1.亚马逊网络服务公司将在韩国投资50亿美元建人工智能数据中心 韩国总统府10月29日宣布，亚马逊公司旗下亚马逊网络服务（AWS）将在2031年前向韩国投资至少50亿美 元，用于新建人工智能数据中心。 2.八马茶业港股上市，股价狂涨86% 10月28日上午九时，八马茶业（06980.HK）正式在港交所开始买卖，股价开盘便一度上涨超60%，截至收 盘时，股价为93.35港元/股，涨幅达到86.70%。股份分配结果显示，八马茶业全球发售900万股股份。其 中，香港公开发售90万股，占比10.00%；国际发售810万股，占90.00%。最终，香港公开发售获2680.04倍认 购，国际发售获13.58倍认购，八马茶业每股发售价50.00港元，全球发售净筹资约3.90亿港元。 点评：国潮消费市场潜力巨大。 3.美联储举行议息会议，市场预计将再次降息 10月28日，美联储开始为期两天的议息会议，并将于当地时间29日下午（北京时间30日凌晨）公布最新利 率决议。目前市场普遍预计，基于较弱的就业数据，美联储或将进行今年内的第二次降息。在联邦政府"停 摆"影响下，美国9月非农就业数据未能如期发布。 4.超500亿人次！前三季度 ...

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 ...

以下文章来源于零售威观察 ，作者零售威观察 零售威观察 . 零售威观察，口袋中的全球新零售宝典 来源 | 零售威观察 一场无声的革命已经到来。 仅仅3年前，我们惊叹于AI居然"学会了说话"：大型语言模型（LLM）以前所未有的流畅度与人类对话、写作，一度让我们以为这就是未来的 终极形态。然而，风向的转变比预期来得更快。 一个共识正在迅速凝聚： 仅仅"会说话"的AI，不过是这场变革的序曲；真正的未来，属于能"办成事"的AI。 显然，说话的本质是"预测下一个Token"，而真正的AI，应该是"完成下一个任务"。 欢迎来到Agentic AI（自主式AI）的时代。这是一种能够理解复杂意图，自主规划，并调用工具完成任务的智能体（Agent）：让AI从一个"博 学的顾问"进化为一个"可靠的执行者"，这意味着游戏规则被彻底改写。 这不再是关于模型参数的技术迭代，而是一场关乎效率、成本乃至整个商业模式的权力重构。在这场席卷所有行业的新权力游戏中，两个最庞 大的身影率先走上前来，站在了历史的聚光灯下：亚马逊（Amazon）与沃尔玛（Walmart）。 仅仅 将它们 视为零售商，是对这个时代最严重的误判。在Agentic AI的 ...

【原油】纽约商品交易所11月交货的轻质原油期货价格下跌2美分，收于每桶57.52美元，跌幅为 0.03%；12月交货的伦敦布伦特原油期货价格下跌28美分，收于每桶61.01美元，跌幅为0.46%。 【加密货币】比特币涨超1.2%，报110494.25美元；以太坊跌超1%，报3976.09美元。 【美元指数】衡量美元对六种主要货币的美元指数当天上涨0.16%，在汇市尾市收于98.585。截至纽约 汇市尾市，1欧元兑换1.1646美元，低于前一交易日的1.1668美元；1英镑兑换1.3409美元，低于前一交 易日的1.3434美元。1美元兑换150.69日元，高于前一交易日的150.50日元；1美元兑换0.7919瑞士法郎， 低于前一交易日的0.7926瑞士法郎；1美元兑换1.4036加元，高于前一交易日的1.4017加元；1美元兑换 9.4210瑞典克朗，低于前一交易日的9.4243瑞典克朗。摩根士丹利最新研究报告指出，若投资者希望 从"金发女孩"环境中获利——即美股上涨而国债损失受控的局面，应当选择做空美元。该行通过历史数 据分析美元与标普500指数及10年期基准美债每日回报的关联性，从中筛选出八类美国资产表 ...

（文章来源：央视新闻） 当地时间20日，英国税务及海关总署（HMRC）表示，受美国亚马逊公司旗下云计算服务平台 （AWS）故障影响，其部分用户在访问在线服务时遇到问题。HMRC发言人表示，相关部门正与亚马 逊方面紧急协作，全力推进系统恢复。当天，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。 人民财讯10月20日电，当地时间20日，亚马逊网络服务表示，连接问题正在逐渐恢复，他们正在继续调 查根本原因。 ...

