北京时间1月28日晚，美股周三早盘涨跌不一，标普500指数一度突破7000点大关。市场关注美联储利率 决议，并等待一些重要科技公司公布财报。投资者普遍预计周三美联储将维持基准联邦基金利率不变， 今年将降息两次。 道指跌30.17点，跌幅为0.06%，报48973.24点；纳指涨125.32点，涨幅为0.53%，报23942.42点；标普 500指数涨13.18点，涨幅为0.19%，报6991.78点。 半导体设备巨头阿斯麦（ASML）在报告创纪录订单并因人工智能热潮发布强劲的2026年业绩指引后， 其美股股价大涨。 存储基础设施公司希捷科技（STX）宣布第二季度盈利和营收超预期，股价飙升。该公司首席执行官戴 夫·莫斯利（Dave Mosley）指出人工智能数据存储需求强劲。 多家科技巨头即将公布财报。微软、Meta Platforms和特斯拉将于周三收盘后公布季度财务业绩，苹果 将于周四公布财报。 标普500指数前一交易日收涨0.4%至历史新高，纳斯达克综合指数上涨0.9%。道琼斯指数30只成分股下 跌超400点，主要受联合健康股价暴跌近20%拖累。 除科技股财报外，据媒体周三报道称，英伟达H200人工智能芯 ...

Core Insights - Meta Platforms (META) has experienced an 11% gain over a 5-day winning streak, increasing its market capitalization by approximately $173 billion to $1.7 trillion [2] - The stock has a year-to-date return of 2.0%, closely aligning with the S&P 500's return of 1.9%, prompting a reassessment of its valuation [3] Group 1: Stock Performance - The recent rally was prompted by an upgrade from Rothschild & Co, along with an increase in the price target [4] - Despite the stock's strong operational performance and financial health, it is considered fairly priced due to its high valuation [5] - The market has already factored in the recent gains, indicating the need for predictive signals to identify future investment opportunities [6] Group 2: Market Context - There are currently 55 S&P constituents with 3 or more days of consecutive gains, while 62 constituents have experienced 3 or more days of consecutive losses [8] - The Trefis High Quality Portfolio, which includes 30 stocks, has a history of outperforming benchmarks, suggesting a smoother investment experience with reduced risk [8] Group 3: Analyst Ratings - The stock rating has been elevated to 'Buy' from 'Neutral', with the price target raised from $740 to $900, reflecting increased bullish sentiment and enhanced investor confidence [9]

Core Insights - Snap is establishing an independent subsidiary focused on augmented reality smart glasses to attract external investment and compete with larger rival Meta in the growing wearables market [1] Company Strategy - The creation of a subsidiary indicates Snap's commitment to expanding its presence in the augmented reality sector [1] - The move aims to enhance Snap's competitive edge against Meta, which is a significant player in the wearables market [1] Market Context - The wearables market is experiencing rapid growth, prompting companies like Snap to innovate and seek investment opportunities [1] - By focusing on augmented reality, Snap is positioning itself to capitalize on emerging trends within the technology landscape [1]

Market Overview - Futures are trading higher after a volatile day on Wall Street, with the tech-heavy Nasdaq rising significantly while the Dow Jones Industrials fell due to a nearly 20% drop in UnitedHealth Group following a weak Medicare reimbursement rate proposal for 2027 [2] - The Dow Jones closed at 49,003, down 0.83%, while the S&P 500 reached a record high of 6,978, up 0.41%, and the Nasdaq finished at 23,817, up 0.91% [2] Treasury Bonds - Mixed yields were observed across the Treasury curve, with profit-taking on longer maturities and buying interest in shorter maturities and T-bills [3] - The 30-year bond closed at 4.84%, and the benchmark 10-year note was last at 4.23% [3] Oil and Gas - Energy prices increased due to severe weather disrupting operations and geopolitical issues, with crude export flows from Gulf Coast ports temporarily halting [4] - Brent Crude finished at $67.53, up 2.96%, and West Texas Intermediate closed at $62.42, up 2.95% [4] - Natural gas prices fell to $6.58, down 3.2%, after a significant increase over the past week [4] Precious Metals - Gold prices rose by 3.4% to finish at $5,186, while silver increased by 8.32% to $112.41, driven by liquidity and limited supply [5] - BMO's precious metals team projects gold to reach $8,650 and silver to $220 by 2027 [5] Cryptocurrency - The crypto market remained stagnant with low volume and liquidity, as investors preferred precious metals over digital assets [6] - Bitcoin was trading at $89,745, and Ethereum was quoted at $3,024 [7]

'n Shake adds $5M to Bitcoin reserves, now holds $15M in BTC]January 28, 2026Share viaFacebookX (Twitter)LinkedInMixEmailPrintCopy Link US futures rise as Fed decision looms; Tesla and Meta to announce results | Invezz false### Choose your country### Choose preferred languagePopular languagesEnglish (USA) [Deutsch] [Español] [Français] [Português]All available languagesEnglish (USA) [English (UK)] [English (Australia)] [English (Canada)] [English (New Zealand)] [English (South Africa)] [English (Ireland)] [ ...

