凤凰网科技讯 北京时间1月30日，苹果公司今天发布了2026财年第一季度财报。随后，苹果CEO蒂姆·库 克(Tim Cook)、CFO凯万·帕雷克(Kevan Parekh)出席了电话会议，回答分析师的提问。 以下是苹果第一财季财报和电话会议要点汇总： ——苹果预计，第二财季营收将同比增长13%至16%，毛利率介于48%至49%。 ——库克表示，应将与谷歌的合作视为一次"协作"，苹果将继续独立推进"部分自主研发工作"。他指 出，此次与谷歌合作的重点在于提升Siri。 ——库克称，设备端AI和云端AI都很重要，苹果并不把它看作非此即彼的选择。 ——库克表示，苹果自研芯片对公司而言是一次极具影响力的变革，iPhone、iPad以及Mac都受益良 多。他认为，这是一项重要的竞争优势。苹果CFO帕雷克表示，自研芯片不仅节约了成本，同时也具有 战略价值。 ——总营收为1437.56亿美元，较上年同期的1243.00亿美元增长16%，创历史纪录；净利润为420.97亿 美元，较上年同期的363.30亿美元增长16%。 ——中国区第一财季收入为255.26亿美元，较上年同期的185.13亿美元增长38%； ——苹果活跃设备 ...

Core Viewpoint - The regulatory requirement for real estate companies to report the "three red lines" indicators monthly has been lifted for many firms, indicating a shift in oversight and a potential easing of financial pressures in the industry [1][3]. Group 1: Regulatory Changes - Many real estate companies are no longer required to report the "three red lines" indicators monthly, a change communicated verbally by regulatory authorities [1][3]. - Some distressed firms are still required to report financial indicators such as asset-liability ratios and operational recovery progress to local government task forces [1][3]. - The "three red lines" policy, introduced in 2020 to control the debt levels of real estate companies, has seen its reporting requirements relaxed as of 2026 [2][3]. Group 2: Industry Trends - The shift away from monthly reporting of the "three red lines" suggests that the policy is no longer being used as a tool for window guidance, indicating that the initial goals of limiting debt growth have been achieved [3]. - The real estate market has undergone significant adjustments over the past four years, leading companies to prioritize high-quality development over aggressive expansion [3][4]. - Analysts note that many developers have already reduced their debt levels to within the "three red lines," reflecting a broader industry trend towards lower leverage and a focus on asset management [4][5]. Group 3: Future Financing Landscape - The future of financing in the real estate sector is expected to shift towards a "lead bank system," where a single bank or syndicate is designated to manage project financing, ensuring that funds are allocated appropriately [4]. - The focus on optimizing existing debt and supporting "white list" projects is anticipated to continue, with potential extensions of loan terms for quality private firms [5]. - Overall, the financing pressure on real estate companies is expected to ease, influenced by ongoing adjustments within the industry and supportive financial policies [5].

据知情人士透露，SpaceX已讨论了与特斯拉合并的可行性，这一想法正获得部分投资者的推动。另 外，SpaceX还在研究在首次公开招股(IPO)前与xAI进行合并的可行性。 马斯克 截至发稿，马斯克以及SpaceX、xAI和特斯拉的代表均未回应置评请求。(作者/箫雨) 凤凰网科技讯北京时间1月30日，据彭博社报道，知情人士称，SpaceX正考虑与特斯拉进行合并的可行 性，同时也在评估与xAI的替代性合并方案。这表明，马斯克正在权衡如何整合其商业帝国。 知情人士称，任何此类交易都可能吸引基础设施基金和中东主权投资者的浓厚兴趣。此类交易可能需要 大规模融资安排。 知情人士强调，最终决定目前尚未作出，具体细节仍可能变动，各公司也可能选择维持独立运营。 ...

在春节节点，优惠对看房人群的置业决策有一定吸引力，但并非决定性因素。报告显示，一成受访者属于"优惠敏感型"，决策主要取决于优惠力 度；近三成受访者则坚持"价值优先"，认为房源品质与购买时机的重要性高于价格让利。 从不同年龄层人群来看，95后刚需起步，对"春节优惠"敏感度最高。年轻人与中年人对春节优惠的决策响应逻辑高度趋同，均以"意向前置、优惠 加速"为主流，年轻人选择"是，原本就有较高意向，有优惠更好"的占比61.0%，中年人为60.3%。 基于对当前人们的居住状况和改善需求的洞察，报告显示，对于"好房子"预期，"舒适"与"安全"成为人们最为看重的两项特征，这也是未来居住 产品不可动摇的核心价值。在居住空间方面，调研数据显示，43.2%的受访者更关注客厅空间的改善，高于卧室、厨房等功能区域。在小区的居 住环境方面，小区车位不足问题较为突出。高达48.3%的受访者指出小区车位不足是首要痛点，公共空间和电动车管理问题紧随其后。 调研数据显示，63.8%的人将小区硬件设施视为关键；68.0%的人看重生活配套，62.4%的人要求交通便利，55.3%的人明确需要好物业。人们对居 住品质的关注度持续攀升。 1月29日，5 ...

