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公司预计今年第一季度营收在117亿至127亿美元之间，低于分析师预期的中值；预计调整后EPS为零， 远低于分析师预期的0.08美元；预计调整后毛利率为34.5%，低于分析师预期。 管理层将一季度指引疲软主要归因于制造良率问题导致的供应短缺。预计供应问题将在第一季度达到峰 值，并从第二季度开始逐步改善。 英特尔去年第四季度营收为136.7亿美元，同比下降4.1%，但高于分析师预期的134.3亿美元；调整后每 股收益(EPS)为0.15美元，同比增长15.4%，远超分析师预期的0.087美元。 数据中心和AI(DCAI)业务收入为47.4亿美元，同比增长8.9%，超出市场预期。 ...

【#金银携手再创新高# ！科技股引领美股反弹，#阿里美股大涨5%#，#英特尔盘后放榜重挫超12%#】* 美国11月PCE通胀符合预期 小盘股表现尤为活跃，罗素2000指数上涨0.76%，创收盘纪录新高，显示市场风险偏好有所回升。 大型科技股整体表现稳健。Meta大涨5.66%，特斯拉上涨4.15%，英伟达上涨0.83%，苹果上涨0.28%， 微软上涨1.58%，谷歌上涨0.66%，亚马逊上涨1.31%。甲骨文上涨2.47%，奈飞下跌2.13%，博通下跌 1.01%。半导体板块延续反弹势头，美光科技上涨2.18%，英特尔上涨0.13%，AMD上涨1.57%。 纳斯达克中国金龙指数上涨1.58%。热门中概股多数收涨，阿里巴巴上涨5.05%，京东上涨3.20%，理想 汽车上涨3.54%，蔚来汽车上涨2.14%，哔哩哔哩上涨4.53%。小鹏汽车下跌2.02%，腾讯音乐微跌 0.25%。 英特尔于盘后公布业绩，盘后股价重挫超12%。公司预计第一季度营收在117亿至127亿美元之间，中值 低于市场预期的125.1亿美元；同时预计第一季度每股盈亏相抵，而分析师此前预计为盈利5美分。尽管 指引偏弱，英特尔第四季度业绩好于预期 ...

ROMAINE: ROMAINE: THE REBOUND RALLY EXTENDS INTO THE REBOUND RALLY EXTENDS INTO A SECOND DAY. A SECOND DAY. I'M ROMAINE BOSTICK. I'M ROMAINE BOSTICK.KATIE: KATIE: KICKING YOU OFF TO THE CLOSING KICKING YOU OFF TO THE CLOSING BELL HERE IN THE U.S., THERE'S BELL HERE IN THE U.S., THERE'S YOUR SET UP WITH ABOUT AN HOUR YOUR SET UP WITH ABOUT AN HOUR TO GO. TO GO. THE S&P 500 HIGHER BY ABOUT THE S&P 500 HIGHER BY ABOUT .5%..5%. THE BOND MARKET REMARKABLY WELL THE BOND MARKET REMARKABLY WELL BEHAVED TODAY, PRETT ...

美国总统特朗普表示，如果欧洲抛售美国债券等资产，将面临大规模报复。 特朗普起诉了摩根大通及其CEO杰米·戴蒙，索赔至少50亿美元，指控该银行出于政治原因停止向他本 人及其旗下企业提供银行服务。 科技股普涨，Meta收涨5.7%，创7月31日以来最大单日涨幅；特斯拉涨超4%，甲骨文涨超2%，AMD、 微软、亚马逊涨超1%。Lyft跌1.5%，Uber跌2%；雅培跌逾10%。 纳斯达克中国金龙指数收涨1.59%，热门中概股多数上涨，阿里巴巴、小马智行涨超5%，哔哩哔哩涨超 4%，理想汽车、京东涨超3%，蔚来涨超2%，富途控股跌逾2%。 | | | 隔夜美股概览 | | | | --- | --- | --- | --- | --- | | 类别 | 名称 | 现价 | 涨跌 | 涨跌幅 | | | 道琼斯工业平均 | 49384.01 | 306.78 | 0.63% | | 三大指数 | 纳斯达克 | 23436.02 | 211.20 | 0.91% | | | 标普500 | 6913.35 | 37.73 | 0.55% | | | Google | 330.54 | 2.16 | 0.66% | | | ...

