市场资讯及洞察

Expected earnings date: Thursday, 5 February 2026 (US, after market close)/early Friday, 6 February 2026
Amazon’s earnings provide insight into global consumer spending trends, cloud infrastructure demand, and the monetisation of its ecosystem across retail, advertising, and subscription services.
Focus is expected to remain on performance across key business areas, along with commentary on cost efficiency, capital expenditure, and AI-related investments, including data centre expansion.
Key areas in focus
Online stores and third-party services
Amazon’s core retail business remains sensitive to discretionary consumer demand, particularly through the December-quarter holiday period. Markets are likely to focus on revenue growth and margins across both first-party retail and third-party seller services. Cost pressures will also be evaluated.
AWS (Amazon Web Services)
AWS is a key earnings driver. Investors are likely to focus on revenue growth rates, margin trends, and indications around enterprise cloud spending. AI workloads will also be noteworthy. Any commentary on capacity expansion and capex is likely to be closely watched.
Advertising services
Amazon’s advertising business has become an increasingly important profit contributor. Markets are likely to assess growth momentum, advertiser demand, and how advertising integrates across Amazon’s retail and Prime ecosystems.
Subscription services (including Prime)
Subscription revenue includes Prime memberships and related digital services. Investors may watch engagement, pricing dynamics, and retention trends as indicators of ecosystem strength.
Cost and margin framework
Management has previously emphasised the need for cost discipline across fulfilment, logistics, and corporate expenses. Reported operating margins and any updates on efficiency gains or reinvestment priorities across key business services will be of interest.
What happened last quarter
Amazon’s most recent quarterly update reported revenue growth and operating income outcomes, with AWS and advertising referenced as key contributors, alongside ongoing cost-control measures across the retail business.
The prior update also included discussion relevant to investment priorities in cloud and AI infrastructure, which continue to influence market expectations.
Last earnings key highlights
- Revenue: US$180.2 billion
- Earnings per share (EPS): US$1.95 (diluted)
- AWS revenue: US$33.0 billion
- Advertising services revenue: US$17.7 billion
- Operating income: US$17.4 billion
How the market reacted last time
Amazon shares moved higher in after-hours trading following the previous release, based on reporting at the time.

What’s expected this quarter
Bloomberg consensus estimates point to year-on-year EPS growth for the quarter ended December 2025, with markets focused on the revenue outcome, operating margins, and AWS performance, given the importance of the December quarter (Q4) to Amazon’s earnings profile.
Bloomberg consensus reference points (January 2026):
- EPS: about US$1.60
- Revenue: about US$170 billion
- Full-year FY2026 EPS: about US$5.10
*All above points observed as of 27 January 2026.
Expectations
Market sentiment around Amazon may be sensitive to any disappointment in AWS growth, operating margins, or December-quarter (Q4 2025) retail performance, given the stock’s large index weighting within major US equity indices and its role in these areas.
Listed options were pricing an indicative move of around ±4% to ±5% based on near-dated, at-the-money options-implied expected move estimates observed on Barchart at 11:00 am AEDT, 28 January 2026.
Implied volatility was approximately 32% annualised at that time.
These are market-implied estimates (not a forecast) and may change. Actual post-earnings price moves can be larger or smaller.
What this means for Australian investors
Amazon’s earnings can influence near-term sentiment across major US equity indices, with potential spillover into the Asia session following the release. It may also influence sentiment towards ASX-listed companies with significant online sales exposure.
Important risk note
Immediately after the US close and into the early Asia session, Nasdaq 100 (NDX) futures and related CFD pricing can reflect thinner liquidity, wider spreads, and sharper repricing around new information.
Such an environment can increase gap risk and execution uncertainty relative to regular-hours conditions.

