亚马逊（AMZN）将关闭其Amazon Fresh和Amazon Go实体门店，将部分场地改造为全食超市，投资超 100家新全食超市门店，同时扩大生鲜当日达服务规模。 责任编辑：张俊 SF065 亚马逊（AMZN）将关闭其Amazon Fresh和Amazon Go实体门店，将部分场地改造为全食超市，投资超 100家新全食超市门店，同时扩大生鲜当日达服务规模。 责任编辑：张俊 SF065 ...

堪称成瘾性社交媒体代名词的抖音，在相关诉讼即将开庭之际，于本周二上午就首起社交媒体成瘾标志 性案件达成和解。继色拉布上周达成和解后，抖音的这一举措让元宇宙平台与谷歌旗下的油管成为仅剩 的两名被告。 这起案件是数千起相关诉讼中首例即将开庭的案件，所有诉讼均旨在厘清一个核心问题：社交媒体企业 是否需为其被指具有成瘾性的产品设计承担法律责任 —— 原告称，这类设计正引发青少年心理健康危 机。该起首案的原告是加州奇科市一名现年 20 岁的女孩，她指控社交媒体成瘾导致自己患上抑郁症， 并产生自杀念头。这一案件对元宇宙平台和油管而言，无疑形象大跌。元宇宙平台首席执行官马克・扎 克伯格与照片墙负责人亚当・莫塞里均将出庭作证，届时二人将就平台安全相关决策接受当庭质询。 油管在上周的庭审前简报中，还试图向记者辩称自己应被归为流媒体平台，而非社交媒体企业。如今， 油管成为原告主要追责对象元宇宙平台的唯一共同被告。由此来看，油管随时可能达成和解的猜测并非 杰夫・贝索斯当初选择以互联网零售商的身份创立亚马逊，实在是明智之举。倘若他做传统实体店主， 恐怕难成大业！亚马逊于本周二宣布，将关停旗下亚马逊生鲜与亚马逊无人便利店连锁门店，为其 ...

亚马逊当地时间周二错误地向云部门员工发送通知，确认公司的"组织变更"。 亚马逊当地时间周二错误地向云部门员工发送通知，确认公司的"组织变更"。 一位知情人士此前向媒体表示，这家电子商务巨头预计最早将于本周宣布在全公司范围内进行大规模裁 员。预计受到影响的部门包括亚马逊的云计算和门店业务。 亚马逊网络服务应用 AI 解决方案高级副总裁科琳·奥布里在一封邮件中写道："这样的变化对每个人来 说都很艰难。这些决定很困难，但我们是经过深思熟虑才做出的，以使我们和 AWS 的组织为未来的成 功做好准备。" 邮件中还提到了亚马逊人力资源主管贝丝·加莱蒂的帖子，称公司已通知"我们组织中受 影响的同事"。 邮件的主题提到了"黎明计划"，后被"取消"，这可能表明发件人事后撤回了该邮件。 目前尚不清楚黎明计划指的是什么。亚马逊此前已于去年 10 月宣布裁员 14，000 名员工。当时该公司 表示，裁员将持续至 2026 年，因为它发现了"更多可以缩减层级的地方"。周二早些时候，亚马逊宣布 正在重组其生鲜业务。该公司表示将关闭生鲜超市和 Go 便利店，将投资重点放在全食超市门店和在线 杂货配送业务上。 亚马逊生鲜业务负责人贾森·布歇 ...

Group 1 - Xishuangbanna has seen a surge in overseas tourists, with a 223.40% increase in foreign visitors compared to last year, totaling 433,900 people [2] - The overall tourism market in Xishuangbanna is thriving, with 52.425 million domestic and international tourists from January to August, a year-on-year increase of 2.27% [2] - Total tourism expenditure reached 63.842 billion yuan, reflecting an 8.09% year-on-year growth [2] Group 2 - The film industry has significant economic potential beyond box office revenue, with a 1:4.8 ratio indicating that every 1 yuan spent on movie tickets can generate 4.8 yuan in related consumption [3] - The film sector is positioned as a key driver for expanding consumer spending and stimulating economic growth [3] Group 3 - The film "Avatar: The Way of Water" has achieved a box office of over 1.7 billion yuan as of October 4 [4] Group 4 - The U.S. tariffs are expected to increase domestic consumer costs, as stated by the global shipping consultancy Drewry [5] Group 5 - Amazon is shifting its grocery strategy by closing four Fresh supermarkets in Southern California to focus on Whole Foods and delivery services [6] Group 6 - China's artificial intelligence industry is projected to exceed 900 billion yuan in scale by 2024, with over 5,300 AI companies, accounting for 15% of the global total [9] Group 7 - Elon Musk's xAI is actively recruiting game developers, emphasizing the integration of AI in game design and development [10] Group 8 - Japan plans to trial domestically produced humanoid robots in March next year, with two prototypes focusing on power and high sensitivity expected by the end of the year [11]

