Amazon(US:AMZN) 第一财经·2025-11-01 00:45Core Viewpoint - The optimistic profit outlook from Amazon alleviated market concerns over excessive spending in the AI sector, leading to gains in major U.S. stock indices [3]. Market Performance - The Dow Jones Industrial Average rose by 40.75 points, or 0.09%, closing at 47,562.87 points; the S&P 500 increased by 0.26% to 6,840.20 points; and the Nasdaq Composite gained 0.61%, closing at 23,724.96 points [3]. - Over the week, the Dow increased by 0.75%, the Nasdaq by 2.24%, and the S&P 500 by 0.7% [3]. - The Dow has seen its longest consecutive monthly gain since January 2018, with six months of increases; the Nasdaq has also achieved its longest streak since January 2018 with seven months of gains; the S&P 500 has its longest streak since August 2021 with six months of increases [3]. Federal Reserve Actions - The Federal Reserve announced a 25 basis point rate cut, aligning with widespread expectations, but Chairman Powell indicated that another cut in December is not a "foregone conclusion" [4]. - Market expectations for another rate cut have decreased, with traders now pricing in a 62.8% chance, down from 91% a week prior [4]. Individual Stock Movements - Amazon's stock surged by 9.6%, reaching a historical high, driven by a forecast of quarterly sales exceeding market expectations, bolstered by strong growth in its cloud computing business [5]. - Apple shares fell by 0.4%, despite exceeding holiday season iPhone sales expectations, due to supply chain constraints highlighted by CEO Cook [5]. - Netflix shares rose by 2.7% following the announcement of a 1-for-10 stock split [6]. - Other notable tech stocks included Tesla, which rose by 3.7%, Oracle up by 2.2%, while Nvidia fell by 0.2%, Microsoft down by 1.5%, and Meta down by 2.7% [7]. Sector Performance - Western Digital's stock increased by 8.8%, reaching a historical high, as the company reported strong demand in the storage market, leading to better-than-expected first-quarter results [8]. - The Nasdaq China Golden Dragon Index saw a slight recovery, up by 0.5%, with NetEase rising by 0.7%, while Baidu, JD.com, and Alibaba experienced declines [9]. Commodity Prices - International oil prices rebounded, with WTI crude oil near-month contracts rising by 0.68% to $60.98 per barrel, while Brent crude oil increased by 0.11% to $65.07 per barrel [9]. - International gold prices weakened slightly, with COMEX gold futures for October delivery falling by 0.48% to $3,982.20 per ounce [9].