北美互联网-当前交易走向：透过热点新闻与美联储降息看市场-Where Are We Trading Now_ Through Agentic Headlines and Fed Cuts
2025-09-28 14:57
September 23, 2025 02:00 PM GMT Internet | North America Where Are We Trading Now: Through Agentic Headlines and Fed Cuts Internet names rose +4% last week (SPX/NDX +1%/+2%) led by GOOGL +6% and META +3% (Connect event), with AMZN +1%. SNAP +11% (TikTok news), LYFT +21% (Waymo deal), DUOL -6% (3P data), CHWY +11%, and APP +12%. AMZN/GOOGL/META 29X/24X/24X '26 EPS (-5%/+31%/+1% vs TTM avg). | M | | | | | --- | --- | --- | --- | | Update | | | | | September 23, 2025 02:00 PM GMT | Internet North America | Mor ...