陆家嘴财经早餐2026年1月29日星期四

Group 1 - The Federal Reserve maintains the benchmark interest rate at 3.50%-3.75%, aligning with market expectations after three consecutive 25 basis point cuts [3] - Precious metals and non-ferrous metals continue to surge, with gold futures in New York surpassing $5400 per ounce and domestic gold futures nearing 1200 yuan per gram [3] - A rumor regarding changes in quantitative stock trading rules has been denied by major quantitative private equity firms, stating they have not received any related requirements [3] Group 2 - Tesla's Q4 2025 revenue reached $24.901 billion, meeting market expectations, with earnings per share at $0.50, exceeding the anticipated $0.45 [4] - Tesla plans to release the third generation of its Optimus robot in Q1 this year, aiming for mass production by the end of 2026 with an annual production capacity of 1 million units [4] Group 3 - The Ministry of Foreign Affairs announced that China will host the first senior officials' meeting of the APEC in Guangzhou from February 1 to 10, marking the first official event of "China Year" for APEC [5] - The 2026 National Population and Family Development Work Conference emphasized the need to optimize fertility support policies and promote high-quality population development [5] Group 4 - The A-share market experienced fluctuations, with resource stocks surging and the photovoltaic industry chain adjusting [9] - The Hang Seng Index rose by 2.58%, reaching its highest level since August 2021, while the technology index also saw significant gains [9] Group 5 - The National Energy Administration reported that by the end of 2025, the cumulative installed power generation capacity in China reached 3.89 billion kilowatts, a year-on-year increase of 16.1% [13] - Solar power generation capacity reached 1.2 billion kilowatts, growing by 35.4% [13] Group 6 - The latest data from the China Securities Investment Fund Association shows that by the end of 2025, the total scale of public funds in China reached 37.7 trillion yuan, a record high [10] - The Hong Kong Stock Exchange welcomed its first CSI A500 ETF, which listed on January 28, with a first-day increase of 0.63% [10]