钛媒体App 1月28日消息，美股盘前要闻： 1. 美国股指期货涨跌不一，截至目前，道琼斯指数期货跌0.03%，标普500指数期货涨0.21%，纳斯达克 100指数期货涨0.85%。 2. 欧洲斯托克50指数跌0.43%，英国富时100指数跌0.51%，法国CAC40指数跌1.41%，德国DAX30指数 跌0.65%，富时意大利MIB指数跌0.95%。 3. 北京时间周四凌晨3点，美联储即将公布2026年的首份利率决议；市场普遍预期，美联储将在本周政 策会议上维持利率不变。 4. 本周四和周五，特斯拉、Meta、微软和苹果将公布财报，华尔街对"七巨头"业绩充满信心，预计整体 盈利增长率达20.3%。 5. 加密货币巨头Tether囤金140吨，是除已知的主权国家与大型银行外全球最大的黄金储备持有者。 9. 德州仪器美股盘前涨超8%，公司第四季度每股盈利1.27美元，营收44.2亿美元，略低于华尔街预期， 但对当前季度预期高于市场预期。 10. 美股存储股盘前普涨，希捷科技涨超10%，西部数据涨超8%，闪迪涨超5%，美光科技涨超4%。 11. 美国联合包裹运送服务公司（UPS）27日宣布，计划今年减少约3万个运 ...

此外，半导体板块走强， 英特尔、阿斯麦盘前涨逾4%，台积电涨逾2%，英伟达涨近2%。 编辑｜钉钉 1月28日，美股存储板块盘前大涨，希捷科技盘前涨近10%，西部数据涨超7%，闪迪涨近7%，美光科技 涨超4%。 | G | 希捷科技(SEAGATE) | | | | --- | --- | --- | --- | | STX.O | | | | | 371.760 = 735.4万 | 股本 2.18亿 市盈 46.3 | | 万得 | | 13.470 3.76% 换 3.44% 市值 794亿 市净 -1260 | | | 器口 | | 盘前 408.000 +36.240 +9.75% | 美东 07:13 √ | | | | 日K II ▼ 五日 | 中文 周K 月K | | | | 暨加 | 均价:410.861 | | | | 11 909 | 11.60% 卖一 408.580 | 7 | | | | 买一 406.500 | 28 | | | | 15:59 372.140 | 531 | | | | 15:59 372.251 | 100 | | | 371.760 | 0.00% 15:59 ...

Key Takeaways Micron plans a $24B Singapore memory chip fabrication facility, expanding its manufacturing footprint.MU says rising AI workloads and hyperscale data centers are driving sustained demand.Micron expects the facility to strengthen supply resilience and its position in advanced memory.On Tuesday, Micron Technology, Inc.’s (MU) shares climbed 5.4% after it announced plans to invest about $24 billion to build a new advanced memory chip fabrication facility in Singapore, reinforcing its long-term gr ...

1月28日，美股存储板块盘前大涨，希捷科技盘前涨近10%，西部数据涨超7%，闪迪涨近7%，美光科技涨超4%。 | | | 编 辑 ｜ 钉 钉 2 % 。 ...

For most of the AI boom, investors have been fixated on GPU makers and hyperscale cloud players. This has been an incredible trade. Yet, according to a recent Jefferies note, the AI investment cycle is no longer in its expansion phase. It’s entering the phase where pricing power and capital discipline are more important than simply having the best computing platform. In fact, according to Jefferies analyst Christopher Wood, memory makers are now the new chokepoints in the AI ecosystem. This is because AI ...

作者 Hawkinvest ，内容为转载编译，仅为呈现不同市场观点与研究视角，并不意味着本公众号对文中观点结论认可。 2024 年 8 月，分析师曾发布一篇看多美光科技（MU）的文章，认为当时公司被低估。彼时美光约为 89 美元，而此后迎来史诗级暴涨，最 新股价已接近 400 美元。自此后，美光累计回报率约 350% ，远超同期标普 500 指数约 33% 的总回报，涨幅差距接近 10 倍。这轮暴涨 的核心驱动力，是 AI 数据中心及其他场景对存储芯片的空前需求。 但与此同时，美光为首的存储股走出极致行情，在分析师看来已经出现泡沫化、冲顶见顶的迹象。2025 年 7 月，分析师曾预判奈飞 （NFLX）出现冲顶行情，随后其暴跌约 35%，这也证明：当市场情绪过于乐观、估值高企时，及时卖出是明智选择。 眼下部分投资者认为 "这次不一样"，却忘记了芯片行业、尤其是存储赛道，本身具备极强的周期性。 深入拆解预期可以发现，部分分析师预计 2029 年美光每股收益会大幅跳水、近乎腰斩，仅为 19.61 美元左右。这意味着当下看似便宜的市 盈率，到 2029 年可能攀升至 20 倍左右，而届时公司大概率不再有营收和利润增长 ...

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]

Core Viewpoint - The semiconductor sector, particularly companies like Intel and Micron Technology, is experiencing a rally due to strong earnings reports that indicate sustained demand driven by the artificial intelligence boom [1] Group 1: Company Performance - Intel reported its fourth-quarter earnings last week, contributing to the positive sentiment in the chip sector [1] - Micron Technology, along with other chip stocks, is benefiting from the overall market rally following these earnings reports [1] Group 2: Market Drivers - The ongoing artificial intelligence boom is a significant factor driving demand for semiconductors, which is reflected in the recent performance of chip stocks [1]

每经AI快讯，1月28日，美股存储板块盘前普涨。希捷科技涨超10%，西部数据涨超8%，闪迪涨超 5%，美光科技涨超4%。 ...

格隆汇1月28日｜美股盘前，半导体股普涨，阿斯麦涨约5%，此前公布了创纪录的第四季度订单量。美 光科技涨约5%，英特尔涨约5%，英伟达涨约2%。希捷科技涨约10%，公司Q2营收增21.5%，营业利润 率创历史新高，Q3收入指引超预期。 ...