撰稿 Taola | 排版 Kate| 校对 Az 10月20日美东时间凌晨开始，美国亚马逊公司旗下云计算服务平台(AWS)突发服务故障，导致全球大量公司的网络连接出现异常甚至中断。 据悉，此次故障已波及超过1000家企业和80多项AWS服务，全球用户提交了超过650万条故障报告。航空公司也遭遇大面积服务中断。 此次AWS故障再次暴露了全球技术基础设施的脆弱性，提醒人们对其依赖的风险需保持警惕。 01 亚马逊网络服务(AWS)突发故障 10月20日美东时间凌晨开始，美国亚马逊公司旗下云计算服务平台(AWS)发生故障，导致全球多个知名网站和应用程序陷入瘫痪。 此次故障首先影响了位于弗吉尼亚州北部的亚马逊US-EAST-1区域，并逐渐波及到其他地区。根据监测网站Downdetector的数据，故障于美国东部时间凌 晨3点左右开始出现。 图中为过去24小时内AWS中断报告。 图源：Downdetector.com 受影响的服务不仅包括亚马逊自有的电商平台，还波及了多个依赖AWS的互联网平台，如Snapchat、Robinhood股票交易平台、PayPal旗下的Venmo支付工 具、加密货币平台Coinbase以及人 ...

美联航和达美航空公司的部分乘客在社交媒体上反馈，他们无法在线查询预订信息、办理值机或托运行 李。 亚马逊云服务突发故障。 美国亚马逊公司旗下云计算服务平台（AWS）20日突发服务故障，导致全球多家公司的网络连接出现 问题，多个热门网站和应用服务中断。 美国"解惑"人工智能公司首席执行官斯里尼瓦斯在社交平台X上发文称："目前宕机的根本原因是AWS 出现问题。我们正在努力修复。" AWS在其状态页面更新中确认，美国东部的多项AWS服务中出现错误率上升和延迟增加的情况。网络 故障追踪平台"网络探测器"显示，亚马逊的购物网站、视频服务以及语音助手均出现问题。在最新通报 中，AWS表示："我们正通过多路径并行方案全力加速恢复服务。" Perplexity 公司首席执行官Aravind Srinivas在社交平台 X（原推特）上发文称："问题根源在于 AWS 故 障，我们正全力解决。" 综合多家美国媒体报道，受此影响，大量美国网站及应用服务受到冲击。据悉，包括亚马逊电商、交易 平台Robinhood和Coinbase、AI平台Perplexity、Lyft、美联航、迪士尼、麦当劳等知名品牌的在线业务遭 到冲击。 公开资料 ...

AWS在其状态页面更新中确认，美国东部的多项AWS服务中出现错误率上升和延迟增加的情况。网络故障 追踪平台"网络探测器"显示，亚马逊的购物网站、视频服务以及语音助手均出现问题。在最新通报中， AWS表示："我们正通过多路径并行方案全力加速恢复服务。" 综合多家美国媒体报道，受此影响，大量美国网站及应用服务受到冲击。据悉，包括亚马逊电商、交易平 台Robinhood和Coinbase、AI平台Perplexity、Lyft、美联航、迪士尼、麦当劳等知名品牌的在线业务遭 到冲击。 美国"解惑"人工智能公司首席执行官斯里尼瓦斯在社交平台X上发文称："目前宕机的根本原因是AWS出现 问题。我们正在努力修复。" Perplexity 公司首席执行官Aravind Srinivas在社交平台 X（原推特）上发文称："问题根源在于 AWS 故 障，我们正全力解决。" 美联航和达美航空公司的部分乘客在社交媒体上反馈，他们无法在线查询预订信息、办理值机或托运行 李。 亚马逊云服务突发故障。 美国亚马逊公司旗下云计算服务平台（AWS）20日突发服务故障，导致全球多家公司的网络连接出现问 题，多个热门网站和应用服务中断。 公开资料 ...

AWS在其状态页面更新中确认，美国东部的多项AWS服务中出现错误率上升和延迟增加的情况。网络 故障追踪平台"网络探测器"显示，亚马逊的购物网站、视频服务以及语音助手均出现问题。在最新通报 中，AWS表示："我们正通过多路径并行方案全力加速恢复服务。" 综合多家美国媒体报道，受此影响，大量美国网站及应用服务受到冲击。美国"解惑"人工智能公司首席 执行官斯里尼瓦斯在社交平台X上发文称："目前宕机的根本原因是AWS出现问题。我们正在努力修 复。""网络探测器"英国站监测显示，受AWS服务故障影响，多家英国银行和电信服务商等均出现服务 异常。 AWS向政府、企业和个人提供按需计算能力、数据存储和其他数字服务，其服务中断可能导致依赖其 云基础设施的网站和平台服务瘫痪。 （文章来源：新华社） 新华社旧金山10月20日电美国亚马逊公司旗下云计算服务平台（AWS）20日突发服务故障，导致全球 多家公司的网络连接出现问题，多个热门网站和应用服务中断。 ...

