甲骨文(ORCL.N)重申2027财年营收展望为至少900亿美元。

Amazon said on Wednesday it eliminated about 250 positions in its Devices and Services unit; a person familiar with the matter said the number did not exceed 250 and was concentrated in software development. The company said the reductions aim to improve operating efficiency and better align teams with the product roadmap after recent launches including a new Kindle e-reader and tablets. Earlier this month Amazon cut roughly 1,000 roles in its core retail unit. Amazon will report third-quarter results after U.S. markets close on Thursday.

美国企业正将更多资金投向软件、设备和知识产权产品。数据显示，企业资本开支占实际最终销售额的比例已从2008—2009年经济衰退结束后的约10%升至14.7%，软件支出占比也从2014年的1.4%升至4%。不过，投资结构变化尚未带来同等规模的就业增长。美联储7月发布的研究指出，高科技行业约90%的相关设备来自海外，AI数据中心建设因此大量拉动芯片、服务器等进口。对美国而言，AI投资虽然推高企业资本开支，却可能因进口抵消而削弱对国内GDP增长的直接贡献；对中国台湾、韩国等硬件供应链而言，需求拉动则更为直接。若AI投资周期逆转，影响也可能首先体现在高科技设备进口和海外供应商订单上。