Market Performance - The three major US stock indices closed mixed, with the Dow Jones down 0.83% at 49,003.41 points, the S&P 500 up 0.41% at 6,978.6 points, and the Nasdaq up 0.91% at 23,817.1 points [1] - Major European indices showed mixed results, with Germany's DAX down 0.07% at 24,916.7 points, France's CAC40 up 0.27% at 8,152.82 points, and the UK's FTSE 100 up 0.58% at 10,207.8 points [1] Sector Performance - Technology stocks generally rose, with Intel up over 3% and Amazon up over 2% [1] - Popular Chinese concept stocks had mixed performances, with TSMC up 1.67%, Alibaba up 0.78%, Pinduoduo up 0.05%, and Baidu up 1.00% [1] Commodity Prices - COMEX gold futures increased by 1.91% to $5,179.60 per ounce, while COMEX silver futures fell by 2.73% to $112.34 per ounce [1] - International oil prices rose collectively, with WTI crude oil up 3.2% at $62.57 per barrel and Brent crude oil up 2.98% at $66.71 per barrel [1] Currency and Bond Markets - The US dollar index fell by 1.34% to 95.7455, while the offshore RMB appreciated by 156.2 basis points to 6.9336 against the US dollar [1] - US Treasury yields were mixed, with the 2-year yield up 0.64 basis points at 3.596% and the 10-year yield up 2.79 basis points at 4.243% [1] - European bond yields rose collectively, with the UK 10-year yield up 2.8 basis points at 4.523% [1]

2026.01.28 本文字数：1810，阅读时长大约3分钟 作者 |第一财经 胡弋杰 周二，美股走势分化。标普500指数连续第五个交易日上涨，并创收盘纪录新高，纳斯达克综合指数同 步走强；但在医疗保险股大幅下挫拖累下，道琼斯工业平均指数明显回落。 | 苹果(APPLE) | 258.270 | 1.12% | | --- | --- | --- | | US AAPL | 257.500 | -0.30% 盘后 | | 脸书(META PLATFORM | 672.970 | 0.09% | | US META | 674.200 | 0.18% 盘后 | | 谷歌(ALPHABET)-C | 335.000 | 0.42% | | US GOOG | 335.200 | 0.06% 盘后 | | 微软(MICROSOFT) | 480.580 | 2.19% | | US MSFT | 481.110 | 0.11% 盘后 | | 亚马逊(AMAZON) | 244.680 | 2.63% | | US AMZN | 244.850 | 0.07% 盘后 | | 英伟达(NVIDIA) | 188.520 ...

本文字数：1810，阅读时长大约3分钟 作者 | 第一财经 胡弋杰 周二，美股走势分化。标普500指数连续第五个交易日上涨，并创收盘纪录新高，纳斯达克综合指数同步走 强；但在医疗保险股大幅下挫拖累下，道琼斯工业平均指数明显回落。 2026.01. 28 截 至 收 盘 ， 道 琼 斯 指 数 下 跌 408.99 点 ， 跌 幅 0.83% ， 报 49003.41 点 ； 标 普 500 指 数 上 涨 28.37 点 ， 涨 幅 0.41%，报6978.60点；纳斯达克综合指数上涨215.74点，涨幅0.91%，报23817.10点。 标普500指数盘中一度触及6988.82点的历史高位，最终收于6978.60点，距离7000点心理关口仅约0.3%。该 指数今年以来已第四次刷新收盘纪录。纳指同样连续第五天上涨，目前距离2025年10月29日的历史收盘高 点仅低0.59%。 科技板块继续领涨。英伟达涨1.10%，微软涨2.19%，苹果涨1.12%，亚马逊涨2.63%，Meta涨0.09%，博通 涨2.44%，谷歌涨0.42%，超威半导体涨0.29%。特斯拉跌0.99%。 | 苹果(APPLE) | 258. ...

*医疗保险股大跌，道指承压 *科技股领涨，财报季持续推进 周二，美股走势分化。标普500指数连续第五个交易日上涨，并创收盘纪录新高，纳斯达克综合指数同 步走强；但在医疗保险股大幅下挫拖累下，道琼斯工业平均指数明显回落。 截至收盘，道琼斯指数下跌408.99点，跌幅0.83%，报49003.41点；标普500指数上涨28.37点，涨幅 0.41%，报6978.60点；纳斯达克综合指数上涨215.74点，涨幅0.91%，报23817.10点。 标普500指数盘中一度触及6988.82点的历史高位，最终收于6978.60点，距离7000点心理关口仅约 0.3%。该指数今年以来已第四次刷新收盘纪录。纳指同样连续第五天上涨，目前距离2025年10月29日 的历史收盘高点仅低0.59%。 【热门股表现】 科技板块继续领涨。英伟达涨1.10%，微软涨2.19%，苹果涨1.12%，亚马逊涨2.63%，Meta涨0.09%，博 通涨2.44%，谷歌涨0.42%，超威半导体涨0.29%。特斯拉跌0.99%。 *聚焦美联储会议，黄金再创新高 | 苹果(APPLE) | 258.270 | 1.12% | | --- | --- | ...

