权益类与FOF基金齐发力 新发基金规模突破千亿元 今年以来，新基金发行速度加快，总规模已超千亿元。权益类基金与FOF产品频现爆款，多只基金发行 规模超30亿元，部分基金一日售罄。截至1月29日，年内新成立110只基金，发行规模合计1105.4亿元， 其中85只为权益类基金，合计768.1亿元。广发研究智选混合基金等多只基金发行规模居前。FOF产品 也保持高热度，2025年发行规模已突破800亿元。此外，市场上仍有逾百只基金正在或即将发行，权益 类基金和FOF产品成为主力。业内人士对A股市场持乐观态度，重点关注科技成长行业。(上海证券报) 科创板超260份业绩预告出炉 订单增长彰显发展潜力 随着上市公司2025年业绩预告进入密集披露期，多家科创板企业年度业绩"答卷"也提前揭晓。数据显 示，截至1月29日19时30分，超260家科创板公司公布2025年业绩预告，从披露情况来看，报喜公司（包 括预增、扭亏、略增）数量达105家，占比约四成，还有超50家公司预计同比减亏。业内人士认为，科 创板紧密连接国家科技创新战略，聚焦人工智能、生物医药等前沿领域，其制度创新吸引优质企业上 市，并不断吸引"耐心资本"入场。目前随着 ...

"Microsoft disappointed and there are some ‌genuine concerns that AI investments will eat the software companies' lunches," said John Praveen, managing director & Co-CIO, Paleo Leon in Princeton, New Jersey. Investors are trying to "reduce exposure to stocks and play it safe" against a backdrop of broader uncertainties including who the Federal Reserve's next chair will be and how many interest rate cuts it will make, according to Praveen who also cited political uncertainties around Washington's stance in ...

Core Viewpoint - Allegations by former contractors claim that Meta personnel had access to WhatsApp messages, contradicting Meta's marketing of the app as private and encrypted [1][23][24] Group 1: Allegations and Investigation - The investigation is being conducted by the US Department of Commerce, focusing on claims that Meta staff had "unfettered" access to WhatsApp messages [1][23] - Content moderators, contracted through Accenture, reported that they and some Meta employees could access WhatsApp messages that were supposed to be encrypted [5][6] - The inquiry is referred to as "Operation Sourced Encryption" and is ongoing, with the last activity noted as recent as January [9][10] Group 2: Meta's Response - A Meta spokesperson stated that the claims are impossible, asserting that WhatsApp and its employees cannot access encrypted communications [2][5] - Meta's shares fell approximately 1% in extended trading following the news of the allegations [5] - The company has faced previous accusations regarding user privacy, including a $5 billion fine from the FTC, although these did not involve WhatsApp [12][24] Group 3: Technical Aspects and User Privacy - WhatsApp claims that it cannot access messages due to encryption keys residing on users' devices, which are not accessible to the company [24] - The app does allow limited access to message information in specific cases, such as when a user reports problematic messages [14][24] - Allegations suggest broader access than what WhatsApp officially acknowledges, with contractors claiming they could request access to communications [15][24] Group 4: Legal Context - A lawsuit filed in January 2023 alleges that Meta and WhatsApp can access users' private communications, citing whistleblower claims [18][24] - Meta has labeled the lawsuit as "frivolous" and intends to pursue sanctions against the plaintiffs' counsel [20][24] - The expansion of end-to-end encryption by Meta has drawn criticism from law enforcement, particularly regarding its implications for tracking criminal activities [21][24]

证券研究报告 | 行业策略 gszqdatemark 2026 01 29 年 月 日 计算机 2026 年度策略：锚定 AI 未来，共启科技新篇 金融科技：新工具+新货币，重塑金融新范式。1）新工具：牛市先锋，优 选炒股软件。2026 年全球流动性合理充裕，国内保持适度宽松基调；同 时，险资兜住下行风险，存款搬家也有望成为重要增量。2026 年我们看好 指数继续上攻，炒股软件是牛市先锋，成交活跃下选择肌肉记忆票，牛市 有望持续受益，建议关注同花顺、东方财富、九方智投、指南针等。2）新 货币：数字人民币与人民币国际化双轮驱动。数字人民币 2.0 在 1 月 1 日 正式实施，从 M0 到 M1 的货币属性跃迁。同时，人民币国际化持续推进， 《人民币跨境支付系统业务规则》将自 2026 年 2 月 1 日起施行，加大拓 展 CIPS 网络力度是工作重点。数字人民币建议关注收单方、清算机构以 及银行做数币支付系统厂商，如新大陆、新国都、拉卡拉等；人民币国际 化核心受益方包括 CIPS 相关厂商。 AI 应用：C 端看巨头起舞，B 端是最后一公里的赛跑。1）在即将到来的 2026，模型端的进步仍然值得期待：采用 s ...

