A highly anticipated Fed meeting and the start of Magnificent 7 earnings highlight this week’s calendar. The Federal Reserve isn’t expected to move on interest rates at this week’s meeting. Still, market watchers will parse comments from Chair Jerome Powell amid pressure from the White House to lower rates. Microsoft, Meta Platforms, Tesla, and Apple are scheduled to report earnings this week, giving investors a look at the artificial intelligence trade and the state of play at some of the world's bigge ...

转自：贝壳财经 【#苹果客服回应iPhoneAir降价2000元#】近日，苹果部分直营渠道启动促销活动，其中，上市售卖仅 三个月的iPhone Air官方直减2000元，叠加国补后最高优惠2500元。25日，@中新经纬 以消费者身份向 Apple Store天猫官方旗舰店客服咨询活动详情，对方回应称：苹果官网只有iPhone 16系列降价，直营渠 道iPhone Air只有该店铺降价。同时，客服建议，可以把产品先加入购物车。"活动期间大家手速可快 了。"此外，客服告诉中新经纬，本次活动存在限量。参加活动的iPhone Air约1.3万台。 ...

Economic Indicators - The U.S. durable goods orders for November are expected to show a month-on-month increase of 3%, a significant recovery from the previous decline of -2.2% [3] - China's industrial profits for December are anticipated to decline by 13.1% year-on-year, indicating ongoing pressure on profitability in the industrial sector [3][4] - The U.S. PCE inflation data for December will be released on January 29, providing insights into price pressures in the economy [9] Major Financial Events - The upcoming week is termed "Super Earnings Week," with major tech companies like Microsoft, Meta, Tesla, and Apple set to report earnings, shifting focus from traditional financial metrics to the efficiency of AI capital expenditures [6][10] - The Federal Reserve is expected to maintain interest rates during its meeting on January 30, with Chairman Powell's comments likely to clarify the outlook for future rate cuts [7][10] - The OPEC+ monthly meeting is scheduled for February 1, where oil production policies will be discussed [17] Corporate Earnings - Key tech giants such as Tesla, Microsoft, Meta, and Apple will report earnings, with a focus on AI-related capital expenditures and hardware cycle recovery [10][11] - Storage companies like SanDisk, Western Digital, and Seagate, along with South Korean firms Samsung and SK Hynix, will also report, with market attention on the impact of AI on storage pricing and profitability [10][11] Geopolitical Events - The U.S. Treasury Secretary is expected to announce the new Federal Reserve Chairperson candidate during the week of January 26, which could influence market sentiment [12] - The EU-India summit may announce a historic trade agreement, reflecting the EU's strategic pivot in response to U.S. trade policies [12] - Political tensions and geopolitical risks, including developments in Greenland and the potential for another U.S. government shutdown, are expected to create market uncertainty [12][13] Industry Conferences - The China Academy of Information and Communications Technology will hold a seminar on space computing power on January 26, focusing on the integration of space information and intelligent computing [16] - The European Parliament will host a fusion energy conference on January 27, discussing the EU's fusion strategy [17]

苹果产品，又开启了大促销。 昨日，苹果官网及天猫官方旗舰店陆续开启新年活动，其中上市仅百天的iPhone Air官方减2000 元，部分地区叠加国补，优惠可达2500元，降幅超过30%。 而在优惠宣传页中，苹果写明"库存有限，售完即止"。但官方客服对《BUG》栏目表示，实际上 不存在"卖完就没优惠"的情况，"基本都能买到"。 近50天以来，苹果先后启动3次大规模降价。在多个社交平台上，大批果粉对短期多次调价的行 为感到不满，直言"背刺"并要求"退还差价"。 促销但限量？ 回应：都能买到 目前，天猫苹果Apple Store官方旗舰店已上线"新春优惠"促销活动页面。促销信息显示，用户今 日即可领券加购，1月25日20：00可开放购买。本次促销活动中，最引人注目的降价举措当 属"至高可享2000元"惊喜优惠和"部分地区叠加国补至高再省1500元"两项。 《BUG》栏目实测发现，本次促销降价幅度最大的产品主要为iPhone Air系列手机，全部统一直 降2000元。此外，内存为256G的iPhone Air手机，广东、四川、湖南、上海、辽宁、江苏、浙 江、福建地区用户还可以叠加领取500元国补费用，最高可享受250 ...

记者丨 朱芷葵 编辑丨江佩霞 一个多月内，苹果启动第三次大规模促销！ 苹果天猫旗舰店显示， 2026年1月25日20:00起至2月11日23:59:59止，苹果将开启2026年天猫 年货狂欢季 。其中，原价7999元的256G的iPhone Air，官方立减2000元，叠加国补到手价 5499元起。 值得注意的是，促销也并非天猫官旗独有，京东自营店铺也推出了iPhone Air的2000元大额优 惠券。 如果叠加国补以及以旧换新的补贴，甚至能做到5099元起步。这意味着，其全新机的 价格在电商平台3个月下跌了2900元。 【详见】 优惠券 距开始04:21:02 满7000减2000 全部分类 v 综合推荐 · 筛选 自营 苹果 Air 256GB 云白色 ¥7999.00 京补合约 12期免息 只换不修 免举证退换货 2万+条评价 96%好评 自营 苹果 Air 256GB 天蓝色 ¥7999.00 京补合约 12期免息 只换不修 免举证退换货 500+条评价 95%好评 12 期免息 5099 元 补贴 400元 实际支付金额以下单支付页面为准：国家补贴需遵守店铺规则，可用地区及时间以天猫平台规则及政府实 ...