Group 1 - Meta Platforms Inc. shares increased by 11.06% over the last five trading sessions [1] - Prior to this increase, the shares had decreased by 5.72% in the five sessions before [1]

Core Viewpoint - Amazon announced a reduction of approximately 16,000 corporate employees as part of its efforts to streamline its organizational structure and enhance operational efficiency amid increasing competition in artificial intelligence [1] Group 1: Company Actions - The layoffs are part of a broader strategy to reduce layers of management, strengthen accountability, and eliminate bureaucracy, with the company emphasizing that it does not plan to announce large-scale layoffs every few months [1] - Affected employees in the U.S. will have 90 days to seek new positions internally and will receive severance pay and other transitional support [1] - This round of layoffs brings the total number of layoffs announced by Amazon in the past three months to 30,000, as the CEO has expressed a commitment to reducing the bloated management structure that grew during the pandemic [1] Group 2: Industry Context - Other tech giants have also initiated layoffs, reallocating resources towards artificial intelligence; for instance, Meta Platforms plans to cut over 1,000 positions in its Reality Labs division, while Pinterest aims to reduce its workforce by "less than 15%" [2] - Autodesk is set to cut around 1,000 jobs, and ASML announced a reduction of approximately 1,700 employees despite record orders in the fourth quarter, indicating a trend of layoffs across the industry to enhance agility [2]

Meta Platforms, Inc. (NASDAQ:META) will release earnings for the fourth quarter after the closing bell on Wednesday, Jan. 28.Analysts expect the Menlo Park, California-based company to report fourth-quarter earnings of $8.18 per share. That's up from $8.02 per share in the year-ago period. The consensus estimate for Meta's quarterly revenue is $58.41 billion (it reported $48.38 billion last year), according to Benzinga Pro.The company has beaten analyst revenue estimates for 13 straight quarters.Shares of M ...

Core Viewpoint - Meta Platforms, Inc. is expected to report strong fourth-quarter earnings, with analysts predicting earnings per share of $8.18, an increase from $8.02 in the previous year, and quarterly revenue of $58.41 billion, up from $48.38 billion last year [1]. Financial Performance - The anticipated earnings per share for the fourth quarter is $8.18, reflecting a year-over-year increase of 2% from $8.02 [1]. - The consensus estimate for quarterly revenue is $58.41 billion, which represents a 20.5% increase from the $48.38 billion reported in the same quarter last year [1]. - Meta has consistently exceeded analyst revenue estimates for 13 consecutive quarters [1]. Stock Performance - Meta's shares closed at $672.97, showing a slight gain of 0.1% on the previous trading day [2]. Analyst Ratings - Roth Capital analyst maintained a Buy rating but reduced the price target from $845 to $800 [3]. - Keybanc analyst kept an Overweight rating while lowering the price target from $875 to $835 [3]. - Wells Fargo analyst also maintained an Overweight rating, cutting the price target from $795 to $754 [3]. - Stifel analyst held a Buy rating and decreased the price target from $875 to $785 [3]. - Jefferies analyst maintained a Buy rating with a price target of $910 [3].

Core Insights - Meta Platforms Inc. is expected to report significant growth in quarterly revenue and earnings per share (EPS), continuing its trend of exceeding analyst expectations [6] - The company is a major player in the digital advertising sector, with a strong focus on AI-driven tools to enhance advertising revenue [3] Financial Performance - Meta's anticipated revenue for the fourth quarter is approximately $58.41 billion, a notable increase from $48.3 billion in the same period last year, marking the 14th consecutive quarter of surpassing revenue estimates [2] - EPS is projected to rise to $8.18, maintaining a 12-quarter streak of exceeding expectations [2] - Advertising revenue is expected to grow by 21.5% to $56.85 billion, with the Asia-Pacific region contributing $10.91 billion, reflecting a 21.1% increase [3] Stock and Market Expectations - Options pricing indicates a potential 6% movement in Meta's stock by the end of the week, with the current stock price around $672 [4] - Analysts from Bank of America suggest that conservative capital expenditure forecasts could lead to stock gains, while higher spending may negatively impact stock performance [4] Financial Metrics - Meta's financial metrics include a P/E ratio of 28.94, a price-to-sales ratio of 8.95, and an enterprise value to sales ratio of 9.17, indicating a strong financial position [5] - The company's debt-to-equity ratio is 0.26, suggesting low debt levels, and a current ratio of 1.98 indicates the ability to cover short-term liabilities [5]