股价表现与市场对比 - 过去五年亚马逊股价仅上涨40% 显著跑输同期上涨98%的标普500指数 [1] 云计算业务表现 - 亚马逊云计算部门AWS近期增长加速 上季度营收达330亿美元 同比增长20% [3] - AWS过去12个月运营利润达440亿美元 是公司高价值且盈利强劲的业务板块 [4] - 尽管在人工智能竞赛中被视为落后者 且增长慢于谷歌云和微软Azure 但AWS通过与初创公司Anthropic的广泛合作获得数十亿美元计算能力支出 [2][3] - AWS业务具有持久增长潜力 其价值目前似乎被市场低估 [4] 电子商务业务表现 - 亚马逊北美零售销售额上季度同比增长11% 超过1000亿美元 [7] - 过去12个月 该部门广告收入超过640亿美元 第三方卖家服务收入达1668亿美元 订阅收入为480亿美元 [7] - 这些高利润率业务线合计带来近3000亿美元的年化销售额 利润率高于公司最初的第一方电商模式 预计将推动未来利润率持续扩张 [7] - 电子商务作为公司更大业务板块 在零售领域持续占据更多市场份额 [6] 业务综合前景与估值 - 公司云计算业务增长加速 同时电子商务业务保持稳定增长 [8] - 若相信公司利润率将持续改善 则其股票估值显得便宜 [8]

Jim Cramer, the host of Mad Money, said Thursday that consumer-focused stocks pushed the market higher even as major technology names dragged on performance. “The consumer cavalry got here just in time to give us what looks to be the beginning of a Santa Claus rally. That’s the only way to describe what worked today. Everything involving consumer spending couldn’t come at a better time because tech’s been faltering. We needed something big to replace it… Let me set the scene. For most of the year, we’ve had ...

Three savvy hedge fund billionaires bought small positions in Rigetti Computing in the third quarter.In the third quarter, a few wealthy hedge fund managers sold shares of Amazon (AMZN +0.26%) and bought shares of Rigetti Computing (RGTI +4.12%), a quantum computing stock that has advanced 3,050% since January 2023.Israel Englander at Millennium Management sold 787,900 shares of Amazon, reducing his position by 17%. He also added 522,100 shares of Rigetti.Ken Griffin at Citadel Advisors sold 1.6 million sha ...

Shopify stock price has had a strong performance this year as it jumped from the April low of $70 to the current $166. This growth happened as the company's growth trajectory accelerated. ...

ST易购公告，公司收到江苏证监局警示函，指出公司部分采购销售业务不符合收入确认条件，导致收 入核算不准确；长期股权投资减值测试不及时，会计处理依据不充分。时任董事长任峻、财务负责人黄 巍、周斌被指未勤勉履职。公司将整改并提交书面报告。 ...

Hong Kong stocks rose for a third day on Friday, sending the benchmark gauge to its longest winning streak in three weeks, after softer US inflation data bolstered the case for monetary easing and allayed concerns about frothy valuations of global equities. The Hang Seng Index advanced 0.8 per cent to 25,690.53 at the close, paring the weekly loss to 1.1 per cent. The Hang Seng Tech Index gained 1.1 per cent. On the mainland, the CSI 300 Index climbed 0.3 per cent and the Shanghai Composite Index added 0. ...

These stocks have nearly doubled since 2020.Investor patience has been tested over the past five years. Since the end of 2020, there has been one bear market in 2022, followed by a severe, but brief, market sell-off earlier this year due to concerns about tariffs and their impact on the economy. Despite all that turmoil, the S&P 500 has nearly doubled since December 2020, including dividends.Ultimately, business fundamentals take over and drive stock prices higher over time. Investors in Netflix (NFLX 0.83% ...

北京大学原党委书记闵维方指出，AI已成为教育体系底层能力，深刻影响教学、评价等各环节。中国 教育发展基金会副秘书长成梁则提到，职教领域面临资源不足、师资与产业需求脱节等现实难题。恰逢 教育部等九部门印发相关意见，推动人工智能融入教育教学全流程，"橙点同学"的探索恰逢其时。 值得注意的是，虽然AI已在教育场景中逐渐应用，但北京大学教育学院范逸州老师团队调研指出，当 前职教领域AI应用多处于"浅层使用"阶段，师生在AI高阶应用与伦理认知方面存在短板。对此，范逸州 强调，AI教育需构建分层进阶课程体系，培养学生深度思考能力，避免工具化依赖。 数据显示，学生在AI相关的"知识理解"和"基础应用"层面表现尚可，但在"评估创造"和"伦理风险"等高 阶层面较为薄弱。这表明，多数学生仍将AI视为完成任务的快捷工具，缺乏对其原理、局限及社会影 响的深度思考。教师虽具备一定操作经验，但对AI底层逻辑、效果评估及伦理风险的理解仍显不足。 调研同时发现，教师最迫切的需求高度聚焦于专业性与实用性——他们渴望获得贴近真实教学场景的 AI工具、案例和资源，以解决备课、实训、评价等实际问题。 基于这一洞察，"橙点同学"项目明确四大深化方向， ...

Fabrice COFFRINI / AFP via Getty Images UBS gave its highest conviction calls for 2026, laying out its top stock picks across sectors. The bank is bullish on a wide variety of companies spanning several high-growth sectors. A few of its top stocks for 2026 include Acadia Pharmaceuticals and Alliant Energy. If you're making your list of stocks to watch in the new year, UBS has a list of its highest conviction stocks for 2026 that could offer some insight. The bank released its list of top picks fo ...

Just when you thought the circular dealmaking across the AI scene couldn't pick up any more traction, news breaks that e-commerce and hyperscaler Amazon (NASDAQ:AMZN) is chatting with OpenAI about a potential $10 billion investment and a deal to start using Amazon chips. ...