亚马逊去年10月已裁减约1.4万名白领员工，约占裁员3万人目标的一半。知情人士称，第二轮裁员规模 预计与去年相近，最早可能于下周二开始。 亚马逊将去年10月的裁员与AI软件的兴起联系起来，该公司在一封内部信中表示："这一代AI是我们自 互联网以来所见过的最具变革性的技术，它使得公司能够以比以往快得多的速度进行创新。" 截至发稿，亚马逊不予置评。(作者/箫雨) 凤凰网科技讯北京时间1月23日，据路透社报道，两位知情人士透露，作为整体削减约3万名企业职能部 门员工目标的一部分，亚马逊计划于下周启动第二轮裁员。 亚马逊 据知情人士透露，此轮裁员将影响亚马逊云计算服务AWS、零售、Prime Video以及人力资源部门(即"人 员体验与技术团队")的工作岗位，不过影响的具体范围尚不明确。知情人士提醒称，亚马逊的计划细节 仍可能存在变动。 ...

美东时间周四，美股延续前一交易日的涨势。随着地缘政治紧张情绪缓解，市场出现普涨行情，推动三大股指整体走高。 截至收盘，道琼斯指数涨0.63%，报49,384.01点；标普500指数涨0.55%，报6,913.35点；纳斯达克指数涨0.91%，报23,436.02点。 （三大指数本周走势，来源：FactSet） 从周度表现来看，道指小幅上涨，而另外两大主要指数仍有可能录得周线下跌。截至目前，标普500指数本周累计下跌 0.4%，纳指下跌 0.3%。 特朗普周三在达沃斯论坛上表示，他不会通过武力方式获取格陵兰。当天稍晚，他还宣布，已与北约秘书长马克·吕特"就格陵兰问题形成了一项未来协议的 框架"，因此取消原定于2月1日生效、针对德国、法国、英国和丹麦等8个欧洲国家的新一轮关税。 尽管"协议框架"的消息提振了市场情绪，但局势显然尚未尘埃落定。丹麦首相周四表示，"我们不能就主权问题进行谈判"。此前有媒体报道称，潜在妥协方 案可能涉及美国在格陵兰设立军事基地并获得土地使用权。 经济数据方面，表现略好于预期。三季度美国国内生产总值（GDP）按年化计算增长4.4%，高于此前4.3%的预估值；当周初请失业金人数为 20万人， ...

Core Viewpoint - Elon Musk criticized the U.S. tariffs on solar energy during his appearance at the World Economic Forum in Davos, Switzerland, while announcing ambitious goals for Tesla, including the sale of humanoid robots starting next year and the potential approval of autonomous driving technology in Europe within weeks [1]. Group 1: Criticism of U.S. Solar Tariffs - Musk stated that the U.S. has the capability to produce enough solar energy to meet the entire nation's electricity needs, including the demands from large tech companies [2]. - He emphasized that only a small area in states like Utah, Nevada, or New Mexico could generate all the electricity required for the U.S. [2]. - Musk pointed out that high tariffs on solar energy artificially increase the economic costs of deploying solar power [2]. Group 2: Tesla's Humanoid Robot Sales - Tesla is expected to start selling the Optimus humanoid robot to the public by the end of next year [5]. - Musk expressed caution regarding the development of robots, referencing the potential dangers depicted in the "Terminator" film series [3][4]. Group 3: Progress in Autonomous Driving - Tesla has begun offering Robotaxi services in Austin, Texas, without safety monitoring personnel in the vehicles [6]. - Musk anticipates that Tesla will receive approval for autonomous driving in Europe next month [7].

