Group 1: Market Sentiment and Performance - Nasdaq futures rose sharply by 1.4% in early trading, driven by positive earnings results from major tech companies [2] - Amazon (AMZN) saw a 12% increase in premarket trading after exceeding Q3 estimates for net sales, profit, and subscription revenues, with its Amazon Web Services unit reporting a 20% rise in quarterly revenue [4] - Apple (AAPL) experienced a 2% increase following better-than-expected FQ4 results, despite iPhone revenue falling short of estimates at $49.0 billion compared to the expected $50.3 billion [5] Group 2: Company-Specific Developments - Amazon's strong performance was highlighted by significant growth in its subscription revenues and overall sales, indicating robust demand [4] - Apple CEO Tim Cook projected a 10%-12% revenue increase for FQ1, with expectations for iPhone sales to return to double-digit growth and a rebound in Greater China sales [5] - Apple plans to enhance its Siri with AI capabilities next year, indicating a strategic focus on AI integration [5] Group 3: Industry Disruptions - Disney (DIS) channels, including ESPN and ABC, went dark on YouTube TV due to failed contract negotiations with Google, affecting approximately 10 million subscribers [6][9] - The blackout resulted in the loss of access to recorded Disney content and major live sports broadcasts, raising concerns as the holiday season approaches [8][9] - Google stated it would not agree to terms that disadvantage its members while benefiting Disney's own live TV products, highlighting ongoing tensions in media carriage negotiations [7]

Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Amazon, Apple Were the Mag 7 Losers. Here's Why That's About to Change. Oct 31, 2025, 6:50 am EDT Share Resize Reprints In this article AMZN AAPL SPX NFLX WBD (JONAS ROOSENS/Belga/AFP via ...

企服行业形势艰难，博睿高管自掏腰包打单 近两年，经济大环境艰难，不少企服公司都在艰难求生。 去年，头部运维上市公司博睿数据就以"高管自掏腰包补贴客户"的方式拿下了一个大客户。 这家客户有万人规模，去年6月发布了一款IT运维产品的招标公告，计划9月完成产品上线。招标公告发布 后，一大堆运维厂商都跑过来报名。 这个项目原本预算是500万，为了拿下订单，博睿直接砍半，给出了240多万元的报价，成功中标。 中标后需到客户处测试功能，测试通过才能正式拿到中标通知书。在测试现场，双方就产品性能和价格出 现一些争议。 拖延约两个月后，博睿出动几名高管找到客户高层开会。会上，客户项目负责人表示："我们日志查询量 和日数据量极大，但你们没有存储聚合相关产品，根本承接不住。" 博睿高管回应道，可通过存储转发实现。见客户还是不表态，一位博睿高管直接表示，你们数据量大，我 个人掏几百万买存储硬件，放你们服务器里，免费给你们用。 此言一出语惊四座，参会人面面相觑，知道博睿是铁了心要拿下这个项目。最后的结果也不出所料。 Anthropic一则公告，或将影响AWS中国一项数亿美元业务 今年9月初，全球知名AI公司Anthropic宣布禁止 ...

Core Insights - A survey by Goldman Sachs indicates that only 11% of clients in technology, industrial, and finance sectors are actively cutting jobs due to AI adoption [1] - The majority of clients, 47%, are utilizing AI to enhance productivity and revenue rather than to reduce staff, with only 20% focusing on cost-cutting [2] - The tech sector is experiencing the most significant job cuts, with 31% of companies in tech, media, and communications reducing their workforce due to AI [3] - Major companies like Amazon, Salesforce, and Accenture have recently laid off tens of thousands of employees, although some experts argue these layoffs are not solely due to AI [4] - Unemployment among young tech workers (ages 20-30) has risen nearly 3 percentage points since early 2024, significantly higher than the overall jobless rate increase [5] - Goldman Sachs predicts a 4% general headcount reduction across clients in the next year, with potential cuts reaching 11% over three years, particularly affecting financial institutions (14% reduction) and the technology sector (10% reduction) [6] - The rapid expected adoption of AI and associated headcount reductions suggest that the impacts on the U.S. labor market may occur sooner than anticipated [7]

巴克莱将亚马逊目标价从275美元上调至300美元。 ...

