分组1 - The stock market is experiencing mixed results, with the Dow down 285 points, S&P slightly up by 0.03%, and NASDAQ up by 28 points, indicating a focus on fundamentals moving forward [2] - Newor, a leading steel company, pre-announced earnings that fell short of expectations, yet the stock rose by approximately 12% following a Fed rate cut and tariffs on foreign steel, suggesting a buying opportunity if the stock dips [3][4] - Boeing is expected to report earnings after a significant stock increase, with a positive outlook for a multi-year turnaround, indicating potential for continued investment [4] 分组2 - General Motors is set to report earnings, with a historical pattern of underperformance in the initial trading hours, presenting a potential buying opportunity [5] - CSX and Union Pacific are highlighted as key players in the transportation sector, with expectations for positive performance [6] - Seagate, a storage and memory chip manufacturer, has seen a 25% increase in stock value this year due to rising demand from data centers, with expectations for a strong earnings report [8] 分组3 - Starbucks is reporting earnings and will follow up with an investor day, raising questions about the sustainability of its recent stock performance, which is considered overbought [10][11] - Generova, spun out from GE, has seen its stock price rise significantly, but high expectations may lead to a better entry point for investors [12] - Corning is noted for its strong prospects in data centers, with a recommendation to wait for a price drop to buy [13] 分组4 - Microsoft and Meta have faced stock price pressures, with Microsoft affected by concerns over generative AI, while Meta's stock has fluctuated following comments from its CEO about spending [14][15] - Tesla is positioned as a company focused on autonomous driving, with expectations that its upcoming earnings report could significantly boost its stock price [16] - Service Now is anticipated to be a critical report of the week, with the CEO needing to clarify the company's position amidst a stock decline [18][19] 分组5 - Honeywell's upcoming earnings report is complicated by its plans to split into multiple businesses, which may lead to stock volatility [21][22] - Caterpillar is expected to perform well due to its role in providing backup generators for data centers, contrasting with past performance trends [24] - Apple has faced stock declines due to rising storage costs, which may impact its gross margins, but the recommendation is to hold rather than trade [25][26] 分组6 - American Express typically reports strong earnings but often sees stock declines post-reporting, presenting a buying opportunity [27] - Chevron and Exxon are highlighted for their strong cash flow and buyback programs, with Chevron favored for its consistency and potential benefits from operations in Venezuela [28]

*英特尔财报不及预期，市场重新审视AI估值 *金银齐创新高，避险需求持续升温 美股周五走势分化，高盛与卡特彼勒显著承压拖累道指回落，标普500指数基本持平，纳指小幅收高。 此外，英特尔发布疲弱业绩展望后股价重挫亦拖累市场情绪，投资者在动荡一周结束之际风险偏好有所 降温。 *苹果、特斯拉、Meta和微软下周放榜 "我们对整体状况感觉不错，但也清楚，今年余下时间里可能还会出现一些不小的波折。"布莱克韦尔表 示。 截至周五收盘，道琼斯工业平均指数下跌285.30点，跌幅0.58%，报49098.71点，本周累计下跌0.53%； 标普500指数上涨2.26点，涨幅0.03%，报6915.61点，本周下跌0.35%；纳斯达克综合指数上涨65.23点， 涨幅0.28%，报23501.24点，本周微跌0.06%。 【热门股表现】 主要科技股涨跌不一。英伟达上涨1.53%，微软上涨3.28%，亚马逊上涨2.06%，Meta上涨1.72%，奈飞 上涨3.09%，AMD上涨2.35%，美光科技上涨0.52%；谷歌下跌0.79%，苹果下跌0.12%，特斯拉下跌 0.07%，博通下跌1.67%，甲骨文下跌0.57%。 道指成分股中， ...

避险情绪推动黄金、白银、铂金和钯金价格齐创历史新高。 *英特尔财报不及预期，市场重新审视AI估值 *金银齐创新高，避险需求持续升温 *苹果、特斯拉、Meta和微软下周放榜 美股周五走势分化，高盛与卡特彼勒显著承压拖累道指回落，标普500指数基本持平，纳指小幅收高。 此外，英特尔发布疲弱业绩展望后股价重挫亦拖累市场情绪，投资者在动荡一周结束之际风险偏好有所 降温。 【热门股表现】 主要科技股涨跌不一。英伟达上涨1.53%，微软上涨3.28%，亚马逊上涨2.06%，Meta上涨1.72%，奈飞 上涨3.09%，AMD上涨2.35%，美光科技上涨0.52%；谷歌下跌0.79%，苹果下跌0.12%，特斯拉下跌 0.07%，博通下跌1.67%，甲骨文下跌0.57%。 道指成分股中，高盛跌3.75%，卡特彼勒跌3.36%，共同加重对蓝筹指数下行压力。 英特尔股价暴泻17.03%，收于45.07美元，成为当日最主要的利空因素之一。公司给出的季度营收和利 润指引低于市场预期，并坦言难以满足人工智能数据中心对服务器芯片的需求。 中概股涨跌互现，纳斯达克中国金龙指数下跌0.26%。阿里巴巴下跌2.23%，京东下跌0.53%，蔚来 ...

