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Amazon down for over 6,000 users in US, Downdetector says
Reuters· 2025-11-06 07:57
Amazon.com was down for 6,250 of users in the U.S. on Wednesday, outage tracking website Downdetector.com said. ...
存储芯片概念股,继续大涨
财联社· 2025-11-06 07:44
美股市场整体表现 - 美股三大股指小幅收涨 标普500指数涨0.37%至6796.29点 纳斯达克综合指数涨0.65%至23499.8点 道琼斯工业平均指数涨0.48%至47311点 [1] - 标普500指数年内创36次历史新高 但涨势广度极其狭窄 自2025年初以来6只股票贡献该指数约一半涨幅 [7] 行业与板块表现 - 美国经济风向标公司股价上涨 福特汽车和通用汽车均涨超2% 工业设备制造商卡特彼勒涨近4% [4] - 人工智能概念股情绪扭转 AMD低开后翻红上涨 博通、谷歌、甲骨文均收涨 [5] - 存储芯片概念股表现强劲 受HBM4芯片价格大涨传言带动 美光科技大涨8.93%再创历史新高 希捷和闪迪双双涨超10% [6] - AI概念股内部分化 超微电脑发布财报后跌超11% 数据中心网络供应商Arista Networks跌近9% [7] - 电池储能和光伏板块整体走强 Solid Power发布利好财报后暴涨51.56% SolarEdge大涨28.91% [9] 重点公司股价表现 - 热门科技股涨跌不一 谷歌-C涨2.41%创历史收盘新高 特斯拉涨4.01% Meta涨1.38% 博通涨2% 亚马逊涨0.35% 苹果涨0.04% 而英伟达跌1.75% 微软跌1.39% 台积电跌0.14% [8] - 伯克希尔哈撒韦-A涨0.69% 礼来涨2.09% [8] - 中概股迎来反弹 纳斯达克中国金龙指数收涨0.15% 个股方面新氧涨19.6% 晶科能源涨16.03% 阿特斯太阳能涨13.69% 世纪互联涨5.93% 富途控股涨4.53% 拼多多涨1.87% 蔚来涨1.82% 京东涨0.69% 网易涨0.51% 阿里巴巴涨0.32% 而百度跌1.33% 小鹏汽车跌3.97% 亿航智能跌2.19% 哔哩哔哩跌0.14% [10] - 即将登陆港交所的自动驾驶公司股价下跌 小马智行收跌1.99% 文远知行跌5.26% [11]
Amazon, Target and Walmart Raised Prices in Response to Tariffs
PYMNTS.com· 2025-11-06 07:36
Amazon has reportedly raised prices more than Target and Walmart this year, possibly due to the impact of tariffs on the platform’s marketplace sellers.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.So far this ye ...
DBS Third-Quarter Net Profit Dips 2.0%
WSJ· 2025-11-06 07:36
DBS Group, Singapore's largest bank, reported a decrease in third quarter net profit due to impact of global minimum tax. ...
Amazon Vs. Perplexity: Welcome To The Battle For The Future Of Commerce
Forbes· 2025-11-06 06:30
Amazon has sent Perplexity a cease and desist letter, requesting it stop allowing people to use its AI agents to buy things.gettyAmazon has fired warning shots across the bow of AI agents. Specifically, the giant e-commerce company has served notice to Perplexity, the AI-powered answer engine, requesting that it stop allowing people to create and use purchasing agents to buy things on Amazon’s website.Stop for a moment and read that back: an e-commerce vendor doesn’t want people buying things from its websi ...
Amazon Sues Perplexity to Stop Its AI Tool From Helping Shoppers
Youtube· 2025-11-06 05:37
This is an interesting move. We've covered comment and perplexity on the show. We understand Amazon just, I think, start by explaining the grievance that Amazon has and the accusation Amazon's making against perplexity and what they're doing.So Amazon says that, you know, what perplexity is doing here is masking whose on its website. Right. They've alleged that perplexity.Instead it's sort of the same code that would make Amazon systems think it was just a regular Google Chrome user when in fact it was an a ...
