Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The global economy is expected to expand at a reasonable pace in 2026, supported by easing monetary policy, fiscal stimulus, and the ongoing AI boom, although the backdrop remains fragile and volatile due to heightened uncertainty and geopolitical risks [14][20][35]. Section Summaries Section 1: Prospects for the Global Economy in 2026 - The global economy is projected to grow at just over 3% in 2026, with the World Bank forecasting 3.1% and the IMF 3.3% [35][41]. - The US economy is expected to be the strongest performer among major advanced economies, with growth supported by fiscal stimulus and the AI boom, while growth in the UK and euro area is likely to remain sluggish [15][55]. - China is expected to moderate its growth to 4.4%, while India is projected to remain the fastest-growing major economy at 6.5% [19][69]. Section 2: Interview with Former IMF Chief Economist Ken Rogoff - Ken Rogoff describes the global economy as solid but cautions about significant uncertainty not reflected in financial markets, predicting a potential stock market fall in the next three years [20][81]. - He highlights the risks associated with President Trump's policies, particularly regarding trade and immigration, which may have long-term negative consequences for the US economy [84]. Section 3: Key Events in 2026 - Key political events include the US mid-term elections in November, which could impact President Trump's policy maneuverability [21][99]. - Developments in Europe, particularly regarding right-wing populist parties, will also be closely monitored, alongside significant elections in Japan and Brazil [102][107]. Section 4: Three Key Trends to Watch in 2026 - The report identifies three key trends: developments in AI, advanced economy bond markets, and global trade [22]. - The impact of AI on productivity and market sentiment will be crucial, as will the potential for rising government bond yields to negatively affect financial markets [22]. Section 5: Perspectives from Business Leaders - Business leaders express concerns about economic uncertainty and the need for resilience and adaptability in their respective regions [23]. - Wu Chen emphasizes a two-speed global economy, while Mike Fowler highlights the lack of a pro-business agenda in the UK [23]. Ebrima Sawaneh focuses on the importance of decarbonization and digital reliability for African economies [23].

IBM is poised to borrow nearly $7.5 billion in the corporate bond market, kicking off what is expected to be a flood of borrowing from the tech sector in 2026. Bloomberg's Ronan Martin and Robert Schiffman from Bloomberg Intelligence discuss the story on "Bloomberg Markets" with Scarlet Fu. ...

US stocks were mixed on Thursday as investors balanced a fresh wave of earnings from major technology companies against the Federal Reserve's latest interest rate decision and lingering political and geopolitical uncertainty. The S&P 500 edged up 0.1%, reflecting a cautious tone after the benchmark briefly crossed the 7,000 level in the prior session. ...

Market Overview - The S&P 500 is showing minimal movement, up just one point and currently below the 7,000 level [1] - The Russell 2000 index is down 14 points, indicating a mixed market performance [1] Earnings Reports - Major earnings reports are expected from Microsoft, Meta, and Tesla, with IBM also reporting later [2][3] - These companies are significant market movers, and their revenue performance will be closely monitored, especially in relation to their AI investments [3] Sector Analysis - The communication services sector is anticipated to deliver its fourth consecutive year of double-digit earnings growth, trading at 19 times this year's earnings, which is relatively cheaper than the broader tech market [5] - Increased advertising spending and AI efficiency are expected to benefit this sector [5] - T-Mobile and AT&T are highlighted as strong performers within communication services, with AT&T gaining 5% following its earnings report [6] Financial Sector Insights - The financial sector, particularly banks, is viewed positively due to potential increases in M&A and IPO activity as deregulation progresses [7] - The introduction of digital asset market structures could lead to innovative products and earnings growth for financial companies [8] - Despite recent underperformance, the financial sector is seen as an opportunity for investment [9] Streaming Services - Netflix continues to grow its subscriber base and increase advertising revenue, despite a slowdown in overall streaming growth [12] - The company is expanding its international reach and finding ways to maximize revenue per subscriber [12] Market Resilience - The market is described as resilient, with expectations of normal corrections, particularly in midterm election years [14]

写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： 28日开放式基金净值增长排名后10的基金分别是：前海开源人工智能主题混合C、前海开源人工智能主题混合A、银河和美生活混合C、银河和美生活混合 A、西部利得科技创新混合C、西部利得科技创新混合A、富荣信息技术混合A、富荣信息技术混合C、华富智慧城市灵活配置混合C、华富智慧城市灵活配 置混合A。 基金策略分析：上证指数高开低走补缺后三度上行均被超级主力无情击落微涨报收，创业板高开低走小阴报收，成交额是2.99万亿，个股涨跌家数比1739： 3640，涨跌停个股比84：28。 领涨行业：有色、石油、煤炭、建材、化纤涨幅逾2%； 领涨概念：黄金概念、种业、稀缺资源、可燃冰涨幅逾4%。 领跌行业：综合类、医疗保健、航空、广告包装跌幅逾2%。 净值增长较快的是西部利得策略优选混合A。 | 基金简称 PK | | | 最新净值得到重要的重要的 | | --- | --- | --- | --- | | 1 ...

