Market Performance - On January 12, US stock indices collectively rose, with the Dow Jones up 0.17% and the S&P 500 up 0.16%, both reaching historical highs. The Nasdaq Composite increased by 0.26% [1] - Major tech stocks mostly saw gains, with Google A rising by 1% and surpassing a market capitalization of $4 trillion. Apple increased by 0.34% as it plans to collaborate with Google on AI features for Siri [3] - Walmart's stock rose by 3%, achieving a historical high with a market cap exceeding $940 billion [3] - The Nasdaq Golden Dragon China Index rose by 4.26%, with significant gains in popular Chinese stocks such as Kingsoft Cloud (up over 21%) and Alibaba (up over 10%) [3] Bond and Currency Market - US Treasury yields increased, with the 10-year yield rising by 1 basis point. The dollar index ended its consecutive rise, dropping nearly 0.6% from its daily high [5] - The offshore yuan reached its highest point since May 2023 [5] Commodity Market - Gold prices surged, with spot gold rising by 1.84% to $4,592.13 per ounce, hitting a record high of $4,630.21 during the session. COMEX gold futures increased by 2.28% [6] - Silver also saw significant gains, with spot silver up 6.30% and COMEX silver futures up 6.95% [6] - Crude oil prices rose, with WTI crude up 1.22% to $59.84 per barrel and Brent crude up 1.41% to $64.23 per barrel [7] Economic Outlook - Analysts suggest that gold is benefiting from increased demand for safe-haven assets, a depreciating dollar, and rising inflation expectations in the US. Political uncertainty is enhancing gold's appeal as a hedge [9] - The focus is shifting towards the upcoming US Q4 earnings season, with major banks like JPMorgan set to report soon. Investors are also awaiting the US Consumer Price Index (CPI) report, which could influence expectations regarding future Federal Reserve rate cuts [9]

Market Overview - On January 12, U.S. stock indices collectively rose, with the Dow Jones up 0.17%, the S&P 500 up 0.16%, both reaching historical highs, and the Nasdaq Composite up 0.26% [1] - Major tech stocks mostly increased, with Google A rising 1% to surpass a market cap of $4 trillion, and Apple up 0.34% as it partners with Google for AI support [3] - Walmart's stock rose 3%, reaching a historical high with a market cap exceeding $940 billion [3] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index rose 4.26%, with significant gains in popular Chinese stocks: Kingsoft Cloud up over 21%, Zhihu up 17%, Alibaba up over 10%, and others like Bilibili and Xpeng Motors also seeing substantial increases [3][5] Bond and Currency Market - U.S. Treasury yields increased but remained below earlier panic levels, with the 10-year yield slightly up by 1 basis point [6] - The U.S. dollar index ended its consecutive rise, dropping nearly 0.6% from its daily high, while the offshore RMB reached its highest point since May 2023 [6] Precious Metals - Gold prices surged, with spot gold rising 1.84% to $4,592.13 per ounce, hitting a record high of $4,630.21 during the session [7] - Silver also saw significant gains, with spot silver up 6.30% and COMEX silver futures up 6.95% [7] Oil Market - Crude oil prices increased, with the main WTI contract up 1.22% to $59.84 per barrel and Brent crude up 1.41% to $64.23 per barrel [8][9] Economic Outlook - Analysts suggest that gold is benefiting from increased demand for safe-haven assets, a depreciating dollar, and rising inflation expectations in the U.S. [10] - The focus is shifting to the upcoming U.S. Q4 earnings season, with major banks like JPMorgan set to report [10]

Core Viewpoint - Elon Musk criticized the AI partnership between Apple and Google, expressing concerns over Google's potential concentration of power in the AI space, particularly with its control over Android and Chrome [1][2]. Group 1: Partnership Implications - The partnership involves Google Gemini powering a revamped Siri for Apple, which could negatively impact Musk's AI firm, xAI, and its chatbot, Grok [3]. - Musk argues that this collaboration effectively sidelines Grok from competing in a lucrative hardware ecosystem dominated by Apple and Google [4]. Group 2: Legal Context - Musk's claims of monopoly are supported by legal precedents, as Google has been confirmed as a monopolist in previous antitrust cases [5]. - A federal judge ruled that Google violated the Sherman Act by maintaining a monopoly in general search, particularly through multi-billion dollar deals that established Google as the default search engine on Safari [6]. - The Department of Justice's rulings included a ban on Google paying for exclusive default status on devices and mandated data sharing with competitors to promote fair competition [6].

