↑点击上面图片 加雪球核心交流群 ↑ 昨晚，美股三大指数集体收涨， 截止当地时间10月31日收盘，纳指涨0.61%，10月份累涨 4.7%；标普500指数涨0.26%，10月累涨2.27%；道指涨0.09%，10月累涨2.51%；其中，纳 指月线7连涨，道指、标普500指数月线6连涨。 值得一提的是， 本周"科技七巨头"中的微软、苹果、谷歌、亚马逊和Meta都已陆续发布财报， 也成为市场检验本轮科技牛市的窗口。 分析称，尽管美科技巨头财报亮眼、AI投资持续加码，但美联储政策分歧、高利率抑制 房地产 与 消费 、政府停摆风险及贸易不确定性，共同压制美股上涨空间，市场对增长前景趋于谨慎。 01 科技七巨头多数下跌 美股科技七巨头多数下跌，截至收盘，亚马逊收涨9.58%，特斯拉涨3.74%，谷歌A则收跌 0.10%，英伟达跌0.20%，苹果跌0.38%，微软跌1.51%，Meta跌2.72%。 亚马逊宣布第三季度云计算部门营收增长20%，超出华尔街预期。苹果报告第四财季业绩强劲， 并发布了关于第四季度业绩的乐观展望。分析称，包括亚马逊财报在内，最新一轮财报暂时缓解 了市场对AI泡沫的担忧。 | ( | MAG7 | ...

10月31日晚间，美股三大指数高开。 中概股表现弱势，纳斯达克中国金龙指数飘绿，万得中概科技龙头指数跌超2%。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 万得中概科技龙头指数 | 4635.70 | -2.33% | | 纳斯达克中国金龙指数 | 8207.06 | -0.28% | | 万得中概股100 | 3304.94 | -0.53% | 亚马逊股价大涨 亚马逊开盘大涨11%，市值骤增近3000亿美元，超过2.6万亿美元。 | 分时 多日 日 周 月 季 半年 年 更多 F9 前复权 超级叠加 画线 目 | (3) (3) | 亚马逊(AMAZON) | | AMZN | | --- | --- | --- | --- | --- | | AMZN.O(亚马逊(AMAZON)) 2025/10/31 收 247.330 幅 10.98%(24.470) 开 250.200 高 250.500 低 240.000 | | | | 1753.359(CNY) | | MA5 231.342 ↑ MA10 225.847 ↑ MA20 222.501 ↑ MA60 22 ...

Core Insights - Amazon reported a 12% increase in net sales for Q3 2025, reaching $180.2 billion, with a net profit of $21.2 billion, up 38.6% year-over-year [2] - The North American sales growth was 11%, while the international segment saw a 10% increase [2] - Amazon Web Services (AWS) achieved $30.9 billion in net sales, marking a 20% year-over-year growth, the highest growth rate since 2022 [2] Financial Performance - The operating income for Q3 2025 was $17.4 billion, unchanged from Q3 2024 [2] - Special expenses in Q3 2025 included $2.5 billion related to a settlement with the Federal Trade Commission and $1.8 billion in expected severance costs due to layoffs [2] - Excluding these special expenses, the operating income would have been $21.7 billion [2] Organizational Changes - Amazon announced a workforce reduction of 14,000 employees aimed at reducing bureaucracy and reallocating resources to critical projects [4] - The company is focusing on ensuring resources are directed towards meeting current and future customer needs [4] Regulatory Issues - The Federal Trade Commission imposed a $1 billion civil penalty on Amazon for deceptive practices related to Prime membership registrations, along with a $1.5 billion restitution to affected consumers [4] Market Outlook - Amazon anticipates a strong retail season in Q4, with a reported 11% year-over-year increase in global paid item sales for Q3 [4] - Over 1.3 million sellers are utilizing Amazon's generative AI technology to enhance product listings [4] Capital Expenditure - Amazon's cash capital expenditures for Q3 2025 were $34.2 billion, totaling $89.9 billion for the year to date, primarily driven by AWS investments [5] - The company plans to continue significant investments in AI, logistics, and transportation networks to support growth and improve delivery speed [5] - Projected cash capital expenditures for the full year 2025 are expected to be around $125 billion, with an increase anticipated in 2026 [5]

10月31日，亚马逊公布了第三季度财报。财报显示，2025年第三季度亚马逊净销售额增长12%至1802亿 美元；净利润为212亿美元，同比增长了38.6%。亚马逊第三季度的北美销售额增速为11%，国际部门营 收增速为10%。 该公司核心业务亚马逊云AWS在第三季度实现了309亿美元的净销售额，同比增长20%。 亚马逊首席执行官安迪·贾西（Andy Jassy）表示："随着人工智能在亚马逊业务的各个方面推动改进， 我们看到亚马逊整体业务持续强劲增长。AWS 的增长速度达到了自 2022 年以来的最高水平，同比增长 20.2%，人工智能和核心基础设施的需求依然强劲。" 受AWS业务创三年来最高增幅影响，亚马逊股价在盘后上涨超13%。 此外，亚马逊第三季度营业收入为174亿美元，与2024年第三季度持平。2025年第三季度营业收入包含 两项特殊费用：25亿美元与联邦贸易委员会和解有关，18亿美元为预计遣散费，主要与计划裁员有关， 该费用涉及北美、国际以及AWS三个业务部门。若不计入这些费用，营业收入将为217亿美元。 10月28日，亚马逊发布公告，称正在进行组织架构调整，裁员规模达到1.4万人。亚马逊表示，本次裁 ...