Economic Information - The short-term consumer loan balance of residents in China has dropped below 9.5 trillion yuan, marking the lowest level in three years, with a decrease of 706.19 billion yuan or 6.93% from the previous year [2] - The State Administration for Market Regulation has prohibited the establishment of joint ventures in the public utility sector for the first time since the implementation of the Anti-Monopoly Law, aimed at maintaining competition in the liquefied petroleum gas market [2] Company Alerts - Yingfang Microelectronics expects a net loss of 69 million to 97 million yuan for 2025 [4] - Multiple shareholders of Huitian Ruisheng plan to reduce their holdings by no more than 5% of the company's shares [4] - Shareholders of various companies, including Green Alliance Technology and Ruihua Tai, are planning to reduce their holdings by up to 4% and 3% respectively [4][6] Overseas Alerts - Intel has issued a weak earnings forecast for the first quarter, expecting adjusted earnings per share of $0 and revenue between $11.7 billion and $12.7 billion, leading to a post-market drop of over 13% in its stock price [3] Risk Monitoring - Guoxin Technology anticipates a net loss of 238 million yuan for 2025 [6] - Dongfeng shares expect a net loss between 390 million and 480 million yuan for 2025 [6] - Various companies, including HeTai Machinery and Yema Battery, forecast significant declines in net profits for 2025, with reductions ranging from 30.48% to 70% [6][7]

英特尔对2026年第一季度营收和盈利的预测均远低于华尔街预期。而在与分析师的电话会议上，陈立武 表示，扭转公司局面需要"时间和决心"，这一表态进一步打压了股价。制造环节的瓶颈阻碍了英特尔的 复苏努力，这让原本期待新产品能带来更大提振的投资者感到失望。陈立武表示："我们正处在一段多 年期的征程中。" 智通财经获悉，英特尔(INTC.US)股价在公布最新财报后大跌，原因是该公司首席执行官陈立武给出了 乏善可陈的业绩展望，并警告称这家芯片制造商正受到制造问题的困扰。截至发稿，英特尔周四美股盘 后跌逾12%。 财报显示，英特尔2025年第四季度营收同比下降4.1%至137亿美元，好于分析师预计的134亿美元;调整 后每股收益为15美分，好于分析师预计的9美分。 按业务划分，客户端计算业务第四季度营收为82亿美元，同比下降6.6%，略低于分析师平均预测的83 亿美元;数据中心业务营收为47亿美元，同比增长8.9%，高于分析师预计的44亿美元。英特尔代工业务 实现营收45亿美元，同比增长3.8%，高于分析师预计的44亿美元。目前，该部门的订单几乎全部来自 英特尔自身的产品部门，但公司正在积极寻求外部客户。 英特尔预计，2 ...

【热门股表现】 *美国11月PCE通胀符合预期 *科技股普涨，中概股走强 *金银价格同步站上历史新高 在美国总统特朗普暂时撤回针对欧洲国家的关税威胁后，市场风险情绪明显修复。周四，美股三大股指 连续第二个交易日收高，投资者在地缘政治紧张缓和与美国经济数据稳健的双重支撑下重新回流股市。 截至周四收盘，道琼斯工业指数上涨306.78点，涨幅0.63%，报49384.01点；标普500指数上涨37.73点， 涨幅0.55%，报6913.35点；纳斯达克综合指数上涨211.20点，涨幅0.91%，报23436.02点。 小盘股表现尤为活跃，罗素2000指数上涨0.76%，创收盘纪录新高，显示市场风险偏好有所回升。 大型科技股整体表现稳健。Meta大涨5.66%，特斯拉上涨4.15%，英伟达上涨0.83%，苹果上涨0.28%， 微软上涨1.58%，谷歌上涨0.66%，亚马逊上涨1.31%。甲骨文上涨2.47%，奈飞下跌2.13%，博通下跌 1.01%。半导体板块延续反弹势头，美光科技上涨2.18%，英特尔上涨0.13%，AMD上涨1.57%。 纳斯达克中国金龙指数上涨1.58%。热门中概股多数收涨，阿里巴巴上涨5.05 ...