Core Viewpoint - Regulatory authorities have ceased the requirement for real estate companies to report the "three red lines" indicators, which were initially introduced to manage real estate financing and limit debt growth [1][2]. Group 1: Regulatory Changes - The "three red lines" policy was first introduced in August 2020 to monitor and manage financing for key real estate companies, with specific thresholds for debt metrics [1]. - Companies were categorized into four tiers based on their compliance with the "three red lines," which determined their debt growth limits [1]. - Multiple real estate executives confirmed that reporting on the "three red lines" has not been required since last year [1]. Group 2: Market Analysis - The real estate market has undergone a significant adjustment over the past four years, leading to a fundamental shift in the operational strategies of real estate companies towards high-quality development rather than debt-driven growth [2]. - Despite the cessation of the "three red lines" reporting, the financing environment for the real estate sector is unlikely to improve significantly in the short term due to prevailing market conditions and cautious attitudes from financial institutions [2]. Group 3: New Financing Models - A new financing model is emerging in the real estate sector, characterized by the implementation of a "lead bank system," where a designated bank or syndicate oversees project financing [3]. - This new model is expected to become the primary method for real estate financing, ensuring that companies can meet their reasonable financing needs and support project development [3]. - Real estate companies are shifting from a total-to-total financing approach to a project-based model, with limited financing options available for group-level financing, particularly for private firms [3].

Market Overview - Microsoft shares dropped nearly 10%, significantly impacting the software sector and contributing to a decline in major U.S. stock indices, although the Dow Jones managed to close slightly up by 0.11% [1][2][4] - The S&P 500 index fell by 0.13% to 6969.01 points, while the Nasdaq Composite index decreased by 0.72% to 23685.12 points, with both indices experiencing larger intraday declines of 1.5% and 2.6% respectively [1][2] Company Performance - Microsoft reported a slowdown in cloud business growth from 40% to 39%, with a gross margin of approximately 68%, marking a three-year low. This led to a 9.99% drop in its stock price [4] - Other software companies such as ServiceNow, Salesforce, Oracle, and SAP also experienced declines in their stock prices, with drops of 9.94%, 6.09%, 2.19%, and 15.2% respectively [4] - The iShares Expanded Tech-Software Sector ETF (IGV) fell by 4.94%, entering a technical bear market with a 22% decline from recent highs [4] Technology Sector Insights - Rob Williams, Chief Investment Strategist at Sage Advisory, noted that while artificial intelligence (AI) has driven economic growth, it has also raised valuation concerns in the stock market. He emphasized the need for tech giants to report "explosive" earnings to boost market sentiment [6] - Meta Platforms saw a stock increase of 10.4% after announcing continued investment in AI, while Apple reported better-than-expected quarterly revenue, leading to a post-market stock rise of over 3% [6] Notable Stock Movements - Major tech stocks showed mixed performance: Nvidia rose by 0.52%, Alphabet (Google) increased by 0.71%, while Amazon, Broadcom, and Tesla saw declines of 0.53%, 0.75%, and 3.23% respectively [7][8] - The Philadelphia Semiconductor Index rose by 0.16%, reaching a new historical high, with notable gains from companies like Lam Research and KLA Corporation [7] Earnings Reports - Apple reported first-quarter revenue of $143.76 billion, a 16% year-over-year increase, exceeding expectations of $138.4 billion. iPhone revenue was $85.27 billion, up 23% from the previous year [10] - SanDisk's second-quarter revenue was $3.03 billion, surpassing the expected $2.67 billion, while Western Digital also reported better-than-expected earnings [11][12]

