科创50指数表现突出，涨幅超过1.5%，主要受益于半导体与 交易台盘后综述 华泰境内交易台今日成交比：买vs卖=1：1.14 交易台盘后综述 华泰境内交易台今日成交比：买vs卖=1：1.14 今日整体交易量与过去五个交易日的日均交易量相比上升8.36% * 净买入板块：电子，银行，通信，化工，非银金融 * 净卖出板块：有色金属，公用事业，医药，国防军工，地产 周二A股市场早盘下挫后震荡回升，最终基本持平。 两市合计成交额环比下降11%至2.9万亿元。 两市合计成交额环比下降11%至2.9万亿元。 板块方面，半导体及芯片制造商午后大幅拉升，因美光科技宣布已开始在新加坡现有NAND闪存制造园区内建设 先进晶圆制造厂，并将在未来十年投资约240亿美元。 算力相关个股反弹，因亚马逊网络服务将其EC2机器学习容量块价格上调约15%，标志着在AI计算资源短缺背景源 头星球-D星球下云计算定价逻辑发生重大转变。 商业航天概念股重获资金青睐，因海南国际商业航天发射有限公司发布了多份新的招标公告，采购2026年至2028 年在海南商业航天发射场执行发射任务所需的液甲烷、氦气、液氧和液氮。 另一方面，随着投资者将关注点转向科技股 ...

Core Points - Amazon has agreed to pay $309 million to settle a class action lawsuit regarding incorrect denial of refunds for product returns [1] - The lawsuit, filed in 2023, alleged that Amazon charged consumers for properly returned items or failed to provide timely refunds [2] - Amazon has also agreed to over $600 million in individual refunds and non-monetary relief to improve its return and refund practices [3] - The company denied any wrongdoing in the settlement [3] - An internal review in 2025 identified issues with a small subset of returns, leading to the issuance of refunds for those cases [4] - In a separate case, a federal judge rejected Amazon's attempt to dismiss a lawsuit regarding excessive pricing by merchants during the pandemic [5] - Additionally, Amazon agreed to a $2.5 billion settlement with the Federal Trade Commission over misleading practices related to its Prime program [6]

Market Overview - Technology stocks extended gains, with major contributions from Microsoft, Amazon, Nvidia, Apple, and Broadcom, leading to the Nasdaq reaching its highest level since late October and the S&P 500 nearing the 7,000 milestone, marking its fourth record closing high in 2026 [1][15] - The Dow Jones Industrial Average fell by 408.99 points, or 0.83%, closing at 49,003.41, while the S&P 500 gained 28.37 points, or 0.41%, to 6,978.60, and the Nasdaq Composite rose by 215.74 points, or 0.91%, to 23,817.10 [6][15] Earnings Reports - 102 S&P 500 companies are set to report earnings this week, with 79.7% of the 64 that had reported by Friday exceeding analyst expectations [8][15] - General Motors saw an 8.7% increase in shares after reporting higher fourth-quarter core profit [15] - Boeing reported a fourth-quarter profit due to a unit sale but faced larger-than-expected losses in its two biggest divisions, leading to a 1.6% decline in shares [9][15] - American Airlines shares closed down 7% due to expected impacts from a winter storm on first-quarter results, despite a positive 2026 profit forecast [10][15] - JetBlue shares fell 6.9% after reporting a wider-than-expected quarterly loss attributed to bad weather and a government shutdown [10][15] Sector Performance - The technology sector led gains among the S&P 500's 11 major industry sectors, rising by 1.4%, with Corning being the biggest gainer, rallying 15.6% after signing a deal with Meta worth up to $6 billion for fiber-optic cables in AI data centers [7][15] Consumer Confidence and Economic Indicators - U.S. consumer confidence unexpectedly declined in January, reaching its lowest level since 2014, but this did not significantly impact the stock market [4][15] - A recent decline in the U.S. dollar, dropping over 1% on Tuesday, is viewed positively for U.S. equities as it benefits exports, which is expected to enhance S&P earnings going forward [5][6][15] Federal Reserve Watch - Investors are awaiting a policy announcement from the U.S. Federal Reserve, with expectations of unchanged interest rates, while focusing on guidance regarding future rates and economic commentary [11][15] Market Breadth - Advancing issues outnumbered decliners by a 1.61-to-1 ratio on the NYSE, with 693 new highs and 95 new lows, while on the Nasdaq, 2,725 stocks rose against 2,056 that fell, resulting in a 1.33-to-1 ratio [12][15]

港股恒生指数开盘涨0.73%，报27325.89点，恒生科技指数涨0.56%，报5786.66点，国企指数涨0.63%， 报9302.93点，红筹指数涨0.26%，报4299.98点。 大型科技股中，阿里巴巴-W涨0.35%，腾讯控股涨0.99%，京东集团-SW涨1.5%，小米集团-W平收，网 易-S涨0.97%，美团-W涨0.47%，快手-W涨0.63%，哔哩哔哩-W涨0.52%。 电力设备股高开，哈尔滨电气涨超2%；创新药概念活跃，先声药业涨超5%；黄金股普涨，赤峰黄金涨 超4%。零食巨头鸣鸣很忙首日上市涨逾88%；紫金矿业涨逾2%，新东方跌逾3%。 【隔夜外盘】 美股三大指数涨跌不一，道指跌0.83%，纳指涨0.91%，标普500指数涨0.41%并创收盘新高。热门中概 股涨跌互现，纳斯达克中国金龙指数收涨0.48%。 "七巨头"中六家上涨，英伟达、苹果涨超1%，微软、亚马逊涨逾2%，仅特斯拉一家下跌。费城半导体 指数涨2.4%，也收于历史新高。30只成分股中27家收涨。 金价再度刷新历史新高。现货黄金收涨3.3%，报5180.2美元/盎司；现货白银收涨7.92%，报112.16美元/ 盎司。 【隔夜资讯 ...

