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[Amazon fell nearly 5% after opening as US$220 billion in AI capital expenditures raised concerns] On October 30, Amazon’s U.S. stocks fell nearly 5% after opening. The company's third-quarter revenue was US$201.9 billion, a year-on-year increase of 12%; AWS revenue was US$46 billion, a year-on-year increase of 39%. However, the company expects full-year capital expenditures in 2026 to be approximately US$220 billion, and the market is paying attention to the returns and free cash flow performance of the huge investment in AI infrastructure.
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