Market Overview - The S&P 500 managed a gain of 1.4% in January, breaking a two-week losing streak, which historically indicates a positive year ahead [3] - The Philadelphia Semiconductor Index (SOX) rose by 12.9% in January, while the S&P 600 small-cap index increased by 5.5% [1][2] - Energy sector led the market with a 14% increase, driven by a rally in crude oil prices [6] Sector Performance - Software stocks faced a decline, with an average drop of 14.5%, while semiconductor stocks like SanDisk and Micron saw significant gains of 140% and 45% respectively [4][5] - Financials underperformed due to disappointing earnings, while tech stocks finished slightly in the red [6] Apple Inc. Insights - Apple reported a strong quarter with revenue growth guidance of 13-16% and gross margins expected between 48-49% despite potential inflation in memory prices [17][18] - Concerns about memory chip pricing were acknowledged, but Apple's strong demand for the iPhone 17 lineup may provide pricing power [18][21] - The strategic partnership with Google is seen as a potential advantage for Apple in the AI space, despite skepticism about its current AI capabilities [22][36] Precious Metals Market - Silver experienced a historic drop of 30% in a single day, attributed to a stronger dollar and profit-taking after a significant run-up [12][14] - Despite the drop, silver finished January with a 19.6% increase year-to-date [13] Economic Indicators - The dollar's strength is impacting various markets, including cryptocurrencies and commodities, with analysts watching for potential shifts in interest rates under the new Fed chair nominee Kevin Walsh [11][51] - The labor market shows signs of stagnation, with zero job growth projected for 2025, raising concerns about the overall economic health [64]

Group 1 - The nomination of Kevin Warsh as the next Federal Reserve Chairman by President Trump has sparked hawkish expectations, leading to a significant sell-off in the global precious metals market, with silver dropping over 35% and gold nearly 13% [3][5] - The Federal Reserve's policy framework may see a notable shift if Warsh assumes leadership, as Deutsche Bank suggests a unique combination of "rate cuts and balance sheet reduction" could emerge under his guidance [3] - The U.S. Treasury Department reported a projected decline in national fiscal revenue for 2025, with total revenue expected to be 21.6 trillion yuan, a decrease of 1.7% year-on-year [4] Group 2 - The World Trade Organization ruled that U.S. clean energy subsidy measures violate WTO rules in the dispute initiated by China regarding the Inflation Reduction Act [4] - The China-UK economic relationship is set to deepen with the signing of four economic cooperation documents, focusing on "Export to China" initiatives and service trade agreements [4] - The Panama Supreme Court ruled that the contract for the operation of ports along the Panama Canal held by CK Hutchison is invalid, prompting a response from the Chinese government to protect its legitimate rights [4] Group 3 - The China Securities Regulatory Commission (CSRC) is working to enhance the attractiveness and flexibility of refinancing systems to support the capital market's stable growth [6] - The A-share market experienced a decline, with the Shanghai Composite Index falling by 0.96% and significant sell-offs in gold stocks [6] - The CSRC is revising the registration management measures for listed companies to clarify the types of strategic investors and enforce a minimum holding requirement of 5% [6] Group 4 - The regulatory body has issued new guidelines for fund sales and marketing practices, prohibiting collaborations with unqualified internet influencers and requiring the removal of misleading features from fund platforms [7] - The Hong Kong Securities and Futures Commission is addressing issues related to the surge in IPO applications expected in 2025, highlighting deficiencies in the preparation of listing documents [8] - The Shanghai Stock Exchange is monitoring stocks with abnormal fluctuations and has reported several cases of suspected violations to the CSRC [8]

