记者丨黎雨桐 编辑丨金珊 周二（1月27日），美国三大股指收盘涨跌不一，科技股表现强劲带动纳指和标普上涨。截至收盘，道指跌0.83%报49003.41点，标普500指数 涨0.41%报6978.6点，纳指涨0.91%报23817.1点。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49003.41 | 23817.10 | 6978.60 | | -408.99 -0.83% +215.74 +0.91% +28.37 +0.41% | | | | 纳斯达克100 | 中国金龙 | 中概股100 | | 25939.74 | 7866.61 | 2926.65 | | +226.53 +0.88% +37.65 +0.48% +10.58 +0.36% | | | | 美国科技七巨头 中概科技龙头 CBOE波动率 | | | | 66893.16 | 4430.95 | 16.15 | | +737.38 +1.11% +33.04 +0.75% +0.06 +0.37% | | | 科技七巨头中六家上涨，英伟达、苹果涨超1%，微软、亚马逊涨逾2%，特斯拉 ...

欧洲议会议员、该议会国际贸易委员会主席Bernd Lange在跨大西洋关系经历动荡的一周后于X上发帖 称，欧盟计划与印度达成的贸易协议带来一线希望。此前，美国总统特朗普曾最初威胁要对不同意他购 买格陵兰岛意愿的欧洲国家征收关税，但几天后又收回了这一威胁，在此之后，欧洲议会议员们仍未决 定何时重启与美国的贸易协议相关工作。"在混乱的地缘政治局势中，与印度完成谈判带来了一线希 望，"Lange说。"欧盟在坚持基于规则的秩序方面并不孤单。" ...

此外考虑将一部分资产配置于黄金（对冲货币贬值与尾部风险，但留意近期贵金属连续强劲刷新记录高位，已经严重超买）、其他大宗商品（对冲通胀与地 缘风险）以及基础设施等能产生稳定收益的实物资产。并保留一定比例的现金或短期国债，不仅能在市场暴跌时提供缓冲，更能捕捉未来出现的高确定性机 会。 过去几个月来，科技等增长型板块的表现逊于周期性板块和价值股。但是，大型科技公司凭借扎实的现金流和对AI趋势的卡位，在经济不确定性中反而更 像资金"避难所"，仍有能力带领市场创新高。机构预期，盈利增长、周期性上涨以及人工智能的广泛应用，都将支撑标普500指数和市场波动率，而市场脆 弱性和高风险政策则会加剧市场不稳定性。但无疑，上涨的路径将更为震荡，且其领导地位正从"增长引擎"逐渐转变为"市场系统性风险的集中体现"。 由于近几周市场几乎都被紧张的地缘政治局势所牵引，掩盖了一个事实：本轮财报季的科技公司业绩其实不乏亮点。实际上在已经公布业绩的科技股中，台 积电（财报和指引双双超出市场预期）、网飞（业绩优于预期，但对本季度和今年全年的业绩指引谨慎）和英特尔（营收和每股收益超预期，但本季度业绩 指引低于预测）都交出了不错的成绩单。本周市场继续 ...

格隆汇1月24日｜据央视，世界经济论坛总裁布伦德：我们正面临冷战结束以来最具挑战的地缘政治局 势。与此同时，人们曾预期这种地缘局势会对全球增长造成更严重的冲击，但实际上全球经济展现了强 劲韧性。我们认为，以人工智能为代表的前沿技术正在驱动增长。过去，贸易是增长引擎。现在，贸易 虽然仍很重要，但新技术已成为增长动力。因此我们的判断是，大规模战争或冲突升级的可能性较低， 但一旦发生，后果将极为严重。这也正是我们必须竭力避免此类情况的原因。 ...

她继续表示，俄中双边关系无疑将继续稳步迈向新高度。 "在当前地缘政治局势不仅剧烈动荡、更面临 某种难以置信的紧急情况的背景下，俄中伙伴关系无疑将继续在世界舞台上发挥重要的稳定作用。" 扎 哈罗娃说。 俄罗斯总统普京去年12月19日在年度记者会上就俄中关系也表示，两国之间的关系是全球稳定的重要因 素，俄罗斯将继续发展与中国之间的关系。 【环球网报道 记者 闫珮云】据俄罗斯卫星通讯社等俄媒报道，俄罗斯外交部发言人扎哈罗娃当地时间 23日在一场俄罗斯主要媒体机构招待会上表示，俄罗斯和中国的伙伴关系在世界舞台上发挥着重要的稳 定作用，尤其是在当前地缘政治局势动荡的背景下。 "有人说，当前双边关系已达历史最高峰。但最高峰并不意味着没有其他高峰。其他高峰依然存在，正 待我们共同攀登。" 扎哈罗娃称。 ...

