智通财经APP获悉，随着2026年1月最后一个交易周到来，意味着市场焦点有望从地缘政治危机重新聚 焦至宏观经济、财政与货币政策以及企业业绩披露，其中美联储最新一轮利率决议与关于2026年降息前 景的"措辞悬念"，加之特斯拉、苹果等美国科技巨头们与三星电子、SK海力士等全球存储行业领军者 们罕见在同一周共同主导的财报密集披露期堪称这个"超级周"的最重磅事件集。其他金融市场大事件还 包括美联储下一任主席人选或将于本周公布，参议院农业委员会可能于当地时间1月27日就美国加密货 币监管方案(即CLARITY Act)举行听证会与委员会表决，以及美国可能协同日本政府干预汇市，美国政 府可能再度陷入停摆危机。 随着全球投资者们持续消化以"格陵兰领土争端"为核心的新一波地缘政治负面新闻并应对2026年初期就 显得异常动荡的"年初市场交易环境"，美股市场迎来了第二个周度级别的下跌周，从周跌幅来看美股基 准指数——标普500指数也是连续两周走向下跌。 标普500指数在上周五微幅上涨不到0.1%，但全周则周下跌0.4%;道琼斯工业平均指数全周下跌0.7%;尽 管周五逆势上涨0.3%，以科技股为主的纳斯达克综合指数同样在上周进入负 ...

智通财经APP获悉，近期，投资者通过聚焦人工智能领域的小众股票收获颇丰。本周，全球部分大型科 技公司将发布的财报，或将成为投资者判断2026年是否继续采用该策略的重要依据。 过去三年里，"科技七巨头"——谷歌公司(GOOGL.US)、亚马逊公司(AMZN.US)、苹果公司 (AAPL.US)、Meta Platforms公司(META.US)、微软公司(MSFT.US)、英伟达公司(NVDA.US)和特斯拉公 司(TSLA.US)——在很大程度上引领股市走高。但这一趋势在2025年底发生逆转，华尔街对这些公司投 入数千亿美元开发人工智能以及这些投资何时能产生回报日益怀疑。 追踪该集团的指数于2025年10月29日收于纪录高位，此后七家成员公司中有五家股价下跌，跑输标普 500指数。在此期间，谷歌股价飙升近20%，亚马逊公司也录得上涨，这两只股票是仅有的赢家。 对此，交易员们纷纷涌入那些从大型科技公司获得大量资金支持的企业。自"科技七巨头"指数创下历史 新高后回落以来，存储芯片制造商Sandisk Corp(SNDK.US)股价已上涨逾130%，美光科技公司(MU.US) 上涨76%，西部数据公司(WDC.US ...

微软、Meta Platforms和特斯拉将于周三公布财报，苹果紧随其后于周四公布。在去年的"科技七巨 头"中表现最佳的Alphabet将于2月4日公布财报，排名第二的英伟达将于2月25日公布业绩，亚马逊公司 则定于2月5日。 这些业绩将让人们得以一窥从云计算、电子设备到软件和数字广告等众多行业的健康状况。据数据显 示，该集团预计第四季度利润增长20%，这将是自2023年初以来的最慢增速。因此，这些公司面临压 力，需要证明其承诺的巨额资本支出正开始带来更显著的回报。"我们已不再处于那种企业仅以1%到 2%的优势胜出，还能继续投入资本支出并获得回报的环境，"管理着5800亿美元资产的Wealthspire公司 董事总经理兼首席市场策略师Chris Maxey表示，"他们需要证明自己正在加速增长，并以相当明显的优 势超越预期。" 近期，投资者通过聚焦人工智能领域的小众股票收获颇丰。本周，全球部分大型科技公司将发布的财 报，或将成为投资者判断2026年是否继续采用该策略的重要依据。 过去三年里，"科技七巨头"——谷歌公司(GOOGL.US)、亚马逊公司(AMZN.US)、苹果公司 (AAPL.US)、Meta Pl ...

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扬子晚报网1月26日讯(记者范晓林)今天是周一，上周五锋龙股份（002931）18连板，江化微（603078）5连板，白银有色（601212）4连板，巨力索具 （002342）3连板，汉商集团（600774）5天3板。指数尾盘震荡拉升，北证50指数大涨超3%。沪深两市成交额3.09万亿，较上一个交易日放量3935亿。盘 面上，市场热点快速轮动，全市场超3900只个股上涨。板块方面，光伏、商业航天、黄金、AI应用端领涨。日前，OpenAI已开始在聊天机器人ChatGPT 平台为数十家广告商提供广告位服务，首批广告预计于2月初上线。AI应用端表现持续回暖，浙文互联（600986）反包涨停走出11天5板，带动易点天下 （301171）、蓝色光标（300058）、天龙集团（300063）、岩山科技（002195）等前期人气股不同程度展开反弹。 A.利好精选 18连板锋龙股份：2025年12月25日至2026年1月23日股价涨幅405.74%自1月26日开市起停牌核查 锋龙股份(002931.SZ)发布股票交易异常波动风险提示暨停牌核查的公告，公司股票自2025年12月25日至2026年1月23日已连续17个交易日涨停 ...

I like the setup this week, especially for Big Tech, barring another intrusion by our intrusive president. Apologies to people who wish I would call his fits of pique more offensive. These injudicious, blunt-force tariffs do get undone almost as quickly as they are slapped on, thank heavens. How is it possible, ahead of a week of landmine earnings reports, to be positive? Most of the negatives are seared in, and the constructive narratives are being ignored. Right now, this market seems possessed by pessimi ...

