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科技要反转了吗？_我的网站

一 |     本篇评级为★★★，主要围绕以下内容展开：                    1、英伟达财报，足够支撑科技反转向上吗？          2、券商合并，大消息为何没能拉涨板块？          3、政策风声加大，市场压力期可能什么时候结束？                    如有疑问请以音频内容为准，添加妙投小虎哥微信：miaotou515，入群有机会与董小姐进一步交流。    E-commerce giant Amazon is under investigation by the UK's competition watchdog over claims it favors its own warehouses over third-party sellers.,The Competition and Markets Authority (CMA) will look into whether customers are getting a "worse deal" due to the online retailer giving an unfair advantage to its retail arm or sellers who use its services in the Amazon UK Marketplace.,In particular, the probe will examine how Amazon uses third-party retailers' data and its criteria for access to the "Amazon Prime" service, which includes free deliveries. It will also look at how Amazon decides which company's product has the privilege of featuring in the instant "Buy Box" on the website's home page.,"Millions of people across the UK rely on Amazon's services for fast delivery of all types of products at the click of a button," said CMA general counsel Sarah Cardell. "This is an important area so it's right that we carefully investigate whether Amazon is using third-party data to give an unfair boost to its own retail business and whether it favours sellers who use its logistics and delivery services - both of which could weaken competition.",Bezos’ $500M Megayacht Stranded After Dutch Firm Abandons Bid to Dismantle Rotterdam Bridge3 July, 04:03 GMT,"Thousands of UK businesses use Amazon to sell their products and it is important they are able to operate in a competitive market," Cardell added. "Any loss of competition is a loss to consumers and could lead to them paying more for products, being offered lower quality items or having less choice.",Billionaire Amazon founder Jeff Bezos also owns the liberal US Washington Post newspaper. The company has been criticized for its treatment of warehouse staff and its resistance to recognizing trade unions.。                   新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。                   1、英伟达财报，足够支撑科技反转向上吗？          全球市场科技板块在美国人工智能龙头公司英伟达发布财报之后，出现了同步向上的修复；这一现象不仅出现在美国市场，中国市场当中英伟达产业链配套商的股价也出现了一定反弹，日本和韩国相关的科技板块同样走高。全球科技板块是否已彻底摆脱阴霾？现在又“行”了吗？我们一起聊一聊压力到底还存不存在。

二 |                    首先看昨晚英伟达发布的财报：三季度季度营收同比增长60%，确实非常漂亮；目前公司最大的瓶颈并非订单不足，而是产能跟不上需求。因此，四季度旺季可能仍将持续，公司预期收入将继续攀升。

三 | 受此消息提振，英伟达股价昨夜大涨6%，收复了此前从高点累计回落约15%的跌幅。这份财报是否会让市场对人工智能赛道估值过高的质疑彻底消散？目前来看并不乐观——质疑声并未消散，只是转移了焦点。                   本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。

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Published on:19:02:18