US stocks advanced Friday, lifted by strong earnings from major technology companies Amazon and Apple. The S&P 500 rose 0.7%, the Nasdaq Composite gained 1.5%, and the Dow Jones Industrial Average add... ...

智通财经APP获悉，周五，亚马逊(AMZN.US)开盘大涨超12%，创历史新高，市值骤增近3000亿美元， 达到2.66万亿美元。消息面上，得益于云业务的强劲表现，亚马逊2025年第三季度业绩超出市场预期。 财报显示，亚马逊Q3净销售额同比增长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，AWS(亚马逊云服务)部门销售额同比增长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%;摊薄后的每股收益为1.95美元，好于分析师平均预期的1.57美元。 展望未来，亚马逊预计，第四季度净销售额将在2060亿美元至2130亿美元之间，即同比增长10%至13%; 预计营业利润将在210亿美元至260亿美元之间，上年同期营业利润为212亿美元。 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。我们看到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。 ...

Dutch airline KLM said on Friday that it had agreed a two-year deal that includes pay increases, bonuses, and improved retirement options with five trade unions representing ground staff in the Nether... ...

Group 1 - The US stock market opened higher on October 31, with the Dow Jones up 0.08%, Nasdaq up 1.53%, and S&P 500 up 0.74% [1] - Amazon's stock surged over 12% following its third-quarter earnings that exceeded expectations [1] - Apple's stock rose by 2%, reaching a new all-time high [1] - Nvidia's stock increased by 1.85% [1] - The Nasdaq China Golden Dragon Index declined by 0.47% [1] Group 2 - The current price of the Dow Jones Industrial Average is 47,558.38, with an increase of 36.26 points, representing a 0.08% rise [2] - The current price of the Nasdaq Index is 23,941.62, with an increase of 360.48 points, representing a 1.53% rise [2] - The current price of the S&P 500 is 6,872.70, with an increase of 50.36 points, representing a 0.74% rise [2]

Attendees walk through an expo hall at an AWS conference in Las Vegas. Photographer: Noah Berger/Getty Images Amazon.com Inc. posted robust cloud growth that reassured investors that the tens of billions of dollars the company and its peers are pouring into artificial intelligence will pay off. In the third quarter, Amazon Web Services generated $33 billion in revenue, a 20% increase from a year earlier, the company said in a statement on Thursday. The gain exceeded the 18% growth that analysts had expec ...

（文章来源：每日经济新闻） 每经AI快讯，在亚马逊和苹果的助攻下，美股三大指数开盘集体上涨，道琼斯指数涨0.06%，标普500 指数涨0.72%，纳斯达克综合指数涨1.53%。亚马逊股价开盘大涨12.2%，市值骤增近3000亿美元，其云 计算部门（AWS）第三季度营收增长20%，超出华尔街预期。苹果股价上涨约2%，受iPhone 17热销的 提振，该公司最新季报超预期，并预计下财季将继续保持强劲。 ...

Core Viewpoint - The U.S. stock market indices opened higher, driven by strong performances from Amazon and Apple, with significant gains in their respective stock prices and positive earnings reports [1] Group 1: Amazon - Amazon's stock price surged by 12.2%, resulting in an increase of nearly $300 billion in market capitalization [1] - The company's cloud computing division, AWS, reported a 20% revenue growth in the third quarter, exceeding Wall Street expectations [1] Group 2: Apple - Apple's stock price rose approximately 2%, bolstered by strong sales of the iPhone 17 [1] - The latest quarterly report from Apple surpassed expectations, and the company anticipates continued strong performance in the next fiscal quarter [1]

Group 1 - Amazon shares increased by 13.2% following earnings report, with multiple investment banks raising their target prices [1] - Apple shares rose by 2.1%, reaching an all-time high, with the current quarter's revenue guidance showing the highest growth rate in four years [1] - Getty Images surged by 54.2% after announcing a partnership with Perplexity [1] Group 2 - Western Digital shares climbed by 12.4% due to strong market demand leading to better-than-expected performance in the first fiscal quarter [1] - Pony.ai shares increased by 4.3% after receiving the first commercial autonomous taxi operating license in Shenzhen [1]

美银策略师指出，投资者正为2026年经济稳健增长进行仓位布局，预期美国利率将下降，且特朗普政府将推出支持市场的政策。黄金可对冲宽松政策与经济 扩张可能引发的通胀风险。 智通财经APP获悉，美国银行策略师表示，在人工智能交易热潮推高估值之际，黄金与中国股票是应对这场泡沫或繁荣的最佳对冲工具。 由Michael Hartnett领衔的美银团队在报告中写道："AI股的领先地位眼下纹丝不动，我们看好黄金和中国股票作为最佳的繁荣/泡沫对冲。" 目前标普500指数前瞻市盈率约23倍，远高于过去20年16倍的平均水平;所谓"科技七巨头"在指数中的权重超过三分之一，其前瞻市盈率更高达31倍。 自4月初触底以来，这一领涨板块已推动标普500市值增加约17万亿美元。本周，芯片制造商英伟达(NVDA.US)成为全球首家市值突破5万亿美元的公司。 此外，亚马逊(AMZN.US)和苹果(AAPL.US)公布的强劲财报周五提振了美股期货;市场似乎准备反弹，此前部分下跌源于Meta Platforms(META.US)因投资者 担忧巨额AI投资支出而暴跌。 金价近期自每盎司逾4300美元的历史高位回落，部分原因是投资者评估中美贸易休战进展 ...

Core Insights - Amazon shares increased by 12% following a strong third-quarter earnings report, driven by demand for artificial intelligence services and an optimistic spending forecast [1][2] - Amazon Web Services (AWS) was a significant contributor to revenue and profit, with sales rising 20% year-over-year to $33 billion, exceeding expectations [1][2] - The digital advertising segment also showed robust growth, with revenue climbing 24% to $17.7 billion, contributing to total sales of $180.17 billion, surpassing analyst estimates [2] Financial Performance - Total sales for Amazon reached $180.17 billion, exceeding the average analyst estimate of $177.8 billion [2] - Earnings per share were reported at $1.95, which was higher than the average estimate of $1.57 [2] - AWS generated an operating income of $11.4 billion, representing approximately two-thirds of Amazon's total operating profit [2] Competitive Landscape - Analysts noted that Amazon has a strong competitive position due to its scale and growth opportunities, particularly in the high-margin AWS segment and advertising [3] - Concerns regarding competition in the cloud sector were highlighted, with Google and Microsoft reporting significant growth in their cloud revenues, at 34% and 40% respectively [4]