Microsoft(MSFT)
Search documents
US futures rise as Fed decision looms; Tesla and Meta to announce results
Invezz· 2026-01-28 12:27
'n Shake adds $5M to Bitcoin reserves, now holds $15M in BTC]January 28, 2026Share viaFacebookX (Twitter)LinkedInMixEmailPrintCopy Link US futures rise as Fed decision looms; Tesla and Meta to announce results | Invezz false### Choose your country### Choose preferred languagePopular languagesEnglish (USA) [Deutsch] [Español] [Français] [Português]All available languagesEnglish (USA) [English (UK)] [English (Australia)] [English (Canada)] [English (New Zealand)] [English (South Africa)] [English (Ireland)] [ ...
美股“七巨头”财报,即将亮相
财联社· 2026-01-28 12:20
以下文章来源于科创日报 ,作者刘蕊 科创日报 . 科创圈都在关注的主流媒体,上海报业集团主管主办,《科创板日报》出品。 近几年来,每逢财报季,微软、苹果、英伟达、Alphabet、亚马逊、Meta和特斯拉这七家巨头公司都是聚光灯下的焦点,在本个财报季也 不例外。 北京时间本周四早间,"七巨头"中的三家(特斯拉、Meta和微软)即将率先公布财报,苹果也将在周五早间公布财报。 目前,华尔街分析师们对于"七巨头"的总体业绩充满信心,不过随着AI热潮逐步演变,那些能够从AI基建和变现势头中尝到甜头的公司显然 将更受投资者青睐。 "七巨头"的差异愈发凸显 与此同时,对于"七巨头"正大力推进的AI业务来看,来自资本、电力和政策等方面的限制也将愈发受到关注。 "七巨头"Q4业绩强劲 本周美股Q4财报季全面展开,标普500指数中有102家将公布财报,这其中就包括"七巨头"中的四家。 目前,华尔街对于"七巨头"的业绩表现充满信心。FactSet高级盈利分析师约翰·巴特斯预计,"七巨头"第四季度整体盈利增长率将达到 20.3%,远超其他公司4.1%的同比每股收益增长率,其中,英伟达、Alphabet和微软预计将会是最主要的领跑者 ...
Dow Jones Futures: Nasdaq Eyes Record High; Tesla, Meta, Microsoft, Fed's Powell On Tap
Investors· 2026-01-28 12:18
Group 1 - Dow Jones futures edged lower, while S&P 500 and Nasdaq futures rose, indicating mixed market sentiment ahead of major earnings reports [1] - Seagate Technology and ASML were highlighted as leading earnings movers, reflecting strong performance in the tech sector [1] - The Federal Reserve is set to conclude its policy meeting, which may impact market dynamics, particularly for tech stocks [1] Group 2 - Tesla, Meta Platforms, and Microsoft are scheduled to report earnings after the market close, which could influence investor sentiment and stock performance [1] - The S&P 500 has reached a record high, with the Nasdaq leading the market rally, showcasing strong investor interest in technology stocks [1] - Microsoft has regained a key level amid the launch of a new AI chip, suggesting positive momentum ahead of its earnings report [1]
美股前瞻 | 三大股指期货齐涨 美联储利率决议来袭 微软、Meta、特斯拉盘后公布财报
智通财经网· 2026-01-28 12:12
盘前市场动向 1. 1月28日(周三)美股盘前,美股三大股指期货齐涨。截至发稿,道指期货涨0.04%,标普500指数期货涨0.37%,纳指期货涨 0.95%。 | = US 30 | 49,020.90 | 49,079.60 | 48,972.10 | +17.50 | +0.04% | | --- | --- | --- | --- | --- | --- | | = US 500 | 7,004.30 | 7.014.80 | 6,983.30 | +25.70 | +0.37% | | 트 US Tech 100 | 26,185.00 | 26,224.70 | 26,003.30 | +245.30 | +0.95% | 2. 截至发稿,德国DAX指数跌0.10%,英国富时100指数跌0.44%,法国CAC40指数跌0.96%,欧洲斯托克50指数涨0.03%。 | 德国DAX30 | 24,882.14 | 24,929.93 | 24,795.48 | -26.09 | -0.10% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 10,1 ...
但斌 美股第一大重仓股变了!
