（文章来源：每日经济新闻） 每经AI快讯，当地时间7月31日，洲际交易所（ICE）农产品期货主力合约收盘表现分化，原糖期货跌 0.61%报16.35美分/磅，棉花期货跌0.41%报67.22美分/磅，可可期货涨3.26%报8459.00美元/吨，咖啡期 货涨0.48%报294.80美分/磅。 ...

Camden (CPT) came out with quarterly funds from operations (FFO) of $1.7 per share, beating the Zacks Consensus Estimate of $1.69 per share. This compares to FFO of $1.71 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +0.59%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1.68 per share when it actually produced FFO of $1.72, delivering a surprise of +2.38%.Over the last four quarters, the ...

Casella (CWST) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.22 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +16.13%. A quarter ago, it was expected that this provider of garbage-disposal and recycling services would post earnings of $0.11 per share when it actually produced earnings of $0.19, delivering a surprise of +72.73%.Ove ...

财务表现 - 公司2025年第二季度营收达1677亿美元 同比增长133% [1] - 每股收益168美元 较去年同期123美元增长366% [1] - 营收超出Zacks共识预期16231亿美元 超预期332% [1] - 每股收益超出共识预期133美元 超预期2632% [1] 市场反应 - 公司股价过去一个月上涨47% 同期标普500指数上涨27% [3] - 目前Zacks评级为2级(买入) 预示短期内可能跑赢大盘 [3] 业务板块表现 - AWS云服务净销售额3087亿美元 同比增长175% 超出分析师预期3066亿美元 [4] - 在线商店净销售额6149亿美元 同比增长11% 超出分析师预期5876亿美元 [4] - 实体店净销售额56亿美元 同比增长75% 超出分析师预期548亿美元 [4] - 广告服务净销售额1569亿美元 同比增长229% 超出分析师预期149亿美元 [4] - 第三方卖家服务净销售额4035亿美元 同比增长115% 超出分析师预期3893亿美元 [4] - 订阅服务净销售额1221亿美元 同比增长124% 超出分析师预期1191亿美元 [4] 区域表现 - 北美地区净销售额10007亿美元 同比增长112% 超出分析师预期9782亿美元 [4] - 国际市场净销售额3676亿美元 同比增长161% 超出分析师预期3387亿美元 [4] 运营指标 - 订阅服务同比增长11% 超出分析师预期92% [4] - 第三方卖家服务同比增长10% 超出分析师预期83% [4] - 在线商店同比增长10% 超出分析师预期61% [4] - 员工总数1546万人 低于分析师预期158622万人 [4]

Paramount Global-B (PARA) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.20%. A quarter ago, it was expected that this company would post earnings of $0.27 per share when it actually produced earnings of $0.29, delivering a surprise of +7.41%.Over the last four quarters, the comp ...

亚马逊业绩与AWS表现 - 公司第三季度销售预期为1740亿至1795亿美元，高于市场预期的1730.8亿美元[3] - AWS第二季度营收增长17.5%至309亿美元，略超预期的307.7亿美元，但增速远低于微软Azure(39%)和谷歌云(32%)[3][5] - AWS利润率从第一季度的39.5%降至32.9%，为2023年第四季度以来最低水平[2] 云计算行业竞争格局 - 微软和Alphabet均报告云计算收入大幅增长，并面临产能限制问题[4] - 分析师认为AWS 17%的增速令人失望，若Azure保持当前增速可能在2024年底超越AWS成为最大云服务商[3] - AWS贡献公司约60%的营业利润，但其缺乏强力AI模型引发对AI领域落后的担忧[4][7] 电商与广告业务 - 在线商店销售额增长11%至615亿美元[8][13] - 广告业务增长23%至157亿美元，成为快速增长板块[8] - 公司通过低价策略、快速配送和丰富品类维持电商领先地位[11] 成本与运营优化 - 公司裁员1.4万人，总员工数降至146万[12] - 要求供应商提前备货以确保供应并控制价格[11] - 中国制造商品在亚马逊平台的价格涨幅高于整体通胀水平[11] 宏观经济影响 - 关税政策影响美国零售业，零售商面临利润率压力和涨价需求[10] - 6月美国消费者支出温和增长，市场关注关税对消费信心的潜在影响[9]

公司概况 - Invictus Origin是一家成立于2025年5月的高阿尔法投资公司 专注于开发创新投资组合策略 旨在显著跑赢纳斯达克100等主要指数 [1] - 公司旗舰产品为High-Alpha Black Swan Portfolio（又称Invictus Hydra Portfolio） 该组合保持约20%的动态现金储备 通过市场动荡时期的战略性价值投资实现增长 [1] 创始人背景 - 创始人兼首席执行官Oliver Rodzianko拥有宏观投资分析背景 专注于公开股票市场 擅长基本面估值 长期市场周期分析 以及在科技 半导体 人工智能和能源领域的行业专长 [1] - 其投资过程结合了美国市场专业化和全面的国际市场认知 并在Seeking Alpha TipRanks和GuruFocus等平台建立了良好声誉 为成熟投资者提供高质量可操作见解 [1] 投资策略 - Invictus Hydra Portfolio采用独特策略 通过战略性现金配置和市场时机把握 实现在市场下行期间的增长 [1] - 公司正在开发互补性的家族办公室结构 专注于低波动性的资本保值 [1] 分析师持仓 - 分析师持有LLY BYDDY APP NBIS等公司的多头头寸 包括股票所有权 期权或其他衍生品 [2]

BJ's Restaurants (BJRI) came out with quarterly earnings of $0.97 per share, beating the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.72 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +40.58%. A quarter ago, it was expected that this restaurant chain would post earnings of $0.4 per share when it actually produced earnings of $0.59, delivering a surprise of +47.5%.Over the last four quarters, th ...

Clorox (CLX) came out with quarterly earnings of $2.87 per share, beating the Zacks Consensus Estimate of $2.24 per share. This compares to earnings of $1.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +28.12%. A quarter ago, it was expected that this consumer products maker would post earnings of $1.57 per share when it actually produced earnings of $1.45, delivering a surprise of -7.64%.Over the last four quarters, the c ...

AXT (AXTI) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to a loss of $0.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -15.38%. A quarter ago, it was expected that this semiconductor materials supplier would post a loss of $0.13 per share when it actually produced a loss of $0.19, delivering a surprise of -46.15%.Over the last four quarters, the com ...