Group 1 - Tencent and Baidu are distributing significant cash rewards during the Spring Festival, with Tencent offering 1 billion yuan in cash red envelopes and Baidu providing 500 million yuan in cash rewards through its app [2] - Apple has initiated a major discount on the iPhone Air 256GB model, reducing the price from 7999 yuan to 5499 yuan, marking the largest price drop for this model in history [2] - Nvidia's CEO Jensen Huang is visiting China to deepen cooperation in AI technology, while the company faces production halts for certain components [3] Group 2 - Xiaomi's CEO Lei Jun announced that the new generation of Xiaomi SU7 is expected to have sample cars available before the Spring Festival [5] - NIO's subsidiary has achieved 91.36% progress in its battery doubling plan, with over 7309 new batteries invested as of January 24 [5] - Hunan Gold plans to acquire 100% equity of two companies to enhance its competitiveness in the precious metals refining and processing sector [5] Group 3 - Microsoft is addressing issues with Windows 11 that have affected basic applications, while also expanding its gaming strategy to include Xbox games on PS5 and Switch [8] - Amazon's low Earth orbit satellites are facing criticism for their brightness affecting astronomical observations, and the company is experiencing a decline in order volume [8] - The U.S. government plans to invest 1.6 billion USD in a rare earth company to secure critical mineral supplies, acquiring a 10% stake [8] Group 4 - Samsung Electronics plans to increase NAND flash supply prices by 100% in Q1 2026, reflecting ongoing tensions in the semiconductor market [10] - Toyota maintains its leading position in the Thai automotive market while facing challenges in electric vehicle transitions in China [10] - SK Hynix aims to launch high bandwidth memory samples by 2026 to meet the demands of AI and data center high-performance computing [10] Group 5 - Volkswagen's CEO stated that plans to build an Audi factory in the U.S. are contingent on tariff reductions, while its joint venture plans to launch 13 new models by 2026 [12] - BMW is implementing a second official price adjustment in 2026, with some models seeing price reductions exceeding 60,000 yuan [12] - LVMH is increasing investments in the beauty sector to strengthen its position in the high-end beauty market [12]

• 本周市场 聚焦 美联储1月利率决议， "超级财报周"重磅来袭，苹果、微软等科技巨头将发布财报 • 美联储继任主席最热门人选出炉 • 权益基金新发显著回暖， 年内新成立基金募资超700亿元 • 北交所打新资金首破万亿， 中签门槛显著抬升 • 苹果降价促销， 部分产品已缺货 • 全球存储器涨价潮加剧， 三星NAND闪存价格上调超100% 1. 本周全球市场大事不断！美联储将于北京时间1月30日凌晨3:00公布1月利率决议；美股"七巨头"财报密集发布；中国1月PMI数据将揭示经济开局态 势。 与此同时，多个产业大会备受关注，包括中国信通院太空算力研讨会、欧盟-印度峰会、OPEC+月度会议、亚洲金融论坛等。 2. 美联储继任主席人选牵动市场神经，美国总统特朗普可能最早于本周宣布新任美联储主席人选。 特朗普对全球资产管理巨头贝莱德公司高管里克·里德 尔的公开称赞，则让这位华尔街资深人士迅速跃升为美联储继任主席热门人选，目前在预测平台上，里德尔获提名的概率从4%升至50%左右。 1. 北京市2026年经济社会发展主要预期目标明确，包括：地区生产总值增长5%左右，一般公共预算收入增长4%左右，城镇调查失业率控制在5%以 ...

Earnings Reports - Apple, Microsoft, and Meta Platforms are set to report earnings, with significant attention on their performance amid the AI-driven market [3] - Microsoft is expected to show growth in AI-driven Azure services, while Apple's report will focus on iPhone demand and its AI strategy [4] - Apple is projected to achieve its largest year-over-year revenue increase in four years, driven by the iPhone 17 series and strong performance in emerging markets [5] Federal Reserve and Economic Policy - The Federal Open Market Committee (FOMC) is anticipated to hold rates steady, with a 99% market expectation for no changes [5] - Chairman Jerome Powell faces scrutiny due to a White House investigation regarding the Federal Reserve's headquarters renovation [6] - The investigation is noted as an unprecedented escalation in the Fed's history, with Powell receiving some backing from the Supreme Court regarding his position [7] Weather Impact - A severe winter storm has disrupted air travel across the U.S., leading to thousands of flight cancellations and affecting nearly 180 million people [8] Trade and Tariffs - Former President Trump has threatened to impose 100% tariffs on Canadian goods if Canada proceeds with a trade agreement with China [9] AI Adoption in the Workforce - A Gallup poll indicates that 12% of U.S. workers now use AI daily in their jobs, a significant increase from previous years [10]

Group 1 - Major companies such as Tesla (TSLA), Microsoft (MSFT), Meta Platforms (META), and Apple (AAPL) are set to report earnings in a significant week for the stock market [5] - President Donald Trump has threatened to impose 100% tariffs on Canadian goods if a trade deal with China is reached, marking a notable shift in trade policy [5] - The stock market is facing multiple challenges including a Federal Reserve meeting, a federal funding deadline, and severe winter weather [6] Group 2 - The stock market experienced fluctuations with the Dow Jones and small-cap stocks declining, while Nvidia and Amgen are nearing buy points [8] - Boeing's stock is expected to rise ahead of its Q4 results, and three data storage stocks are highlighted in the earnings spotlight [10] - Tesla has removed some safety monitors from its robotaxis, and Elon Musk has issued a warning regarding Full Self-Driving (FSD) technology [10]