美股震荡，关注季报披露以及PMI等经济数据

Macroeconomic Overview - In November 2025, US durable goods orders improved with a month-on-month growth of 5.3%, up from a previous value of -2.1% [1] - Non-transportation durable goods orders increased by 0.4%, surpassing the previous value of 0.2% [1] - Excluding aircraft, non-defense durable goods orders rose by 0.4%, slightly below the previous value of 0.5% [1] - The FHFA house price index for November 2025 increased by 0.6%, exceeding the expected 0.3% and the previous value of 0.4% [1] Consumer Confidence - The Conference Board Consumer Confidence Index for January 2026 dropped significantly to 84.5, down from 94.2, marking the lowest level since May 2014 [1] - The present situation index fell to 113.7, while the expectations index decreased to 65.1, indicating heightened concerns about the economic outlook and job market [1] Major Index Performance - For the week of January 26-30, the S&P Oil & Gas Index rose by 3.72%, while the Nasdaq 100 Index fell by 0.21% [2] - The S&P 500 Index increased by 0.34%, with 7 out of 11 sectors showing gains, led by the S&P 500 Energy sector which rose by 3.88% [2] Earnings Reports - As of the reporting period, 33% of S&P 500 companies had released their earnings reports, with 75% exceeding expectations, slightly lower than the 82% in Q3 2025 [2] - The expected earnings growth for the S&P 500 in 2026 is projected to remain at 12% [2] Investment Products - The Bosera Nasdaq 100 ETF (513390) tracks the Nasdaq 100 Index, with the information technology sector comprising 57.87% of the index [3] - The top ten stocks in the index are high-quality technology companies [3]