周五，三大指数下跌，交易员押注特朗普提名沃什出任美联储主席将使央行立场更趋鹰派。同时，美国 12月PPI环比上涨0.5%，创三个月来最大涨幅，核心指标同比增速亦攀升至年内高位，均超出市场预 期。美元创去年7月以来最大单日涨幅，白银遭遇史上最大单日跌幅。 【美股】截至收盘，道指跌179.09点，跌幅为0.36%，报48892.47点；纳指跌223.31点，跌幅为0.94%， 报23461.82点；标普500指数跌29.98点，跌幅为0.43%，报6939.03点。本周，道指累计下跌0.42%，标普 500指数累涨0.34%，纳指累跌0.17%。1月道指累涨1.73%，标普和纳指则分别累涨1.37%和0.95%。英特 尔(INTC.US)、美光科技(MU.US)跌超4%，台积电(TSM.US)、Meta(META.US)跌近3%，闪迪 (SNDK.US)一度转跌，最终收涨6.85%；苹果(AAPL.US)逆市上扬0.46%。 【欧股】德国DAX30指数涨268.78点，涨幅1.11%，报24562.02点；英国富时100指数涨57.14点，涨幅 0.56%，报10228.90点；法国CAC40指数涨55.17点， ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 黄金暴跌10%，回吐本周所有涨幅、重回4900美元下方。现货白银一度跳水36%、跌至73美元下方，随后反弹，日内仍跌超26%。纽铜回吐昨日全部涨幅， 日内跌5%。原油一度跟随商品下跌，但美伊局势下，原油日内转涨。原油1月涨超14%，六个月来首次月度上涨，创2023年7月以来最好单月表现。 亚洲时段，沪指跌1%，创业板V型反弹涨超1%，算力硬件反弹，黄金、基本金属掀跌停潮，恒指跌2%，科网股普跌。 要闻 中国 中共中央政治局召开会议，中共中央总书记习近平主持会议。 市场概述 特朗普提名沃什出任美联储主席，引爆市场鹰派预期，美国PPI通胀数据意外抬头，美股跌，美元创去年5月以来最大单日涨幅，贵金属暴跌。 绩后苹果涨0.46%；闪迪一度高开21%，收涨近7%。 10年期美债收益率上行1.21个基点，两年期美债收益率跌3个基点。美元涨0.84%，创2025年5月以来最大日涨幅，1月累计跌约1.3%。 比特币一度跌至8.1万美元，随后反弹回升至昨日尾盘价格附近，1月跌约4%，创2019年以来最长月度连跌。 与美启动新一轮经贸磋商？中方回应。 商务部 ...

Market Overview - Major indices declined on Friday, with traders betting that Trump's nomination of Waller as Fed Chair would lead to a more hawkish stance from the central bank [1] - The Dow Jones fell by 179.09 points (0.36%) to close at 48,892.47, while the Nasdaq dropped 223.31 points (0.94%) to 23,461.82, and the S&P 500 decreased by 29.98 points (0.43%) to 6,939.03 [1] - This week, the Dow Jones accumulated a decline of 0.42%, while the S&P 500 gained 0.34% and the Nasdaq fell by 0.17% [1] European Market - The DAX30 index in Germany rose by 268.78 points (1.11%) to 24,562.02, while the FTSE 100 in the UK increased by 57.14 points (0.56%) to 10,228.90 [2] - The CAC40 in France gained 55.17 points (0.68%) to 8,126.53, and the Euro Stoxx 50 rose by 58.71 points (1.00%) to 5,950.66 [2] Cryptocurrency - Bitcoin returned above $84,000, while Ethereum fell over 4% to $2,707.82 [3] Commodities - Spot gold experienced a significant drop, with an intraday decline nearing 13%, marking the largest drop since the early 1980s, ultimately closing down 9.14% at $4,885.85 [4] - Silver saw an unprecedented intraday drop of over 35%, closing down 26.19% at $85.266 [4] - Light crude oil futures for March delivery rose by $2.21 (3.5%) to $65.42 per barrel, while Brent crude increased by $2.31 (3.38%) to $70.71 per barrel [5] Macro News - Hassett supported Waller's nomination while calling for a shift to a more accommodative monetary policy, criticizing the Fed's decision not to cut rates [6][7] - Fed Governor Waller indicated that the neutral interest rate is around 3%, suggesting that current rates may be overly restrictive for economic activity [9] Company News - GameStop's CEO Ryan Cohen is considering a major acquisition to elevate the company's market value from approximately $11 billion to over $100 billion [10] - Amazon is seeking an extension from the FCC for its low Earth orbit satellite project, requesting a 24-month delay to July 2028 due to rocket resource shortages [10] Analyst Ratings - Jefferies raised the target price for Apple (AAPL.US) from $276.47 to $286.54 [11]

Apple (NASDAQ:AAPL), consumer electronics and services giant, closed Friday at $259.48, up 0.46%. The stock traded in the wake of a blowout fiscal Q1 report, while investors are weighing supply constraints, AI positioning, and guidance commentary for signs of sustained iPhone and services growth.The company’s trading volume reached 79.6 million shares, coming in about 68% above its three-month average of 47.4 million shares. How the markets moved today The S&P 500 (SNPINDEX: ^GSPC) fell 0.43% to 6,939, w ...