为应对持续的财务挑战并增强资产负债表的灵活性，英特尔在资本层面进行了重大操作。财报披露，公 司已完成向英伟达(NVIDIA)出售价值50亿美元的英特尔普通股。这一战略引资举措不仅为英特尔提供 了急需的现金流支持，也引发了业界对双方在AI算力生态上潜在竞合关系的广泛猜测。在技术路线 上，英特尔宣布其Intel18A制程已在亚利桑那州和俄勒冈州进入大批量制造阶段，这是公司重夺制程领 先地位的关键节点，首批基于该工艺的产品预计将主要面向高性能计算市场。 展望未来，英特尔对短期业绩持谨慎态度。公司首席财务官David Zinsner指出，预计2026年第一季度的 可用供应量将降至最低水平，随后在第二季度逐步改善。基于此，英特尔预计2026年第一季度营收将在 117亿至127亿美元之间，毛利率指引降至32.3%(GAAP)。面对行业激烈的竞争环境，公司管理层重申了 重振工程技术卓越性以及抓住AI机遇的战略重点，但如何在供应链受限和现金流压力的双重挑战下实 现业绩反转，仍是市场关注的焦点。 凤凰网科技讯北京时间1月23日，英特尔公司(Nasdaq:INTC)今日公布了截止2025年12月27日的第四季度 及全年财务报告。 ...

1月22日，今日央行公告，1月23日将开展9000亿MLF操作。本月有2000亿MLF到期，这意味着1月MLF 续作加量7000亿，净投放规模显著加大。 同时，市场也表示央行短期内通过降准应对节前资金面波动的可能性不大。"净投放7000亿元，总量上 介于降准0.25个百分点到0.5个百分点之间。本月MLF实现较大规模净投放后，春节之前降准的可能性 在降低。" 央行加量续作呵护资金面 投放规模平稳运行关键 今日央行公告，为保持银行体系流动性充裕，2026年1月23日，中国人民银行将以固定数量、利率招 标、多重价位中标方式开展9000亿元MLF操作，期限为1年期。这意味着1月MLF续作加量7000亿，净 投放规模显著加大。此外，本月两个期限品种买断式逆回购净投放3000亿，1月中期流动性净投放总额 高达1万亿，也较此前规模显著加大。 民生银行首席经济学家温彬对智通财经记者表示，2026年，央行会继续加大流动性投放力度，灵活搭配 公开市场操作各项工具，保持流动性充裕。 招联首席研究员董希淼对智通财经记者表示，央行继续向市场投放中期流动性，满足春节前后的跨节资 金需求，对冲年初信贷投放和政府债券发行加快等因素对流动性 ...

Group 1 - Trump emphasized a series of measures aimed at alleviating housing affordability, asserting that the U.S. will not become a nation of renters [1] - The executive order titled "Stop Wall Street from Competing with Ordinary Homebuyers" was signed, although it does not immediately impose new rules but initiates a multi-step policy process [1] - The White House's National Economic Council Director, Kevin Hassett, indicated that a significant housing policy will be announced soon, highlighting its importance in the upcoming State of the Union address [1] Group 2 - Trump acknowledged that his housing affordability plans would impact Wall Street banks and institutional investors, proposing a permanent ban on institutional investor home purchases [3] - He stated that homes are built for people, not corporations, and expressed a desire to protect the wealth of current homeowners from policy changes [3] - The plan to limit credit card interest rates to 10% was presented as a means to help Americans save for down payments, addressing the issue of rising credit card debt [4] Group 3 - Jamie Dimon, CEO of JPMorgan Chase, warned that capping credit card interest rates could lead to an "economic disaster" for the U.S. [4]

Core Viewpoint - Apple is engaged in a high-stakes legal battle with the Indian Competition Commission (CCI) over allegations of abusing its market position in the App Store, while challenging the validity of the related laws and seeking to prevent the CCI from accessing its global financial records [1][2] Group 1: Legal Proceedings - Apple has requested an Indian court to block the CCI from obtaining its global financial records during the investigation into its App Store policies [1] - The CCI's investigation accuses Apple of market abuse, which Apple denies [1] - A hearing is scheduled for January 27, 2024, in the Delhi High Court regarding this case [2] Group 2: Financial Implications - Apple fears that if fines are calculated based on its global revenue, it could face penalties as high as $38 billion [1] - The company is currently challenging the fine rules set for 2024 in the Indian court [1] Group 3: Ongoing Investigations - Despite Apple's legal challenges, the CCI is continuing its investigation and has issued a unilateral directive requiring Apple to provide financial data as of December 31, 2023 [1] - Apple argues that compliance with this directive would undermine its legal challenge against the fine rules [1]

