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美股异动丨亚马逊涨超2%,反超沃尔玛成为全球年度营收最高的企业
Xin Lang Cai Jing· 2026-02-20 15:36
来源:格隆汇APP 格隆汇2月20日|亚马逊(AMZN.US)涨2.1%,报209.2美元。消息面上,亚马逊正式取代零售霸主沃尔 玛,成为全球年度营收金额最高的企业。沃尔玛公布的财年业绩报告显示,截至2026年1月31日的12个 月内,公司实现销售额7132亿美元;而亚马逊此前披露,其2025年全年销售额为7170亿美元,以38亿美 元的差距反超沃尔玛。(格隆汇) ...
Amazon's cloud ‘hit by two outages caused by AI tools last year'
The Guardian· 2026-02-20 15:34
Amazon’s huge cloud computing arm reportedly experienced at least two outages caused by its own artificial intelligence tools, raising questions about the company’s embrace of AI as it lays off human employees.A 13-hour interruption to Amazon Web Services’ (AWS) operations in December was caused by an AI agent autonomously choosing to “delete and then recreate” a part of its environment, the Financial Times reported.AWS, which provides vital infrastructure for much of the internet, suffered several outages ...
非营利组织悬赏阻止亚马逊Ring摄像头共享数据
Xin Lang Cai Jing· 2026-02-20 15:03
一个非营利组织悬赏10000美元,寻求一种在不向亚马逊 (AMZN) 发送数据的情况下运行其 Ring摄 像头的方法,此前该应用"Search Party"功能引发强烈反对,且一封泄露的邮件暗示其未来计划扩展到宠 物追踪以外的领域。 据报道,Ring被控允许员工和承包商访问用户的视频,从而损害消费者隐私,并使黑客能够控制消费者 的摄像头 责任编辑:张俊 SF065 一个非营利组织悬赏10000美元,寻求一种在不向亚马逊 (AMZN) 发送数据的情况下运行其 Ring摄 像头的方法,此前该应用"Search Party"功能引发强烈反对,且一封泄露的邮件暗示其未来计划扩展到宠 物追踪以外的领域。 据报道,Ring被控允许员工和承包商访问用户的视频,从而损害消费者隐私,并使黑客能够控制消费者 的摄像头 责任编辑:张俊 SF065 ...
更多品牌接入亚马逊物流网络,Bath & Body Works开始在亚马逊平台销售
Xin Lang Cai Jing· 2026-02-20 14:11
核心要点 商场热门品牌 Bath & Body Works 的多款畅销香氛、沐浴露、洗手液和香薰蜡烛,现已面向美国亚马逊 消费者开售,亚马逊 Prime 会员可购买该品牌香槟派对(Champagne Toast)沐浴露等产品,且无最低 配送门槛。 欧睿信息咨询公司(Euromonitor)数据显示,亚马逊是美国美妆消费者首选的线上购物平台,2024 年 占据美国线上美妆个护市场 **47%的份额,丝芙兰以 9% 位居第二。欧睿预计,美妆个护产品总销售 额中39%** 来自线上渠道。 "在亚马逊开设首家官方品牌旗舰店,让我们能够直接触达消费者,"Bath & Body Works 首席执行官丹 尼尔・希夫表示,"核心就是在他们日常购物的地方服务他们。" 亚马逊上线是总部位于俄亥俄州哥伦布市的 Bath & Body Works 拓展触达渠道的最新动作。去年,该品 牌开始在大学校园商店销售产品,目前布局已超1000 个点位,这是该品牌在其约2600 家直营、加盟门 店及自有官网之外,首次新增销售渠道。 希夫于去年 5 月加入 Bath & Body Works,此前他担任耐克首席转型与战略官,该职位因耐克首席执行 ...
Amazon Stock Still Makes No Sense (NASDAQ:AMZN)
Seeking Alpha· 2026-02-20 13:57
Core Insights - Amazon.com, Inc. reported its fourth-quarter and full-year 2025 earnings, surpassing expectations with a quarterly revenue of $213.39 billion and diluted earnings per share of $1.92 [1] - For the full year 2025, Amazon's total revenue reached $716.92 billion [1] Financial Performance - Fourth-quarter revenue: $213.39 billion [1] - Earnings per share (diluted) for Q4: $1.92 [1] - Full-year revenue for 2025: $716.92 billion [1]
QQQM: Capturing AI Growth Doesn't Have To Be Complicated
Seeking Alpha· 2026-02-20 13:00
Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Group 1: Investment Strategy - The company advocates for a diversified approach to investing, focusing on high-quality dividend stocks that provide long-term growth potential and reliable income [1]. - By integrating various asset classes, the company aims to create a balanced portfolio that maximizes income and total return, aligning with the performance of the S&P index [1].