Corporate Earnings - Companies in the S&P 500 are expected to post an average +7.2% increase in quarterly earnings for Q3 compared to the previous year, marking the smallest rise in two years [2] - Meta Platforms (META) reported weaker-than-expected Q3 EPS and raised its full-year total expense forecast, leading to a plunge of over -11% [3] - Microsoft (MSFT) fell nearly -3% after its Azure cloud-computing unit's revenue growth failed to meet expectations [3] - Chipotle Mexican Grill (CMG) tumbled over -18% after cutting its full-year comparable restaurant sales guidance [3] - C.H. Robinson Worldwide (CHRW) soared more than +19% after posting better-than-expected Q3 adjusted EPS and raising its 2026 operating income guidance [3] - Amazon.com (AMZN) jumped over +12% in pre-market trading after posting the strongest growth rate in nearly three years in its cloud unit and issuing solid Q4 revenue guidance [4][18] - Apple (AAPL) rose more than +1% in pre-market trading after reporting better-than-expected FQ4 results and providing an upbeat sales forecast for the holiday quarter [4][18] - Western Digital (WDC) surged more than +10% in pre-market trading after posting upbeat FQ1 results and issuing strong FQ2 guidance [19] Economic Indicators - The U.S. government shutdown has entered its 31st day, delaying the publication of key economic data including the September core PCE price index and Personal Spending [6] - The Congressional Budget Office stated that the four-week government shutdown will trim real annualized GDP growth by 1 percentage point this quarter [7] - Economists forecast the October Chicago PMI at 42.3, compared to the previous value of 40.6 [6] - Eurozone's October CPI rose +2.1% y/y, in line with expectations, while the Core CPI rose +2.4% y/y, stronger than expectations of +2.3% y/y [12] Market Sentiment - U.S. rate futures have priced in a 68.8% chance of a 25 basis point rate cut at the December FOMC meeting [8] - The Euro Stoxx 50 Index is down -0.37% amid profit-taking and fresh corporate earnings reports [9] - Japan's Nikkei 225 Stock Index closed sharply higher, hitting a new record high, supported by strong earnings from domestic companies and a weaker yen [15]

10月，中证红利指数以3%独占鳌头，上证指数、上证50分别涨1.85%和0.76%，创业板指10月转跌1.56%，沪深300则刚好不涨不跌。 格隆汇2025年"全球视野，下注中国"十大核心ETF最新表现出炉，组合10月小幅回撤2.89%，年内涨幅仍录得33.65%，大幅跑赢沪深300指数 （17.94%）15.71%。 其中标普500ETF在10月涨7.44%，是组合里唯一录得涨幅的ETF，A500ETF基金(512050)10月微跌0.42%，跌幅居组合最小，年内上涨23.58%。券商 ETF同期小幅回撤0.5%。 01、A500ETF基金(512050)年内上涨23% A500ETF基金(512050)10月微跌0.42%，年内上涨23.58%。 被市场视为中国版"标普500"的中证A500指数有三大特点：行业分布均衡、结构偏新经济、市值分布广： ①500只成份股100%覆盖全部中证二级行业，囊括91个三级行业的龙头+"隐形冠军"，在行业和个股集中度方面相对更分散，对A股核心资产覆盖度高市 场代表性强，与市场经济结构更契合，兼具沪深300大盘价值及中证500成长特性，更能受益于中国经济转型红利，有望成为中 ...

