In its statement, the Fed cited still-elevated inflation alongside solid economic growth for its decision. The U.S. central bank said the job market has "shown some signs of stabilization" and removed ‌language from its prior ‌statement saying that downside risks to employment had risen. Investors had widely expected the central bank to keep rates unchanged at 3.5%-3.75% and it said that eight out of 10 policymakers had voted to hold rates steady. After the statement, ‌traders boosted their bets that the F ...

Core Insights - Meta is planning a significant increase in AI spending, with capital expenditures expected to reach between $115 billion and $135 billion in 2026, nearly double the $72 billion spent in 2023 [2][4] - The company aims to enhance its AI capabilities, focusing on developing a "superintelligent" AI model and improving ad targeting and user recommendations [2][5] - Meta's advertising revenue continues to grow, with Q4 revenue hitting $59.89 billion, a 24% increase year-over-year, and profit reaching $22.76 billion, up 9.2% [5] AI Investment and Strategy - Meta's AI investments are already yielding results, enhancing ad targeting and content recommendations for users [5] - The company is in the process of rebuilding its AI efforts and plans to roll out new models and products in the coming months [2] - A focus on "personal superintelligence" aims to create AI that understands user context and preferences, potentially unlocking new product opportunities [6] Product Development and Future Vision - Meta is integrating large language models into its recommendation engines to better tailor user experiences, including commerce [7] - The company is emphasizing the development of smart glasses as a key product, with sales reportedly tripling last year [9] - Most investments in the Reality Labs division will be directed toward glasses and wearables, aiming to establish a mainstream device cycle [10]

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The stock market witnessed a mixed performance today as the S&P 500 and the Nasdaq indices showed varied results. The Federal Reserve’s decision to maintain the federal funds rate at 3.5%–3.75% has kept investors on their toes. The economic activity continues to expand at a solid pace, with inflation remaining somewhat elevated, according to the Federal Open Market Committee’s latest statement.As investors await Fed Chair Jerome Powell‘s press conference, the market remains cautious amid political pressures ...

2026.01.29 本文字数：1766，阅读时长大约3分钟 作者 |第一财经 樊志菁 周三盘后，Meta、微软和特斯拉发布最新业绩。 新年以来，随着投资者试图判断人工智能的应用将如何颠覆此前龙头企业的商业模式，大盘科技股、软 件股与芯片股内部的分化态势正持续加剧。因此这些热门赛道公司的业绩，特别是资本开支状况受到了 广泛关注。 按照日程安排，苹果周四将披露最新业绩。 特斯拉业绩超预期 Meta公布利好营收预测，盘后涨逾7% 脸书母公司Meta盘后涨逾7%，超市场预期的销售额业绩指引提振市场情绪。公司第四财季营收598.9亿 美元，同比增长24%，市场预期 585.9 亿美元。调整后每股收益EPS 8.88 美元，预期8.23美元。 Meta预计一季度营收将在535亿至565亿美元区间，高于分析师514.1亿美元的预期值。 此外，2026年全年总支出将在1620亿至1690亿美元之间；为推进人工智能业务的资本支出预计在1150亿 至1350亿美元区间，不仅高于分析师1107亿美元的全年预期，也是2025年资本支出规模的近两倍。 Mata表示，此次资本支出增加，是为支持其超级智能实验室的研发工作及核心业务发展， ...

本文字数：1766，阅读时长大约3分钟 作者 | 第一财经 樊志菁 2026.01. 29 周三盘后，Meta、微软和特斯拉发布最新业绩。 新年以来，随着投资者试图判断人工智能的应用将如何颠覆此前龙头企业的商业模式，大盘科技股、软件股 与芯片股内部的分化态势正持续加剧。因此这些热门赛道公司的业绩，特别是资本开支状况受到了广泛关 注。 按照日程安排，苹果周四将披露最新业绩。 Meta公布利好营收预测，盘后涨逾7% 特斯拉最新业绩超市场预期，但公司全年营收同比下滑3%，创下公司历史上首次年度营收下降的纪录，股 价在盘后交易中上涨近3%。 脸书母公司Meta盘后涨逾7%，超市场预期的销售额业绩指引提振市场情绪。公司第四财季营收598.9亿美 元，同比增长24%，市场预期 585.9 亿美元。调整后每股收益EPS 8.88 美元，预期8.23美元。 Meta预计一季度营收将在535亿至565亿美元区间，高于分析师514.1亿美元的预期值。 此外，2026年全年总支出将在1620亿至1690亿美元之间；为推进人工智能业务的资本支出预计在1150亿至 1350亿美元区间，不仅高于分析师1107亿美元的全年预期，也是202 ...

