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 ...

1月13日，美东时间周一，美股三大指数集体小幅收涨，标普500指数和道琼斯指数双双创下历史新高。 在科技股以及零售巨头沃尔玛股价走强的带动下，投资者整体上淡化了美国司法部对美联储主席鲍威尔 展开刑事调查所引发的担忧。 受鲍威尔被调查相关新闻影响，美股开盘一度走低。美国司法部可能提起指控的消息加剧了市场对美联 储独立性受损的担忧。 鲍威尔指出，这一举动是一个"借口"，目的是在利率政策上施加更大影响。自2025年1月上任以来，美 国总统特朗普一直敦促美联储大幅降息。 Spartan Capital Securities首席市场经济学家Peter Cardillo表示："司法部调查鲍威尔的消息，特朗普此前 已经多次释放过相关信号，因此我认为市场对此反应较为平静。" Cerity Partners首席市场策略师Jim Lebenthal评论称："鲍威尔被调查的影响更可能体现在长期，而非短 期。这不会在短期内改变利率水平，也不会立刻影响通胀。" 科技板块是当日涨幅最大的板块之一。沃尔玛股价大幅上涨3%，对标普500指数和纳斯达克指数形成支 撑。该零售巨头上月已将其股票上市地点从纽约证券交易所转至纳斯达克。 沃尔玛将于1 ...

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]

智通财经APP获悉，周一，投资者暂时忽略了美国司法部对美联储主席鲍威尔展开刑事调查的影响。三 大指数收涨，盘中，道指最高上涨至49633.35点，标普500指数最高上涨至6986.33点，二者均创盘中历 史最高纪录。谷歌母公司Alphabet(GOOG.US,GOOGL.US)市值突破4万亿美元大关。 【加密货币】比特币继续在9-9.2万区间振荡；以太坊跌0.67%，报3102.83美元。 【美元指数】衡量美元对六种主要货币的美元指数当天下跌0.27%，在汇市尾市收于98.862。截至纽约 汇市尾市，1欧元兑换1.1672美元，高于前一交易日的1.1635美元；1英镑兑换1.3466美元，高于前一交 易日的1.3407美元。1美元兑换158.14日元，高于前一交易日的157.88日元；1美元兑换0.7970瑞士法郎， 低于前一交易日的0.8010瑞士法郎；1美元兑换1.3871加元，低于前一交易日的1.3910加元；1美元兑换 9.1693瑞典克朗，低于前一交易日的9.2025瑞典克朗。 【美股】截至收盘，道指涨86.13点，涨幅为0.17%，报49590.20点；纳指涨62.56点，涨幅为0.26%，报 2 ...