XAUUSD Analysis 17 – 21 April 2023 The gold price outlook is positive in the medium term. As last week's closing of the buying bar was above the 1960 support or the latest high in price on the Weekly timeframe, it indicates the continued buying momentum that will allow the price of gold to continue. It can rise further to test the 2070 resistance level, which is a key resistance level at the weekly timeframe level and is the highest price level that gold has ever reached in history.
But even so, the price of gold remains negative in the short term. Because the close of the last week's buying pressure has drawn down as much as half of the candlestick. This indicates weaker buying momentum following last Friday's sell-off. which may have descended to adjust the base or sideways at the 2000 support level and if the price is moving towards the next support, 1985 and 1976, which are important support levels at the time frame H4 and H1 to watch because if the price cannot go down deeper than the above two support levels The direction of the gold price is likely to continue to rise to test the resistance 2070, in line with the large time frame in the medium term where the price is still Up Trend.
And if the price of gold cannot continue to rise, but there is a breakout of the 1985 and 1976 support levels, it can come down with continuous selling pressure. Daytime support at the 1960 price level or the latest price high in the Weekly timeframe are next targets to watch. EURUSD Analysis 17 – 21 April 2023 EURUSD Price can be viewed both positively and negatively.
As EURUSD is currently hovering around 1.09900, which is the previous high in the Weekly and Daily timeframes, and is starting to lose buying momentum as the weekly candlestick has moved in the past week. guts down (Significantly) as last week's closing price was lower than last week's high. After adjusting up to test the latest High before there is a selling pressure down. Forecasting that price There can be both up and down directions in the medium-term daily timeframe as the loss of buying momentum last week has made the trend or price trend less pronounced.
The price is 1.09900, the next target that the price will rise to test is the resistance 1.11650. down to the support area 1.08800. AUDUSD Analysis 17 – 21 April 2023 The AUDUSD is sideways and swings within the 0.67750 resistance and 0.6560 support levels as seen on the H4 timeframe and the Daily timeframe. Up to half of the wicks were dropped, even though it was closed by a buying bar.
The buying momentum of the price is not yet clearly seen compared to the selling momentum. Forecasting that price May have a more negative direction. As the price of AUDUSD continues to be in a downtrend in both the short and medium term.
Therefore, a correction to continue downwards is very worth watching, especially the support at 0.6560 on the daily timeframe level, which is expected to be the next target for AUDUSD in the event of a decline. And in case of a rally, it is expected that the price may rise slightly at the resistance area of 0.67750.


热门话题是的,这次的话题又是马斯克,似乎地球上最前沿的领域都少不了他的身影:创建西方的进化版“微信”野心;一边限制OpenAI一边加入AI大战;火星计划帮人类移民火星;星链计划全球无死角覆盖信号;虚拟货币的拱火者… … 这次我们要说的就是马斯克正在操作又吸引了全世界眼球的大事。

首先让我们看看马斯克的火星计划。火星移民计划是由马斯克所对媒体透露的移民火星并在火星建立社区的计划。在2015年2月曾被曝是骗局,有可能会有去无回,亦触及一些伦理问题。“火星一号”计划自在全球发起报名以来,有8万多名志愿者申请,每人交纳5至75美元不等的报名费,而且报名费不会退还。马斯克曾表示他的长远目标是把人类从地球移居到其他星球,并保证这一过程足够安全、价格低廉。如果把每个人移居火星的成本控制在200万美元左右,就可以开创一个大市场。预计地球上1万至2万人愿意移民外星球,人们不用节衣缩食在地球上买房,攒下的钱可以用于移居太空。