点击图片▲立即购买 美联储如期按兵不动暂停降息 1月29日，美联储公布货币政策委员会FOMC的会议决定，将联邦基金利率的目标区间维持在3.50%至3.75%不变。这是联储自2025年9月起连续 三次会议降息后首次暂停行动。2025年，联储共降息75个基点，每次均降25个基点。此次美联储按兵不动完全在市场意料之中。到本周二收 盘，芝商所（CME）工具显示，期货市场预计本周暂不降息的概率略超97%。 联储决议声明再次暴露内部分歧，下任美联储主席人选之一沃勒成为反对此次利率决议的少数派，和美国总统特朗普"钦点"的另一位理事米兰都 支持继续降息。上次议息会议美联储的声明重申"经济活动扩张速度一直缓和"，而本次称现有指标表明经济活动"一直在稳步扩张"。（华尔街见 闻） ｜点评｜ 美联储本轮降息周期尚未结束，只是节奏上出现了明显的放缓信号。当前美国经济发展来到了一个十字路口，经济增速难以长期保持 高速增长，但仍有一定韧性。就业市场降温，失业率上行速度相对可控。通胀高位回落，却依旧高于2%的政策目标，并且前期高通胀已显著推 升物价。整体上看，美国经济对降息的需求并不迫切，美联储完全可以暂时退到观望席，等待经济走势出现更加明 ...

微软公司在28日盘后发布的数据显示，该公司在2025年第四季度营业收入和每股盈利超出预期，但由于该季度云服务业务增长放缓并预期2026年一季度经 营利润率表现疲软，微软公司股价29日大幅下跌9.99%，并打压市场人气。 美国Sage顾问服务公司负责研究的执行董事罗伯•威廉姆斯（Rob Williams）表示，人工智能已经变得像一把双刃剑。人工智能对增长和支出带来贡献，并 让估值处于当前的水平。现在，这方面有更多的疑问，因而正变得更难继续带来利好。 转自：新华财经 新华财经纽约1月29日电（记者刘亚南）由于微软等权重科技股大幅下跌拖累，纽约股市三大股指29日低开低走，早盘显著走低，随后跌幅收窄，尾盘有 所拉升，收盘时纽约股市三大股指涨跌不一。 截至当天收盘，道琼斯工业平均指数比前一交易日上涨55.96点，收于49071.56点，涨幅为0.11%；标准普尔500种股票指数下跌9.02点，收于6969.01点， 跌幅为0.13%；纳斯达克综合指数下跌172.33点，收于23685.12点，跌幅为0.72%。 板块方面，标普500指数十一大板块七涨四跌。通信服务板块和房地产板块分别以2.92%和1.42%的涨幅领涨， ...

Group 1 - The core viewpoint of the article emphasizes that the China Railway Group has declared the 12306 platform as the only official ticket sales channel, stating that it has not partnered with any third-party platforms and will enhance its system to combat ticket scalping [2][3] - The China Railway Group's passenger department director, Zhu Wenzhong, highlighted the negative impact of third-party platforms on the stability of the 12306 system and announced plans to optimize the risk control system for effective identification [3] - The railway authority is focusing on four key areas for ticket sales organization: addressing the needs of students, workers, and the elderly; introducing a limited-time free refund policy for erroneous purchases; continuously improving ticket sales strategies; and ensuring the stable operation of the 12306 system [5] Group 2 - The article mentions that the 2026 Spring Festival travel period is expected to see a record 9.5 billion person-times of cross-regional movement, with self-driving travel being the main mode of transport, accounting for about 80% [6] - The article also notes that the total passenger volume for railways and civil aviation is projected to reach 540 million and 95 million respectively during the Spring Festival travel period, with both figures expected to exceed historical peaks [6]

机构认为，若成交量能有效配合，短期市场仍有向上冲击阶段新高的可能性。 【财经日历】 新股申购：林平发展、电科蓝天 财报发布：苹果、部数据、闪迪 ►►国务院办公厅日前印发《加快培育服务消费新增长点工作方案》（以下简称《工作方案》），旨在优化和扩大服务供给，促进服务消费提质惠民，为经 济高质量发展提供有力支撑。《工作方案》提出3方面支持政策。一是聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后市场服务、入境消费等 重点领域，从优化服务供给、推进先行先试、创新消费场景、加强人才培养等方面发力，激发发展活力。二是聚焦演出服务、体育赛事服务、情绪式体验式 服务等潜力领域，从健全激励机制、优化安全管理、培育优质品牌、建设平台载体等方面着手，培育发展动能。三是通过健全标准体系、加强信用建设、强 化财政金融支持等，加强对培育服务消费新增长点的支持保障。 ►►据新华社，从29日在沪召开的商业航天器及应用产业链共链行动大会获悉，我国将布局更多"太空+"未来产业。 据介绍，中国航天科技集团作为我国商业航天器及应用产业链"链长"单位，将在"十五五"期间围绕发展商业航天国家战略部署，发挥中央企业战略引领、生 态构建等职能，带动产 ...

来源丨新华社 编辑丨曾静娇 黄金白银深夜跳水反弹，Meta涨10%，微软跌10%，好未来飙升18%，加密货币超22万人被爆仓 中国投资者去年买走全球近十分之一黄金 SFC 21君荐读 美国总统特朗普29日签署行政令，宣布国家紧急状态，威胁对向古巴提供石油的国家输美商品 加征从价关税。 ...

CNBC's Jim Cramer on Thursday sees a crucial takeaway in the post-earnings swings for Microsoft and Meta Platforms stocks. His message to investors is simple: Do not give up on hyperscalers after a single quarter.Shares of Microsoft fell nearly 10% Thursday while Meta jumped roughly 10% after earnings reports from both tech giants Wednesday evening. In the case of Microsoft, investors were concerned after the software maker posted slowing cloud growth and management gave a weak response to questions about A ...