Hua Er Jie Jian Wen·2025-10-31 08:21Core Insights - Strong earnings reports from Amazon and Apple have boosted market sentiment, leading to an increase in major global stock indices [1] - The ongoing AI trend is expanding rapidly beyond the U.S., with investors actively seeking signals from the AI sector amidst market volatility [1] Group 1: Market Performance - U.S. stock index futures are collectively rising, with S&P 500 futures up 0.7%, Nasdaq 100 futures up over 1.2%, and Dow Jones futures up 0.1% [2][6] - Pre-market trading shows Amazon up approximately 12% and Apple up about 3%, indicating positive investor sentiment following their earnings reports [5][6] Group 2: Company Earnings - Amazon's AWS division reported its fastest growth in three years, exceeding capital expenditure expectations [2] - Apple's revenue for the last quarter reached a record high, supported by its services segment, with the CEO projecting a revenue increase of 10%-12% for the fourth quarter [5] Group 3: Industry Trends - Major tech companies are heavily investing in AI driven by data center servers, although there are concerns about whether these investments will yield returns [2] - Despite some large tech companies reporting earnings below market expectations, the overall market remains optimistic due to the strong performance of Amazon and Apple [2]