Amazon(US:AMZN) Zheng Quan Shi Bao·2025-10-31 15:04Group 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] - The company's third-quarter revenue grew by 13% year-over-year to $180.2 billion, surpassing analysts' expectations of $177.8 billion [2] - Amazon Web Services (AWS) reported a 20% year-over-year increase in sales, reaching $33 billion, marking the largest growth since 2022 and exceeding analyst expectations [2][3] Group 2: Future Outlook - Amazon forecasts fourth-quarter 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 impact of AI on various business segments [3] - Jassy mentioned that the shopping chatbot Rufus could generate an additional $10 billion in sales annually, and the AI model marketplace Bedrock could rival the core profitability of AWS's EC2 services [3][4] Group 4: Analyst Perspectives - Analysts noted that the strong performance of AWS and Amazon's core retail business alleviated investor concerns about excessive investment in AI [4] - Melissa Otto from S&P Global emphasized that the evidence of AWS's robust performance indicates a healthy business rather than a bubble [4]