Group 1: Federal Reserve Nomination - President Trump has nominated former Fed Governor Kevin Warsh to be the next chairman of the U.S. Federal Reserve, expressing confidence in his potential effectiveness [2][3] - Warsh's nomination is not expected to significantly impact markets due to his established background and perceived political independence, although Senate confirmation may face challenges [3][4] Group 2: Government Funding and Shutdown - Trump endorsed a Senate deal to fund most of the government through the end of the fiscal year, which is expected to help avoid a partial government shutdown [5][6] - The revised funding deal includes several departments but excludes the Department of Homeland Security, which will be funded separately for two weeks [6][7] Group 3: Apple Financial Performance - Apple exceeded Wall Street expectations in its fiscal fourth quarter, with iPhone revenue increasing by 23% year-over-year, although it missed estimates in some other product categories and services [9][10] - Apple confirmed its acquisition of Israeli AI startup Q.ai, although the purchase price was not disclosed [10] Group 4: Amazon and OpenAI Investment Discussions - Amazon is reportedly in discussions to invest up to $50 billion in OpenAI, with ongoing talks between CEOs Sam Altman and Andy Jassy [11][12] - This potential investment is notable given Amazon's previous investments in Anthropic, a competitor of OpenAI [12]

力拓铝业与锂业首席执行官裴柯斯（Jérôme Pécresse）表示："此次与中国铝业共同收购沃特兰亭在CBA巴西一体化铝供应链中的控股权，与我们的战略 高度一致——通过在快速增长的市场中扩大低碳、可再生能源驱动的铝业务版图，为股东创造价值。"Rio Tinto Aluminium & Lithium Chief Executive Jérôme Pécresse said that this acquisition, jointly with Chalco, of Votorantim's controlling position in CBA's fully integrated aluminium supply chain in Brazil is aligned with our strategy to deliver value for shareholders by extending our low-carbon, renewable-powered aluminium footprint in rapidly growing markets. 各大区域市场中，大中华区表现尤为亮眼，实现了销售的 ...

Core Insights - Apple watches are demonstrating effectiveness in screening for atrial fibrillation (AFib), a common heart rhythm disorder, as evidenced by two studies published in the Journal of the American College of Cardiology [1] Group 1 - The studies indicate that Apple watches can be a valuable tool in identifying AFib, potentially leading to earlier diagnosis and treatment [1] - The findings may enhance the role of wearable technology in healthcare, particularly in monitoring heart health [1]

Group 1 - The fourth quarter earnings season is underway, with major tech companies like Microsoft, Meta, Tesla, and Apple leading the earnings calendar [1] - An optimistic consensus is forming, with 13% of S&P 500 companies having reported fourth quarter results, and analysts estimating an 8.2% increase in earnings per share for the quarter, marking the 10th consecutive quarter of annual earnings growth if this rate holds [2] - Analysts had initially expected an 8.3% jump in earnings per share heading into the reporting period, a decrease from the third quarter's 13.6% growth rate, but expectations have been raised for tech companies recently [3] Group 2 - The earnings season will test the improved stock market breadth observed at the start of 2026, with ongoing themes from 2025 such as artificial intelligence and economic policies continuing to influence investor sentiment [4] - In addition to the major tech stocks, earnings updates have been received from a diverse range of companies including UnitedHealth, Boeing, General Motors, IBM, Starbucks, and others, indicating a broad economic impact [5]