The precious metal rose 1.5% on Thursday, extending its rally this year to 27%. Silver climbed almost 1% to an all-time high as precious metals continued their breakneck advance. West Texas Intermediate crude oil rose to the highest level since September after President Donald Trump warned Iran to make a nuclear deal. Trump warned Iran to make a nuclear deal with the US or face military strikes far worse than the attack he ordered last June, increasing pressure on the regime and propelling oil prices highe ...

日度报告——综合晨报 特朗普警告伊朗，美联储按兵不动 [T报ab告le_日R期an：k] 2026-01-29 宏观策略（外汇期货(美元指数)） 特朗普警告伊朗达成协议 美联储 1 月利率会议维持利率水平不变，对于经济边际乐观程度 上升，市场风险偏好上升，美元指数反弹。 宏观策略（黄金） 特朗普警告伊朗 综 金价强势上涨呈现明显加速迹象，市场波动加大，美联储利率 会议如期按兵不动，会议声明较此前表态更为乐观，主要是判 断就业市场趋于稳定，但通胀存在上行风险。 合 黑色金属（螺纹钢/热轧卷板） 晨 多家房企目前已不被监管部门要求每月上报"三条红线"指标 报 钢价延续震荡运行，近期表现偏弱，但趋势性驱动依然不明显。 建材需求季节性走弱对钢价形成压制。但由于基本面矛盾不算 突出，估值也并不算高，同样难以打开下方空间。 有色金属（锌） Fresnilloplc2025 锌精矿产量有增有减 谨慎追多，前期多单可继续持有，短期操作难度较高，建议做 好仓位管理。 能源化工（沥青） 国内重交沥青产能利用率下降 由于低价重质原油资源的稀缺，沥青反弹幅度偏强，但年前备 货节奏放缓，实际需求支撑疲弱。 | 黄玉萍 | 资深分析师 ...

图片来源：unsplash 美股"科技七巨头"财报季开启，Meta先交卷了。 根据1月28日美股盘后该公司公布的财报，2025年四季度，Meta实现营业收入598.9亿美元，同比增长25%，超过此前分析师预期的584.2亿美元均值。公司净 利润228亿美元，同比增长9%，同样高于分析师预期的210亿美元。 业绩增长主要得益于强劲的在线广告业务，四季度公司广告收入增长24%达到581亿美元，占公司总营收的97%。CEO马克·扎克伯格（Mark Zuckerberg）在 财报电话会议上表示，破纪录的假日需求和AI驱动的性能提升为广告业务提供了最大助力。 此前，Meta方面曾多次强调，公司在人工智能方面的投资能够取得回报，且正在提升广告投放的精准度和有效性，四季度的业绩表现似乎也印证了相关说 法。 。对于这家总部位于新加坡但根植于中国的智能体AI初创公司，中国监管机构本月已表示将审查这笔交易。扎克伯格在业绩会上回应了公司去年底对Manus 的收购案，计划将Manus的技术整合到其现有平台中。 考虑到2026年全球广告支出前景看涨，其中在线广告预计将贡献最多增量，作为该领域的佼佼者，Meta业绩大概率也将进一步得到提 ...

Microsoft - Microsoft’s stock decline is attributed to slowing revenue growth from its Azure cloud platform and concerns over backlog concentration, particularly its reliance on a significant deal with OpenAI [1][2] - The company’s remaining performance obligations, or backlog, is currently $625 billion, more than double from a year ago, with approximately 45% tied to OpenAI [2] - Despite these concerns, analysts believe Microsoft can monetize AI effectively due to its diverse business segments, including applications, security, and infrastructure [3] - Microsoft reported $81.3 billion in revenue for its fiscal second quarter, with adjusted earnings per share of $4.14, exceeding analyst expectations [21] - Intelligent Cloud revenue, which includes Azure, reached $32.9 billion, surpassing the consensus estimate of $32.39 billion [21] - Capital expenditures for Microsoft were $37.5 billion, higher than the expected $34.3 billion, with a significant portion allocated to short-lived assets like GPUs and CPUs [18] Meta - Meta's anticipated capital expenditures for 2026 are projected to be between $115 billion and $135 billion, significantly higher than last year's $72.22 billion and above analysts' expectations of $110 billion [13][14] - The increase in spending is primarily driven by investments in AI initiatives, particularly the Meta Superintelligence Labs [14] - Meta reported fourth-quarter earnings of $8.88 per share, with a 24% year-over-year revenue increase to a record $59.89 billion, driven by a surge in ad revenues [15] - The company expects first-quarter revenue between $53.5 billion and $56.5 billion, exceeding analyst projections [15] Tesla - Tesla's stock rose after reporting quarterly revenue of $25.71 billion, surpassing the consensus expectation of $25.12 billion, with net income at 60 cents per share [17] - The company did not provide a detailed outlook for vehicle sales, focusing instead on maximizing factory capacity utilization [12] - Tesla confirmed plans to unveil a new Optimus robot in the first quarter of 2026, with production expected to start in the same year [10]