美股盘前要点 | 美联储暂停降息或已成定局,亚马逊宣布裁员约1.6万人
Sou Hu Cai Jing·2026-01-28 12:34

Market Overview - US stock index futures showed mixed results, with Nasdaq futures up 0.84%, S&P 500 futures up 0.27%, and Dow futures down 0.03% [1] - Major European indices collectively declined, with Germany's DAX down 0.5%, UK's FTSE 100 down 0.51%, France's CAC down 1.29%, and the Euro Stoxx 50 down 0.29% [1] - Spot gold surpassed $5,300 per ounce, setting a new historical record, with a year-to-date increase of nearly 23% [1] Company Developments - Amazon announced plans to cut approximately 16,000 corporate jobs to streamline its structure amid AI competition [5] - Tesla's new car registrations in Europe last year totaled 238,656 units, reflecting a year-on-year decline of 26.9% [6] - ASML reported Q4 revenue of €9.718 billion, exceeding expectations, and announced a €12 billion stock buyback while planning to streamline its technology and IT departments [7] - Seagate Technology's Q2 revenue grew by 22% year-on-year to $2.83 billion, with adjusted earnings per share of $3.11, both surpassing expectations [8] - AT&T's Q4 revenue was $33.5 billion, with a net addition of 421,000 postpaid wireless phone users, which fell short of expectations [9] - Corning's Q4 sales reached $4.41 billion, with core earnings per share of $0.72, both exceeding expectations [10] - Texas Instruments reported a 10% year-on-year revenue increase to $4.42 billion, with earnings per share of $1.27 [11] - LVMH's revenue exceeded €80.8 billion, with a net profit decline of 13%; Q4 demand in Asia was stronger than expected [12] - Vale's iron ore and copper production reached 336 million tons and 382,000 tons, respectively, marking the highest levels since 2018 [13] Strategic Moves - Guo Minghao, an analyst at Tianfeng International Securities, indicated that Apple’s pricing strategy for the new iPhone 18 in 2H26 is to "keep prices as low as possible" [4] - But Bin revealed a $9.1 billion US stock portfolio, with Google replacing Nvidia as the top holding, while Netflix, TSMC, and Broadcom were completely sold off [3]

美股盘前要点 | 美联储暂停降息或已成定局,亚马逊宣布裁员约1.6万人 - Reportify