来源：喜娜AI 一、市场: ●1月30日收盘：美股涨跌不一 微软重挫10%拖累纳指走低 北京时间1月30日凌晨，美股收盘涨跌不一。交易员消化科技股财报与美联储利率决议，苹果将在收盘 后公布业绩。道指、纳指、标普500指数均下跌，微软因云业务增长放缓、业绩指引疲软重挫约10%， 抑制大盘涨幅；Meta因强于预期的销售预测股价涨10.4%。投资者权衡美联储货币政策影响，市场下调 降息预期。此外，特朗普与民主党就避免政府停摆谈判接近民主党要求但未达成协议。贵金属价格大幅 波动，现货白银、黄金盘中先涨后跌。 [1] ●1月30日美股成交额前20：微软市值蒸发近3600亿美元 周四美股成交额前 20 中，多只股票表现各异。微软收跌 9.99%，市值蒸发近 3600 亿美元，因其难以证 明支出计划合理性、云业务增长放缓及依赖少数大客户等因素。Meta Platforms 收高 10.40%，市值增加 1760 亿美元，人工智能投资提振盈利获投资者认可。特斯拉收跌 3.45%，虽财报超预期，但宣布调整 产品线支持机器人业务。苹果收高 0.72%，完成对以色列 AI 初创企业收购且财报营收高于预期。此 外，闪迪、埃克森美孚等 ...

智通财经1月30日讯（编辑 赵昊）周四（1月29日），微软暴跌拖累美股早盘走低，但三大指数盘中持续缩小跌幅，最终道指收盘转涨。 截至收盘，标普500指数跌0.13%，报6969.01点；纳斯达克综合指数跌0.72%，报23685.12点。盘中，两只指数分别一度跌1.5%和2.6%。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 道琼斯指数 | 0 | 49071.56 | +55.96 | 0.11% | | 标普500指数 | | 6969.01 | -9.02 | -0.13% | | 纳斯达克综合指数 | | 23685.12 | -172.33 | -0.72% | 道琼斯指数涨0.11%，报49071.56点，盘中一度跌0.85%。30只成分股中，22家上涨8家下跌，IBM、霍尼韦尔涨近5%，弥补了微软跌约10%的拖累。 前一交易日，微软发布的业绩报告显示，公司云业务增速从40%放缓至39%；毛利率约为68%，降至三年来最低。微软周四收跌9.99%，盘中一度跌逾12%。 微软的暴跌重创软件板块，季度盈利和营收均好于预期的Se ...

The S&P 500 (SNPINDEX:^GSPC) slipped 0.17% to 6,969.01 and the Nasdaq Composite (NASDAQINDEX:^IXIC) fell 0.72% to 23,685.12 on tech weakness today. The Dow Jones Industrial Average (DJINDICES:^DJI) inched up 0.11% to 49,071.56, holding near record territory. Market movers Mega-cap tech dominated trading as Microsoft (NASDAQ:MSFT) fell 9.99% to $433.50. According to Bloomberg, the $357 billion wipeout was the second-largest loss in a single session. Strong results from Meta Platforms (NASDAQ:META) helped ...

智通财经APP获悉，周四，三大指数涨跌不一，微软(MSFT.US)重挫约10%，软件股票普遍走低令科技 股承压。 【美股】截至收盘，道指跌55.96点，跌幅为0.11%，报49071.56点；纳指跌172.33点，跌幅为0.72%，报 23685.12点；标普500指数跌9.02点，跌幅为0.13%，报6969.01点。特斯拉(TSLA.US)跌超3%，微软 (MSFT.US)跌近10%。纳斯达克中国金龙指数涨0.3%，阿里巴巴(BABA.US)跌近1%，蔚来汽车(NIO.US) 涨4%。 【欧股】德国DAX30指数跌512.65点，跌幅2.06%，报24330.89点；英国富时100指数涨10.57点，涨幅 0.10%，报10165.00点；法国CAC40指数涨4.68点，涨幅0.06%，报8071.36点；欧洲斯托克50指数跌 36.54点，跌幅0.62%，报5896.66点；西班牙IBEX35指数跌25.16点，跌幅0.14%，报17582.44点；意大利 富时MIB指数跌78.23点，跌幅0.17%，报45060.50点。 【加密货币】比特币暴跌超5%，一度跌破8.4万美元关口，以太坊暴跌超6.5%， ...

