当地时间周四，美国总统特朗普最新表示， 当地时间周五上午（北京时间今晚）将宣布美联储主席人选 。 知情人士透露，前美联储理事凯文·沃什于周四在白宫会见了美国总统特朗普。市场预测平台Polymarket最新显示，沃什被特朗普提名为美联储新主 席的概率飙升至87%。 周四早些时候，特朗普在 "真实社交" 平台发文， 再次抨击即将卸任的美联储主席鲍威尔 。 当天稍早，他曾表示将于下周某个时候公布美联储下一任主席的人选。 "我们即将宣布美联储主席人选，" 特朗普周四在内阁会议上表示。他还补充道，财政部长贝森特和商务部长卢特尼克也参与了此次决 策，并表示"我认为这个人会做得很好。" 特朗普发表此番言论的前一天，美联储决定将联邦基金利率目标区间维持在3.5%至3.75%之间不变（此前已连续进行三次降息）。 与特朗普面谈过的候选人一共四位，包括美联储理事会成员克里斯托弗·沃勒、前美联储理事凯文·沃什、贝莱德公司高管里克·里德以及白 宫经济顾问凯文·哈塞特。 克里斯托弗·沃勒是最新利率决议中两名投出反对票的官员之一，他主张降息25基点。而哈塞特曾是美联储主席一职的热门人选，不过特朗 普近期表示，他可能更倾向于让哈塞特继续担任 ...

《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 数据中心+商业航天+业绩预增，海底数据中心产品全面进入商业化阶段，先后参与国内两大项目，2025年净 利预增超3.8倍，联合中标海上回收船项目，这家公司雷达产品打入欧洲市场。 前言 ...

Core Viewpoint - The regulatory body has issued a warning regarding a fund company that engaged in illegal sales practices, particularly through collaborations with unqualified internet influencers, leading to significant penalties and a call for stricter compliance measures [2][3][9]. Group 1: Regulatory Actions - A fund company was found to have exceeded a daily subscription volume of 10 billion, prompting regulatory scrutiny and penalties for violating sales regulations [2]. - The company was ordered to rectify its practices and had its public fund product registration suspended due to inadequate risk disclosure and investor suitability management [3][6]. Group 2: Marketing Practices - The fund company collaborated with unqualified internet influencers, paying substantial advertising fees to promote its products, which misled investors about the risks associated with high-risk funds [3][10]. - The use of "real-time fund valuation" features and rankings on third-party platforms has been flagged as potentially misleading to investors, necessitating regulatory oversight [5][8]. Group 3: Risks Identified - The collaboration with internet influencers has been identified as a risk factor, as it may amplify the "herd effect" among investors, leading to concentrated investments in high-volatility products [10][11]. - The exposure of short-term performance through influencer rankings can mislead investors, causing them to overlook historical performance and risk profiles [10]. Group 4: Recommendations for Compliance - Fund companies and sales institutions are urged to enhance investor suitability management to ensure appropriate products are sold to suitable investors [6]. - Strict prohibitions against partnerships with unqualified influencers for fund sales and marketing activities have been emphasized [7]. - Sales institutions and third-party platforms must conduct self-assessments and remove misleading features that could confuse investors [8].

"今日酒价"披露的批发参考价显示，1月30日， 26年飞天茅台原箱较前一日上涨100元，报1710元/瓶。 | 品名 | 规格 | 昨日行情 | 今日行情 | | --- | --- | --- | --- | | 2 26年飞天(原) | 53度/500ml | 1610 | 1710 t | | 2 26年飞天(散) | 53度/500ml | 1570 | 1650 t | | 25年飞天(原) | 53度/500ml | 1620 | 1730 t | | 25年飞天(散) | 53度/500ml | 1580 | 1650 t | | 24年飞天(原) | 53度/500ml | 1750 | 1750 | | 24年飞天(散) | 53度/500ml | 1615 | 1660 t | | 23年飞天(原) | 53度/500ml | 1820 | 1820 | | 23年飞天(散) | 53度/500ml | 1720 | 1740 t | 24年飞天茅台原箱较前一日持平，报1750元/瓶；24年飞天茅台散瓶较前一日上涨45元，报1660元/瓶。 下载财联社APP获取更多资讯 准确 快速 权威 ...

今日早间，黄金、白银双双大跌。现货黄金日内跌幅扩大至4%，报5139.38美元/盎司。 | 休加 喷雾 | 黄金/美元 | | | 3 7 Q | | | --- | --- | --- | --- | --- | --- | | | XAU | | | | | | | | よ120 22 今井 5401.07 最高 5450.97 最低 5125.24 | | | | | -4.35% -233.65 | -- 持仓 总手 | | | 日增 | | | 结算 | 昨结 5373.03 | | | 明示 | | | 分时 五日 | 日K 周Ｋ | | 目K | 専多。 | | | 5620.82 | | | 4.61% 卖1 | 5141.13 | | | | | | | 买1 5137.63 | | | | | | | 分时成交 10:22 5130.89↑ | | | | | | | 10:22 5133.44↑ 10:22 5136.681 | | | 378-03 | | | | 10:22 5136.464 | | | | | | | 10:22 5136.74↑ | | | | | | | 10: ...

