美元预计遣散费用。如果不计入这些支出,营业利润将达到217亿美元。 作者 | 赵雨荷 编辑 | 硬 AI 亚马逊周三盘后公布财报显示,该公司第三季度业绩超出分析师预期,其中云业务创下三年来最大增幅,推动该公司股价盘 ...