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Jinse Finance reported that New York Federal Reserve President Williams stated that the upcoming Federal Reserve policy meeting will be a "live" meeting, suggesting the possibility of an interest rate adjustment, but did not explicitly indicate support for any specific course of action. When mentioning the Fed's dual mandate, he said, "We are making the risks more balanced." Investors are betting that the Fed will cut interest rates at the September meeting, and Williams stated that the current interest rate level is in a "moderately restrictive" state.

According to a report by Jinse Finance, citing market news released by Walter Bloomberg, Morgan Stanley stated that driven by the widespread adoption of cloud services and generative artificial intelligence (AI) workloads, Amazon Web Services (AWS) is expected to accelerate its growth rate to over 20% in 2026 as new computing power capacity gradually meets market demand. The investment bank believes this will be a key driver of Amazon's (AMZN) valuation—with a base case target price of $300 and an optimistic scenario of $350. Although AWS has previously lagged behind Microsoft Azure in terms of capital expenditure (capex), its capex is now gradually increasing: spending is expected to reach approximately $33 billion in 2025 and continue to grow in 2026.