| Date | lime | | --- | --- | | January 22, 2026 | 16:30-17:00 CET | 1月22日，今年的世界经济论坛，突然迎来了一位意外的"客人"——世界首富埃隆·马斯克将出席并发表讲话。 按照原定披露的官方日程，马斯克原本预计不会参加世界经济论坛。但在美国总统特朗普发表演讲一天后，这位特斯拉和SpaceX公司的首席执行官突然已 被列入活动日程——这预计也是马斯克首次正式现身达沃斯世界经济论坛。 根据达沃斯官方披露的消息，马斯克将于瑞士时间周四下午4点30分（北京时间周四晚间11点30分）与贝莱德集团首席执行官拉里·芬克一同出席一场会议。 马斯克首度现身达沃斯论坛？ 追溯过往，马斯克与达沃斯论坛的组织者之间一直关系紧张。 2022年，马斯克曾表示，自己拒绝了达沃斯论坛的邀请，并在社交媒体上写道，达沃斯论坛"无聊透顶"。 而世界经济论坛当时澄清道，他们并没有邀请马斯克，事实上自2015年以来该论坛就没有再邀请过马斯克。 该论坛主办方的发言人当时声称，该论坛组织者过去曾多次邀请马斯克参加年会，最后一次发出邀请是在2015年，但他从未实际登记或到场参会。 2023 ...

Core Viewpoint - Major Chinese banks have announced the implementation of an optimized personal consumption loan subsidy policy, extending its duration and expanding its scope to support consumer spending [1] Group 1: Policy Implementation - The implementation period for the personal consumption loan subsidy policy has been extended to December 31, 2026 [1] - The scope of support has been expanded to include credit card installment payment services [1] Group 2: Subsidy Expansion - The subsidy field has been broadened by removing the restriction on single transactions of 50,000 yuan and above [1] - The subsidy standard has been improved by eliminating the cap of 500 yuan on single transaction subsidies and the previous limit of 1,000 yuan for cumulative subsidies under 50,000 yuan per borrower at a single institution [1] Group 3: Existing Agreements - For loans that have already signed the personal consumption loan subsidy service agreement, any consumption occurring after January 1, 2026, will automatically apply the latest subsidy policy without the need to re-sign the agreement [1]

Core Viewpoint - The price of gold is expected to rise significantly, with Goldman Sachs raising its year-end forecast to $5,400 per ounce, reflecting strong demand from private investors and central banks [2][6]. Group 1: Price Trends - Gold prices have surged over 60% since 2025, marking the largest increase since 1979, despite some fluctuations this year [1]. - As of the latest report, gold prices are hovering around $4,830 per ounce, having increased approximately 11% this year and more than doubled since early 2023 when prices were around $1,865 per ounce [2][6]. - Analysts predict that gold prices will break the $5,000 mark this year due to declining real interest rates and ongoing diversification efforts away from the dollar [8][9]. Group 2: Demand Drivers - The demand for gold is being driven by private sector investments, with high-net-worth families purchasing physical gold and investors buying call options [6]. - Central banks are expected to average monthly gold purchases of 60 tons, as they diversify their assets and compete with private investors for limited gold supplies [6]. - The demand for gold as a hedge against global macroeconomic risks is anticipated to remain stable, with private investors showing increased "stickiness" in their positions [6]. Group 3: Supply Dynamics - The supply of gold remains stable, as the majority of gold already exists and new production accounts for only about 1% of the total global supply [7]. - Gold prices typically only stop rising when demand weakens, such as during geopolitical easing or when central banks feel less need to diversify [7]. Group 4: Market Sentiment - There is a growing optimism on Wall Street regarding gold prices, with analysts expecting a continued upward trend due to geopolitical tensions and the search for safe-haven assets [8][9]. - The London Bullion Market Association's survey indicates that analysts expect gold prices to reach $5,400 per ounce this year, reflecting a robust long-term trend rather than speculative peaks [9].