Core Viewpoint - Amazon is currently the last among the "Magnificent Seven" to escape year-to-date declines, with its stock price remaining flat, trailing behind its peers and the S&P 500 index, and is undervalued by 17% compared to its estimated fair value of $266.56, making it a potential investment opportunity [2][4]. Market Performance - Amazon's stock price has been underperforming compared to other tech giants and the S&P 500 index, with a current price close to a critical support level at $212 [4][8]. - The stock's Relative Strength Index (RSI) is at 39, indicating it is nearing oversold territory, which may attract buyers [4]. Analyst Ratings and Expectations - Following an upgrade from Wells Fargo to "Overweight," market sentiment towards Amazon has improved, with expectations for accelerated growth in AWS revenue due to the Project Rainer data center [7]. - Analysts have raised their earnings expectations for Amazon approximately 51 times in the last three months, indicating a more optimistic outlook for the upcoming fourth-quarter earnings report [7]. Revenue and Growth Factors - Amazon's North American e-commerce sales reached $100.1 billion in Q2, a year-over-year increase of 11%, alleviating concerns over tariff impacts as market sentiment has shifted to a more favorable tone [7]. - The recent 25 basis point interest rate cut by the Federal Reserve is expected to create a more favorable environment for Amazon, particularly in logistics and consumer spending, coinciding with the holiday shopping season [8]. AWS Performance and Competition - AWS's growth rate of 18% lags behind competitors like Microsoft Azure and Google Cloud, which reported growth rates of 39% and 32%, respectively [10]. - Despite AWS's lower-than-expected operating profit of $10.2 billion, the market has largely absorbed this negative news, and AWS is expected to maintain its leading market share with a projected growth rate increase from 19% to 22% by 2026 [14]. Strategic Adjustments - Amazon's decision to close all Amazon Fresh stores in the UK reflects a strategic shift towards efficiency, with plans to convert some locations into Whole Foods stores [15]. - The company aims to double the number of Prime members in the UK with access to multiple online grocery options, capitalizing on a projected compound annual growth rate of 26.83% in the online grocery market from 2025 to 2025 [16]. Overall Market Outlook - Given the S&P 500's record highs, Amazon's stock is unlikely to remain flat or decline further by year-end, as signs of business recovery are becoming evident [18].

【市场点评】 隔夜，鲍威尔在一场商会活动上发表演讲，其重申了上周利率决议后记者会上所强调的重点：在上周的 会议上，美联储将基准利率下调至4%–4.25%区间，这是2025年的首次降息。鲍威尔当时称，这一举措 是"风险管理式降息"，旨在应对劳动力市场日益明显的预警信号。 另外他还指出，近期通胀风险偏上行，就业风险则偏下行——这是一种有挑战的局面。双向风险意味着 没有毫无风险的路径。如果货币政策的放松力度过大，我们可能无法有效控制通胀，并可能需要未来为 实现2%的通胀目标而调整政策。如果货币政策收紧的时间过长，劳动力市场可能会不必要地疲软。在 这种目标存在矛盾的情况下，政策框架要求我们在实现双重使命时保持平衡。 来源：市场资讯 （来源：要闻君） 美东时间周二(9月23日)，受美联储主席鲍威尔讲话影响，美股终结连涨势头，三大股指集体收跌暂离 高位，纳指跌近1%，科技巨头普遍回调，英伟达跌近3%。鲍威尔认为，相对于历史水平，某些资产价 格偏高，从许多指标看，股市(美股)估值相当高。 截至收盘，标普500指数跌0.55%，报6656.92点；道琼斯指数跌0.19%，报46292.78点；纳斯达克指数跌 0.95%，报2 ...