Sou Hu Cai Jing·2026-01-25 07:48Group 1: Federal Reserve Meeting - The Federal Reserve is expected to pause interest rate cuts during its upcoming meeting on January 27-28, with a 95.6% probability of maintaining rates unchanged [1][2] - Economists predict the Fed will keep the benchmark rate in the range of 3.50%-3.75%, with 58% forecasting no rate changes in the first quarter [2][3] - Political factors and internal disagreements within the Fed may influence future rate decisions, with potential challenges in selecting the next chairperson [3] Group 2: Earnings Reports - Approximately one-fifth of S&P 500 companies will report earnings next week, including major tech firms like Apple, Microsoft, Meta, and Tesla [4][5] - The key theme for this earnings season is whether tech giants will start benefiting from AI-related investments, with concerns about capital expenditures in data centers and infrastructure [5] - Goldman Sachs forecasts Apple's Q1 FY2026 revenue to reach $137.4 billion, driven primarily by iPhone sales, with an expected EPS of $2.66 [5][6] Group 3: Tesla's Focus - Investors are shifting their focus from traditional financial metrics to advancements in Tesla's AI technologies, including Robotaxi and AI5 chip developments [5][6] - Morgan Stanley predicts Tesla's 2026 delivery volume will be 1.6 million units, which is 9% lower than market expectations and a 2.5% year-over-year decline [5]