Amazon(US:AMZN) Zheng Quan Shi Bao·2025-10-31 15:20Group 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 [3][4] - The company's Q3 revenue grew by 13% year-over-year to $180.2 billion, surpassing analysts' expectations of $177.8 billion [3][4] - Amazon Web Services (AWS) reported a 20% year-over-year increase in sales, reaching $33 billion, marking the largest growth since 2022 and exceeding analysts' expectations [3][4] Group 2: Future Outlook - Amazon forecasts Q4 revenue to be between $206 billion and $213 billion, indicating a year-over-year growth of 10% to 13% [3][4] - The expected operating profit for Q4 is projected to be between $21 billion and $26 billion, compared to $21.2 billion in the same period last year [3][4] Group 3: CEO Insights and AI Impact - CEO Andy Jassy expressed optimism about AWS's future, highlighting the potential of AI applications to drive additional sales, including an expected $10 billion from the shopping chatbot Rufus [4][5] - Jassy noted that the annual revenue for the successful call center solution "Connect" could exceed $1 billion, and the AI model marketplace "Bedrock" could rival the core profitability of AWS's EC2 services [4][5] 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 [5] - The evidence of AWS's robust performance is seen as a positive indicator, suggesting that the business is operating at full capacity rather than being in a bubble [5]