Group 1 - The precious metals sector opened lower, with companies like Zhongjin Gold, Silver Nonferrous, and others hitting the daily limit down [1] - The precious metals index dropped by 8.22%, with 13 companies declining and only one company rising [2] - In the past week, the precious metals sector saw a significant increase of 25.40%, with a monthly increase of 86.46%, a quarterly increase of 110.70%, and an annual increase of 255.02% [2] Group 2 - Xiaocheng Technology experienced a sharp decline of over 19%, with a latest price of 68.78 and a market capitalization of 16.071 billion [2] - Sichuan Gold's stock price fell by 10% to 66.18, with a market capitalization of 19.09 billion [2] - Shandong Gold's stock decreased by 8.68% to 55.35, with a market capitalization of 200.059 billion [2]

Core Viewpoint - Apple's Q1 financial performance exceeded expectations, with a year-over-year revenue growth of 16%, reaching a record high, which positively impacted its stock price in after-hours trading [3][4]. Financial Performance - Earnings per share were reported at $2.84, surpassing the expected $2.67, while total revenue reached $143.76 billion, exceeding the forecast of $138.48 billion [4]. - The net profit for the quarter was $42.1 billion, compared to $36.33 billion in the same period last year [4]. Product Line Performance - iPhone revenue was $85.27 billion, exceeding the expected $78.65 billion, while Mac revenue was $8.39 billion, below the forecast of $8.95 billion [7]. - iPad revenue grew by 6% to $8.6 billion, surpassing expectations, while wearables, home, and accessories revenue fell short at $11.49 billion [14][7]. - Service revenue reached $30.01 billion, slightly below the expected $30.07 billion, with a gross margin of 48.2%, exceeding the anticipated 47.5% [7]. Market Insights - iPhone sales globally increased by 23%, attributed to strong sales of the iPhone 17 series launched in September [9]. - In China, revenue grew by 38% year-over-year to $25.53 billion, driven by iPhone sales, with a record number of users upgrading their devices [10][11]. Future Outlook - The company anticipates Q2 revenue growth of 13% to 16% year-over-year, estimating between $107.8 billion and $110.66 billion, compared to analyst expectations of $104.84 billion [7]. - iPhone supply is expected to be constrained in the upcoming quarter, while service revenue growth is projected to be similar to Q1's 14% [8]. Investment and R&D - Capital expenditures for the quarter were $2.37 billion, down from $2.94 billion a year ago, while R&D expenses increased from $8.27 billion to $10.89 billion [18]. - The company is investing in AI but at a lower level compared to competitors like Meta and Microsoft, which are committing substantial resources to AI infrastructure [19]. Supply Chain Challenges - Rising memory prices are expected to impact the company's cost structure, with the CEO indicating that the effects will be more pronounced in Q2 [20][21]. - The company is currently managing supply chain constraints to meet high customer demand, but predicting when supply and demand will balance remains challenging [20].

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making, focusing on extracting investment value from significant events and analyzing industry chain companies [1] - The company has developed an AI application system that supports the development and implementation of AI models for enterprises, providing a range of AI intelligent entities for business scenarios [1] - The company is also involved in the production of PCB photoresists, which have seen both volume and price increases driving performance growth, while also exploring cutting-edge photovoltaic processes such as perovskite stacking [1]

美国总统特朗普表示，下周将宣布美联储主席人选。利率应比当前水平低两到三个百分点。 为什么鲍威尔一直不披露5月是否走人？ 随着本周美联储议息平静收场，围绕着美联储主席鲍威尔去留的问题正变得愈发紧迫： 他是否会在5月美联储主席任期届满后，一并辞去美 联储理事的职位？ 在周三的新闻发布会上，鲍威尔自去年夏季以来第四次拒绝回答这一问题。他说道："还是这样， 我不想谈论这个问题 。" 在会后发布的见解中，被称为"美联储传声筒"的尼克·蒂米劳斯透露， 鲍威尔其实早就做好"解甲归田"的准备，但急于对美联储出手的白宫 官僚们搞砸了提早锁定额外理事席位的契机 。 美联储提名的"席位算术题" 眼下的问题由美联储的治理机制和历史惯例共同造成： 美联储理事的任期长达14年，但美联储主席的任期只有4年，且美联储主席必须是理 事会成员 。自二战时期的马里纳·埃克尔斯（1934年至1948年任美联储主席，后留任理事至1951年）应时任美国总统杜鲁门邀请留任外， 后续的美联储主席均于任期届满后一并辞去理事职务。 据另一位知情人士透露，美国财长贝森特曾向同僚表示"乐观地认为鲍威尔会在5月离职"，但传票的到来改变了这一切。 美国财长对这项调 查 ...

周四（1月29日），微软暴跌拖累美股早盘走低，但三大指数盘中持续缩小跌幅，最终道指收盘转涨。 截至收盘，标普500指数跌0.13%，报6969.01点；纳斯达克综合指数跌0.72%，报23685.12点。盘中，两只指数分别一度跌1.5%和 2.6%。 | 名称 | | 局新价 | 淵味顏 | 涨跌幅 | | --- | --- | --- | --- | --- | | 道現期指数 | 0 | 49071.56 | +55.96 | 0.11% | | 标普500指数 | | 6969.01 | -9.02 | -0.13% | | 纳斯达克综合指数 | | 23685.12 | -172.33 | -0.72% | 道琼斯指数涨0.11%，报49071.56点，盘中一度跌0.85%。30只成分股中，22家上涨8家下跌，IBM、霍尼韦尔涨近5%，弥补了微软跌约 10%的拖累。 前一交易日，微软发布的业绩报告显示，公司云业务增速从40%放缓至39%；毛利率约为68%，降至三年来最低。微软周四收跌9.99%， 盘中一度跌逾12%。 "但现在，人们对它提出了更多疑问，它越来越难以持续带来利好消息。"Williams ...