Key Points Investors pulled back from large artificial intelligence stocks due to concerns over valuation and excessive AI infrastructure spending. The market seems torn on how AI stocks will perform in 2026. Will the winners keep winning? Or are they poised for a pullback? 10 stocks we like better than Alphabet › Despite the hype surrounding artificial intelligence (AI) and the "Magnificent Seven" in 2025, only two stocks in the elite group actually outperformed the broader benchmark S&P 500 in ...

Core Viewpoint - Elon Musk criticized the collaboration between Apple and Google, claiming it leads to "unreasonable concentration of power" in Google's hands due to their existing dominance in the Android operating system and Chrome browser [1]. Group 1: Partnership Details - Google announced a multi-year partnership with Apple on January 12, 2023, where Google's Gemini technology will support new features for Apple's Siri and the Apple Foundation Model [1]. Group 2: Legal Actions and Reactions - Musk's xAI is currently suing Apple and OpenAI, alleging that Apple's integration of ChatGPT into Siri and Apple Intelligence restricts fair competition for rivals like Grok in the App Store [3]. - The court has rejected Apple and OpenAI's request to dismiss the lawsuit, and the case is set to proceed as planned [3]. Group 3: Industry Interpretations - Industry observers have two interpretations of Musk's criticism of the Apple-Google alliance: one suggests it may be a prelude to Musk launching a branded phone, while the other views it as a potential legal strategy to obstruct the partnership, similar to his previous actions against OpenAI [3].

The S&P 500 (SNPINDEX:^GSPC) rose 0.15% to 6,976.71, the Nasdaq Composite (NASDAQINDEX:^IXIC) added 0.26% to 23,733.90, and the Dow Jones Industrial Average (DJINDICES:^DJI) gained 0.17% to 49,590.19 as markets rebounded from an early DOJ‑Fed shock. Market movers Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG) climbed as its valuation hit $4 trillion, helping stabilize mega‑cap tech despite policy jitters. In contrast, JPMorgan Chase (NYSE:JPM), Goldman Sachs (NYSE:GS), and American Express (NYSE:AXP) lagged as cre ...

Could a new deal with Google help Apple sell investors on its AI Vision? ...

| GOOGL 谷歌-A | | | | --- | --- | --- | | 331.860 ↑ +3.290 +1.00% | | 收盘价 01/12 16:00 美东 | | 332.700+ 0.840 +0.25% | | 盘后价 01/12 17:40 美东 | | 三 24 24 4 5 9 日 | ( 自先 | ● 快捷交易 | | 最高价 334.040 | 开盘价 325.800 | 成交昌 3380.56万 | | 最低价 325.000 | 昨收价 328.570 | 成交部 111.667 | | 平均价 330.294 | 市盈率TM 32.76 总市值 4万亿 (--) | | | 振 幅 2.75% | 市容率(静) 41.28 | 总股本 120.67亿 | | 换手率 0.31% | 市净率 10.351 | 流通值 3.63万亿 | | 52周最高 334.040 委 比 -88.24% | | 流通股 109.38亿 | | 52周最低 140.143 最 比 1.09 | | 每 手 1股 | | 历史最高 334.040 股息TTM 0.820 | | | | 历 ...

Market Overview - On January 13, U.S. stock indices collectively rose slightly, with the S&P 500 and Dow Jones reaching all-time highs, driven by strong performances in technology stocks and retail giant Walmart [1] - The market initially dipped due to concerns over a potential criminal investigation by the U.S. Department of Justice into Federal Reserve Chairman Jerome Powell, but investors largely downplayed these fears [1] - The technology sector was one of the biggest gainers of the day, with Walmart's stock rising by 3%, supporting the S&P 500 and Nasdaq indices [1] Walmart's Index Inclusion - Walmart is set to be officially included in the Nasdaq-100 index on January 20, which is expected to attract billions of dollars in passive index fund inflows [2] - Investors are shifting focus to the upcoming Q4 earnings season, with major banks like JPMorgan set to report their earnings [2] Economic Indicators - Investors are awaiting the U.S. Consumer Price Index (CPI) report, which could influence market expectations regarding future Federal Reserve interest rate cuts [2] - Currently, the market anticipates at least two more rate cuts of 25 basis points each by the end of the year [2] Sector Performance - As of the market close, the Dow Jones rose by 86.13 points (0.17%) to 49,590.20, the Nasdaq increased by 62.56 points (0.26%) to 23,733.90, and the S&P 500 gained 10.99 points (0.16%) to 6,977.27 [3] - Among the 11 sectors of the S&P 500, the information technology sector rose by 0.35%, while the financial sector fell by 0.8%, making it one of the weakest performers [3] Stock Highlights - Major tech stocks mostly rose, with Google A increasing by 1% and surpassing a market capitalization of $4 trillion; however, Amazon and Microsoft saw slight declines [4] - Planet Labs, a space concept stock, surged over 12% after announcing a long-term agreement with the Swedish Armed Forces [4] Precious Metals and Chinese Stocks - Precious metals stocks saw significant gains, with Hecla Mining rising by 8.9% and Coeur Mining by 5.8% [5] - Chinese stocks listed in the U.S. mostly rose, with the Nasdaq Golden Dragon China Index increasing by 4.26%, and Alibaba gaining over 10% [6] Company News - Apple announced a major upgrade for Siri in collaboration with Google, utilizing Google's Gemini model and cloud technology [7] - Meta Platforms CEO Mark Zuckerberg revealed plans for a new project called "Meta Compute," aiming to build substantial AI infrastructure by 2030 [7] - Nvidia and Eli Lilly announced a joint investment of $1 billion to establish an AI drug research lab in the San Francisco Bay Area [8] - Paramount has filed a lawsuit against Warner Bros. Discovery, seeking disclosure of key details regarding its negotiations with Netflix [9]

