Amazon(US:AMZN) 21世纪经济报道·2025-10-31 15:19Core Viewpoint - The article highlights significant movements in the stock market, particularly focusing on the performance of major companies like Amazon, NVIDIA, and Apple, as well as trends in oil prices and gold. Group 1: Company Performance - Amazon's stock surged by 12.2%, with its market value increasing by $274.2 billion (approximately 1.95 trillion RMB). The company's Q3 net sales rose by 13% year-on-year to $180.2 billion, exceeding market expectations of $177.8 billion. Net profit reached $21.2 billion, a nearly 40% increase. AWS cloud business revenue grew by 20% year-on-year to $33 billion, marking the strongest growth since 2022, alleviating concerns about AWS's competitiveness in AI [2][3]. - NVIDIA's stock rose over 1.6%, with its market capitalization returning to $500 billion. NVIDIA announced a collaboration with the South Korean government and major companies like Samsung and Hyundai to deploy over 260,000 GPUs for national AI infrastructure, enhancing Korea's manufacturing and digital economy [3]. - Apple's Q4 revenue reached $102.47 billion, a historical high, with a year-on-year growth of 8%. Net profit was $27.47 billion, up 86%, and diluted earnings per share increased by 91% to $1.85. However, revenue from the Greater China region declined by 3.6%, marking it as the only region with negative growth [3]. Group 2: Market Trends - The Nasdaq Golden Dragon Index for Chinese stocks saw a reversal from decline to increase, with notable gains in companies like Lexin, Qifu Technology, and Xinyi Technology, which rose over 10%. However, Alibaba and Xiaomi both experienced declines of over 2% [3]. - International oil prices saw a short-term increase, with Brent and WTI crude oil both rising nearly 1% [6][8]. - Gold prices experienced a short-term decline, falling below the $4,020 mark. Morgan Stanley predicts gold prices could reach $4,500 per ounce by mid-2026, up from a previous forecast for the second half of 2026 [8][9].