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Seagate, Western Digital Stocks Stay Red-Hot Ahead Of Earnings. What To Know.
Investors· 2026-01-26 18:32
Seagate, Western Digital Stocks Notch Record Highs Ahead Of Earnings | Investor's Business DailyBREAKING: [Tech Futures Rise With Megacap Earnings, Fed Due]Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience.---Seagate Technology (STX) and Western Digital (WDC) climbed higher again Monday, adding to an AI-fueled rally that placed the hard-disk-drive makers among the top performers in the S&P 500 last year. E ...
Tradr to Launch Leveraged ETFs on LITE, SNDK and WDC
Prnewswire· 2026-01-26 18:20
Expected Tradr launches: Three first-to-market single-stock leveraged ETFs seeking 200% long exposure NEW YORK, Jan. 26, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch three new single stock leveraged ETFs on Tuesday, January 27. The funds will be listed on Cboe and all three represent first-to-market strategies. Each ETF aims to deliver twice (200%) the daily performance of its specific underlying stock. ...
Tradr to Launch Leveraged ETFs on LITE, SNDK and WDC - Lumentum Holdings (NASDAQ:LITE), SanDisk (NASDAQ:SNDK)
Benzinga· 2026-01-26 18:20
Three first-to-market single-stock leveraged ETFs seeking 200% long exposureNEW YORK, Jan. 26, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch three new single stock leveraged ETFs on Tuesday, January 27. The funds will be listed on Cboe and all three represent first-to-market strategies. Each ETF aims to deliver twice (200%) the daily performance of its specific underlying stock.Expected Tradr launches:Tr ...
载入史册的一周!“AI信仰” 迎超级大考!ICE引爆停摆危局,美联储降息悬念与日元干预谜团即将揭晓
Zhi Tong Cai Jing· 2026-01-26 13:58
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,联邦政府方面,则很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。 来自国际金融巨头麦格理的全球外汇与利率策略师 Thierry Wizman 表示:"尽管美国与北约关于格林兰 的'初始协议'解决了关税 ...
美股存储板块盘前走弱
Di Yi Cai Jing· 2026-01-26 11:15
美股存储板块盘前走弱,美光科技跌1.66%,闪迪跌1.63%,西部数据跌1.01%,希捷科技跌0.76%。 (本文来自第一财经) 美股存储板块盘前走弱,美光科技跌1.66%,闪迪跌1.63%,西部数据跌1.01%,希捷科技跌0.76%。 (本文来自第一财经) ...
Wedbush上调西部数据目标价至260美元
Ge Long Hui· 2026-01-26 09:45
Wedbush将西部数据的目标价从200美元上调至260美元,维持"跑赢大市"评级。(格隆汇) ...
美股存储板块盘前走低,美光科技跌1.8%
Mei Ri Jing Ji Xin Wen· 2026-01-26 09:42
(文章来源:每日经济新闻) 每经AI快讯,1月26日,美股存储板块盘前走低,美光科技跌1.8%,闪迪跌1.6%,西部数据跌1.0%,希 捷科技跌0.75%。 ...
存储的逻辑彻底变天了
3 6 Ke· 2026-01-26 05:15
就算不买股票和基金,大概率也被相关消息刷屏了;关注这一块的朋友应该都清楚。 前几周,存储板块涨得不少。 比如:西部数据,股价近期大幅拉升,三周涨幅超 60%;跟英伟达算力体系沾边的存储标的,也全都 涨疯了。 我觉得,这事背后不太一样。 你去翻下英伟达在 CES 上刚掏出来的最新架构图,再看一眼 DeepSeek 刚发的那篇惊动圈内的 Engram 论文,就会发现,这次涨价的底层逻辑彻底变了。 变在哪呢?存储正从一个装数据的「仓库」,变成AI 架构里离不了的「外挂大脑」,它成了 AI 推理时 代的「核心生产要素」。 为啥呢? 咱先把老观念抛开。过去二十年,存储在大伙眼里是啥?说白了,「卖铁的」或者「开仓库的」。 这行命苦得很,典型周期性行业,绕不开一个「周期的幽灵」:核心看三星、海力士的库存天数,还有 全球手机、PC 的出货量。 手机卖得火,存储就涨价;大伙不换手机了,存储就砸手里了,这叫「看人吃饭」,一种典型的可选消 费属性。 所以,以前看存储股,看啥? 看美光库存去化节奏、三星和海力士的产能扩产计划;市场给它的估值也极低,也就 10 到 15 倍市盈 率,完全当大宗商品看待,觉得没啥技术含量,就是个耗材。 ...