Group 1 - Morgan Stanley reiterated an "Overweight" rating on Amazon (AMZN.US) with a target price of $300, emphasizing the company's expansion in the fresh grocery market [1] - The fresh grocery market, valued at approximately $600 billion, is seen as a catalyst for Amazon's continued growth, building on a 10.9% revenue increase to $670 billion over the past 12 months [1] - Each 1% market share gained in the fresh grocery sector could potentially increase Amazon's total U.S. merchandise sales by about 120 basis points [1] Group 2 - Amazon has established a logistics network necessary for the expansion of its fresh food business, which is positioned favorably due to higher profit margins and a minimum $25 basket requirement [1] - Analysts indicate that Amazon's fresh grocery business is expected to become profitable, contributing to growth in the company's EBIT [1] - Cantor Fitzgerald and Barclays also maintained "Overweight" ratings on Amazon, highlighting its collaboration with JetBlue for in-flight Wi-Fi via the Kuiper satellite network and the growth of AWS's AI workloads [2]

Market Performance - The U.S. stock market experienced a significant surge in performance, particularly among high-performing stocks, with LendingClub rising over 31% and Wingstop increasing by nearly 29% [1][3] - Major technology stocks also saw gains, with Nvidia up 1.8% and Broadcom rising over 1% [2] Economic Data - The U.S. Bureau of Economic Analysis (BEA) reported a preliminary GDP growth rate of 3.0% for Q2 2025, exceeding market expectations of 2.6% and reversing a previous contraction of -0.5% in Q1 [5][7] - The core Personal Consumption Expenditures (PCE) price index for Q2 showed a year-over-year increase of 2.5%, down from 3.5% but above the expected 2.3% [7] Company Earnings - Wingstop's Q2 adjusted earnings per share surpassed market expectations, leading to a stock price increase [3] - LendingClub reported Q2 revenue and earnings per share that exceeded forecasts, with strong guidance for Q3 [3] - Teradyne, a semiconductor testing equipment manufacturer, saw its stock rise over 22% after reporting Q2 revenue of $651.8 million and adjusted earnings of $0.57 per share, both significantly above expectations [3] - VF Corporation, the parent company of Vans and The North Face, experienced a stock increase of over 24% following a Q1 revenue report of $1.8 billion, which also exceeded market expectations [3] - FuboTV's stock surged over 22% after announcing preliminary Q2 financial results indicating expected revenue and paid user growth above projections [3] Analyst Expectations - Analysts predict that Apple's Q3 2025 revenue will reach $90.7 billion, a 5.8% year-over-year increase, driven by improvements across all product lines [4] - Morgan Stanley views Microsoft's risk-reward profile as attractive, citing its leadership in AI and robust core business growth [4] - Amazon's Q2 revenue is expected to hit $162 billion, with earnings per share projected at $1.32, driven by growth in AWS and its retail and advertising segments [4] - Meta's anticipated Q2 revenue is $44.71 billion, reflecting a 14% year-over-year increase, with adjusted net income expected at $19.92 billion [4]

Core Viewpoint - The U.S. stock market is experiencing a significant surge in performance driven by strong earnings reports and positive economic data, indicating robust economic growth and potential investment opportunities. Group 1: Stock Market Performance - Major U.S. stock indices showed slight gains ahead of the Federal Reserve's interest rate decision, with notable increases in high-performing stocks like LendingClub and Wingstop, which surged over 31% and 29% respectively [2][8]. - The overall performance of the stock market is characterized by a broad rally among high-performing stocks, with significant gains reported across various sectors [8]. Group 2: Economic Data - The U.S. Bureau of Economic Analysis (BEA) reported a preliminary estimate of a 3.0% year-over-year growth rate in real GDP for Q2 2025, significantly exceeding market expectations of 2.6% [3][15]. - The second quarter's GDP growth not only reversed the previous quarter's contraction of -0.5% but also reflects strong consumer spending and a notable decline in imports [16]. Group 3: Company Earnings Reports - Wingstop reported a substantial increase in adjusted earnings per share, leading to a stock price surge to its highest level since 2022 [8]. - LendingClub's earnings report showed revenue and earnings per share exceeding expectations, with strong guidance for Q3 performance [8]. - Teradyne, a semiconductor testing equipment manufacturer, also saw its stock rise over 22% following a strong earnings report [8]. Group 4: Upcoming Earnings and Analyst Expectations - Upcoming earnings reports from major companies like Microsoft, Meta, Apple, and Amazon are anticipated to influence market trends, with analysts projecting strong revenue growth for Apple and Amazon [10][12]. - Analysts expect Microsoft's earnings to reflect its leadership in AI and robust core business growth, suggesting a favorable risk-reward profile [11].