Core Insights - The Q4 earnings reporting cycle is set to begin, with over 300 companies, including four members of the 'Magnificent 7' and 102 S&P 500 members, scheduled to report results [1] - The 'Magnificent 7' stocks have underperformed the broader market over the past twelve months, with Meta and Microsoft showing particular weakness [2] - Key issues for Microsoft, Meta, and Apple are related to their activities in the AI sector, with Microsoft and Meta being significant spenders while Apple has been less active [3] Company-Specific Summaries - **Microsoft**: Expected to report earnings of $3.88 per share on revenues of $80.2 billion, reflecting year-over-year growth rates of +20.1% and +15.2% respectively, with positive revisions in estimates [5] - **Meta**: Anticipated to report earnings of $8.15 per share on revenues of $58.4 billion, indicating year-over-year growth rates of +1.6% and +20.7% respectively, following a significant drop in stock price after the last quarterly release [6] - **Apple**: Expected to report earnings of $2.65 per share on revenues of $137.5 billion, representing year-over-year gains of +10.4% and +10.6% respectively, with a positive trend in revisions [4] Market Overview - The 'Magnificent 7' group is projected to see Q4 earnings increase by +16.9% year-over-year, with revenues expected to rise by +16.6% [6] - As of January 23, Q4 earnings for 64 S&P 500 members have increased by +17.5% on +7.8% higher revenues, with 82.8% beating EPS estimates and 68.8% beating revenue estimates [20] - The overall earnings outlook for the 'Magnificent 7' group has been improving, with analysts raising their estimates ahead of the Q4 earnings season [12]

(本文来自第一财经) Meta今日宣布，将在全球范围内暂停旗下全平台应用向青少年用户开放人工智能角色功能。该公司强 调，此项举措并不代表其放弃相关技术的研发工作，而是意在为青少年群体量身打造专属版本的人工智 能角色。值得注意的是，就在这项措施出台的数日前，Meta 涉及的一桩诉讼案件即将于美国新墨西哥 州正式开庭。在该案件中，Meta 被指控未切实履行平台监管职责，未能有效保护平台上的儿童用户免 遭性剥削的侵害。 ...

to low Tony who knows about all things technology. I mean who do you think has the most riding on next week. Is it Meta. Is it Amazon. Is it Microsoft or Apple.>> Without question, it's Meta. >> Okay. Why. Why.So >> the reason being when we think about all of the capex spend that Meta is putting into place. They're spending capex like they are a hyperscaler, but their business model is limited and capped to monetizing via the attention from ads. >> Oh, that's interesting.And let's not forget what happened a ...

Meta Platforms Inc. (META) and its smart glasses partner EssilorLuxottica SA are being sued by Solos Technology Ltd., a smaller tech eyewear company that is alleging patent infringement, Bloomberg reported on Friday. The report said Solos filed the complaint in ...

We're back on Morning Trade Live. Let's focus on Oaklo. The nuclear energy name is up more than 20% this month thanks to a deal with Meta and an upgrade at the Bank of America earlier this week.The stock and gaining more than 235% in 2025. Let's go inside out on OPO. Joining us now is Logan Gillan, analyst at Juul Financial. Thanks Logan for joining us today.So obviously a lot of investors have been pumping capital into this name on the thinking that obviously with this reliable base load power that it will ...

Meta Platforms将暂时屏蔽青少年用户访问其人工智能角色，该公司正在更新其平台。 Meta周五在一篇博文中称，按照出生日期注册为青少年年龄的Meta用户，或被该公司年龄预测技术标 记为可能未成年的用户，将无法访问AI角色，"直到更新后的体验准备就绪"。 Meta写道："这意味着，当我们兑现承诺，让父母对他们青少年的AI体验有更多监督时，这些家长控制 将适用于最新版本的AI角色。" Meta表示，青少年仍然可以访问Meta的AI助手，该助手带有默认的、适合年龄的保护措施。 该公告建立在Meta于10月为未成年AI用户推出的保护措施之上，其中包括设置护栏，以防止讨论不当 内容或自残、自杀或饮食失调等敏感话题。 Meta Platforms将暂时屏蔽青少年用户访问其人工智能角色，该公司正在更新其平台。 Meta周五在一篇博文中称，按照出生日期注册为青少年年龄的Meta用户，或被该公司年龄预测技术标 记为可能未成年的用户，将无法访问AI角色，"直到更新后的体验准备就绪"。 Meta写道："这意味着，当我们兑现承诺，让父母对他们青少年的AI体验有更多监督时，这些家长控制 将适用于最新版本的AI角色。" Met ...

Meta Platforms Inc. (META) said Friday it is temporarily restricting teens around the world from accessing AI characters across its family of apps. The company said that after hearing feedback from parents about wanting more data on their teen's interaction ...