Amazon(US:AMZN) Xin Lang Cai Jing·2025-08-23 00:04Group 1 - Amazon's stock price increased by 3.10% on August 22, influenced by dovish signals from Federal Reserve Chairman Jerome Powell, indicating potential interest rate cuts due to a cooling labor market and slowing economic growth [1] - Lower interest rates will reduce Amazon's financing costs and enhance the attractiveness of investments in high-growth assets, particularly benefiting its cloud computing business, Amazon Web Services (AWS) [1] - Powell's comments on easing inflation risks related to tariffs provide room for more accommodative monetary policy, which could boost consumer spending, positively impacting Amazon's retail business during the holiday season [1] Group 2 - Amazon is actively lobbying the Indian government to relax foreign investment rules, allowing direct procurement from Indian sellers for international exports, which could simplify cross-border e-commerce processes [2] - This proposal faces opposition from local small retailers who fear that large companies may favor specific big sellers, potentially harming small merchants [2] - In response to slowing e-commerce growth, Amazon's advertising, seller services, and AWS have become new profit engines, with advertising revenue surpassing traditional retail for the first time in Q2 2025 [2] - Amazon has become the third-largest digital advertising platform globally, leveraging a "closed-loop" model, while AWS continues to show stable growth as a technological foundation for the company's business model [2] - Investors should monitor the global economic environment and its impact on interest rate policies, as well as Amazon's expansion in emerging markets and technology sectors [2]