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Amazon earnings updates: Tariff impacts on e-commerce, AWS in focus for Wall Street
Business Insider· 2025-07-31 22:03
Online retail giant Amazon is next in line among the mega-cap Mag Seven to report earnings. Full year Along with Apple, the tech titan will report results for the last quarter after the closing bell on Thursday. Capital expenditure estimate $104.42 billion Wall Street is feeling bullish heading into the report, with focus on AI and the AWS segment, as well as any further details about how sellers on the platform are navigating tariffs. Net sales estimate $162.15 billion EPS estimate $1.33 Online stores net ...
AMZN, AAPL and GOOGL Forecast – Tech Stocks Continue to Look for Earnings Momentum
FX Empire· 2025-07-31 21:21
Google looks as if it is going to drop just a touch at the open. It had its earnings call after the close on the 23rd about a week ago, and it was better than anticipated. But at this point in time, I think we are entering an area that had seen a lot of noise previously. So, it does make a certain amount of sense that maybe there's a little bit of market memory right here just getting ready to perhaps get into the mix. Short term pullbacks are very likely, but I also think that in this environment, they off ...
三大股指期货齐涨,苹果(AAPL.US)、亚马逊(AMZN.US)盘后公布财报
智通财经· 2025-07-31 21:08
1.7月31日(周四)美股盘前,美股三大股指期货齐涨。截至发稿,道指期货涨0.27%,标普500指数期货涨0.94%,纳指期货涨1.33%。 | ■ US 30 | 44,580.80 | 44,694.30 | 44,488.30 | +119.50 | +0.27% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,422.70 | 6,436.70 | 6,399.70 | +59.80 | +0.94% | | ■ US Tech 100 | 23,656.80 | 23,710.30 | 23,553.80 | +311.40 | +1.33% | 2.截至发稿,德国DAX指数跌0.17%,英国富时100指数涨0.39%,法国CAC40指数跌0.32%,欧洲斯托克50指数跌0.51%。 | 德國DAX30 | 24,231.41 | 24,433.66 | 24,199.45 | -41.24 | -0.17% | | --- | --- | --- | --- | --- | --- | | 英國富時100 | 9,172.70 | 9, ...
Amazon (AMZN) and Apple (AAPL) Earnings Preview: What to Watch After the Bell
FX Empire· 2025-07-31 20:56
FX Empire Logo English check-icon Italiano Español Deutsch العربية Français Important DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, ...
世界500强出炉!沃尔玛蝉联第一,中国互联网巨头排名飙升
天天基金网· 2025-07-31 20:07
2025《财富》世界500强排行榜核心数据 - 2025年世界500强企业总营业收入达41.7万亿美元,同比增长1.8%,占全球GDP超三分之一 [1] - 总净利润同比增长0.4%至2.98万亿美元,资产总额和净资产总额均创历史新高 [1] - 沃尔玛以6810亿美元营收连续12年蝉联榜首,山姆会员店和电商业务成为主要增长引擎 [1] - 亚马逊以6380亿美元营收位列第二,成为唯二营收超6000亿美元的企业 [1] 中国企业表现 - 国家电网以5484亿美元营收保持全球第三,中国石油和中国石化分别位列第五、第六,营收均超4000亿美元 [1] - 京东集团排名上升3位至第44名,保持中国大陆民营公司最高排位 [2] - 阿里巴巴排名上升7位至第63名,腾讯上升25位至第116名 [2] - 拼多多排名飙升176位至第266名,成为榜单中进步最大的中国公司 [2] - 美团排名上升57位至第327名,中国互联网巨头整体排名持续提升 [2] - 工商银行以508亿美元净利润成为全球第十大盈利企业,也是中国最赚钱公司 [2] 全球利润格局 - 沙特阿美以1050亿美元净利润蝉联利润榜首,同比下降13% [2] - Alphabet以1001亿美元净利润超越苹果(937亿美元)成为全球最赚钱科技公司 [2] - 伯克希尔-哈撒韦(889亿美元)和微软(881亿美元)分列利润榜第四、第五位 [2] - 英伟达净利润同比暴涨145%至729亿美元,首次进入利润榜前十并位列第六 [2] - 英伟达以55%的净利润率成为全球500强中利润率最高的企业 [2]
Wall Street Breakfast Podcast: All Eyes On Amazon And Apple
Seeking Alpha· 2025-07-31 19:06
| 7 & NEM Home | 11:42 AM COMME LA | | --- | --- | | AAPL | 108.00 + 1.02 | | MSFT | 11 0 1 46.95 + 0.90 | | GOOGL | 567.87 + 7.60 | | YHOO | 46.05 + 0.42 | | AMZN | 305.46 + 6.39 | | FENDERS YNDX | 28.62 + 0.80 | | OPEN 108.04 HOCH 108.04 107.21 LOW 44,64M NOC | Apple Inc. MKT CAP 633.4B 108.04 conv reded SEW LOW 70.51 WOLD WOL 68.79M | | ng 16.74 TOOLOGICA | VIELD 1.70% Market street | Prykhodov Listen below or on the go on Apple Podcasts and Spotify Apple (AAPL) expected to report 'good headline numbers' ...