Company News - Shenwan Hongyuan (06806.HK) expects a net profit of approximately 9.1 to 10.1 billion yuan for 2025, representing a year-on-year increase of 74.64% to 93.83% [8] - China Overseas Property (02669.HK) anticipates a revenue increase of about 5% to 7% for the fiscal year 2025, while gross profit and net profit are expected to decline by approximately 3% to 4% and 9% to 10%, respectively, due to a slowdown in contract conversion speed in the real estate sector [8] - Minmetals Resources (01208.HK) expects its unaudited profits for the 2025 fiscal year to be negatively impacted by impairment expenses [8] - China Traditional Chinese Medicine (00570.HK) issued a profit warning, forecasting a net loss of approximately 350 to 500 million yuan for the 2025 fiscal year [8] - Emperor Watch and Jewellery (00887.HK) announced a profit increase, expecting a net profit of no less than 420 million HKD for the 2025 fiscal year, representing a year-on-year growth of over 60% [9] - Vanke Enterprises (02202.HK) plans to obtain a loan of up to 2.36 billion yuan from its major shareholder, Shenzhen Metro Group [10] Market Performance - The Nasdaq China Golden Dragon Index rose by 0.48%, with notable gains in popular Chinese concept stocks such as Kingsoft Cloud, which increased by 8.77%, and Bilibili, which rose by 3.43% [6] - The Hang Seng Index increased by 1.35%, closing at 27,126.95 points, while the Technology Index rose by 0.50% [6] - Market performance showed active interest in sectors such as insurance, semiconductors, and AI applications, while coal, internet healthcare, and pharmaceutical stocks faced downward pressure [7]

银行股延续强势，其中阿莱恩斯西部银行上涨1.63%，摩根士丹利上涨1.61%，花旗集团/高盛/摩根大通 等股涨幅均在1%上方；联合银行逆势收跌。 科技股弱势分化，其中英特尔大跌5.72%，超威公司下跌3.22%，特斯拉下跌3.09%，奈飞/亚马逊/英伟 达/高通等股均小幅收跌；苹果逆势大涨2.97%，META上涨2.06%，谷歌上涨1.63%。 小幅高开后全天维持在中轴上方盘整，截至收盘三大指数集体收涨，其中道指上涨0.64%，纳指上涨 0.43%，标指上涨0.5%。盘面上，银行股延续强势，科技股分化回撤，中概股低开低走，黄金再创新 高。 COMEX黄金跳空高开后全天维持在高位盘整，再创新高，截至收盘上涨1.21%报5043.4美元/盎司，盘 中最低报5145.2美元/盎司，最高报5022.9美元/盎司。 理财就是一场修行，有人修有人度，结果就是看谁踩准了点，把握住了机会。 中概股低开低走后全天维持在低位盘整，截至收盘中国金龙下跌0.63%，其中理想汽车上涨1.38%，腾 讯控股/网易/拼多多/哔哩哔哩/腾讯控股等股均小幅收涨；百度逆势大跌3.32%，小鹏汽车下跌2.39%。 ...

本文字数：1554，阅读时长大约3分钟 作者 | 第一财经 樊志菁 2026.01. 27 周一美股全线收高，避险情绪一度推高金价至5100美元以上，投资者正等待本周公布的多家大型企业财报以 及美联储的货币政策决议。 截至收盘，道指涨313.69点，涨幅0.64%，报49412.40点，纳指涨0.43%，报23601.36点，标普500指数涨 0.50%，报6950.23点。 个股方面，英伟达跌0.6%，报道称公司向人工智能云计算公司CoreWeave投资20亿美元，增持其股份，双 方同时达成协议扩大合作，以满足市场对人工智能基础设施日益增长的需求。CoreWeave收盘上涨5.7%。 明星科技股涨多跌少，甲骨文、苹果涨3.0%，Meta涨2.0%，谷歌涨1.6%，微软涨0.9%，亚马逊跌0.3%， 特斯拉跌3.1%。 | 涨跌 ▶ 名称 | 现价 = 涨跌幅= | | --- | --- | | 苹果(APPLE) 255.410 2.97% 7.370 AAPL.O | | | 脸书(META PL ... 672.360 2.06% 13.600 | | | META.O | | | GOOGO GOO ...

业绩利空继续发酵，英特尔跌近6%。 *三大股指走高，道指涨超300点； *中长期美债收益率回落，10年期美债逼近4.20%； *特朗普政府入股，美国稀土涨近8%。 周一美股全线收高，避险情绪一度推高金价至5100美元以上，投资者正等待本周公布的多家大型企业财 报以及美联储的货币政策决议。 截至收盘，道指涨313.69点，涨幅0.64%，报49412.40点，纳指涨0.43%，报23601.36点，标普500指数涨 0.50%，报6950.23点。 | 道琼斯工业平均 | 纳斯达克 | 标普500 | | --- | --- | --- | | 49412.40 | 23601.36 | 6950.23 | | +313.69 +0.64% +100.12 +0.43% +34.62 +0.50% | | | 【热门股表现】 个股方面，英伟达跌0.6%，报道称公司向人工智能云计算公司CoreWeave投资20亿美元，增持其股份， 双方同时达成协议扩大合作，以满足市场对人工智能基础设施日益增长的需求。CoreWeave收盘上涨 5.7%。 明星科技股涨多跌少，甲骨文、苹果涨3.0%，Meta涨2.0%，谷歌涨1. ...