周四（1月29日）纽约时段，贵金属价格快速跳水，现货金价短线一度跌超400美元，随后收复了近一半跌幅。 现货黄金价格日内一度逼近5600美元关口，但在北京时间23:00左右开始下滑，从每盎司5530美元附近跌至5105.83美 元，日内跌幅最大时为5.7%。发稿时反弹至5317美元，跌幅收窄至1.8%。 分析认为，金银的短线跳水源于投资者在价格频刷新高后获利了结。 High Ridge Futures金属交易主管David Meger表示："在贵金属价格近期刷新历史新高后，我们看到了一波剧烈的抛售。" 但要指出的是，现货黄金本周迄今上涨6.5%，本月仍累计上涨23%。从加密领域的公司到各国的中央银行，对黄金的需 求仍正在持续扩大。 日内早些时候，加密公司Tether首席执行官表示，计划将其投资组合中10%至15%的资金配置到实物黄金。全球规模最大 的黄金ETF——SPDR Gold Trust的持仓量升至接近四年来高位。 GoldSilver Central董事总经理Brian Lan指出："贵金属正处在聚光灯下，投资者总是愿意让资金流向那些能够带来高回报 的资产。" Marex全球市场分析主管Guy Wol ...

iPhone需求强劲 凤凰网科技讯北京时间1月30日，苹果公司(NASDAQ:AAPL)今天发布了截至12月27日的2026财年第一 季度财报。财报显示，苹果第一财季总营收为1437.56亿美元，较上年同期的1243.00亿美元增长16%， 创历史纪录；净利润为420.97亿美元，较上年同期的363.30亿美元增长16%。 苹果第一财季业绩出色，总营收、每股收益、iPhone和服务业务收入均创下历史新高，中国区收入飙升 了38%。 股价表现： 苹果第一财季营收、每股收益以及iPhone收入均超出分析师预期，股价在盘后上涨不到1%。 .服务收入为300.13亿美元，较上年同期的263.40亿美元增长14%； 苹果股价盘后上涨0.32% 苹果股票周四在纳斯达克交易所开盘报258.00美元。截至周四收盘，苹果股价上涨1.84美元，报收于 258.28美元，涨幅为0.72%。截至发稿，苹果股价在盘后交易中上涨0.83美元至259.11美元，涨幅为 0.32%。过去52周，苹果股价最高为288.62美元，最低为169.21美元。 第一财季业绩要点： ——总营收为1437.56亿美元，较上年同期的1243.00亿美元增长 ...

Core Viewpoint - Several major fund companies, including GF Fund, Harvest Fund, E Fund, and Huaan Fund, have announced adjustments to the trading times and subscription amounts for their oil-related LOF funds due to significant price premiums in the secondary market [1][2][4][8]. Group 1: Fund Trading Adjustments - GF Fund's oil-related LOF fund will be suspended for trading from January 30, 2026, at market opening until 10:30 AM due to a significant premium in the secondary market [2]. - Harvest Fund's oil LOF fund will also be suspended for trading on the same date and time for similar reasons [4]. - Huaan Fund's S&P Global Oil Index LOF fund will follow the same trading suspension schedule due to substantial price deviations from the net asset value [8]. Group 2: Subscription Limit Changes - Huaan Fund will reduce the daily cumulative investment limit for its oil LOF fund to 2 yuan starting January 30, 2026, and will suspend large subscriptions and regular investment plans [10]. - GF Fund will adjust the subscription limit for its oil LOF fund to 10.00 yuan per day for individual accounts starting January 30, 2026 [10]. Group 3: Price Premium Risks - All mentioned funds have highlighted the risk of significant price premiums in the secondary market, warning investors that blind investments could lead to substantial losses [2][4][8].

凤凰网科技讯1月29日，Redmi正式推出并开售大屏长续航学习平板Redmi Pad2Pro，售价1799元起。 8GB+128GB：原价1799元，国补后1529.15元 8GB+256GB：原价1999元，国补后1699.15元 续航是其核心亮点，内置12000mAh大容量电池，官方宣称超长待机可达69天，支持33W有线充电与 27W有线反充，可充当应急充电宝。系统层面预装小米澎湃OS3.0，支持无线投屏、妙享桌面与苹果生 态互联，并提供PC级浏览器、WPS等专业应用，新增53系列教辅资源，覆盖全学段学习需求。 价格与开售信息 Wi-Fi版(现已开售) 12GB+256GB柔光版：原价2499元，国补后2124.15元 该平板搭载12.1英寸2.5K超清护眼屏，采用16:10黄金比例，支持120Hz刷新率与600nits峰值亮度，配备 全亮度DC调光、硬件级低蓝光与节律护眼2.0技术，纳米柔光屏设计带来类纸书写质感。 5G版(3月下旬开售) 性能方面，该机搭载台积电4nm工艺的第四代骁龙7s移动平台，辅以杜比全景声四扬声器与金属一体化 机身，提供深灰色、紫色、银色三种配色。 8GB+256GB：售价259 ...