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Amazon (AMZN.O) reported revenue of $213.4 billion for Q4 2025, compared to market expectations of $211.31 billion and $187.8 billion in the same period last year.

2026-02-06

Amazon (AMZN.O) reported revenue of $213.4 billion for Q4 2025, compared to market expectations of $211.31 billion and $187.8 billion in the same period last year.

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2026-02-05

1. Nvidia's chip sales to China face further difficulties as the US pushes for stricter restrictions. 2. Ministry of Industry and Information Technology: Breakthroughs in key technologies such as computing chips and industrial large-scale models are

1. Nvidia's chip sales to China face further difficulties as the US pushes for stricter restrictions. 2. Ministry of Industry and Information Technology: Breakthroughs in key technologies such as computing chips and industrial large-scale models are needed to optimize the application ecosystem. 3. Yangtze Memory Technologies' Phase III project is scheduled to be completed and put into production this year. 4. Institutions: DRAM spot prices are far higher than contract prices; new contracts are needed to determine future trends. 5. The memory chip shortage is impacting the mobile phone supply chain; Qualcomm and Arm's earnings guidance is causing market unease. 6. The memory supercycle is intensifying; Samsung's market capitalization surpasses 1000 trillion won for the first time. 7. S&P: Samsung Electronics' EBITDA margin may rise to around 35%. 8. Counterpoint: Broadcom and TSMC may become the big winners in custom chips. 9. SanDisk is considered a core stock in the NAND recovery; Bernstein raises its target price to $1,000. 10. Qualcomm's quarterly results met expectations, but its guidance for the next quarter fell short. The mobile phone business may face a double decline due to storage shortages. 11. NanoXplore and STMicroelectronics jointly launched a European aerospace-grade FPGA chip.
2026-02-05

Emerging market currencies narrowed their losses following the release of US employment data, while US Treasury bonds continued their upward trend.

Emerging market currencies narrowed their losses following the release of US employment data, while US Treasury bonds continued their upward trend.
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