尽管争议不断,但“火星一号”仍在按照项目计划实施中,2013年12月10日“火星一号”正式与美国洛克希德马丁公司,英国萨里卫星技术有限公司(SSTL)展开合作,委托他们设计火星探测器和一个通讯卫星。这一计划于2018年发射的任务将实践一些载人登陆的技术,并试验在火星表面取得水源。洛克希德马丁公司将设计机器人着陆器,SSTL公司将设计通讯卫星,用于视频和数据的传播。美国著名的“火星协会”已经制定出一套详细的改造火星计划,也许1000年后,当温室效应最终摧毁地球的时候,这一移民计划会成为人类的“诺亚方舟”。对于火星来说,最重要的是要让火星上生成人类赖以生存的氧气。对于这一目标,很多科学家认为需要2万至10万年的时间,但火星协会的创始人,科学家祖柏林认为,这个过程只要大约1000年时间就可以完成。火星这颗让古代人类充满幻想的星球,如今又成为人类的希望所在,因为火星是科学家勘探到的环境最接近地球的星球。如果要寻找另外一个适合人类居住的星球,火星肯定是第一候选。实施方案设计了很多种,包括制造巨型轨道太空镜聚焦太阳光融化冰块;利用小行星撞击火星释放氨气制造温室效应提升火星表面温度;目前最为可行的方案是人为制造温室气体,祖柏林认为四氟化碳是最有效的温室气体,如果在火星建立的化工厂每小时排放1000吨这种气体,30年内火星的平均温度将升高27.8℃,而这项过程预计耗能5000兆瓦,用5个核电站就可以满足这些能量需求。这些方案的主要目的是释放大气, 种植植物, 收获氧气,制造适宜人类居住的星球环境。介绍完前期铺垫,现在马斯克 “送人类移民火星”的梦想到了关键一步。周五美国联邦航空管理局(FAA)颁发有效期为5年的许可证,允许SpaceX旗下搭载超重型运载火箭的“星舰”( Starship)进行首次发射测试。发射地点为SpaceX位于德州的“星际基地”,时间定在当地时间4月17日早上7点,届时将会全球直播。SpaceX表示,它将有一个时长150分钟的发射窗口。

据悉本次发射的“星舰”是人类历史上最高的火箭系统。“星舰”和超重火箭加在一起的高度达到约120米。另外,星舰完全可重复使用以降低成本。如果不出意外的话,“星舰”搭载一个名为Super Heavy的重型运载火箭,在完成最初的爬升后,Super Heavy 将脱离 “星舰”并在控制下掉进墨西哥湾,而 “星舰”将继续前进并在地球轨道上以弧形穿过太空,然后降落在夏威夷海岸附近的太平洋。在不经意间,马斯克一直都在慢慢兑现着自己的承诺,尽管有延时,但未曾放弃,火星移民计划在之前看来是遥不可及的,但随着进程的推进,其轮廓也变得越来越清晰。免责声明:GO Markets分析师或外部发言人提供的信息基于其独立分析或个人经验。所表达的观点或交易风格仅代表其个人;并不代表GO Markets的观点或立场。联系方式:墨尔本 03 8658 0603悉尼 02 9188 0418中国地区(中文) 400 120 8537中国地区(英文) +248 4 671 903作者:Xavier Zhang | GO Markets 专业分析师

A 2023 Compare Forex Brokers’ comparison of the top global forex brokers named GO Markets as the top broker in multiple categories, including: Best Liquidity Broker 2023 Lowest Commission Forex Broker 2023 Best Singapore Forex Broker 2023 Justin Grossbard at Compare ForexBrokers said, “In our testing, GO Markets rated well when it came to elements such as execution speed, order fill rates and slippage leading to the award.” Compare Forex Brokers’ review of GO Markets stated; “Overall, GO Markets is a top forex broker with competitive forex commissions, an extensive range of stock CFDs and powerful Genesis MetaTrader platform experience.” Compare Forex Brokers is a forex broker comparison website that reviews all the best forex brokers to help you decide on a broker. GO Markets Director, Soyeb Rangwala, said of the rankings, “We are very pleased to receive these accolades from Compare Forex Brokers. This success reflects our continued efforts in Singapore and Malaysia in particular, to provide premium services to all our clients at the lowest cost possible.” About GO Markets GO Markets is an multi award-winning global financial services provider.
Over the last 17 years, we have been dedicated to evolving our technology, services and education, in order to provide our clients with the best possible trading experience. Through this dedication and because of the trust and loyalty of our clients, we’ve established ourselves as the first choice for trading for our clients globally. Contact [email protected]