Core Viewpoint - Amazon is expected to report strong second-quarter earnings, with revenue projected at $162 billion, reflecting a 9.5% year-over-year growth, despite previous strong performance [1] Group 1: Financial Performance Expectations - Analysts anticipate operating income of $16.7 billion, a 13.8% increase from the previous year, with operating margin rising from 9.9% to 10.6% [1] - Earnings per share are expected to be $1.33, representing an 8.1% year-over-year growth [1] - Amazon's own guidance suggests revenue between $159 billion and $164 billion, with operating income expected between $13 billion and $17.5 billion, indicating ongoing uncertainty [1] Group 2: AWS and Advertising Growth - Amazon Web Services (AWS) and advertising are projected to be key growth drivers, with both sectors expected to grow by 17% year-over-year, significantly outpacing overall company growth [1] - AWS is crucial for profitability, contributing 19% of total revenue, with a projected 17.4% year-over-year growth in the second quarter [2] Group 3: Competitive Landscape - AWS faces increasing competition from Microsoft Azure and Google Cloud, with its market share expected to decline from 33% in Q1 2022 to 29% by Q1 2025 [2] - Recent layoffs in the AWS division indicate a strategic shift towards automation through AI to enhance operational profitability [2] Group 4: Trade Policy Challenges - Amazon is impacted by changing trade policies, with 60% of its revenue coming from North America, making it vulnerable to tariff changes [3] - The company faces difficult decisions regarding cost absorption versus passing costs to consumers, which could affect sales and profit margins [3] Group 5: AI Opportunities Beyond AWS - Amazon has significant opportunities to commercialize AI beyond AWS, leveraging its customer database to improve advertising algorithms and logistics [6] - The introduction of Alexa+ highlights the company's focus on AI consumer products, which could create new revenue streams beyond traditional e-commerce and cloud services [6] Group 6: Analyst Sentiment - Overall analyst sentiment remains optimistic, with 69 out of 73 analysts rating the stock as "buy" or "strong buy" [7] - The average target price for the stock has increased from $240 to $251.34, indicating approximately 10% upside potential from recent trading levels [7]

Group 1 - The core focus of the article is on significant economic events occurring from July 28 to August 3, particularly the US-China trade negotiations and the impending tariff deadline on August 1, which are expected to impact global trade dynamics [1][4][10] - The Federal Reserve's interest rate decision is highly anticipated, with expectations that there will be no rate cuts in July, despite ongoing discussions about economic conditions [13][14][16] - Major US companies, including Microsoft, Meta, Apple, Amazon, Qualcomm, Boeing, and Starbucks, are set to release their earnings reports, which could lead to market volatility [3][25] Group 2 - The article highlights the ongoing trade talks between the US and China, with a focus on the tariffs that are set to take effect on August 1, including a 50% tariff on copper imports [4][6][10] - The article discusses the economic outlook for China, with expectations that the upcoming political bureau meeting will affirm a stable economic environment while acknowledging external pressures [11][12][21] - The article notes that the Japanese central bank is likely to maintain its target interest rate at 0.5%, influenced by ongoing US-Japan trade negotiations and domestic inflation concerns [22][23] Group 3 - Microsoft is expected to report strong earnings driven by its investments in artificial intelligence and operational efficiency, with a target price set at $530 [26] - Meta's second-quarter revenue is projected to reach $44.71 billion, reflecting a 14% year-over-year growth, with a consistent track record of exceeding market expectations [28] - Apple's revenue for the quarter is anticipated to be $90.7 billion, a 5.8% increase from the previous year, primarily due to strong iPhone sales [29] - Amazon's revenue is expected to hit $162 billion, supported by growth in its AWS and retail sectors, despite concerns over tariffs [30][31] - Qualcomm is in the process of acquiring Alphawave for approximately $2.4 billion, pending regulatory approval [32] - Boeing forecasts a significant increase in earnings per share and revenue, driven by strong demand for commercial aircraft [33] - Starbucks is launching free study areas in select stores in China to boost customer traffic amid increasing competition [34] - WuXi AppTec's stock has reached a new high, reflecting strong institutional support and positive market sentiment [35]