Group 1: Market Overview - The U.S. stock market opened higher on October 31, with major indices showing positive movement [1] - Chinese concept stocks performed weakly, with the Nasdaq China Golden Dragon Index down 0.28% and the Wind China Technology Leaders Index down over 2% [1][2] Group 2: Amazon's Performance - Amazon's stock surged by 11% on October 31, increasing its market capitalization by nearly $300 billion to over $2.6 trillion [3] - For Q3 2025, Amazon reported a 12% increase in net sales to $180.2 billion and a net profit of $21.2 billion, up 38.6% year-over-year [4][5] - North American sales grew by 11%, while international sales increased by 10%. Amazon Web Services (AWS) achieved $30.9 billion in net sales, a 20% year-over-year growth [4][5] Group 3: Amazon's Strategic Moves - Amazon's CEO, Andy Jassy, highlighted strong growth driven by artificial intelligence across the company's operations, with AWS growth reaching its highest level since 2022 [5] - The company announced a workforce reduction of 14,000 employees to streamline operations and focus resources on critical projects [5] - Amazon is entering the retail peak season, with global paid item sales increasing by 11% year-over-year [5] Group 4: Western Digital's Performance - Western Digital's stock rose nearly 8% following the release of its Q1 FY2026 earnings report, which showed a 27.4% year-over-year revenue increase to $2.82 billion, exceeding market expectations [6][7] - The company raised its revenue forecast for Q2 FY2026 to approximately $2.9 billion and adjusted its earnings per share estimate to $1.88, both above analyst expectations [8] - Western Digital attributed its strong performance to the growing demand for artificial intelligence and cloud data, and plans to increase hard drive prices to meet this demand [8]
美股飘红 亚马逊、西部数据大涨
Zheng Quan Shi Bao Wang·2025-10-31 15:27