On the 9th of March 2023, the Bank of Canada (BoC) released its monetary policy decision to keep rates at 4.50%. In the accompanying statement, the BoC indicated that it expected pressures in product and labour markets to ease as inflation growth signaled a slowdown. It also highlighted that while the BoC was assessing the impact of past interest rate hikes, it would be ready to hike rates again if required to bring inflation down to the 2% target level.
The Candian Median CPI y/y is expected to be released at 4.8% (Previous 5.0%) while Trimmed CPI y/y is expected at 4.9% (Previous 5.1%). If the inflation data is released as expected or lower, this could see the Canadian dollar weaken briefly as the likelihood of future rate hikes from the BoC diminishes. However, the directional bias of the USDCAD would be heavily dependent on the volatility of the DXY.
As the USDCAD trades within a symmetrical triangle pattern, the release of the CPI data could see breakout potential in either direction. If the price trades higher beyond 1.3750 and the 61.8% Fibonacci retracement level could see the USDCAD resume with the uptrend to retest the key resistance level of 1.3860. Alternatively, if the CPI data signals increasing inflation growth, the USDCAD could break the support level of 1.3660 and trade significantly lower, down toward the 1.35 key support level, especially if the DXY continues to weaken.


Adobe Inc. (ADBE) announced its financial results for the third quarter of the fiscal year 2022 before the opening bell in the US on Thursday. The American software company reported revenue of $4.433 billion, falling slightly short of Wall Street forecast of $4.438 billion. Earnings per share reported at $3.40 per share for the quarter, above analyst estimate of $3.345 per share. ''Fueled by our ground-breaking technology, track record of creating and leading categories and consistent execution, Adobe delivered another record quarter,'' Shantanu Narayen, chairman and CEO of Adobe said in a press release. ''Adobe achieved record revenue and strong profitability in the quarter, demonstrating that our products are mission-critical to individuals, small businesses and the world’s largest enterprises,'' said Dan Durn, executive vice president and CFO of the company. ''Our operational rigor combined with our strong engine of innovation are driving growth across our platforms and will fuel future growth as the digital economy continues to expand,'' Durn added.
The company repurchased approximately 5.1 million shares during the quarter. Adobe also announced that it has entered into final stages to acquire Figma, a web-first collaborative design platform for around $20 billion in cash and stock. ''Adobe’s greatness has been rooted in our ability to create new categories and deliver cutting-edge technologies through organic innovation and inorganic acquisitions,'' ''The combination of Adobe and Figma is transformational and will accelerate our vision for collaborative creativity,'' Shantanu Narayen commented on the acquisition of Figma. Adobe Inc. (ADBE) chart Shares of Adobe were down by around 15% on Thursday, trading at $313.35 a share.
Here is how the stock has performed in the past year: 1 month -29.45% 3 months -15.16% Year-to-date -45.38% 1 year -53.43% Adobe price targets UBS $415 Stifel $500 Baird $450 Deutsche Bank $500 Wells Fargo $425 Mizuho $480 Citigroup $388 Barclays: $440 Adobe is the 70 th largest company in the world with a market cap of $144.34 billion. You can trade Adobe Inc. (ADBE) and many other stocks from the NYSE, NASDAQ, HKEX and the ASX with GO Markets as a Share CFD. Sources: Adobe Inc., TradingView, MarketWatch, Benzinga, CompaniesMarketCap


热门话题三星的新旗舰手机S23来了,是不是能给我们一些惊喜呢?