Market Trends - Despite volatility, markets posted gains for January, with the S&P 500 up 1.4% and the Dow Jones Industrial Average up 1.7% [3][5] - The Philadelphia chip index saw a significant increase of 12.9% in January, while the NASDAQ 100 was up 1.2% [4][6] - Energy sector led with a 14% increase, driven by a rally in crude oil prices [9] Job Market - The job market has faced challenges in 2026, with major companies like Amazon and Home Depot announcing significant layoffs due to inflation and AI impacts [2][18] - The unemployment rate remains low, but job seekers face difficulties finding new positions, particularly in sectors like business services and tech [20][24] - AI investments are shifting company focus away from labor, contributing to hiring slowdowns and layoffs [24][28] Starbucks Turnaround Strategy - Starbucks reported strong same-store sales growth in the US for Q4, attributed to operational improvements and customer service initiatives [2][32] - The company aims to enhance customer experience by reducing average wait times from over 5 minutes to below 4 minutes [34] - Starbucks is focusing on creating a welcoming atmosphere in stores and expanding its presence, with plans for new store openings [38][39] Silver Market - Silver experienced a historic drop, losing 30% in a single day, attributed to a stronger dollar and profit-taking after a significant rally [14][16] - Despite the drop, silver finished January with a 19.6% gain, indicating volatility in the commodities market [15]

Market Overview - The S&P 500 fell 0.43% to 6,939.03, the Nasdaq Composite dropped 0.94% to 23,461.82, and the Dow Jones Industrial Average slipped 0.36% to 48,892.47, indicating a broad sell-off in risk assets [1] - Precious metals and financial stocks were the leading decliners, with significant declines in gold and silver prices [2] Precious Metals Performance - Silver experienced a historic decline, losing more than 35% in intraday trading, marking its biggest daily fall on record, while gold futures fell by 11% before slightly recovering [4] - Despite the pullback, both gold and silver finished the month in positive territory after a year of record highs [4] Dollar and Federal Reserve Impact - The dollar strengthened as gold and silver prices dramatically declined, influenced by the nomination of Kevin Warsh to lead the Federal Reserve, with expectations of a less dovish stance on interest rates [3] Sector Performance - Megacap tech stocks showed some resilience, with Microsoft down just 0.74% and Apple slightly up by 0.46% following solid after-hours earnings [2] - AI skepticism continues to impact the Nasdaq, while health stocks are under pressure from government proposals to cap Medicare Advantage rates [5]

针对一些以旧换新"只保护本土企业"的论调，商务部多次强调"一视同仁"，明确将外资企业纳入覆盖范 围，苹果、特斯拉等外资品牌都是政策红利的受益者。此前有数据显示，在汽车以旧换新中，外资品牌 新车占比约35%，带动了外资车企销量较快增长；家电以旧换新销售额中，八大类家电产品外资品牌占 比超过16%。这种政策设计的公平性，使外国企业得以平等分享中国市场机遇，有力打破了所谓"歧视 外资"的刻板印象。 中国市场的吸引力与赋能全球的能力，源于中国经济在调整中展现出的强大韧性与结构性优势。一方 面，中国已建成全球最完整、规模最大的工业体系，新能源汽车、光伏等新兴产业形成全球领先优势， 为跨国企业提供了完善的产业链配套。 另一方面，随着中国中等收入群体持续扩大、消费升级趋势深化，其超大规模市场正为世界经济发展提 供宝贵的确定性机遇。2025年，中国全社会消费品零售总额首次突破50万亿元，国内居民出游达65.22 亿人次，凸显了内需市场的强大活力与巨大容量。因此，任何关于"中国经济过度依赖出口"的论断，不 仅忽视了中国消费市场的快速演进与现实规模，也严重低估了紧密的中美经贸关系对全球经济、企业盈 利与民生就业所具有的重要支撑作 ...

Apple’s earnings confirmed resilient demand and record-breaking iPhone sales, while investor attention quickly shifts to supply constraints and the company’s evolving AI strategy.NASDAQ : AAPLAppleToday's Change( 0.62 %) $ 1.60Current Price$ 259.88Key Data PointsMarket Cap$3.8TDay's Range$ 252.22 - $ 261.9052wk Range$ 169.21 - $ 288.62Volume3.5MAvg Vol47MGross Margin46.91 %Dividend Yield0.40 %Apple (AAPL +0.62%), consumer electronics and services giant, closed Friday at $259.48, up 0.46%. The stock traded i ...