Group 1 - The company offers a Growth Investor Pro service that teaches investing, trading, and risk management [1] - A swing trading alerts system has been successfully operated for several years [1] - Weekly live webinars are provided, along with access to senior staff and a 24x7 chat environment [1] Group 2 - A one-month trial of the service is available for $99, allowing potential subscribers to evaluate before committing to an annual subscription [2] - The service has received numerous 5-star reviews during both bear and bull markets [2]

Let's bring in Kevin Green, senior markets correspondent, right away to help set up the action today. All right, KG, let's start out with the pick. Uh Kevin Walsh has been named uh by President Trump.It started in a true social post. Uh did this surprise you at all. >> Not really a surprise.Obviously, we had four candidates kind of coming into this and we did see a little bit of a rotation in the Kawashi markets and these betting markets over the last week, week and a half where Rick Reer actually did catch ...

Market Performance - The Hang Seng Index rose by 0.51%, reaching a new high since August 2021[9] - The S&P 500 index decreased by 0.13%, while the Nasdaq fell by 0.72%[3] - The Shanghai Composite Index increased by 0.16%, reflecting a year-to-date gain of 4.77%[3] Company Highlights - Apple's quarterly revenue grew by 16% year-on-year, significantly exceeding Wall Street expectations, with a 38% increase in revenue from China[14] - Microsoft reported a 39% growth in its cloud business, but its stock fell by 9.99% following the earnings report[9] - Semiconductor stocks faced pressure, with Horizon Robotics and Huahong Semiconductor both declining over 5%[9] Sector Performance - Real estate stocks surged, with Sunac China rising over 29% and Shimao Group increasing by over 23%[9] - Paper industry stocks performed well, with Nine Dragons Paper up over 9% and Sunshine Paper up over 7%[9] - Alcohol beverage stocks were active, with Zhenjiu Lidu rising over 12%[9] Economic Indicators - The U.S. trade deficit widened in November, driven by a rebound in imports, while initial jobless claims showed a slight decline[12] - The Japanese yen depreciated to 153.19 against the U.S. dollar, benefiting export-oriented Japanese companies[12] - Copper prices surged by 11%, marking the largest intraday increase in over 17 years, driven by speculation in the metals market[12]

IDC(国际数据公司)数据显示，2025年全年，华为登顶中国市场第一，苹果、vivo分列二、三位。其 中，第四季度苹果以1600万台出货量、21.1%市场份额位居榜首，同比增幅达21.5%，vivo、OPPO紧随 其后，小米则同比下滑18.0%，头部厂商竞争激烈。(完) 来源：中国新闻网 报告：2025年中国市场5G手机出货量占比达86.9% 从单月看，2025年12月中国市场手机出货量2447.3万部，同比降幅扩大至29.1%。其中5G手机出货 2213.2万部，同比下降27.3%，占当月出货量的90.4%，占比突破九成，5G机型市场渗透进一步深化。 中新社北京1月30日电 (记者 刘育英)中国信息通信研究院30日发布2025年中国国内手机市场运行分析报 告。数据显示，2025年全年中国市场手机出货量3.07亿部，同比下降2.4%；其中5G手机出货2.66亿部， 同比下降1.9%，占全年手机出货总量的86.9%。 在智能手机方面，2025年全年出货2.85亿部，同比下降3.3%，占同期手机出货量的92.8%；12月单月出 货2286.5万部，同比下降29.4%，占同期手机出货量的93.4%，终端形态向智能升 ...

