Company News - SanDisk shares rose over 20% in pre-market trading due to earnings and guidance exceeding expectations [1] - ExxonMobil shares fell 2% in pre-market trading, with a projected total profit of $28.8 billion for 2025, lower than the previous year [1] - Western Digital shares increased over 5% in pre-market trading, reporting a 25% year-over-year revenue growth for the second fiscal quarter [1] - Apple reported total revenue of $143.756 billion for the first quarter of fiscal year 2026, a 16% year-over-year increase [1]

在截至2025年12月27日的这个季度（2026财年第一季度），苹果总营收1437.56亿美元，较上年同期的 1243亿美元同比增长16%，超过市场预期的1384亿美元，创下苹果公司历史最高季度营收；净利润为 420.97亿美元，较上年同期的363.30亿美元同比增长15.9%，相当于平均每天净赚4.63亿美元（约合人民 币32亿元）。 "大大超越了我们的期待。"对于这份出的的季度业绩，苹果CEO蒂姆·库克表示："受前所未有的市场需 求推动，iPhone迎来史上最佳季度表现，各地区营收均刷新历史纪录；服务业务营收同样创下历史新 高，同比增长14%。" 另外，在这一季度，苹果的活跃设备现有使用量已超过25亿台。 创纪录的业绩表现和强劲的利润率推动苹果美股收益2.84美元，同比增长19%，亦创下新高，同时给苹 果带来了近540亿美元的经营现金流，并向股东回报近320亿美元。 iPhone 17系列热销 时值美股Q4财报季，多份超预期业绩先后出炉。继微软、Meta、特斯拉之后，当地时间1月29日，全球 科技和消费电子巨头苹果交出了一份创纪录的最新成绩单。 从各个区域市场来看，这一季度，大中华区的表现尤为亮眼——营收 ...

本文源自：金融界AI电报 杰富瑞：将苹果(AAPL.O)目标价从276.47美元上调至286.54美元。 ...

Core Viewpoint - The article emphasizes that artificial intelligence (AI) has become a central investment theme in global capital markets, significantly impacting stock performance across major indices since the launch of ChatGPT in late 2022 and DeepSeek in early 2025 [1][3]. Group 1: Different Paths of AI Development in China and the U.S. - The U.S. focuses on exploring capability boundaries with strong foundational computing power, leading to significant capital expenditures by leading firms in a closed-source model arms race [5][6]. - China, constrained by geopolitical factors and relative chip capabilities, adopts an open-source strategy aimed at optimizing under resource constraints, promoting inclusivity in AI development [6][7]. Group 2: Technical Approaches - The U.S. primarily employs a closed-source strategy, emphasizing performance breakthroughs through increased parameter scales and resource investment, driving commercial returns [7][8]. - China embraces an open-source ecosystem, with models like DeepSeek and Qianwen focusing on creating efficient, low-cost technology systems that adapt to domestic computing power [8][10]. Group 3: Business Models - The U.S. market has a mature paid software ecosystem, with strong enterprise willingness to invest strategically in AI applications, driven by tech giants and unicorns [14]. - In contrast, China's model leans towards monetizing traffic, integrating AI with existing internet platforms, and relying on indirect consumer payments through transactions and advertising [14]. Group 4: Structural Opportunities in the Global AI Industry - The global AI industry is undergoing structural changes driven by technological breakthroughs and application deepening, creating investment opportunities due to dynamic supply-demand relationships [15][16]. - The demand for AI applications is leading to shortages in specific products, such as storage, and creating a new cycle of growth in the semiconductor industry [16][19]. Group 5: Investment Opportunities in China - Domestic AI investment is expected to accelerate as local computing power improves, with advancements in products like domestic GPUs enhancing stability and performance for large model inference [19]. - Innovations in edge AI hardware and applications are anticipated, with potential breakthroughs in consumer products like AI smartphones and smart glasses [19]. - The C-end AI application market is projected to see significant growth, with a focus on platforms that possess comprehensive advantages in models, ecosystems, and scenarios [19].

1月29日晚，国际金价、银价一度保持大涨，现货白银日内涨幅一度达3.5%，报120.76美元/盎司，现货黄金一度大涨2%。 不过，接近午夜行情急转直下，现货金银开始大幅跳水，现货黄金连续跌破5400美元、5300美元、5200美元三道关口，截至发稿，跌幅5%，报5135美元/ 盎司；现货白银大跌7.82%，现报107.5美元/盎司。 另外，伦敦金属交易所(LME)三个月期铜一度大涨10.32%，随后也跳水，收窄涨幅，截至发稿，报14105美元/吨。 对此，网友很不淡定： "刚买了4克黄金，跌没了" "昨天刚上车，就1克亏了一百多？" 此前，国际金价持续上涨，引发市场各方关注。自1月26日，现货黄金价格突破每盎司5000美元的重要整数关口后，国际金价在震荡中继续上涨，连续突 破多个重要关口，至29日突破每盎司5500美元，并一度逼近5600美元。自今年初以来，国际金价已累计上涨28%左右。 同时，北京时间29日晚，美股三大股指全部下跌，截至发稿，道琼斯指数跌0.13%，标普500指数跌0.75%，纳斯达克综合指数跌1.64%。 多家美国科技巨头28日公布财报，业绩喜忧参半。 Meta大涨8%，此前该公司给出了好 ...

