Workflow
【美股盘前】亚马逊云服务大规模宕机,多邻国等多家公司受影响;加密货币概念股普涨,比特币重回11万美元;DRAM供应紧张,美光涨近3%;iPhone 17...
Mei Ri Jing Ji Xin Wen·2025-10-20 10:15

Group 1 - Major indices futures are up: Dow futures up 0.25%, S&P 500 futures up 0.34%, and Nasdaq futures up 0.45% [1] - Amazon Web Services (AWS) experienced a significant outage on October 20, affecting multiple companies including Snapchat, Epic Games Store, and Coinbase. AWS reported a potential root cause related to DynamoDB API error rates. AWS's revenue for FY2024 is projected at $107 billion, accounting for 17% of Amazon's total revenue [1] - Rare earth stocks saw a broad increase, with USA Rare Earth up 5.48%, United States Antimony up 8.85%, and MP Materials up 2.49% [1] Group 2 - Chip stocks experienced gains, with TSMC up 2.4%, AMD up 1.8%, and Intel up 1.4% [2] - Cryptocurrency stocks collectively rose, with Circle up over 2%, Coinbase up over 3%, and Strategy up over 4%. Bitcoin price returned to $110,000 [2] - Novo Nordisk's oral GLP-1 drug Rybelsus was approved by the FDA to reduce cardiovascular risks in type 2 diabetes patients, leading to a 1.32% increase in Novo Nordisk's stock [2] - iPhone 17 sales in China and the U.S. were 14% higher in the first 10 days compared to the iPhone 16 series, resulting in a 0.4% increase in Apple's stock [2] Group 3 - Micron Technology's Chief Business Officer indicated that DRAM supply will be tighter by 2026, with HBM products consuming three times the wafers compared to traditional DRAM. This, along with rising costs and extended cycles for new DRAM fabs, will hinder large-scale expansion in the short term, leading to a 2.96% increase in Micron's stock [3] - JPMorgan warned that the recent sell-off in global bank stocks is primarily due to risk management failures related to non-deposit financial institutions (NDFIs), with insufficient disclosure of these risks being a key concern [3]