Core Viewpoint - Apple's strong rebound in the Chinese market is highlighted in multiple reports following the release of its latest financial results, showcasing significant growth in iPhone sales and overall revenue [1][2]. Group 1: Financial Performance - In the fourth quarter, Apple's revenue increased by 16% year-over-year, reaching a record high of $144 billion [1]. - iPhone revenue amounted to $85.269 billion, representing a substantial 23% year-over-year growth and accounting for 59.3% of total revenue [1]. - In the Greater China region, iPhone revenue surged to $25.5 billion, up nearly 38% from $18.5 billion in the same quarter last year [1]. Group 2: Market Dynamics - Cook noted a double-digit percentage increase in foot traffic to Apple’s physical stores in China, along with a significant rise in users switching from competitors to Apple [2]. - The installed base of Apple products in Greater China and mainland China reached historical highs, indicating strong consumer resonance with Apple's offerings [2]. - Demand for other Apple products, such as MacBook and Apple Watch, is also healthy, with many buyers being new users, suggesting further market expansion potential [2]. Group 3: Competitive Landscape - According to IDC, Apple led the market with 16 million units shipped in the fourth quarter of 2025, achieving a market share of 21.1%, a 21.5% increase year-over-year [3]. - Apple's recent strong performance in Greater China is particularly noteworthy given its previous struggles in the market due to intense competition from local brands [3]. - Analysts suggest that Apple's resilience is attributed to strategic supply chain adjustments and price adjustments to enhance product competitiveness [3].

Core Insights - Counterpoint Research predicts that MediaTek will lead the global smartphone SoC market in 2025 with a shipment share of 34.4%, followed by Qualcomm (25.1%), Apple (18.1%), Unisoc (12.1%), and Samsung (5.7%) [1] - The global smartphone SoC market is expected to slow down in 2026, with a projected year-on-year decline in shipments of 7% [1] - Despite the overall decline in shipments, the market is shifting towards higher-end products, with one in three smartphones expected to sell for over $500 by 2026 [4] Market Dynamics - The rise in storage prices poses a significant challenge for the smartphone industry, particularly affecting entry-level products priced below $150 [4] - Companies with in-house SoC capabilities, such as Samsung, Google, Huawei, and Xiaomi, are better positioned to navigate market challenges compared to those reliant on 4G and entry-level 5G SoCs [4] - OEMs are adjusting their product offerings and exploring cloud offloading strategies amid ongoing supply constraints [5] Technological Advancements - Leading high-end smartphone SoC manufacturers are expected to transition from 3nm to 2nm process nodes by 2026, with Samsung already set to launch the first 2nm smartphone SoC, Exynos 2600, in December 2025 [5] - The smartphone SoC market is anticipated to achieve double-digit revenue growth in 2026, driven by ongoing premiumization, rising storage prices, and the rapid adoption of AI features in smartphones [5] AI Integration - By 2026, edge AI performance is expected to reach around 100 TOPS, with nearly 90% of high-end smartphones supporting edge AI capabilities [6] - Mid-range smartphones priced between $100 and $500 may increasingly rely on cloud-based AI processing to manage costs amid ongoing pressure from storage prices [6]

智通财经APP获悉，根据群智咨询数据，2025年全球智能手机出货量约为12.0亿部，同比增长1.0%；国内智能手机出货量约为2.8亿部，同比微降0.2%。总 量增长乏力的背后，是成本压力驱动的价格带分化、品牌格局重塑与竞争逻辑升级，智能手机行业正从"规模比拼"迈入"价值深耕"的新常态。智能手机行 业正处于发展变革关键期，存储价格高位运行引发的成本压力，推动行业加速产品结构与供应链策略的优化升级。 一、全球市场：全球市场微增、核心动力凸显 二、国内市场：头部争霸、中间承压 根据群智咨询数据，2025年国内智能手机出货量约2.8亿部，同比微降0.2%。 2025年，头部品牌推出的产品兼具高性价比优势，且配套力度可观的促销策略，多重优势下，其他手机品牌的发展陷入明显瓶颈：高端化转型受限于技术 积累不足与品牌溢价短板，中低端市场又因成本高企导致利润持续承压，最终拖累整体市场份额增长。 华为(Huawei)2025年国内智能手机出货量约 4690 万部，登顶国内市场出货量榜首。上半年，Pura 80 系列受纯血鸿蒙系统适配性不足掣肘，市场表现未达 预期；下半年，在行业主流品牌普遍上调产品售价的行业背景下，华为及时调整定 ...

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]