下周(1月26日-2月1日)市场大事预告
Sou Hu Cai Jing· 2026-01-25 12:41
钛媒体App 1月25日消息,下周市场大事预告: 1.Wind数据显示,下周逆回购到期规模为11810亿元,周一至周五分别到期1583亿、3240亿、3635亿、 2102亿、1250亿;另有2000亿元MLF于周一到期。本周央行已开展11810亿元逆回购操作,净投放2295 亿元,市场关注流动性对冲工具使用情况。 2.周一(26日):国新办就2025年商务工作及运行情况举行新闻发布会。 3.周二(27日):将公布中国2025年12月及全年规模以上工业企业利润同比数据。 4.周三(28日):国新办发布会,介绍2025年国资央企高质量发展情况。 5.周五(30日):将公布中国香港四季度GDP同比初值等数据。 6.周六(31日):将公布中国1月官方制造业PMI数据。 7.Wind数据显示,30家公司限售股解禁,总市值逾400亿元(按1月23日收盘价计算)。从解禁市值来 看,1月27日是解禁高峰期。解禁市值居前三位的是:海博思创(231.54亿元)、福斯达(53.67亿 元)、益方生物-U(42.51亿元)。从个股的解禁量看,解禁股数居前三位的是:益方生物-U(1.61亿 股)、福斯达(1.11亿股)、海博思创(0 ...
美联储决议+中美数据+科技巨头财报!全球市场进入“风暴眼”
Hua Er Jie Jian Wen· 2026-01-25 09:24
Economic Indicators - The U.S. durable goods orders for November are expected to show a month-on-month increase of 3%, a significant recovery from the previous decline of -2.2% [3] - China's industrial profits for December are anticipated to decline by 13.1% year-on-year, indicating ongoing pressure on profitability in the industrial sector [3][4] - The U.S. PCE inflation data for December will be released on January 29, providing insights into price pressures in the economy [9] Major Financial Events - The upcoming week is termed "Super Earnings Week," with major tech companies like Microsoft, Meta, Tesla, and Apple set to report earnings, shifting focus from traditional financial metrics to the efficiency of AI capital expenditures [6][10] - The Federal Reserve is expected to maintain interest rates during its meeting on January 30, with Chairman Powell's comments likely to clarify the outlook for future rate cuts [7][10] - The OPEC+ monthly meeting is scheduled for February 1, where oil production policies will be discussed [17] Corporate Earnings - Key tech giants such as Tesla, Microsoft, Meta, and Apple will report earnings, with a focus on AI-related capital expenditures and hardware cycle recovery [10][11] - Storage companies like SanDisk, Western Digital, and Seagate, along with South Korean firms Samsung and SK Hynix, will also report, with market attention on the impact of AI on storage pricing and profitability [10][11] Geopolitical Events - The U.S. Treasury Secretary is expected to announce the new Federal Reserve Chairperson candidate during the week of January 26, which could influence market sentiment [12] - The EU-India summit may announce a historic trade agreement, reflecting the EU's strategic pivot in response to U.S. trade policies [12] - Political tensions and geopolitical risks, including developments in Greenland and the potential for another U.S. government shutdown, are expected to create market uncertainty [12][13] Industry Conferences - The China Academy of Information and Communications Technology will hold a seminar on space computing power on January 26, focusing on the integration of space information and intelligent computing [16] - The European Parliament will host a fusion energy conference on January 27, discussing the EU's fusion strategy [17]