1月23日，美股三大指数收盘集体上涨，道指涨0.63%，纳指涨0.91%，标普500指数涨0.55%。 美国当天公布的一系列宏观数据整体偏强。地缘政治担忧消散，叠加美国经济数据强劲，提振风险偏好。美股主要股指连续第二个交易日上涨，完全收复 本周早些时候的失地。降息预期减弱下，短期美债承压。2年期美债收益率上行2.5个基点，10年期收益率则持平于昨日尾盘。美元下挫0.5%，逼近98关 口。 美股大型科技股普涨，万得美国科技七巨头指数上涨1.47%。个股方面，微软、亚马逊涨超1%，Meta收涨5.7%，创7月31日以来最大单日涨幅；甲骨文涨 超2%，AMD涨超1%。 特斯拉涨超4%，据智通财经，全球首富、特斯拉CEO埃隆·马斯克最新表示，特斯拉可能会在明年年底前开始向公众销售其人形机器人"Optimus"（擎天 柱）。当地时间周四（1月22日），马斯克在瑞士达沃斯举行的世界经济论坛年会上发表演讲时表示，特斯拉已经在工厂中使用部分擎天柱执行一些简单 任务。 英特尔盘后大跌近10%，报49.14美元。英特尔第四季度营收136.7亿美元，同比减少4.1%，市场预估134.3亿美元；第四季度调整后每股收益0.15美元，上 ...

Monetary Policy and Economic Measures - The central bank governor Pan Gongsheng stated that a moderately loose monetary policy will continue in 2026, with room for further cuts in reserve requirement ratios and interest rates to maintain ample liquidity [3] - The first batch of 936 billion yuan of ultra-long special government bonds has been allocated to support approximately 4,500 projects in various sectors, expected to drive total investment exceeding 460 billion yuan [4] - The People's Bank of China will conduct a 900 billion yuan MLF operation on January 23, net injecting 700 billion yuan into the market, marking the 11th consecutive month of increased operations [4] Consumer and Investment Trends - State-owned banks collectively announced the implementation of personal consumption loan interest subsidy policies, allowing some high-quality clients to enjoy effective interest rates in the "2%" range, lower than current housing loan rates [3] - Public funds have focused their fourth-quarter 2025 positions on core sectors such as electronics and power equipment, with Zhongji Xuchuang becoming the largest holding stock [3] Market Performance - The A-share market saw a slight increase, with the Shanghai Composite Index rising 0.14% to 4122.58 points, and the Shenzhen Component Index increasing by 0.5% [6] - The Hong Kong stock market also experienced minor fluctuations, with the Hang Seng Index rising 0.17% to 26629.96 points, and net inflows from southbound funds amounting to 5.166 billion HKD [6] Corporate Developments - Alibaba Group has decided to support its chip company "Pingtouge" for independent listing, with plans for restructuring to a mixed-ownership enterprise [7] - Xiaomi Group has initiated a stock repurchase plan of up to 2.5 billion HKD [9] - Nanjing Bank reported a net profit growth of 8.08% year-on-year for 2025 [9] Regulatory and Policy Updates - The State Administration for Market Regulation has issued a red card for the first time in the public utility sector, prohibiting a merger between two gas companies [10] - Nine departments jointly issued opinions to promote high-quality development in the pharmaceutical retail industry, encouraging mergers and acquisitions among retail pharmacies [10] Economic Indicators - The unemployment rate for urban labor aged 16-24 was reported at 16.5% in December 2025, while the rate for those aged 25-29 was 6.9% [5] - The National Bureau of Statistics reported a 28.1% year-on-year increase in sales revenue for the smart device manufacturing industry in 2025 [10]