三大指数小幅收跌 美光科技(MU.US)涨近10%

Market Overview - The three major U.S. indices experienced slight declines, with the Dow Jones down 66.74 points (0.13%) to 50,121.40, the Nasdaq down 36.01 points (0.16%) to 23,066.47, and the S&P 500 down 0.34 points (0.01%) to 6,941.45 [1] - The strong non-farm employment data for January, which saw an increase of 130,000 jobs and a drop in the unemployment rate to 4.3%, reduced the likelihood of the Federal Reserve needing to cut rates again before mid-year [1][5] U.S. Economic Indicators - The U.S. labor market shows signs of stabilization, with January's non-farm employment growth exceeding expectations, attributed partly to fewer seasonal hires in retail and delivery sectors [5] - The U.S. budget deficit decreased by 17% year-over-year, from $840 billion to $697 billion, driven by a 12% increase in total revenue, including a significant rise in tariff income [6] Company News - Bill Ackman's Pershing Square disclosed a new position in Meta Platforms (META.US), with an investment of approximately $2 billion, representing 10% of the firm's capital [8] - McDonald's (MCD.US) reported its fastest U.S. sales growth in over two years, with a 6.8% increase in same-store sales, driven by value-focused menu offerings [9] - Cisco (CSCO.US) raised its revenue forecast for the upcoming quarter to between $15.4 billion and $15.6 billion, reflecting strong demand for AI infrastructure [10] - Apple (AAPL.US) is facing delays in the upgrade of its Siri voice assistant, with some features potentially postponed until September [11] Stock Ratings - Bernstein raised the target price for Apple (AAPL.US) from $325 to $340 [11] - UBS increased the target price for Nvidia (NVDA.US) from $235 to $245 [11]