'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)] [ ...

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 ...

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]

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 ...

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 ‌ ...

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]

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 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 ...

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].