Asian currencies gained as the dollar sank to levels last seen four years ago as investors turned cautious toward the world's reserve currency amid unpredictable policymaking from Washington.The Malaysian ringgit, Thai baht and the South Korean won all appreciated in early Asian trading after the Bloomberg Dollar Spot Index slid to its lowest since February 2022 during the US session. The dollar steadied after its biggest fall since April. The greenback's decline had accelerated after President Donald Trump ...

格隆汇1月28日｜有媒体援引消息人士称，亚马逊(AMZN.US)不慎发送了一封内部电子邮件，证实周三 将进行裁员。 ...

Core Viewpoint - Amazon has acknowledged "organizational changes" within the company, indicating potential shifts in its internal structure [1] Group 1 - The notice regarding organizational changes was sent out to staff members, suggesting a significant update in the company's operations [1]

Core Insights - Amazon mistakenly notified many Amazon Web Services (AWS) employees about upcoming layoffs through a commiseration email and a team-wide meeting scheduled for Wednesday morning [1] Group 1 - The notification about layoffs was sent out to AWS employees, indicating potential job cuts within the company [1] - The communication was characterized as a mistake, suggesting a lack of coordination in the company's internal messaging [1] - The incident highlights the ongoing challenges within the tech industry, particularly regarding workforce management and communication strategies [1]

Military and Geopolitical Developments - The US Central Command announced that the Ninth Air Force will conduct air force readiness exercises in the Middle East, aimed at enhancing rapid deployment capabilities [2] - The USS Abraham Lincoln Carrier Strike Group has entered the Middle East, and the US has informed Israel about military preparations against Iran, expected to be completed within two weeks [2] - Iran's Revolutionary Guard Navy officials stated they have achieved real-time monitoring of the Strait of Hormuz and are prepared for any potential conflict, asserting they do not seek war but are ready for a response [2] Financial Markets Overview - US stock markets showed mixed results, with the Dow Jones down 0.83%, while the Nasdaq rose by 0.91% and the S&P 500 increased by 0.41% [3] - Major tech stocks mostly rose, with Amazon up 2.63%, Microsoft up 2.19%, and Apple up 1.12%, while Tesla fell nearly 1% [3] - The Nasdaq Golden Dragon China Index increased by 0.48%, with mixed performances among popular Chinese stocks [3] Commodity Prices - International oil prices rose, with WTI crude oil futures closing at $62.57 per barrel, up 3.20%, and Brent crude oil futures at $66.70 per barrel, up 2.98% [3] - Spot gold increased by 3.45%, reaching $5,181.04 per ounce, with a peak at $5,190.06, marking a historical high [3] - Spot silver rose by 7.97%, priced at $112.14 per ounce [3] Currency and Exchange Rates - The US Dollar Index fell to 95.775, hitting a low of 95.510, the lowest since early 2022 [4] - The offshore RMB was quoted at 6.9321, while the onshore RMB was at 6.9545 [5] Corporate Announcements - Anta Sports announced plans to acquire a 29.06% stake in Puma for €15.06 billion (approximately 123 billion RMB), aiming to become its largest shareholder [15] - Micron Technology plans to invest $24 billion in Singapore over the next decade to expand NAND flash memory production, creating approximately 1,600 jobs [16] - DeepSeek launched a new AI model, DeepSeek-OCR 2, which can interpret images in a human-like logical sequence, enhancing its visual understanding capabilities [13]

计算机行业动态报告 全球视角看云计算景气拐点 glmszqdatemark 北美云计算龙头开启涨价，产业迎来重要拐点。1）2025Q4，AI 产业链开启通胀 传导，从存储到 CPU 后，云计算或为下一通胀方向。AI 需求持续提升导致 AI 产 业链自上而下出现不同环节依次涨价趋势，云计算厂商涨价或带来价值重估机遇， 据维科网云计算观察微信公众号，AWS 本次涨价标志着二十年来云服务价格只降 不升的行业惯例被彻底打破。 从北美几大云厂商看，其云业务相关收入整体呈现积极增长态势。伴随 AI 需求的 增长，AI 推理等需求整体提升，进而推动云厂商云业务收入持续提升。以亚马逊 云为例，2025 财年第三季度财报显示，得益于 AI 基础设施的强劲需求以及客户 持续加速上云进程，亚马逊云科技第三季度净销售额达到 330 亿美元，同比增长 20%，创下自 2022 年以来最高增速。同时，其季度营业利润由 2024 财年第三 季度的 104.47 亿美元增长至 114.34 亿美元。 英伟达投资 20 亿美元云服务商 CoreWeave，云计算重要性有望进一步提升。 2026 年 1 月，英伟达与 CoreWeave 公司宣 ...