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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 ...
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 ...