Market Overview - The U.S. stock market showed mixed performance on Friday, with the Dow Jones Industrial Average declining significantly due to pressure from Goldman Sachs and Caterpillar, while the S&P 500 remained nearly flat and the Nasdaq saw a slight increase [2] - The Dow Jones fell by 285.30 points, or 0.58%, closing at 49098.71 points, with a weekly decline of 0.53%. The S&P 500 rose by 2.26 points, or 0.03%, closing at 6915.61 points, with a weekly drop of 0.35%. The Nasdaq Composite increased by 65.23 points, or 0.28%, closing at 23501.24 points, with a weekly decrease of 0.06% [2] Company Performance - Major technology stocks exhibited mixed results, with Nvidia up 1.53%, Microsoft up 3.28%, Amazon up 2.06%, Meta up 1.72%, Netflix up 3.09%, AMD up 2.35%, and Micron Technology up 0.52%. In contrast, Google fell by 0.79%, Apple by 0.12%, Tesla by 0.07%, Broadcom by 1.67%, and Oracle by 0.57% [3] - Within the Dow components, Goldman Sachs dropped by 3.75% and Caterpillar by 3.36%, contributing to downward pressure on the blue-chip index. Intel's stock plummeted by 17.03% to $45.07, primarily due to a weak earnings outlook that fell short of market expectations [4] Economic Data - The U.S. Composite Purchasing Managers' Index (PMI) for January was reported at 52.8, slightly above the previous value of 52.7. The services index was at 52.5, and the manufacturing index at 51.9 [6] - The University of Michigan's consumer sentiment index for January was revised to 56.4, up from an initial value of 54.0. Inflation expectations for the next year were at 4.0%, while the five to ten-year outlook was at 3.3% [6] Commodity Performance - International oil prices increased, with West Texas Intermediate crude oil futures rising by $1.71 to $61.07 per barrel, a gain of 2.88%. Brent crude oil futures rose by $1.82 to $65.88 per barrel, a gain of 2.84% [7] - Precious metals continued to reach historical highs, with spot gold at $4964.81 per ounce, up 0.6%, and briefly touching $4988.17. February gold futures closed at $4979.70, up 1.4%. Spot silver rose by 7.0% to $102.89 per ounce, marking a weekly increase of 14.60% [7] Market Sentiment - Overall market sentiment was influenced by geopolitical and policy uncertainties, with concerns over potential tariffs on European countries by the U.S. government impacting global stock markets [5] - Focus Partners Wealth's Chief Investment Strategist noted that while the U.S. economic fundamentals remain strong, market volatility is expected to persist, especially with the upcoming midterm elections in 2026 [5]

Market Overview - On January 23, the three major U.S. stock indices closed mixed, with the Dow Jones down 0.58%, the S&P 500 up 0.03%, and the Nasdaq up 0.28% [1] - The Dow Jones Industrial Average closed at 49,098.71, down 285.30 points [2] - The Nasdaq Composite closed at 23,501.24, up 65.22 points, while the S&P 500 closed at 6,915.61, up 2.26 points [2] Technology Sector Performance - Major technology stocks mostly rose, with the U.S. Technology Seven Index up 1.05% [2] - Notable gains included Microsoft up 3.34%, Amazon up 2.08%, and Facebook up 1.78%, while Tesla remained flat and Apple and Google saw minor declines [2] Semiconductor Sector Performance - The semiconductor sector showed mixed results, with some stocks rising while others fell [2] - Notable gainers included AMD up 2.35% and TSMC up 2.29%, while ASML fell 0.37%, Qualcomm down 1.25%, Broadcom down 1.70%, and ARM down 2.63% [2] Intel's Financial Results - Intel's stock price plummeted 17% to $45.07, ending a three-day streak of gains [3] - The company's Q4 revenue was reported at $13.7 billion, a 4% year-over-year decline, and the forecast for the current quarter is between $11.7 billion and $12.7 billion, significantly below analyst expectations [3][4] Chinese Stocks Performance - Chinese stocks showed mixed results, with the Nasdaq China Golden Dragon Index down 0.26% and the Wande China Technology Leaders Index down 0.19% [4] - Notable gainers among popular Chinese stocks included Tencent Music up 4.74%, New Oriental up 2.18%, and Trip.com up 1.26% [4] Commodity Market Insights - The U.S. dollar index experienced a significant drop of 0.81%, marking the largest single-day decline since August of the previous year [4] - The weakening dollar contributed to a strong performance in the metals market, with spot gold slightly up and spot silver surging over 7% to $103.341 per ounce [6] Oil Market Dynamics - International oil prices surged, with WTI and ICE Brent crude both rising over 3% [10] - Geopolitical tensions are escalating, with reports indicating that the Trump administration is considering a complete blockade on oil imports from Cuba [10]