1. 美国三大股指期货涨跌不一，纳指期货涨0.84%，标普500指数期货涨0.27%，道指期货跌0.03%。 2. 欧股主要指数集体下跌，德国DAX指数跌0.5%，英国富时100指数跌0.51%，法国CAC指数跌1.29%， 欧洲斯托克50指数跌0.29%。 3. 现货黄金突破5300美元/盎司，再创历史新纪录；年内累涨近23%。 4. 美联储将于今夜凌晨3点公布利率决议，市场预期联邦基金利率维持在3.50%至3.75%区间。 5. 但斌91亿元美股持仓揭晓：谷歌取代英伟达成第一重仓股，清仓奈飞、台积电、博通。 9. 阿斯麦去年Q4营收97.18亿欧元超预期，拟回购120亿欧元股票，宣布精简技术和IT部门。 10. 希捷科技第二财季营收同比增长22%至28.3亿美元，调整后每股收益为3.11美元，均超预期。 11. AT&T去年Q4营收335亿美元，净增无线后付费手机用户42.1万，不及预期。 12. 康宁去年Q4销售额44.1亿美元，核心每股收益0.72美元，均超预期。 13. 德州仪器去年Q4营收同比增长10%至44.2亿美元，每股收益1.27美元。 14. LVMH集团去年营收超808亿欧元，净利润下降 ...

A Leading Indicator For Big TechIn a post on X early Wednesday, Cramer highlighted his deepening conviction in Seagate as a bellwether for the broader tech ecosystem.“The more I dig down on Seagate the more it seems that there could be a multi-year build out leading to terrific things for Google, Nvidia, Broadcom, Microsoft and Amazon,” Cramer wrote.Cramer's analysis suggests that the demand for mass storage solutions—essential for data centers and AI model training—is not a short-term spike but a long-term ...

格隆汇1月28日｜韦德布什将希捷科技目标价从380美元上调至430美元；SUSQUEHANNA将希捷科技目 标价从280美元大幅上调至420美元。 ...

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 ...

在阿斯麦控股、希捷科技和德州仪器公布强劲业绩后，半导体、存储类股票在周三盘前交易中走高。 阿斯麦一度大涨7.5%，创历史新高，此前该公司第四季度订单量远超分析师预期，人工智能基础设施 的快速建设显著推升了其先进芯片制造设备的需求 美国同业中上涨的股票包括：应用材料涨4.1%；泛林集团涨4.4%；科磊涨3.1%。 德州仪器盘前上涨7.3%，公司给出的业绩指引被视为积极信号，显示其主要终端市场需求改善。 相关个股：微芯科技涨5.1%；安森美半导体涨4.5%；恩智浦半导体涨3.0%；ADI>亚德诺半导体涨 2.9%。 另外，希捷科技盘前股价上涨逾10%，此前这家计算机硬件和存储公司第二财季业绩超出预期，并给出 了积极的未来指引。 在阿斯麦控股、希捷科技和德州仪器公布强劲业绩后，半导体、存储类股票在周三盘前交易中走高。 阿斯麦一度大涨7.5%，创历史新高，此前该公司第四季度订单量远超分析师预期，人工智能基础设施 的快速建设显著推升了其先进芯片制造设备的需求 美国同业中上涨的股票包括：应用材料涨4.1%；泛林集团涨4.4%；科磊涨3.1%。 德州仪器盘前上涨7.3%，公司给出的业绩指引被视为积极信号，显示其主要终端市场 ...

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]

希捷科技董事长兼CEO戴夫·莫斯利（Dave Mosley）表示："公司该季度的收入和利润均超出我们的预期，毛利率、营业利润率以及非GAAP每股收 益（EPS）都创下新高纪录。这凸显出了我们团队强劲的运营执行力、数据中心需求的韧性，以及基于HAMR（热辅助磁记录）技术的Mozaic系列 产品持续放量的进展。" 当地时间1月27日，希捷科技公布的最新财报显示，在截至2026年1月2日的2026财年第二财季，公司营收达28.25亿美元，同比增长22%；净利润 59.3亿美元，同比增长76%；非GAAP下摊薄后每股收益（EPS）为3.11美元，远高于去年同期的2.03美元；毛利率从去年同期的36%提升至42%，创 下历史新高。 莫斯利强调，随着AI应用放大数据的生成规模和经济价值，现代数据中心日益需要能够在EB（百亿亿字节）级规模下兼顾性能和成本效益的存储 解决方案："以面密度（指每平方英寸磁盘表面能存储的数据量）提升为核心驱动的产品路线图，使我们能够应对不断演进的存储需求和EB级容量 增长，并在未来多年持续为客户和股东创造显著价值。" 同时，希捷科技为下财季给出了乐观的指引，预计第三财季营收为29亿美元，上下浮动 ...

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。 ...

Company Performance - Seagate Technology experienced a significant stock increase of 19.1% after reporting a larger profit than analysts expected, driven by demand from artificial intelligence applications [2] - Nvidia's stock rose by 1.6%, contributing positively to the S&P 500, supported by a favorable report from ASML regarding chip-making machinery [3] - Amphenol's stock fell by 12.2% despite reporting stronger profits than forecasted, following a prior surge of 23% in the year [5] - Apple’s stock decreased by 0.7% ahead of its upcoming profit report, making it the heaviest weight on the S&P 500 due to its size [6] Market Overview - The S&P 500 index saw a minor decline of 0.57 points, closing at 6,978.03, while the Dow Jones Industrial Average rose by 12.19 points to 49,015.60, and the Nasdaq composite increased by 40.35 points to 23,857.45 [7] - The U.S. dollar stabilized after a recent decline, with Treasury Secretary Scott Bessent stating that the government is not intervening in the currency market and aims for a "strong dollar" [7] Industry Trends - Companies are under pressure to deliver solid profit growth following record stock price increases, as stock prices typically align with corporate earnings over the long term [6] - ASML's optimistic revenue forecast for 2026 has alleviated concerns about a potential bubble in AI demand, indicating sustained interest in AI technologies [4]