Market Overview - The U.S. stock market showed a rebound with S&P 500 futures gaining 0.7%, Nasdaq 100 futures surging 1.3%, and Dow Jones Industrial Average futures edging up 0.12% as of 5:14 AM ET, following a sharp decline on Thursday [10][21][22] - The early rally suggests a stabilization of market sentiment, driven by strong earnings from major tech companies [12][13] Company Performance - Amazon's shares soared 13% in premarket trading after reporting a third-quarter revenue of $180.2 billion, a 13% increase year-over-year, and earnings per share (EPS) of $1.95, exceeding Wall Street expectations [2][11][14] - Amazon's cloud division, AWS, experienced a 20% year-over-year revenue increase to $33 billion, indicating renewed enterprise demand despite a recent outage [2][11] - Apple also joined the rally with shares climbing nearly 3% after reporting $102.47 billion in revenue and an EPS of $1.85, surpassing forecasts and projecting a 10-12% revenue growth for the upcoming quarter [3][15] - Netflix announced a 10-for-1 stock split effective November 17, which generated additional buying interest in the streaming sector [4][13] Geopolitical Impact - A trade truce was agreed upon between U.S. President Donald Trump and Chinese President Xi Jinping, which includes a 10% tariff cut on certain Chinese goods and a pause on rare-earth export restrictions, easing months of trade tensions [5][16] - This geopolitical development contributed to a positive sentiment in U.S. markets [16][22] Broader Corporate Earnings - Mixed but resilient performance was observed across other companies, with Gilead Sciences reporting a 5% decline despite beating forecasts with an EPS of $2.47 on $7.77 billion revenue, while Reddit rose 1.7% with an EPS of $0.80 on $585 million revenue [4][24] - Western Digital jumped 8.3% after a strong earnings report, while Coinbase, Twilio, and Atlassian also gained following positive results [4][24] Commodity Market - Gold prices remained steady above $4,000 per ounce, trading at $4,019.40, reflecting a cautious market view on the U.S.-China trade truce as a temporary relief rather than a long-term solution [8][17]

Core Insights - U.S. stock futures advanced on Friday following a decline on Thursday, driven by strong quarterly results from Amazon and Apple [1] - Amazon reported net sales of $180.2 billion for Q3, a 13% year-over-year increase, and projected Q4 sales between $206.0 billion and $213.0 billion, up 10% to 13% year-over-year [6] - Apple reported revenue of $102.47 billion, exceeding analyst estimates, with earnings of $1.85 per share, also above expectations [6] Market Performance - Major indices showed mixed performance with Dow Jones up 0.11%, S&P 500 up 0.69%, and Nasdaq 100 up 1.21%, while Russell 2000 was down 0.03% [2] - The SPDR S&P 500 ETF Trust (SPY) rose 0.80% to $685.27, and Invesco QQQ Trust ETF (QQQ) advanced 1.31% to $634.23 in premarket trading [2] Company Highlights - Amazon's stock jumped 12.21% in premarket trading following its positive earnings report [6] - Apple's stock rose 1.88% after reporting better-than-expected financial results [6] - Netflix advanced 3.21% after announcing a 10-for-1 stock split [6] Analyst Insights - Wells Fargo's Scott Wren advises focusing on long-term trends rather than short-term market fluctuations, emphasizing the importance of sectors like technology, financials, and industrials [9][10] - The firm views market pullbacks as buying opportunities, targeting the S&P 500 to reach 7,400-7,600 by the end of 2026 [11] Upcoming Economic Data - Investors are awaiting key economic data releases, including personal income and consumer spending figures, which have been delayed [14]

E-commerce giant Amazon has reported net sales of $180.2bn for the third quarter (Q3) of 2025, up 13% from $158.9bn a year earlier. Excluding a $1.5bn favourable currency impact, sales increased 12%. By division, North America revenue increased 11% to $106.3bn. International sales advanced 14% to $40.9bn, or 10% in constant currency. Amazon Web Services recorded $33bn in revenue, up 20% year-on-year. Operating income was $17.4bn, matching the same quarter of the previous year. The result incorporated t ...