Meta涨10.2%，上季业绩及营收指引均超预期。IBM涨7.8%，Q4业绩超预期。特斯拉涨1.8%，马斯克高 调推介擎天柱机器人，战略重心已全面脱离电动汽车。德国软件巨头SAP跌16.1%，其云业务订单增长 未达预期。微软跌7.2%，Q2云业务收入增速放缓，而资本支出猛增66%。 本文源自：金融界AI电报 ...

美股开盘，三大指数涨跌不一，纳指跌0.11%，标普500指数涨0.18%，道指涨0.08%。 微软跌超9%，Q2云业务收入增速放缓，资本支出猛增66%再度引发市场担忧。 Meta涨超10%，上季业绩及营收指引均超预期，广告业务表现强劲。 特斯拉涨1.5%，官宣停产Model S/X转向机器人业务，计划本季度发布第三代Optimus。 IBM涨超7%，Q4业绩超预期，净利润大增92%，AI业务累计订单额突破125亿美元。 (格隆汇) ...

上一交易日公布财报后，微软、特斯拉、Meta、IBM股价分别跌8.7%、涨1.5%、涨10.6%、涨6.8%。 1月29日，美股三大股指开盘涨跌不一，道琼斯指数涨0.08%，标普500指数涨0.18%，纳斯达克综合指 数跌0.12%。 ...

Group 1 - Alibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion yuan to 480 billion yuan over the next three years, demonstrating a strong commitment to AI infrastructure development [1] - Alibaba has developed and launched a high-end AI chip named "Zhenwu 810E," which has performance comparable to Nvidia's H20, adding significant strength to the domestic AI chip sector [1] - The substantial capital investment and breakthroughs in self-developed chips indicate an acceleration in AI computing infrastructure construction and domestic substitution processes, benefiting the related industrial chain [1] Group 2 - International gold prices continue to rise, with JPMorgan providing a long-term price forecast of $8,500, driven by investors seeking to hedge against inflation by replacing bonds with gold [1] - The expectation of increased household asset allocation to gold, combined with global geopolitical tensions and strong market expectations for Federal Reserve rate cuts, forms the core logic driving the price increase of precious metals [1] - The precious metals industry is expected to maintain a high level of prosperity due to these factors [1] Group 3 - Meta's Q4 2025 earnings report exceeded market expectations, and the company has significantly raised its capital expenditure forecast for 2026 to between $115 billion and $135 billion, with the midpoint surpassing market averages [1] - Following the earnings report, several Wall Street firms raised their target prices for Meta, with Jefferies Group increasing its target to $1,000 [1] - Meta plans to hire personnel to support priority areas, particularly in artificial intelligence, indicating that the arms race in AI capital expenditure among global tech giants is far from over [1] Group 4 - China Aerospace Science and Technology Corporation plans to promote the development of new fields such as space tourism and space resource development during the 14th Five-Year Plan period [2] - The initiative aims to accelerate the iteration of suborbital and orbital space tourism vehicles and achieve regular suborbital space tourism flights [2] - The focus of commercial aerospace development is shifting from launch services to broader applications in the space economy, with emerging sectors like space tourism and space mining expected to open long-term growth opportunities for the industry [2]

Group 1: Market Overview - US stocks opened on mixed footing with the S&P 500 rising approximately 0.1%, while the Nasdaq Composite fell around 0.5% and the Dow Jones Industrial Average increased by 0.3% [1] - The S&P 500 is attempting to surpass 7,000, driven by a more than 9% surge in Meta shares due to a strong quarterly revenue outlook [2] - Microsoft stock declined over 10% despite higher-than-expected capital spending, attributed to a slowdown in quarterly cloud sales growth [3] Group 2: Company-Specific Developments - Meta plans to invest up to $135 billion in data center build-out this year to enhance its AI capabilities [2] - Tesla reported a quarterly earnings beat but experienced its first-ever decline in annual revenue, leading to a shift in strategy from electric vehicles to robotics [3] - Investors are anticipating Apple's quarterly earnings report, which is expected after the market closes [3] Group 3: Economic Context - The Federal Reserve maintained interest rates unchanged in its first monetary policy decision of 2026, with market participants looking for economic indicators such as jobless claims and durable goods orders [5] - Markets are pricing in two quarter-point rate cuts by year-end, although easing may not occur before the end of Jerome Powell's tenure in May [6]

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Core Insights - Meta Platforms reported impressive fourth-quarter earnings, alleviating concerns regarding its artificial intelligence strategy [1] Financial Performance - The fourth-quarter earnings report showcased strong financial results, indicating robust performance in the face of previous uncertainties [1]

周四，Meta Platforms(META.US)盘前走高，截至发稿，该股涨近10%，报734.5美元。昨日收盘后公布 的财报显示，该公司去年第四季度营收和今年第一季度营收指引均超出分析师预期；全年资本支出预期 区间也高于分析师预期。Meta第四季度营收为598.93亿美元，高于分析师预期584.2亿美元；2025全年 为483.85亿美元，同比增长24%。预计2026年第一季度总营收将在535亿至565亿美元之间，高于分析师 预期512.7亿美元。该公司预计2026全年资本支出将在1,150亿美元至1,350亿美元之间，高于分析师平均 预期的1,106亿美元。 ...

智通财经APP获悉，周四，Meta Platforms(META.US)盘前走高，截至发稿，该股涨近10%，报734.5美 元。昨日收盘后公布的财报显示，该公司去年第四季度营收和今年第一季度营收指引均超出分析师预 期；全年资本支出预期区间也高于分析师预期。Meta第四季度营收为598.93亿美元，高于分析师预期 584.2亿美元；2025全年为483.85亿美元，同比增长24%。预计2026年第一季度总营收将在535亿至565亿 美元之间，高于分析师预期512.7亿美元。该公司预计2026全年资本支出将在1,150亿美元至1,350亿美元 之间，高于分析师平均预期的1,106亿美元。 ...

U.S. stock index futures edged higher on Thursday, January 29, 2026, as investors continued to digest a flurry of tech earnings and the Federal Reserve's latest monetary policy decision. The premarket session saw mixed signals, with some tech giants experiencing significant movements, while broader market sentiment remained cautious following the Fed's widely anticipated decision to hold interest rates steady. This dynamic landscape underscores a market increasingly responsive to corporate performance, part ...