有一说一,近年来,我发现周围用三星手机的朋友可是越来越少了,其中不乏发生了很多负面的消息。其中包括:爆炸门事件:2016年,三星Galaxy Note 7智能手机因电池过热引发爆炸事件,引起全球关注。此次事件对三星的声誉造成了很大的损失,不仅造成了巨额的经济损失,还导致三星在智能手机市场上的竞争地位受损。市场份额下降:随着苹果、华为等品牌的崛起,三星的市场份额逐渐下降。尤其是在中国市场,三星的市场份额一度被华为、小米等本土品牌所超越。领导层危机:2017年,三星电子前副会长李在镕因受贿罪被判入狱,引起了公司领导层的危机。环境污染:2019年,三星被曝出在中国的生产工厂存在环境污染问题,引起了社会的广泛关注。三星随后表示将采取措施加强环境保护。这些负面消息不断的使得三星出现不好的声誉,再加上其生产的芯片的芯片一直以高发热和拉胯的功耗著称,也不断遭到了竞争对手台积电的打压,在2022年,大部分的大厂都选择使用台积电的工艺而放弃让三星代工,无疑也是对其有很大的影响。再者,三星的服务近年来也是被消费者诟病,维修售后也曾遭遇过集体诉讼。还有就是在近几年,手机竞争力不强的情况下,还都保持了很高的价格,性价比问题也是较为突出的问题。到了S23了,2023年了,三星这代,是不是会给我们一些惊喜呢?首先就是相机部分,近些年来大家手机相机都很卷啊,这次配置1200万像素超广角、两个1000万像素长焦镜头以及最重磅的2亿像素广角主摄的四摄组合。那么体现在在相片上也是表现不错的,对比Iphone 14 pro来说在相片水平是各有千秋,但是视屏方面,比起苹果阵营来说还是有不小的差距。然后通话质量其实也是一个亮点,在吵闹的环境中,仍然发挥了不俗的降噪功能,然而人声又不是非常的不真实,是我很喜欢的一个点。接下来就是重头戏了,芯片。这次三星S23搭载的定制的骁龙8gen2 for Galaxy,是用的台积电的4nm技术,哎?感觉这代的功耗稳了。其实不使用自家的生产的芯片也是有迹可循的,在今年四月,三星直接公开将要削减其NAND 和 DRAM 内存芯片的产量。这就对了嘛,以其花费时间资源不讨好,还不如直接用台积电技术来的快。那么骁龙8gen2 for Galaxy 定制版和原版有什么区别呢,之前笔者有文章写过,骁龙8 gen2 这个怪兽无限缩小了安卓和苹果在手机端处理器的差距。而这个定制版其实也就是有一些超频,实测下来其实跑分和测试差距和原版差距其实不大。用多一点点的功耗,换多一点点的性能。最后就是大家关注的散热问题,测试下来,虽然号称这次S23系列散热着巨大的改良(好吧对标以前的机型的确是散热进步不少),但是对标其他用了骁龙8gen2的机器来说,还是有些差距的,希望三星之后多多努力啦。虽然三星近年来被诟病问题不小,但是其财报显示销售额和净利润都在逐年上涨,近三年的净利润增长更是达到了21.32%,50.41%,39.46%。和国内百花齐放的情况不同,其中三星在波兰的市场渗透率已经接近了30%。

(Source:Factset)从手机市场份额图我们也可以看出,三星近年来基本上维持在20%左右,基本上还是稳居市场份额的前2,不容忽视。特别是欧洲地区,其实对于手机的选择,苹果和三星加起来占据了半壁江山。这也不难理解,三星虽然性价比不高,但是销售额和净利润还是在蹭蹭蹭的上涨。其次就是手机或者平板电脑只是占三星收入占比的20左右,其中还有半导体业务(包括DRAM和NAND闪存芯片),显示器和数字媒体业务,,消费电子业务(包括电视、家用电器、笔记本电脑等),IT和移动通信设备业务(包括笔记本电脑和网络设备),其他业务(包括金融、生命科学、化学等),因此,多路开花的情况下,也造就了三星“异常”漂亮的财报。

(Source:Counterpoint)从股价来看,目前三星的股价也是处于一个上升通道当中,目前处于上升通道的上沿,下方均线有明显的支撑力。入场的话,可以参考均线位置入场,整体表现强劲。

(Source:Tradingview)从财报和技术面来看,目前三星是属于一个很健康,很强劲的状态。评级的话,买入和持有评级也占据了大部分。多名分析师的平均目标价位估计在78247.4左右,是属于一个非常乐观的情绪。

(Source:Factset)虽然在市面上三星的风评不是很好,但是从财报数据和股价上来说充满了机会,也希望三星在未来可以给客户提供更多高性价比的产品。如果您有其他想法,欢迎和我们进行沟通交流。免责声明:GO Markets分析师或外部发言人提供的信息基于其独立分析或个人经验。所表达的观点或交易风格仅代表其个人;并不代表GO Markets的观点或立场。联系方式:墨尔本 03 8658 0603悉尼 02 9188 0418中国地区(中文) 400 120 8537中国地区(英文) +248 4 671 903作者:Neo Yuan | GO Markets 分析师
