Group 1: Gold Market Dynamics - Gold prices plummeted by 3.15% to $3981.98 per ounce, marking a significant drop after breaching the $4000 threshold [1] - The market capitalization of gold evaporated by over $100 billion in a single day as investors shifted from safe-haven assets to riskier equities [1] - The decline in gold prices is attributed to a technical correction after a substantial rise from $3384 to $4381 per ounce within a month and a half, accumulating significant profit-taking [3][5] Group 2: Amazon's Workforce Reduction - Amazon plans to cut up to 30,000 corporate jobs starting October 29, representing nearly 10% of its 350,000 corporate employees, marking the largest layoff since late 2022 [3] - The layoffs will affect multiple departments, including human resources and AWS, as part of a broader strategy to reduce bureaucracy and enhance productivity through AI [5][7] - Despite strong financial performance, with a 13% increase in net sales and a 229% rise in net profit in Q1, the slowdown in AWS growth has intensified the pressure for layoffs [7] Group 3: Broader Market Trends - The U.S. stock market rose sharply, with major indices reaching historical highs, contrasting the decline in gold prices and Amazon's layoffs [9] - The tech sector is experiencing a wave of layoffs, with 216 companies cutting approximately 98,000 jobs in 2025 alone, indicating a broader trend of workforce reductions across the industry [7] - The geopolitical landscape is shifting, with signs of de-escalation in Ukraine and positive developments in U.S.-China trade negotiations, contributing to reduced market volatility and a decline in safe-haven demand [5][15] Group 4: Investment Strategies and Market Sentiment - The significant outflow from gold ETFs, with SPDR Gold Trust holdings decreasing by 8.01 tons, indicates a withdrawal of institutional investors from gold [17] - Amazon's simultaneous announcement of a $4 billion investment to double its delivery network by 2026, alongside job cuts, reflects a strategic shift in operations [18] - The evolving economic landscape, driven by technological advancements and geopolitical changes, necessitates a reevaluation of investment portfolios, questioning the future of gold as a safe-haven asset [20]
10月28日,黄金价格大跌3.15%,亚马逊裁员3万人,全球迎来关键转折点