PCE data, Amazon dethrones Walmart, Silicon Valley's 'vanlords' and more in Morning Squawk
CNBC· 2026-02-20 12:57
Economic Data - The personal consumption expenditures price index report, a key inflation gauge for the Federal Reserve, is set to be released at 8:30 a.m. ET, along with GDP, consumer spending, and income data [2] - The U.S. trade deficit for 2025 was reported at $901.5 billion, reflecting a 0.2% decrease from the previous year despite the implementation of broad tariffs [3] Retail Sector - Amazon has surpassed Walmart in quarterly revenue for the first time, reporting $187.8 billion in sales for the fourth quarter, compared to Walmart's $180.5 billion [4][5] - Bath & Body Works has launched an authorized storefront on Amazon, expanding its reach beyond its physical stores [6] Housing and Employment Trends - In Silicon Valley, the number of individuals living in RVs has increased significantly, with the share of those sleeping in cars rising from 18% in 2019 to 37% last year [8][9] - The wage gap between job hoppers and those staying in their positions has narrowed to below 2 percentage points, down from a peak of 8.4 points in April 2022, indicating a shift in job market dynamics [10][11]
Great-West Lifeco Inc. (GWO:CA) Discusses Leadership Transition and Perspectives on M&A Strategy Transcript
Seeking Alpha· 2026-02-20 12:54
Question-and-Answer SessionLet's get started by just remind me of how you came to be in that seat, the CEO of Great-West Life.Yes. So I became Group CEO on 1st of July last year. So I've 7 and a bit months in the role now. So I've been with the Great-West organization since 2013. Great-West bought Irish Life in 2013, and I was in that business there. I ran Irish Life from 2016 to 2020. And then from 2020 up until the middle of last year, I ran the European segment and also oversaw our Capital and Risk Solut ...
SeenThis Unlocks New Capabilities Through Server-to-Server Integration for Amazon Custom Audiences
Globenewswire· 2026-02-20 12:50
Core Insights - SeenThis has integrated as a third-party ad-serving solution for delivering ads to Amazon Custom Audiences via secure server-to-server (S2S) integration, enhancing its role in video advertising across the open web [1][2] Group 1: Integration and Capabilities - The S2S integration allows brands to activate Amazon Custom Audiences using SeenThis' high-impact video formats and adaptive streaming technology, extending their audience strategies beyond Amazon.com [2][3] - This integration is already operational, with Stackline being the first partner to run a campaign using SeenThis' server-to-server connection for Amazon Custom Audiences, showcasing the combination of SeenThis's technology and Amazon's audience signals [3] Group 2: Market Potential and Strategy - SeenThis emphasizes the untapped advertising potential of the open web, contrasting it with social platforms that offer scale but may not fully leverage premium publishers [5] - The company aims to build an ecosystem of partnerships to make open web advertising more effective and scalable for brands while ensuring sustainable revenue for publishers [4] Group 3: Company Background and Performance - Since its inception in 2017, SeenThis has served billions of streams for over 5,000 brands across more than 50 countries, demonstrating its capability in delivering effective video advertising [6]
Amazon surpasses Walmart as largest company by revenue in the U.S. as retail’s tech era takes hold
Fortune· 2026-02-20 12:42
Core Insights - Amazon is set to surpass Walmart as the top revenue-generating company, reporting $716.9 billion in fiscal-year revenue for 2025 compared to Walmart's $713.2 billion, marking a significant shift in the retail landscape [1][2] Group 1: Revenue and Growth - Amazon's revenue growth rate is approximately three times that of Walmart's in recent years, reflecting a transformation in the definition of a "retailer" in the context of cloud computing and AI [2] - Walmart's e-commerce sales reached a record $150 billion for the first time, with U.S. e-commerce accounting for 23% of fourth-quarter sales, a 27% year-over-year increase [4] Group 2: Strategic Developments - Both companies are increasingly resembling each other in their strategies, with Walmart focusing on e-commerce, data, automation, and advertising, while Amazon invests in physical infrastructure and everyday essentials [3] - Walmart is enhancing its operations through AI, with initiatives like automated distribution centers and partnerships with OpenAI and Google to improve delivery costs and customer experience [5][6] Group 3: Technological Integration - Walmart's generative AI-powered shopping assistant, Sparky, has been adopted by roughly half of app users, leading to a 35% higher average order value for those who engage with it [6] - The company's recent move to the Nasdaq and inclusion in the Nasdaq-100 indicates a desire to be benchmarked alongside tech leaders like Amazon rather than traditional retailers [7]