Market Movements - US stock index futures are all down, with Dow futures down 0.32%, S&P 500 futures down 0.37%, and Nasdaq futures down 0.49% [1] - European indices show positive movement, with Germany's DAX up 1.04%, UK's FTSE 100 up 0.45%, France's CAC40 up 0.76%, and the Euro Stoxx 50 up 1.04% [2][3] - WTI crude oil is down 0.61% at $65.02 per barrel, while Brent crude oil is down 0.73% at $69.08 per barrel [3][4] Market News - Trump's nomination of Kevin Warsh for the Federal Reserve chair may face hurdles due to ongoing investigations, with some Republican senators indicating they will block nominations until legal issues are resolved [5] - The financial market perceives Warsh as a more hawkish candidate compared to current chair Powell, potentially leading to tighter monetary policies [5] - Gold and silver prices have seen significant declines, with gold dropping over 5% to $5,099 per ounce and silver down over 12% to $101.4 per ounce, raising concerns about the sustainability of recent price increases [6] - The temporary agreement between Trump and Senate Democrats aims to prevent a government shutdown, although further negotiations are ongoing [6] Investment Strategies - Bank of America indicates that global stock markets are flashing sell signals, with 89% of MSCI stock index prices above their 50-day and 200-day moving averages, surpassing the 88% threshold considered a sell signal [7] - Jeff Gundlach, known as the "new bond king," advises avoiding the US market due to high inflation and a weakening dollar, recommending a 30%-40% allocation to non-US stocks, particularly emerging markets [8] Company News - Apple reported record Q1 earnings of $143.8 billion, a 16% year-over-year increase, driven by a 23% increase in iPhone revenue to $85.3 billion, with significant growth in the Greater China region [9] - Apple CEO Tim Cook announced a partnership with Google to develop a more personalized Siri, while also warning of supply constraints due to 3nm chip production limitations [10] - Sandisk's Q2 revenue is projected to grow 61.2% to $3.03 billion, exceeding market expectations, with a strong performance in data center and consumer segments [11] - Western Digital reported a 25% increase in revenue to $3.02 billion, with net profit surging 296%, driven by AI infrastructure demand [12] - KLA Corporation's Q2 revenue grew 7.2% to $3.3 billion, benefiting from AI infrastructure expansion, but concerns about valuation risks have emerged [13] - Visa's Q1 adjusted earnings were $3.17 per share, a 15% increase, with total payment volume reaching $3.87 trillion, exceeding expectations [14] - ExxonMobil's Q4 adjusted net profit was $1.71 per share, driven by increased oil production and refining margins, while Chevron's Q4 adjusted earnings were $1.52 per share, with plans for production growth [15][16] - Coterra Energy and Devon Energy are reportedly in talks for a potential merger, which could be one of the largest oil and gas deals in recent years [17]

苹果交出史上最佳季度答卷：营收1438亿美元、iPhone收入853亿美元双双创新高，大中华区增长38%。公司预计下季营收仍将两位数增长，但提示3nm等先进节点产能约束、内 存涨价或压制供给与毛利。AI方面，苹果宣布与谷歌合作开发下一代基础模型，个性化Siri"今年上线"。 1月29日，苹果公司发布 2026财年第一财季（截至2025年12月27日）业绩报告 显示，总营收、iPhone收入、服务收入等多项指标创下历史新高。在全球科技 股押注"AI+硬件换机"的背景下，市场对苹果这份假日季财报的关注点集中在三件事： iPhone 17的换机强度能否延续 、 中国需求是否真正回暖 、以及在 内存 涨价与先进制程产能紧张 的情况下，苹果能否守住利润率与供给节奏。 更引人瞩目的是，CEO库克在财报电话会上宣布，苹果正与谷歌合作开发下一代Apple基础模型，这将为今年推出的更个性化Siri提供动力。这一合作标志着苹 果在AI战略上的重大转向，库克表示： "我们认为谷歌的AI技术将为Apple基础模型提供最强大的基础，我们相信通过这一合作能够解锁大量体验并以关键方式进行创新。" 01 iPhone引爆超级周期 所有地区创 ...