Shang Hai Zheng Quan Bao· 2026-01-28 11:51
但斌美股持仓最新出炉! 私募排排网据美国证券交易委员会(SEC)统计称,截至2025年末,东方港湾旗下海外基金在美股市场共持有10只股票,持仓总市值约为 13.16亿美元(约合人民币91亿元),较三季度末的12.92亿美元略有增长。从调仓动作来看,东方港湾2025年四季度清仓了包括Coinbase、奈 飞、博通、台积电在内的多只股票,同时大手笔加仓谷歌、纳斯达克指数等,持仓进一步集中于科技板块巨头,第一大重仓股也由英伟达变为 谷歌。 多位业内人士称,2026年科技仍将是全球资本市场的重要投资主线,尤其是AI相关且逐步兑现业绩的标的值得关注。 第一大重仓股变更 同时,东方港湾旗下海外基金2025年四季度大手笔加仓了TQQQ(三倍做多纳斯达克100ETF)和GGLL(二倍做多谷歌ETF)。 截至2025年末,东方港湾旗下海外基金持仓进一步聚焦科技,除谷歌和英伟达外,微软、苹果、Meta、特斯拉和亚马逊均位列其中,显示出 对美股科技龙头股的高度关注。 SEC官网披露的信息显示,截至2025年末,东方港湾旗下海外基金共持有10只美股标的,前五大重仓股分别为谷歌、英伟达、TQQQ(三倍做 多纳斯达克100ETF)、FN ...
US megacap results to test market's tech trade, profit optimism
Yahoo Finance· 2026-01-28 11:19
By Lewis Krauskopf NEW YORK, Jan 28 (Reuters) - Stakes are high for earnings reports from U.S. megacap companies this week, as investors seek proof that strong profit growth will lift stocks this year, including evidence that artificial-intelligence investments are paying off. Reports are due from Microsoft, Apple, Facebook parent Meta Platforms and Tesla - four of the "Magnificent Seven" megacap companies whose bottom-line results broadly are key drivers of overall U.S. profits. The group is expected ...
U.S. Markets Brace for Fed Decision and Tech Earnings Amidst Premarket Gains
Stock Market News· 2026-01-28 11:10
Market Overview - U.S. stock markets are experiencing a pivotal moment with anticipation surrounding the Federal Reserve's interest rate decision and earnings reports from major technology companies [1] - Premarket trading shows a mixed but generally upward trend, with S&P 500 Futures up 0.3% to 7,028.75 points and Nasdaq 100 Futures up 0.6% to 26,228.75 points, while Dow Jones Futures remain flat at 49,159.0 points [2] Semiconductor Industry - U.S. chip stocks are seeing notable gains, with Nvidia increasing by 1.7%, AMD rising by 1.4%, and Intel climbing 4.6%, reflecting strong investor confidence in AI and advanced computing [3] Major Market Indexes - The S&P 500 Index closed at a record high of 6,978.60 points, a 0.41% increase, driven by strength in chipmakers and AI infrastructure stocks, particularly Micron Technology, which announced a $24 billion investment in Singapore [4] - The Dow Jones Industrial Average closed at 49,003.41 points, down 0.83%, primarily due to weakness in the healthcare sector, with UnitedHealth Group forecasting a revenue decline for 2026 [5] - The Nasdaq Composite Index closed up 0.91% at 23,817.10 points, reaching a 2.75-month high, with nearly 30% year-over-year growth attributed to AI advancements [6] Upcoming Market Events - The Federal Reserve is expected to hold its key interest rate steady within the 3.5%-3.75% target range, following three consecutive rate cuts in late 2025, with a focus on the labor market and consumer spending [7] - Major earnings reports are anticipated from tech giants Meta Platforms and Microsoft, which will provide insights into the technology sector's health and AI investments [13] Company News - Infosys announced a strategic AI-focused collaboration, indicating ongoing investment in AI solutions [14] - Boeing's CEO outlined a turnaround plan after six consecutive annual losses, addressing operational challenges [14] - HSBC is scaling back its M&A and equities businesses in Europe, the UK, and the Americas to focus on Asian operations [14] - JetBlue Airways reported a significant Q4 loss and provided weaker-than-expected revenue guidance, raising concerns about profitability [14] - RTX Corporation delivered higher-than-expected Q4 results, showcasing strong growth across its business segments [14]
Stock Market Today: Dow Jones, Nasdaq Futures Gain As Investors Await Fed Decision, Jerome Powell's Speech—Starbucks, Seagate, Tesla In Focus - State Street SPDR S&P 500 ETF Trust (ARCA:SPY)
Benzinga· 2026-01-28 10:12