Core Insights - Apple has announced a multi-year agreement with Google to upgrade Siri using the Gemini model, enhancing personalized smart features, while Elon Musk criticized the collaboration for potentially leading to excessive power concentration [2] - Tempus AI forecasts an 83% revenue surge in 2025, with total contract value exceeding $1.1 billion, showcasing significant technological advantages and market expansion in the medical AI sector [2] - WuXi AppTec anticipates a net profit growth of approximately 102.65% in 2025, significantly exceeding market expectations, driven by its leading position in global pharmaceutical R&D services and sustained order growth [2] - Xpeng Motors has set a delivery target of 550,000 to 600,000 vehicles for 2026, representing a year-on-year increase of 28.1% to 39.7%, with plans to launch four new SUV models [2] - Alibaba is recommended for gradual accumulation by JPMorgan, citing short-term profit margin pressures due to investments in food delivery, e-commerce, and AI applications, but expects accelerated revenue growth from Alibaba Cloud [2] Greater China Company News - Rongchang Biopharmaceutical has signed an exclusive licensing agreement with AbbVie for the dual-specific antibody drug RC148, receiving an upfront payment of $650 million and potential milestone payments up to $4.95 billion [4] - TSMC projects a net profit of NT$475.2 billion (approximately $15.02 billion) in Q4 2025, a 27% year-on-year increase, driven by rising global AI infrastructure demand and the release of 3nm process capacity [4] - Kweichow Moutai plans to adjust the factory prices of several products for the first time in three years, with significant price reductions for "Moutai Boutique" and "Moutai 15-Year" [4] - Ctrip mistakenly sent a mass layoff notice, which was clarified as an internal error, not indicative of a company-wide layoff [4] Americas Company News - NVIDIA and Eli Lilly plan to jointly invest $1 billion over five years to establish an AI drug development lab, while also collaborating with Thermo Fisher on AI-driven lab automation solutions [6] - Meta is set to announce layoffs affecting about 10% of its Reality Labs staff, reallocating funds from virtual reality to wearable devices, and plans to invest billions in expanding data center infrastructure [6] - Tesla's stock is under pressure following a fatal accident involving a semi-truck, although EU plans to replace punitive tariffs with minimum import prices may alleviate cost pressures in the European market [6] - Amazon's fine from Italy's antitrust authority has been reduced from €1.128 billion to €752.4 million, while also reforming its return policy for high-value items [6] Asia-Pacific Company News - Samsung Electronics is collaborating with T-Mobile on retail media innovations and is set to release the Galaxy S26 Ultra with improved satellite communication features [10] - SK Hynix is experiencing rising DRAM prices, with 32GB memory prices reaching several thousand yuan, and is expected to achieve a profit margin of 82% [10] - LG Energy is projected to incur a loss of $83.8 million in Q4 2025, while planning to release low-cost OLED TVs to expand market share [10] - Hyundai has ordered 30,000 Boston Dynamics robots to enhance smart manufacturing capabilities [10] Europe and Oceania Company News - European satellite communications company has ordered an additional 340 OneWeb low Earth orbit satellites from Airbus, bringing the total to 440, expected to enhance global broadband communications [12] - BHP has no plans to make a takeover bid for Glencore amid renewed merger talks between Rio Tinto and Glencore [12] - Rio Tinto is considering acquiring Glencore's coal business as part of its renewed merger discussions [12] - Mercedes-Benz expects a 9% decline in global sales to 1.8 million units in 2025, with a significant drop in the Chinese market [12]