1月30日，金融界财经早餐，宏观政策、资本市场、行业板块、公司个股资讯一览： 3、中国航天科技集团作为我国商业航天器及应用产业链"链长"单位，将在"十五五"期间围绕发展商业航天 国家战略部署，发挥中央企业战略引领、生态构建等职能，带动产业链上中下游企业共谋新发展、共建新 能力、共筑新生态，实施五大工程。其中，包括实施未来产业发展培育工程，谋划推动太空数智基础设 施、太空资源开发、太空交通管理、太空旅游等新领域发展。 4、民政部发布《关于进一步推进民政科技创新的指导意见》，其中提出，广泛应用人形机器人、脑机接 口、人工智能等前沿技术，开展失能失智预防和抗衰老、生活照料和康复护理、精神慰藉和社会参与促 进、安全风险监测和紧急救援、老年宜居环境建设和适老化改造等方面关键技术装备研发，推动助餐助 行、二便护理、进食穿衣、助洁助浴、移乘转运、康复训练、心理干预、情感陪伴、监测预警、应急响应 等产品研发集成、安全化和规模化应用。推动大语言模型、脑机接口等技术在残疾儿童康复领域的应用， 加强脑瘫、孤独症等残疾儿童康复技术和设备研发。 5、美国贸易代表日前在达沃斯表示，在可能举行的中美领导人会晤之前，中美双方有机会开启新一轮 ...

Group 1: Precious Metals - Spot gold and silver experienced significant declines, with gold dropping over 4% to below $5200 and silver falling over 7% to $108.25 per ounce after reaching historical highs earlier in the day [1][3] - During the day, spot gold and silver had risen by 3% and 4% respectively, marking new historical peaks [3] Group 2: U.S. Stock Market - All three major U.S. stock indices closed lower, with the Dow Jones down 0.13%, S&P 500 down 0.75%, and Nasdaq down 1.64% [6] - Several major U.S. tech companies reported mixed earnings; Meta's stock surged by 8% due to better-than-expected sales guidance, while Tesla's stock fell over 1% despite exceeding fourth-quarter expectations, marking a 3% year-over-year revenue decline [8] - Microsoft's stock plummeted over 10%, the largest intraday drop since 2020, attributed to record-high capital expenditures raising market concerns [8] Group 3: International Oil Prices - International oil prices surged, with ICE Brent crude rising over 4% to reach $70 per barrel for the first time since September of the previous year, while WTI crude increased over 4% to $66.26 per barrel [12] Group 4: Cryptocurrency Market - The cryptocurrency market saw significant declines, with Bitcoin dropping over 3.95% to below $86,000, Ethereum down 5.67%, and Dogecoin down 6.66%, resulting in over 180,000 liquidations in the past 24 hours [13] Group 5: Chinese Stocks - Chinese stocks showed mixed performance, with TAL Education rising over 13% due to better-than-expected Q3 results, while NIO increased over 5% [10]

当地时间1月29日，美股三大指数收盘涨跌不一，大型科技股多数上涨。苹果披露的最新一期财报显示，公司营收与旗下产品iPhone的收入均创历史新 高，超出市场预期。美国科技巨头微软股价重挫，跌近10%。 商品方面，国际金银现货价格一度重挫，随后快速回升，期现货价格走势分化。 美股三大指数涨跌不一 Wind数据显示，截至当地时间1月29日收盘，道指涨0.11%，标普500指数跌0.13%，纳指跌0.72%。 美国大型科技股多数上涨，万得美国科技七巨头指数跌0.81%。个股方面，META涨逾10%；苹果、谷歌涨近1%，英伟达涨0.52%，亚马逊跌0.53%，特斯 拉跌3.45%；微软股价重挫，跌近10%。 | < W | | 万得美国科技七巨头指数(MAGS) | | Q | | --- | --- | --- | --- | --- | | | 66474.27 -544.13 -0.81% | | | | | 老彩 成分 | 资讯 相关基金 | | | 月度收益 | | 名称 | | 现价 | 涨跌幅 ◆ | lil | | 脸书(META PLATF | | 738.310 | 10.40% | -0.11% ...

Group 1 - The core point of the article highlights mixed performance in the US stock market, with major tech stocks mostly rising, while Apple's latest earnings report exceeded market expectations, showing record revenue and iPhone sales [2][3] - The Dow Jones Industrial Average rose by 0.11%, while the S&P 500 and Nasdaq Composite fell by 0.13% and 0.72%, respectively [2][3] - Apple's revenue for the first fiscal quarter of 2026 reached $143.76 billion, a 16% year-over-year increase, with iPhone revenue at $85.27 billion, also a record high [3][4] Group 2 - The Nasdaq China Golden Dragon Index increased by 0.35%, while the Wande China Tech Leaders Index rose by 0.16%, indicating positive movement in Chinese tech stocks [5] - Notable movements in Chinese stocks included TAL Education rising over 18%, and NIO, Beike, and Atour all increasing by over 3% [5] - In the US tech sector, Meta Platforms saw a significant increase of over 10%, while Microsoft experienced a sharp decline of nearly 10% [3][4] Group 3 - International gold and silver prices experienced a sharp decline before quickly rebounding, with gold prices briefly falling below $5200 per ounce and silver below $110 per ounce [7] - As of January 30, 2023, London gold was priced at $5382.127 per ounce, down 0.66%, while COMEX gold futures rose by 1.60% to $5425.5 per ounce [7]

Group 1 - The core point of the article is that Apple's first fiscal quarter service revenue was $30.01 billion, which fell short of market expectations of $30.07 billion [1] Group 2 - The reported service revenue represents a significant aspect of Apple's overall financial performance, indicating potential challenges in meeting market forecasts [1]