她继续表示，俄中双边关系无疑将继续稳步迈向新高度。 "在当前地缘政治局势不仅剧烈动荡、更面临 某种难以置信的紧急情况的背景下，俄中伙伴关系无疑将继续在世界舞台上发挥重要的稳定作用。" 扎 哈罗娃说。 俄罗斯总统普京去年12月19日在年度记者会上就俄中关系也表示，两国之间的关系是全球稳定的重要因 素，俄罗斯将继续发展与中国之间的关系。 【环球网报道 记者 闫珮云】据俄罗斯卫星通讯社等俄媒报道，俄罗斯外交部发言人扎哈罗娃当地时间 23日在一场俄罗斯主要媒体机构招待会上表示，俄罗斯和中国的伙伴关系在世界舞台上发挥着重要的稳 定作用，尤其是在当前地缘政治局势动荡的背景下。 "有人说，当前双边关系已达历史最高峰。但最高峰并不意味着没有其他高峰。其他高峰依然存在，正 待我们共同攀登。" 扎哈罗娃称。 ...

Market Overview - The U.S. stock market showed mixed results with the Dow Jones index falling by 0.58% to 49,098.71 points, while the S&P 500 index rose by 0.03% to 6,915.61 points, and the Nasdaq index increased by 0.28% to 23,501.24 points [1] - For the week, the Dow Jones index declined by 0.58%, the S&P 500 index fell by 0.35%, and the Nasdaq index decreased by 0.06% [2] Geopolitical and Economic Factors - The U.S. House of Representatives passed a budget bill for fiscal year 2026, which was signed by President Trump, reducing the risk of a government shutdown at the end of January [4] - However, due to a snowstorm, the Senate postponed a vote on a temporary spending bill, and a consensus with the House must be reached by January 30 to fully mitigate shutdown risks [4] - The Trump administration announced a 25% tariff on all countries trading with Iran, which has heightened geopolitical tensions and may increase market risk aversion [4] - U.S. inflation expectations for January were lower than anticipated, and the manufacturing PMI preliminary value was slightly below expectations, while the services PMI preliminary value remained stable, indicating a mixed economic recovery [4] Company Performance - Intel, a major chip manufacturer, experienced a significant drop of 17%, closing at $45.085, with a total market capitalization of $225.2 billion [5] - Intel's quarterly earnings report indicated a weak performance outlook, with CEO Pat Gelsinger stating that the company could not meet market demand for its products and that production yields were below expected targets [6] - Citigroup lowered Intel's target stock price from $50 to $48 [7] Precious Metals Market - Precious metals continued to surge amid geopolitical tensions and a weak U.S. dollar, with gold prices reaching a historic high of over $4,990, marking an increase of over 8% for the week [8] - Silver and platinum also hit record highs, with weekly gains exceeding 14% and nearly 19%, respectively [8] - As of the latest data, COMEX gold was up 1.42% at $4,983.1 per ounce, COMEX silver rose by 7.15% to $103.26 per ounce, and spot platinum increased by 2.7% to $2,704.3 per ounce [9]

新华社海牙1月23日电荷兰皇家航空公司（荷航）23日宣布，考虑到地缘政治局势，该航司自当日起暂 停飞往中东地区多个国家的航班。 荷航还表示，将于24日接回其在沙特阿拉伯达曼和阿联酋迪拜的工作人员。 （文章来源：新华社） 荷航新闻发言人说，为安全起见，荷航已暂停航线涉及伊拉克、伊朗、以色列以及海湾地区多国领空的 航班，直至另行通知。受影响的旅客需自行改签其他航空公司航班。 ...

Core Viewpoint - Zhuolang Intelligent (600545) expects a net profit loss attributable to the parent company of between 190 million to 380 million yuan for the fiscal year 2025, compared to a loss of 127 million yuan in the same period last year [1] Group 1: Financial Performance - The company anticipates a significant increase in net profit loss, projecting a loss of 190 million to 380 million yuan for 2025, compared to a loss of 127 million yuan in the previous year [1] - The report indicates that foreign exchange fluctuations have resulted in an exchange loss of approximately 110 million yuan, negatively impacting the company's performance [1] Group 2: Market Conditions - The uncertainty in geopolitical situations has led to a cautious approach from foreign clients regarding new capacity and equipment investment [1] - Increased competition in the domestic spinning machinery market has contributed to the company's revenue falling short of expectations [1]

Core Viewpoint - Zhuolang Intelligent (600545.SH) is expected to report a net profit attributable to shareholders of the parent company ranging from -190 million to -380 million yuan for the year 2025, indicating a challenging financial outlook for the company [1] Financial Performance - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to also fall within the range of -190 million to -380 million yuan for 2025 [1] - A foreign exchange loss of approximately 110 million yuan during the reporting period has negatively impacted the company's performance [1] Market Conditions - The uncertainty in the geopolitical landscape has led to a cautious approach from foreign clients regarding new capacity and equipment investment [1] - Increased competition in the domestic spinning machinery market has contributed to the company's revenue falling short of expectations [1]