Core Insights - Comcast's Xfinity has launched RealTime4K, an ultra-low latency technology that provides the fastest and most immersive viewing experience for live sports, specifically for the Super Bowl LX, delivering content up to 30 seconds faster than competitors [1] Group 1: Product Launch and Features - RealTime4K technology allows Xfinity TV customers to watch live sports in 4K with Dolby Vision and Dolby Atmos, enhancing the viewing experience [1] - The Super Bowl will be available on a dedicated Peacock 4K channel, featuring a full day of 4K Olympics and Super Bowl coverage [1] - The technology eliminates compression steps in the delivery pipeline, ensuring faster delivery of live 4K programming [1] Group 2: Customer Experience and Accessibility - Xfinity TV customers with compatible devices can easily access the RealTime4K channel without needing to switch inputs or apps [1] - The channel will feature live coverage of the Olympics before transitioning to Super Bowl programming, including pregame and postgame coverage [1] - Customers without a 4K-capable Xfinity X1 TV box will receive prompts to upgrade, ensuring they can enjoy the new features [1] Group 3: Company Strategy and Commitment - Comcast emphasizes its commitment to innovation in delivering the best live sports viewing experience, integrating advanced technology with its network and entertainment platforms [1] - The launch of RealTime4K is part of Comcast's broader strategy to redefine fan engagement with live sports [1] - Xfinity aims to provide a seamless and personalized sports experience, differentiating itself from other pay-TV distributors [1]

International Business Machines Corporation (NYSE:IBM) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Jan. 28.Analysts expect the Armonk, New York-based company to report quarterly earnings at $4.29 per share, up from $3.92 per share in the year-ago period. The consensus estimate for IBM's quarterly revenue is $19.21 billion, versus $17.55 billion a year earlier, according to data from Benzinga Pro.On Dec. 8, IBM agreed to acquire Confluent, Inc. (NASDAQ:CFLT) for ...

Core Insights - The job market in 2026 is expected to present significant opportunities in the health care sector, with eight of the top ten jobs projected to be health-related [1][2]. Group 1: Job Market Overview - Health care roles constitute only 11% of total jobs in the U.S., yet they account for 72% of job growth in the broader market [2]. - The most in-demand job for 2026 is cardiac medical techs, with a median salary of $133,907 per year and a 34% increase in wage growth and job postings since 2022 [3]. Group 2: Top Occupations and Salaries - The top ten jobs in health care for 2026 include: - Truck driver owner-operator: $160,000 per year - Nurse practitioner: $143,183 - Speech language pathologist: $109,431 - Licensed professional counselor: $107,812 - Licensed clinical social worker: $119,618 - Physical therapist: $110,848 - Occupational therapist: $105,580 - Radiation therapist: $115,923 - Data scientist: $115,079 [5]. Group 3: Industry Resilience - The tech sector is also showing resilience, with employment in computer and mathematical occupations remaining nearly 20% higher than pre-pandemic levels despite a 36% decline in job postings since early 2020 [4][5].

As of 6:30 a.m. ET futures for the three major US indexes are trending higher, with the Nasdaq leading the way, signaling a nearly 1% rise at the open. That's due in large part to its tech focus, with many of the biggest tech firms reporting earnings this week.With around 7.5 hours until the Fed's latest rate decision is announced, things are a bit of a mixed bag in financial markets on Wednesday.With around 7.5 hours until the Fed's latest rate decision is announced, things are a bit of a mixed bag in fina ...

Market Overview - U.S. stock futures rose on Wednesday following a mixed close on Tuesday, with major benchmark indices showing higher futures [1] - The CME Group's FedWatch tool indicates a 97.2% likelihood of the Federal Reserve keeping interest rates unchanged in January [2] - The 10-year Treasury bond yielded 4.24%, while the two-year bond was at 3.57% [2] Index Performance - Dow Jones increased by 0.04%, S&P 500 by 0.30%, Nasdaq 100 by 0.74%, and Russell 2000 by 0.40% in premarket trading [2] - The SPDR S&P 500 ETF Trust (NYSE:SPY) was up 0.33% at $697.77, and Invesco QQQ Trust ETF (NASDAQ:QQQ) advanced 0.77% to $635.96 [2] Stocks in Focus - Starbucks Corp. (NASDAQ:SBUX) was down 0.76% in premarket, projected to post quarterly earnings of $0.59 per share on revenue of $9.73 billion [4] - Microsoft Corp. (NASDAQ:MSFT) rose 0.087% ahead of earnings expected to be $3.97 per share on revenue of $80.27 billion [4] - Tesla Inc. (NASDAQ:TSLA) advanced 0.23%, projected to post quarterly earnings of $0.45 per share on revenue of $24.78 billion [4] - Seagate Technology Holdings PLC (NASDAQ:STX) jumped 10.02% after reporting better-than-expected revenue and earnings, along with strong guidance [4] Economic Insights - Jeffrey Roach, Chief Economist at LPL Financial, forecasts a resilient U.S. economy in 2026, with real economic growth projected at 2.5% year-over-year and nominal growth surpassing 5% [8] - Roach emphasizes that productivity growth, particularly from early AI adoption, will support economic expansion without reigniting inflation [8] - His team maintains a "tactical neutral stance on equities," favoring large-cap growth stocks and the communication services sector [9] Upcoming Economic Data - The FOMC will announce its interest-rate decision at 2:00 p.m., followed by a press conference from Fed Chair Powell at 2:30 p.m. ET [10] Commodities and Global Markets - Crude oil futures were down 0.22% to around $62.25 per barrel, while Gold Spot rose 1.75% to approximately $5,272.90 per ounce [11] - Bitcoin (CRYPTO: BTC) was trading 1.52% higher at $89,223.76 per coin [13]