Core Insights - The iPhone Air has seen significant price reductions shortly after its launch, indicating poor sales performance and a potential inventory clearance strategy by the company [1][11][22] - Despite the iPhone Air's disappointing market reception, the company's Q1 2026 financial results exceeded expectations, showcasing strong overall revenue growth [2][20] Pricing and Sales Performance - The iPhone Air was initially priced at 7999 yuan but is now available for as low as 4599 yuan after discounts and subsidies, representing a price drop of 3400 yuan [1] - As of January 24, 2026, the cumulative activation of the iPhone Air in China was under 200,000 units, accounting for less than 3% of the iPhone 17 series sales during the same period [1][11] - The iPhone Air's second-hand market value has plummeted by over 40% within just 10 weeks of its release, marking the largest depreciation recorded for an iPhone model [11] Product Reception and User Feedback - Users have criticized the iPhone Air for its poor battery life and limited camera capabilities, which do not meet the expectations set by its premium pricing [5][7][22] - The product's design focus on being ultra-thin has led to compromises in essential features, resulting in negative user experiences [9][12] Strategic Implications - The failure of the iPhone Air highlights a potential misalignment between the company's product strategy and actual consumer needs, raising concerns about its future direction [20][22] - The company is reportedly delaying the release of the iPhone Air 2, indicating a reassessment of its product line and market strategy [14] - The upcoming foldable iPhone is positioned as a high-risk venture, reflecting the company's attempt to innovate in a competitive landscape [16][22] Financial Performance - The company's Q1 2026 financial report showed total revenue of $143.76 billion, a 16% year-over-year increase, with net profit reaching $42.1 billion [20] - The iPhone segment alone generated $85.3 billion in revenue, marking a 23% increase and setting a record for the highest quarterly revenue from iPhone sales [20]

Trump picks Warsh to lead the Fed, senators reach a deal to avert government shutdown, Apple's earnings beat expectations, and more news to start your day. ...

盘前市场动向 1. 1月30日(周五)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.32%，标普500指数期货跌0.37%，纳指期货跌 0.49%。 | = ns 30 | 48,913.60 | 48,987.40 | 48,557.60 | -158.00 | -0.32% | | --- | --- | --- | --- | --- | --- | | US 500 | 6,942.90 | 6,967.80 | 6,890.90 | -26.00 | -0.37% | | 트 US Tech 100 | 25,757.80 | 25,897.90 | 25,529.70 | -126.50 | -0.49% | 2. 截至发稿，德国DAX指数涨1.04%，英国富时100指数涨0.45%，法国CAC40指数涨0.76%，欧洲斯托克50指数涨1.04%。 "新债王"冈拉克看空美国，最新投资策略聚焦三大方向！素有"新债王"之称的知名固定收益投资者杰夫・冈拉克表示，远离美 国市场是其最新投资策略的核心主线之一。他指出，有两大风险正主导其宏观展望，成为其看空美国市场的关键原因，一是通 胀高企，而是美 ...

每经记者｜岳楚鹏 每经编辑｜段炼 兰素英 ⑥ 【Q2业绩大超预期，闪迪涨超20%】当地时间1月29日， 闪迪2026财年Q2财报显示，得益于AI存储需求的激增，闪迪当季营收30.3亿美元，同比增长 61.2%，高于26.9亿美元的普遍预期；每股收益为5.15美元，而市场普遍预期为3.54美元。调整后毛利率为51.1%，远强于42%的预期。截至发稿，闪迪上 涨20.9%。 ⑦ 【特朗普宣布美联储主席提名人选】1月30日，据新华社报道，美国总统特朗普30日提名美联储前理事凯文·沃什为下任美联储主席，这一提名还需获得 参议院批准。 ⑧ 【游戏驿站正准备收购一家大型上市公司】当地时间1月29日，据媒体报道，游戏驿站首席执行官表示，正瞄准一家大型上市公司进行收购，目标是将 市值提升至1000亿美元。截至发稿，游戏驿站上涨0.13%。 ⑨ 北京时间1月30日21:30，美国12月PPI月率公布。 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） ① 【三大期指齐跌】道指期货跌0.81%、标普500指数期货跌0.87%、纳指期货跌1.09%。 ② 【黄金股大跌，黄金一度跌破5000美 ...