Market Overview - U.S. stock futures rose on Wednesday following a mixed close on Tuesday, with major benchmark indices showing higher futures [1] - The CME Group's FedWatch tool indicates a 97.2% likelihood of the Federal Reserve keeping interest rates unchanged in January [2] - The 10-year Treasury bond yielded 4.24%, while the two-year bond was at 3.57% [2] Index Performance - Dow Jones increased by 0.04%, S&P 500 by 0.30%, Nasdaq 100 by 0.74%, and Russell 2000 by 0.40% in premarket trading [2] - The SPDR S&P 500 ETF Trust (NYSE:SPY) was up 0.33% at $697.77, and Invesco QQQ Trust ETF (NASDAQ:QQQ) advanced 0.77% to $635.96 [2] Stocks in Focus - Starbucks Corp. (NASDAQ:SBUX) was down 0.76% in premarket, projected to post quarterly earnings of $0.59 per share on revenue of $9.73 billion [4] - Microsoft Corp. (NASDAQ:MSFT) rose 0.087% ahead of earnings expected to be $3.97 per share on revenue of $80.27 billion [4] - Tesla Inc. (NASDAQ:TSLA) advanced 0.23%, projected to post quarterly earnings of $0.45 per share on revenue of $24.78 billion [4] - Seagate Technology Holdings PLC (NASDAQ:STX) jumped 10.02% after reporting better-than-expected revenue and earnings, along with strong guidance [4] Economic Insights - Jeffrey Roach, Chief Economist at LPL Financial, forecasts a resilient U.S. economy in 2026, with real economic growth projected at 2.5% year-over-year and nominal growth surpassing 5% [8] - Roach emphasizes that productivity growth, particularly from early AI adoption, will support economic expansion without reigniting inflation [8] - His team maintains a "tactical neutral stance on equities," favoring large-cap growth stocks and the communication services sector [9] Upcoming Economic Data - The FOMC will announce its interest-rate decision at 2:00 p.m., followed by a press conference from Fed Chair Powell at 2:30 p.m. ET [10] Commodities and Global Markets - Crude oil futures were down 0.22% to around $62.25 per barrel, while Gold Spot rose 1.75% to approximately $5,272.90 per ounce [11] - Bitcoin (CRYPTO: BTC) was trading 1.52% higher at $89,223.76 per coin [13]
Microsoft Set To Report Q2 2026 Earnings: Analysts Eye Azure Growth, AI Spending, CapEx As Shares Dip Over 6% In 6 Months - Microsoft (NASDAQ:MSFT)
Benzinga· 2026-01-28 09:23
Microsoft Corp. (NASDAQ:MSFT) is set to release its second-quarter 2026 earnings on Wednesday, with investors and analysts closely watching cloud growth, AI investments, and capital expenditures amid a six-month stock slump.Analysts Predict Strong Cloud PerformanceFor the second quarter, Wall Street expects Microsoft to report earnings per share of $3.86 and revenue of $80.26 billion, up from $3.23 EPS and $69.63 billion revenue in the same quarter last year, according to Benzinga Pro data.The company has a ...
通信行业月报:光模块上游关键物料供应持续紧张,AWS规模部署空芯光纤-20260128
Zhongyuan Securities· 2026-01-28 08:29
Investment Rating - The report maintains an "Outperform" investment rating for the communication industry [2][9]. Core Insights - The communication industry index outperformed the Shanghai Composite Index in December 2025, rising by 12.82% compared to +2.06% for the Shanghai Composite Index and +2.28% for the CSI 300 Index [8][14]. - Key material supply for optical modules remains tight, with major players like Longfei and Hengtong winning bids for China Unicom's hollow-core fiber cable procurement [8][9]. - The retail sales of communication equipment in China increased by 20.9% year-on-year in December 2025, driven by the demand for smartphones [8][41]. - The global smartphone shipment is projected to grow by 2% year-on-year in 2025, reaching 1.25 billion units, with AI smartphones expected to penetrate 34% of the market [8][29]. - The export value of optical modules from China decreased by 15.6% year-on-year in 2025, while Thailand's communication equipment exports surged by 152.1% [8][9]. Summary by Sections Market Review - The communication industry index rose by 12.82% in December 2025, outperforming major indices [14]. - Sub-sectors such as cables and network equipment saw significant gains, with increases of 22.05% and 19.44% respectively [15][19]. Industry Tracking - The capital expenditure of major cloud providers in North America reached $112.43 billion in Q3 2025, a 76.9% increase year-on-year [25][28]. - AI applications are driving cloud business growth, with major companies like Amazon, Microsoft, Google, and Meta significantly increasing their capital expenditures [25][29]. - The Chinese ICT market is expected to grow to approximately $889.43 billion by 2029, with a CAGR of 7.0% [39][40]. Domestic Telecom Industry - Telecom business revenue in China reached 1.6096 trillion yuan from January to November 2025, a year-on-year increase of 0.9% [48]. - The number of 5G mobile phone users reached 1.193 billion by November 2025, accounting for 65.3% of total mobile phone users [49]. - The number of fixed broadband users with gigabit access reached 239 million, representing 34.3% of total users [52].