Microsoft and Amazon are hurting cloud competition, UK regulator finds
CNBC· 2025-07-31 18:04
行业竞争 - 英国竞争监管机构指出微软和亚马逊在云计算行业损害竞争 并呼吁根据新科技规则进行进一步调查 [1] - 云计算服务市场集中度高且存在进入壁垒 使微软和亚马逊拥有显著单边市场力量 [2] - 科技巨头通过数据中心提供计算资源(如数据存储和处理)建立庞大业务 [3] 市场行为 - 监管机构关注云计算领域某些做法(如出口费用和不利许可条款)造成客户被锁定在难以退出的合同协议中 [3]
但斌二季度持仓大动作:重仓英伟达还不够 科技主线外还有“暗线”?
每日经济新闻· 2025-07-31 17:29
美股持仓规模与结构 - 东方港湾海外基金2025年二季度美股持仓规模达11.267亿美元,较一季度末的8.68亿美元显著上升 [2][3] - 持仓标的数量增至13只,仍以科技龙头为主,英伟达继续位居第一重仓股 [2][3] - 持仓组合呈现"AI技术、算力设施、AI应用"布局特征,包括英伟达、谷歌、特斯拉等 [3][4] 重点持仓变动 - 英伟达持仓126.78万股,市值2.0016亿美元,二季度股价上涨45.77% [3][5] - 谷歌跃升为第二大重仓股,持有92.16万股,市值1.6347亿美元,二季度股价上涨13.54% [3][4][5] - 新进特斯拉19.83万股,市值6301万美元,该股二季度上涨22.57% [4][5] - 新进奈飞4.28万股,市值5723万美元,二季度股价上涨43.6% [4][5] 加密资产领域布局 - 首次买入Coinbase 15.61万股,市值5470万美元,该股二季度飙涨超103% [2][6] - Coinbase作为美国领先数字货币交易平台,业务覆盖法币兑换、托管服务等,在Web3生态地位上升 [6] 国内基金配置 - 国内私募产品重仓16只与美股关联密切的ETF基金,持仓总市值约9.3亿元 [7] - ETF成分股高度集中于微软、苹果、谷歌、英伟达等美股科技巨头 [7][8] 投资策略分析 - 持仓呈现"核心+卫星"架构,80%仓位锚定确定性趋势,20%布局范式革命 [9] - 采用"分层策略",基础层聚焦AI硬件龙头,应用层拓展至新兴领域如数字货币 [8] - 投资框架强调"投资改变世界的公司",优选现金流强劲的生态型公司 [6][9]
美国大型股公司股价盘前上涨,英伟达涨2%
格隆汇APP· 2025-07-31 16:53
格隆汇7月31日|在微软和Meta平台公布稳健财报后,美国大型股公司股价在盘前上涨。 亚马逊盘前股 价上涨3.3%,英伟达股价上涨2%,苹果股价上涨0.2%。 ...
美股异动丨亚马逊盘前涨超3% 今日盘后发布Q2财报
格隆汇· 2025-07-31 16:48
亚马逊(AMZN.US)盘前涨3.3%。消息上,亚马逊将于美东时间7月31日(今日)盘后发布财报。根据市场 一致预期,亚马逊Q2预计实现营收1620.16亿美元,同比增加9.49%;预期每股收益1.323美元,同比增 加5.03%。展望本次业绩,投资者聚焦于亚马逊网络服务 (AWS) 和广告业务增速,电子商务销售额以及 资本开支等。(格隆汇) | AMZN 亚马逊 | | | | --- | --- | --- | | 230.190 ↓ -0.820 -0.35% | | 收盘价 07/30 16:00 美东 | | 237.940 + 7.750 +3.37% | | 盘前价 07/31 04:42 美东 | | 三 71 24 华 8 9 ♥ 白 ♥ 白选 | | ● 快捷交易 | | 最高价 231.800 | 开盘价 231.640 | 成交量 3299.33万 | | 最低价 229.290 | 昨收价 231.010 | 成交额 76.19亿 | | 平均价 230.924 | 市盈率 TM 37.49 | 总市值 2.44万亿 (m) | | 振 幅 1.09% | 市盈率(静) 41.63 ...