美股延续跌势，纳指下跌2.00%。 本文源自：金融界AI电报 ...

Group 1 - The Dow Jones Industrial Average increased by 0.19% [1] - The S&P 500 index decreased by 0.15% [1] - The Nasdaq Composite index fell by 0.53% [1]

Macroeconomic Overview - In November 2025, US durable goods orders improved with a month-on-month growth of 5.3%, up from a previous value of -2.1% [1] - Non-transportation durable goods orders increased by 0.4%, surpassing the previous value of 0.2% [1] - Excluding aircraft, non-defense durable goods orders rose by 0.4%, slightly below the previous value of 0.5% [1] - The FHFA house price index for November 2025 increased by 0.6%, exceeding the expected 0.3% and the previous value of 0.4% [1] Consumer Confidence - The Conference Board Consumer Confidence Index for January 2026 dropped significantly to 84.5, down from 94.2, marking the lowest level since May 2014 [1] - The present situation index fell to 113.7, while the expectations index decreased to 65.1, indicating heightened concerns about the economic outlook and job market [1] Major Index Performance - For the week of January 26-30, the S&P Oil & Gas Index rose by 3.72%, while the Nasdaq 100 Index fell by 0.21% [2] - The S&P 500 Index increased by 0.34%, with 7 out of 11 sectors showing gains, led by the S&P 500 Energy sector which rose by 3.88% [2] Earnings Reports - As of the reporting period, 33% of S&P 500 companies had released their earnings reports, with 75% exceeding expectations, slightly lower than the 82% in Q3 2025 [2] - The expected earnings growth for the S&P 500 in 2026 is projected to remain at 12% [2] Investment Products - The Bosera Nasdaq 100 ETF (513390) tracks the Nasdaq 100 Index, with the information technology sector comprising 57.87% of the index [3] - The top ten stocks in the index are high-quality technology companies [3]

Group 1 - The U.S. stock market is experiencing a significant decline, with the S&P 500 index dropping over 1% [1] - The Dow Jones Industrial Average has decreased by 0.5% [1] - The Nasdaq Composite index has fallen by 2% [1]

每经AI快讯，1月29日，美股跌幅扩大，标普500指数跌幅扩大，现跌1.0%，最新报6907.17点。纳斯达 克综合指数跌幅扩大，现跌2.0%，最新报23378.71点。 ...

每经AI快讯，1月29日，美股跌幅扩大，道琼斯指数跌0.20%，标普500指数跌0.75%，纳斯达克综合指 数跌1.64%。 ...

宏观研究 /[Table_Date] 2026.01.29 美联储如期按兵不动 [Table_Authors] 汪浩(分析师) ——2026 年 1 月美联储议息会议点评 本报告导读： 2026 年 1 月 FOMC 会议按兵不动基本符合市场预期，美联储对经济、就业和通胀 都表现出了更乐观的态度，这为重启降息增加了很大的不确定性，鲍威尔模糊化前 瞻性指引。我们认为美联储主席换届与美联储独立性遭破坏将对货币政策产生较大 扰动，但具有短期性特征。预计美债利率短期高位震荡后先下后上，美股短期震荡 后仍有支撑。 投资要点： | | 0755-23976659 | | --- | --- | | | wanghao8@gtht.com | | 登记编号 | S0880521120002 | | | 梁中华(分析师) | | | 021-23219820 | | | liangzhonghua@gtht.com | | 登记编号 | S0880525040019 | [Table_Report] 相关报告 白银牛市：价格破 100 怎么看 2026.01.28 有待稳固的"V 型"反弹 2026.01.27 总量稳健，结 ...

Group 1 - The core viewpoint of the article indicates that U.S. stock market gains have narrowed, with the Dow Jones Industrial Average turning negative, the S&P 500 index remaining flat, and the Nasdaq index increasing by 0.2% [1]

据市场消息，很少有投资者准备大举撤离美股。Angeles Investments首席投资官Michael Rosen说："从边 际上看，我认为将部分资产多元化配置到美国以外的市场是合理的，但鉴于美国企业盈利能力非常强 劲，我并不会放弃美国资产。"不过，如果外国投资者抛售美股，可能会对市场造成压力。目前，大多 数投资者都在等待时机。CIO of F/m Investments首席执行官兼投资总监Alex Morris说："如果情况真的 继续恶化，那么突然之间你就会面临问题，但我们还没有到那一步。" ...

Group 1 - President Trump predicts that the US stock market will double in the next year, despite a recent significant drop in the S&P 500 index, which experienced its largest decline since October of the previous year [1][3] - Wall Street analysts have a median forecast of an approximately 11% increase in the S&P 500 index for the year, contrasting sharply with Trump's 100% prediction [1][3] - Following Trump's remarks, US stocks saw a notable increase, with the Dow Jones rising by 1.21%, the Nasdaq by 1.18%, and the S&P 500 by 1.16% [2][4] Group 2 - Trump reassured that he would not use military force to annex Greenland and withdrew threats of new tariffs on Europe, citing productive discussions with NATO Secretary General Mark Rutte [2][4] - Concerns over potential conflicts between the US and NATO allies had previously unsettled investors, contributing to a "sell-off" sentiment in the market [1][3]