Company Overview - UCloud Technology Co., Ltd. is located at 619 Longchang Road, Yangpu District, Shanghai, established on March 16, 2012, and listed on January 20, 2020. The company specializes in neutral third-party cloud computing services, providing a secure and reliable cloud computing service platform for clients [1]. Business Segmentation - The revenue composition of UCloud is as follows: Public Cloud 50.63%, Hybrid Cloud 35.41%, Cloud Communication 8.26%, Private Cloud 2.75%, Solutions and Others 1.90%, and Edge Cloud 1.05% [1]. Stock Performance - On September 23, UCloud's stock fell by 5.02%, closing at 25.16 CNY per share, with a trading volume of 676 million CNY and a turnover rate of 6.43%. The total market capitalization is 11.481 billion CNY [1]. Fund Holdings - UCloud is a significant holding in one fund managed by Guotai Asset Management. The Guotai Junan Quantitative Stock Mixed Fund A (016466) held 275,100 shares in the second quarter, accounting for 0.67% of the fund's net value, ranking as the fourth-largest holding. The estimated floating loss today is approximately 365,900 CNY [2]. Fund Performance - The Guotai Junan Quantitative Stock Mixed Fund A was established on August 18, 2022, with a current size of 458 million CNY. Year-to-date, it has returned 31.76%, ranking 2795 out of 8172 in its category. Over the past year, it has achieved a return of 68.83%, ranking 1793 out of 7995, and since inception, it has returned 45.67% [2]. Fund Manager - The fund manager of Guotai Junan Quantitative Stock Mixed Fund A is Hu Chonghai, who has been in the position for 3 years and 284 days. The total asset size under management is 8.512 billion CNY, with the best fund return during his tenure being 71.61% and the worst being -0.53% [3].

Core Insights - The majority of new revenue for Oracle is expected to stem from its partnership with OpenAI, indicating a significant reliance on this deal for future growth [1] Company Summary - Oracle's revenue growth is heavily influenced by its collaboration with OpenAI, suggesting that advancements in AI technology will play a crucial role in the company's financial performance [1]

Core Insights - The company reported a revenue of 5.85 billion yuan for the first half of the year, representing a year-on-year growth of 2.41% [1] - The net profit attributable to shareholders was 729 million yuan, showing a significant year-on-year increase of 29.39% [1] - Basic earnings per share stood at 0.5 yuan per share [1] Business Development - The company continues to advance its research and manufacturing in high-end computers, storage, security, and data center products, with a particular focus on digital infrastructure and intelligent computing [1] - An upgraded super-intelligent integration solution was launched, enhancing the compatibility and efficiency of services through deep integration of high-performance computing and artificial intelligence technologies, facilitating the application of large model training and inference [1] - Positive progress was made in storage products, with the ParaStor series storage systems receiving high market recognition and winning bids for distributed storage procurement from China Mobile for six consecutive years [1] - The FlashNexus series all-flash storage performed excellently in international storage performance committee tests, earning multiple industry awards [1] - The company is expanding its business in cloud computing services and data center construction, introducing several innovative services to further enhance market competitiveness [1]

Core Viewpoint - The recent financial report of UCloud (688158) shows a positive trend in revenue and profit margins, despite a net loss, indicating potential for recovery and growth in the future [1][3]. Financial Performance - As of the end of the reporting period, UCloud's total revenue reached 791 million yuan, an increase of 8.37% year-on-year [1]. - The net profit attributable to shareholders was -79.6484 million yuan, reflecting a year-on-year improvement of 26.56% [1]. - In Q2, total revenue was 415 million yuan, up 8.72% year-on-year, with a net profit of -34.9158 million yuan, an increase of 25.03% year-on-year [1]. - Gross margin improved to 24.96%, a year-on-year increase of 35.43%, while net margin was -10.08%, up 32.67% year-on-year [1]. Cost Structure - Total selling, administrative, and financial expenses amounted to 151 million yuan, accounting for 19.13% of revenue, which is a 9.31% increase year-on-year [1]. - The company's cash flow per share decreased to 0.1 yuan, down 25.9% year-on-year [1]. Investment Metrics - The company's historical return on invested capital (ROIC) has been poor, with a median ROIC of -12.39% since its listing [3]. - The company has reported losses in 6 out of 10 years since its IPO, indicating challenges in achieving sustainable profitability [3]. Shareholder Information - The largest fund holding UCloud shares is Guorong Rongsheng Longtou Selected Mixed A, with 2.55 billion yuan in assets and a recent net value increase of 4.32% [4].

Core View - CoreWeave's stock price increased by over 8%, reaching $119.95 [1] - Citigroup upgraded CoreWeave's rating from "Neutral" to "Buy" with a target price of $160 [1] - The upgrade was driven by strong financial performance from Microsoft [1] Revenue Growth Drivers - CoreWeave's existing long-term contracts with Microsoft, OpenAI, and other companies are expected to drive revenue growth [1]

Core Viewpoint - Amazon's third-quarter revenue is expected to exceed market expectations, but the performance of Amazon Web Services (AWS) has disappointed investors [1] Group 1: Financial Performance - AWS revenue grew by 18% to $30.9 billion, surpassing the expected $30.77 billion [1] - In contrast, Microsoft's Azure reported a sales growth of 39%, while Google Cloud services grew by 32% [1] - AWS's profit margin decreased to 32.9%, marking the lowest level since the last quarter of 2023 [1] Group 2: Competitive Landscape - Analysts express concern over AWS's growth rate, with D.A. Davidson analyst Gil Luria noting that the 18% growth is disappointing [1] - If Microsoft Azure continues its current growth trajectory, it may surpass AWS by the end of next year, potentially becoming the largest cloud service provider [1]