Amazon(US:AMZN) 雪球·2025-11-01 03:55Core Viewpoint - The article discusses the recent performance of major U.S. stock indices and highlights the mixed results of the "Tech Seven" companies, emphasizing the cautious market outlook due to various economic factors [1][3]. Group 1: Market Performance - As of October 31, U.S. stock indices closed higher, with the Nasdaq up 0.61% and a cumulative increase of 4.7% for October, while the S&P 500 and Dow Jones rose 0.26% and 0.09%, respectively, with cumulative increases of 2.27% and 2.51% for the month [1]. - The Nasdaq has seen a seven-month consecutive increase, while the Dow and S&P 500 have experienced six consecutive months of growth [1]. Group 2: Tech Giants' Earnings - Most of the "Tech Seven" companies saw declines, with Amazon rising 9.58% and Tesla up 3.74%, while Google A, Nvidia, Apple, Microsoft, and Meta experienced slight declines [3][4]. - Amazon reported a 20% growth in its cloud computing division for Q3, exceeding Wall Street expectations, and its overall net sales increased by 12% to $180.2 billion, with a net profit of $21.2 billion, up 38.6% year-over-year [9][12][13]. - Apple's strong Q4 performance and optimistic outlook were noted, contributing to a temporary alleviation of market concerns regarding an AI bubble [3][13]. Group 3: Economic Factors - The Nasdaq China Golden Dragon Index rose 0.53% but recorded a cumulative decline of 4.19% for October, ending a five-month streak of increases [5]. - The 10-year U.S. Treasury yield stabilized above 4%, closing at 4.09%, as traders reduced expectations for interest rate cuts following hawkish signals from the Federal Reserve [15]. - Recent comments from Federal Reserve officials indicate a debate on whether to support the labor market with further easing or to remain vigilant against inflation, impacting market sentiment [15].