Amazon(US:AMZN) Zheng Quan Shi Bao·2025-10-31 14:53Group 1: Amazon's Performance - Amazon's stock price surged by 12% after the release of its latest earnings report, resulting in an increase of over $200 billion in market capitalization [2][3] - For Q3, Amazon reported a revenue growth of 13% year-over-year, reaching $180.2 billion, surpassing analysts' expectations of $177.8 billion [2] - Amazon Web Services (AWS) saw a significant sales increase of 20% year-over-year, totaling $33 billion, marking the largest growth since 2022 and exceeding analyst expectations [2][3] Group 2: Future Outlook - Amazon forecasts Q4 revenue between $206 billion and $213 billion, indicating a year-over-year growth of 10% to 13% [2] - The company anticipates operating income to be between $21 billion and $26 billion, compared to $21.2 billion in the same quarter last year [2] Group 3: CEO Insights - Amazon CEO Andy Jassy expressed optimism about AWS's future, highlighting the potential of AI-driven initiatives to significantly boost sales [3][4] - Jassy mentioned that the shopping chatbot integrated into Amazon's retail applications could generate an additional $10 billion in annual sales [3] Group 4: Analyst Perspectives - Analysts view the strong performance of Amazon's cloud and retail businesses as a sign of healthy operations, alleviating concerns about excessive investment in AI [4] - Melissa Otto from S&P Global noted that the evidence of AWS's robust performance suggests a well-functioning business rather than a bubble [4]