Why big tech will continue to lead the market | Jay Woods
Youtube· 2025-11-06 05:01
市场整体状况 - 市场经历连续六个月上涨后进入11月 可能出现健康的技术性回调 [17][27][44] - 市场广度呈现负面迹象 下跌股票数量超过上涨股票 与指数创新高形成背离 [13][85] - 科技板块仍是市场领导力量 但动能出现转移 板块内部分化明显 [13][28][32] 大型科技股表现 - Palanteer公司公布强劲财报 但股价出现获利了结 从技术面看190美元是关键支撑位 若回调至175美元可能是买入机会 [5][8][9] - 科技七巨头内部出现轮动 Meta因160亿美元意外税务支出成为表现最差成分股 而苹果、谷歌、亚马逊保持强势 [28][29][32] - 英伟达继续保持领先地位 即将公布的财报备受关注 市场预期较高 [32][78][79] 行业板块分析 - 网络安全行业前景看好 网络攻击数量预计将持续增长 是长期投资主题 [47][48] - 消费品板块表现疲软 包括可口可乐、宝洁等必需消费品公司缺乏上涨动力 [34][40] - 运输板块出现转机迹象 航空公司和铁路股开始企稳 联合航空表现最佳而美国航空下跌14% [58][59] - 小型股板块具有补涨潜力 罗素指数若能突破关键阻力位 可能有12个月上涨空间 [92][93] 宏观经济因素 - 美国政府停创历史最长纪录 可能对GDP产生负面影响 但市场预期将是暂时性冲击 [2][17][18] - 美联储政策转向数据依赖模式 关键经济数据发布延迟影响利率决策预期 [19][20][21] - 关税政策存在不确定性 最高法院裁决可能改变现有贸易格局 增加企业盈利不确定性 [69][70][74] 投资策略观点 - 当前市场环境下适合采取逢低买入策略 重点关注技术面保持完好的行业龙头股 [9][50][54] - 建议关注转型中的消费类公司 如迪士尼、星巴克等具有反弹潜力的标的 [54][55] - 对于波动性较大的板块 推荐通过ETF进行分散投资 如网络安全ETF和小型股ETF [47][57][94]
Wall Street execs say the AI stocks dominating the market will soon be split into winners and losers
Yahoo Finance· 2025-11-06 04:35
This post originally appeared in the First Trade newsletter. You can sign up for Business Insider's daily markets newsletter here. Good morning and welcome to First Trade. Yum! Brands had a great day on Tuesday as the rest of the market tumbled, soaring 7% after saying it might offload Pizza Hut. Addition by subtraction! Rundown But first, it's time to separate the haves from have-nots. Love Business Insider? Log into Google and make us a preferred source. Was this email forwarded to you? Sign up ...
Amazon Dumps AMD Stock, Doubles Down On Rivian - Advanced Micro Devices (NASDAQ:AMD), Rivian Automotive (NASDAQ:RIVN), Amazon.com (NASDAQ:AMZN)
Benzinga· 2025-11-06 04:27
亚马逊的投资组合构成 - 根据第三季度13F文件 亚马逊的公开股票投资组合总价值为24.6亿美元 其中94%投资于Rivian Automotive Inc (RIVN)股票 [1] - 亚马逊持有1.5836亿股Rivian股票 价值23.2亿美元 这是其最大的公开股票持仓 几乎构成了整个投资组合 [2] - 亚马逊已清仓其在Advanced Micro Devices Inc (AMD)和IonQ Inc (IONQ)的头寸 [1][4] 亚马逊对Rivian的投资策略 - 亚马逊对Rivian的平均买入价格为每股79.29美元 按此计算其持仓账面亏损超过80% [2] - 尽管股价表现不佳 但亚马逊维持巨额持仓的立场表明其坚信Rivian对其长期物流和脱碳战略至关重要 [2] - 亚马逊的电动送货车队已拥有数千辆Rivian货车 两家公司的合作伙伴关系是市场上最牢固的电动汽车商业纽带之一 [3] - 此项投资被视为一项长期基础设施押注 认为电动汽车的规模化最终将在成本和碳效率方面带来回报 [3] 投资策略的潜在逻辑 - 在AMD(年初至今上涨超过120%)和IonQ(上涨64%)等股票表现强劲时选择清仓 可能标志着一次战略性的资产再配置 [4] - 策略可能从投机性科技股转向其可以控制的供应链硬件投资 [4] - 尽管人工智能芯片占据新闻头条 但亚马逊的最新文件显示其正加倍押注于电动汽车 认为电动汽车而非GPU将承载公司下一阶段的增长 [5]
AI companies need to 'start generating some serious income'
Yahoo Finance· 2025-11-06 03:57
Big Tech earnings have come and gone. Well, save for Nvidia (NVDA), which reports on Nov. 19. That aside, one key trend emerging from this quarter's reports is that Wall Street largely likes what it's seeing when it comes to AI, despite increased spending among hyperscalers. Microsoft (MSFT), Google (GOOG, GOOGL), and Amazon (AMZN) each reported solid results last week on strong performances from their respective cloud businesses. The only problem? Companies that use their cloud services, like OpenAI (OPA ...