标普500与道指月线六连涨，AI投资过热担忧暂缓

Group 1 - The US stock market continues to rise, driven by strong earnings reports from technology stocks, with all three major indices closing higher [1] - The Nasdaq Composite Index increased by 0.61%, marking its seventh consecutive monthly gain, while the S&P 500 and Dow Jones Industrial Average recorded their sixth consecutive monthly increases [1] - Market sentiment is notably bullish, primarily due to the better-than-expected performance of tech giants [1] Group 2 - Amazon reported impressive third-quarter earnings for its cloud business AWS, with net sales reaching $33 billion, a 20% year-over-year increase, the highest growth rate since 2022 [3] - AWS's operating profit rose by 9% to $11.4 billion, and Amazon's stock surged by 11% at the open, closing up 9.6%, adding nearly $300 billion to its market capitalization [3] - Amazon's CEO highlighted that the growth in AWS is driven by a surge in demand for artificial intelligence, indicating strong overall business growth [3] Group 3 - Analysts note that the strong performance of tech giants alleviates investor concerns about overheating in AI investments, with Goldman Sachs traders observing a notably friendly sentiment around large tech earnings [3] - Despite the optimistic market sentiment, analysts caution about potential risks, with JPMorgan warning that overheating in AI investments could lead to valuation corrections [3] - Morgan Stanley remains optimistic about the long-term growth potential of tech stocks, suggesting that the AI spending cycle is still in its early stages [4] Group 4 - The Federal Reserve's policy expectations are seen as another driving force for the market, with a recent rate cut expected to further boost liquidity and potentially lead to more gains for tech stocks [4]