Apple Inc. (NASDAQ:AAPL) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Goldman Sachs analyst Michael Ng reiterated a Buy rating on the stock with a $320.00 price target. The firm views APPL’s recent YTD drop as a buying opportunity, citing multi-year iPhone strength and Services mix. The investment bank noted how Apple’s shares are down 5% YTD at the start of calendar 2026, likely due to commodity cost inflation and App Store concerns.  However, the recent weakness presents a buyi ...

一、流动性充裕的环境下，后续还有哪些催化值得期待？ 我们在《春季行情仍会有新高》中强调，此次降温影响的更多是行情的节奏、结构而非整体趋势，支撑 春季行情向上的核心逻辑并未发生任何变化，本轮春季行情仍在半途。本周来看，虽然行情节奏趋缓， 但向上趋势仍在延续，并且结构上赚钱效应正在朝着更广的范围扩散。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：尧望后势 流动性充裕是支撑本轮春季行情向上的核心驱动力，背后来源于险资"开门红"支撑新增保费入市、居民 存款集中到期与人民币升值吸引的境外资金回流。 一方面，根据渠道数据，今年险资"开门红"表现亮眼，支撑大量新增保费入市。根据险企观察公众号披 露的渠道数据，截至1月中旬，头部公司个险保费增速普遍超30%，多家公司个险期交保费已突破百亿 关口，银保渠道甚至出现翻倍增长。新增保费30%需要入市的硬性配置需求，为市场带来大量增量资 金。 另一方面，根据居民定期存款到期期限推算，今年上半年将是居民存款集中到期的高峰，配合春季风险 偏好抬升，一季度有望是居民增配权益资产的重要窗口。2022年以来居民定期存款开始抬升，至2023年 年中到达阶段性高 ...

Group 1: Federal Reserve Meeting - The Federal Reserve is expected to pause interest rate cuts during its upcoming meeting on January 27-28, with a 95.6% probability of maintaining the current rate [1][2] - Economists predict that the Fed will keep the benchmark interest rate in the range of 3.50%-3.75%, with 58% forecasting no changes in the first quarter [3] - Political factors and internal disagreements among Fed policymakers may influence future rate decisions, with potential challenges in selecting the next Fed chair [4] Group 2: Earnings Reports - A significant portion of S&P 500 companies, including major tech firms like Apple, Microsoft, Meta, and Tesla, will report earnings next week, focusing on the impact of AI investments [5] - Goldman Sachs forecasts Apple's Q1 FY2026 revenue to reach $137.4 billion, an 11% year-over-year increase, driven primarily by iPhone sales [5] - Tesla's upcoming earnings report will shift investor focus towards advancements in AI technologies rather than traditional financial metrics, with Morgan Stanley predicting a 2.5% year-over-year decline in delivery expectations for 2026 [6]

Core Viewpoint - Apple has initiated significant promotional discounts on its products, particularly the iPhone Air, with price reductions exceeding 30% in some cases, amidst declining sales in the Greater China region [3][10][13]. Group 1: Promotional Activities - Apple launched a New Year promotional event, offering discounts of up to 2000 yuan on the iPhone Air, with additional regional subsidies allowing for total savings of up to 2500 yuan [6][8]. - The promotional campaign has seen Apple conduct three major price reductions in the last 50 days, leading to customer dissatisfaction and calls for price adjustments from consumers who recently purchased devices at higher prices [10][11]. - The promotional stock for the iPhone Air is limited to approximately 13,000 units, while the iPhone 17 Pro and Pro Max have a combined stock of about 200,000 units [8]. Group 2: Sales Performance and Market Dynamics - Apple's revenue in the Greater China region fell to $14.493 billion in the fourth fiscal quarter of 2025, a 3.6% decrease from $15.033 billion in the same period the previous year, marking it as the only market with declining performance [13]. - The decline in sales has been attributed to a slowdown in product innovation and high pricing strategies that have reduced consumer appeal, alongside inadequate responsiveness to local market demands [14][15]. - Complaints regarding Apple's App Store have surged, with 1,008 complaints in the last 30 days and a total of 52,803 complaints historically, significantly higher than competitors like Huawei and Xiaomi [15][16].

美股即将迎来"超级风暴周"。 汇丰银行经济学家在一份报告中表示，预计美联储主席鲍威尔将强调，未来的利率调整将取决于经济数 据的演变。 据路透社对100位经济学家进行的调查，所有受访者均预计美联储将在1月27日至28日的会议上将基准利 率维持在3.50%—3.75%的区间。更为关键的是，约58%的受访经济学家预测整个第一季度利率都将保持 不变，这一预期较上月发生了显著转变，当时多数人曾预计3月至少会有一次降息。 LSEG StarMine计算显示，野村证券的高级美国经济学家Jeremy Schwartz是去年预测最准确的分析师之 一。他表示，虽然表面上的经济前景暗示美联储应保持观望，甚至可能在今年晚些时候或明年将加息重 新摆上桌面，但在现实操作中，美联储可能会在鲍威尔5月任期结束前一直"按兵不动"。 Jeremy Schwartz预计，新的美联储领导层上任后，可能会在今年晚些时候设法推动另外50个基点的降 息。 首先，美联储将在下周（1月27日至28日）召开议息会议，并将于下周四（1月29日）公布利率决议。目 前市场普遍预期美联储将在此次会议上暂停降息。据CME"美联储观察"，截至目前，美联储1月降息25 个基 ...