分组1 - Apple is expected to report a record quarter, but concerns remain regarding its AI performance [2][26] - Microsoft shares experienced a significant decline of 10%, marking its worst day since 2020, due to record spending and slowing cloud sales growth [18][19] - Meta Platforms reported strong earnings, with a 10% increase in stock price, driven by better-than-expected revenue outlook [9][10] 分组2 - Visa reported net revenue of $10.9 billion, slightly above the Street estimate of $10.7 billion, with cross-border volumes up 12% [12] - Deckers Outdoor AG reported third-quarter net sales of $0.96 billion, beating estimates of $0.87 billion, and shares rose by 4.8% [20] - Royal Caribbean shares surged nearly 19% after positive commentary on cruise demand and plans to expand its fleet [16][17] 分组3 - SanDisk's shares rose by 10% after reporting revenue of $3.03 billion, exceeding the Street's expectation of $2.67 billion [28] - Western Digital's second-quarter adjusted EPS was $2.13, beating the expected $1.95, with a strong outlook for the third quarter [24][26] - The S&P 500 showed a mixed performance, with consumer communication services being a significant winner due to media rallies [7][8]

Group 1: Software Sector Performance - Software stocks are experiencing a significant selloff, with the IGV tech software sector ETF dropping about 5%, marking its worst day since last April, and down almost 14% month-to-date, on track for its worst month since October 2008 [1] - Investor skepticism is overshadowing strong earnings, as Service Now's stock fell nearly 10% despite better-than-expected quarterly results, and Microsoft also dropped 10% due to slowed cloud growth and softer operating margin guidance [2] Group 2: AI Investment Developments - Major tech companies Nvidia, Microsoft, and Amazon are reportedly in discussions to invest between $60 billion to $100 billion in OpenAI, potentially one of the largest private funding rounds in tech history, with Nvidia possibly contributing up to $30 billion [3][4] - If these investments materialize, OpenAI's valuation could exceed $830 billion, reflecting the surging demand for AI technologies [5] Group 3: Trade Balance and Economic Indicators - The trade balance nearly doubled in November, with the deficit growing 95% to $56.8 billion, following the lowest level since 2009, driven by a 5% increase in imports and a 3.6% decrease in exports [6][7] - The Atlanta Fed's GDP estimate dropped from 5.4% to 4.2%, influenced by the extreme trade numbers that have skewed economic fundamentals [7][8] Group 4: Earnings and Market Reactions - There is a notable trend where both earnings misses and beats are leading to stock declines, indicating a shift in market sentiment compared to previous quarters [10] - Exxon Mobil is anticipated to report flat EPS growth of $1.65 per share on declining revenue of approximately $82 billion, with a historical track record of beating EPS estimates 88% of the time [11][12] - Apple shares have shown a retail uptick ahead of its earnings report, with a focus on margins and memory stories, while suppliers in Asia are also being monitored for their performance [14][16]

Microsoft (NASDAQ:MSFT), which develops software, services, devices, and solutions worldwide, closed Thursday at $433.50, down 9.99%. Shares declined after earnings and AI capital expenditure updates led investors to focus on slowing Azure cloud growth. Trading volume reached 126.5 million shares, about 366% above its three-month average of 27.1 million shares. Microsoft IPO'd in 1986 and has grown 445,782% since going public. How the markets moved today The S&P 500 dipped 0.17% to 6,966, while the Nasda ...

Core Insights - Tech and software shares experienced a significant decline during Thursday trading [1] Group 1 - The drop in tech and software shares indicates a broader market trend affecting these sectors [1]

Core Insights - AI startup Perplexity has entered into a significant agreement worth $750 million with Microsoft to utilize its Azure cloud service [1] Company Summary - Perplexity, an AI startup, is set to enhance its operations through a partnership with Microsoft, leveraging the capabilities of Azure cloud services [1] Industry Summary - The agreement highlights the growing trend of collaboration between AI startups and major cloud service providers, indicating a robust demand for cloud infrastructure in the AI sector [1]

In New York, the Dow Jones industrial average was up 55.96 points at 49,071.56. The S&P 500 index was down 9.02 points at 6,969.01, while the Nasdaq composite was down 172.33 points at 23,685.12.Microsoft was the heaviest weight on the U.S. market by far, and the tech giant tumbled 10% even though it reported stronger profit and revenue for the latest quarter than analysts expected. Investors honed in instead on how much Microsoft is spending on investments, whether growth in its Azure cloud business will s ...