Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones up 0.02%, the Nasdaq up 0.17%, and the S&P 500 down 0.01% [1] - Storage stocks rose significantly, with Seagate Technology increasing over 19% and Western Digital rising over 10% [1] - The Nasdaq Golden Dragon China Index saw a slight increase of 0.32% [1] Commodity Market - International oil prices reached a four-month high, with WTI crude oil futures closing at $63.21 per barrel, up 1.31%, and Brent crude oil futures at $68.40 per barrel, up 1.23% [2] - Gold prices hit a new historical high, with spot gold rising 4.53% to $5,414.90 per ounce, peaking at $5,598.88 per ounce during the day [2] - Spot silver increased by 3.98%, closing at $116.62 per ounce, with a peak of $119.44 per ounce [2] Federal Reserve - The Federal Reserve decided to maintain the federal funds rate target range at 3.5% to 3.75%, aligning with market expectations [10] - Fed governors Milan and Waller voted against this decision, advocating for a 25 basis point rate cut [10] Inflation Insights - Fed Chair Powell indicated that much of the unexpected inflation is driven by tariffs rather than demand, suggesting that the impact of tariffs on goods is expected to peak and then decline this year [11] - The core PCE, excluding the impact of tariffs, is slightly above 2% [11] Tesla Developments - Tesla announced further investments in its autonomous robot infrastructure, with the first generation of the humanoid robot Optimus being laid out [12] - The Cybercab and Tesla Semi are expected to enter mass production in 2026, while Megapack 3 is anticipated to be produced this year [12] Neuralink Advancements - Neuralink's new generation brain-machine interface is set to enhance performance by three times and is expected to launch later this year, pending regulatory approval [13]

Market Overview - US stock market showed mixed results as investors digested the latest Federal Reserve interest rate decision and awaited earnings reports from several tech giants [2] - The Dow Jones Industrial Average rose by 12.19 points, or 0.02%, closing at 49,015.60 points, while the Nasdaq increased by 0.17% to 23,857.45 points; the S&P 500 index slightly declined by 0.01% to 6,978.03 points, having briefly surpassed the 7,000-point mark during the session [2][3] Technology Sector Performance - Star tech stocks exhibited mixed performance: Nvidia rose by 1.59%, Google by 0.38%, and Microsoft by 0.22%, while Tesla fell by 0.10%, and Meta, Amazon, and Apple dropped over 0.6%, with Apple down by 0.7% and Oracle down by 1.20% [3][4] - The Nasdaq China Golden Dragon Index increased by 0.32%, with Alibaba up by 1.70%, NetEase by 1.46%, and Baidu by 0.02%, while JD.com fell by 0.92% and Pinduoduo dropped by 3.84% [3] Semiconductor Sector Highlights - The Philadelphia Semiconductor Index rose by 2.3%, with Intel increasing by 11.04% and Texas Instruments by 9.9% [5] - ASML, a semiconductor equipment giant, opened high but closed down by 2.1%. The company reported a record net sales of €9.7 billion for Q4 2025, exceeding market expectations, driven by increased investment in AI chip manufacturing capacity [5] - ASML also raised its sales outlook for 2026, expecting annual sales between €34 billion and €39 billion, compared to analyst expectations of €35 billion [5] Federal Reserve Insights - The Federal Reserve announced it would maintain interest rates, stating that the US economy is expanding at a "steady pace" and the unemployment rate shows signs of stabilization [5] - Market expectations suggest that the first potential interest rate cut could occur in June or July of this year [6] Commodity Market Movements - Geopolitical factors continue to impact oil prices, with WTI crude oil rising by 1.31% to $63.21 per barrel and Brent crude oil increasing by 1.23% to $68.40 per barrel [7] - Precious metals saw significant gains, with COMEX gold futures for January delivery rising by 4.36% to $5,301.60 per ounce and silver futures increasing by 7.19% to $113.11 per ounce [7]

*三大股指分化，纳指涨0.1%； *中长期美债收益率上扬，10年期美债升至4.25%； *半导体板块发力，英特尔大涨超11%。 周三美股涨跌互现，投资者消化最新美联储利率决议，并等待多家科技巨头盘后公布业绩。截至收盘， 道指涨12.19点，涨幅为0.02%，报49015.60点，纳指涨0.17%，报23857.45点；标普500指数微跌0.01%， 报6978.03点，盘中历史首次突破7000点大关。 【热门股表现】 明星科技股分化，英伟达涨1.59%，谷歌涨0.38%，微软涨0.22%，特斯拉跌0.10%，Meta，亚马逊和苹 果跌逾0.6%，苹果跌0.7%，甲骨文跌1.20%。 纳斯达克中国金龙指数涨0.32%，阿里巴巴涨1.70%，网易涨1.46%，百度涨0.02%，京东跌0.92%，拼多 多跌3.84%。 | 英伟达(NVIDIA) 191.520 1 1.59% 3.000 NVDA.O | | --- | | 600G G 336.280 3 336.280 2 0.38% G 1.280 G GOOG.O | | 微软(MCROSO... 481.630 00.22% 1.050 MSFT.O ...

Market Overview - US stock market showed mixed results as investors digested the latest Federal Reserve interest rate decision, with the Dow Jones increasing by 12.19 points (0.02%) to 49,015.60, and the Nasdaq rising by 0.17% to 23,857.45, while the S&P 500 slightly declined by 0.01% to 6,978.03, marking an intraday historical high above 7,000 points [3] Technology Sector Performance - Star tech stocks exhibited divergence, with Nvidia rising by 1.59%, Google by 0.38%, and Microsoft by 0.22%. In contrast, Tesla fell by 0.10%, while Meta, Amazon, and Apple dropped over 0.6%, with Apple down by 0.7% and Oracle down by 1.20% [4][5] - The Nasdaq China Golden Dragon Index increased by 0.32%, with Alibaba up by 1.70%, NetEase by 1.46%, and Baidu by 0.02%. However, JD.com fell by 0.92% and Pinduoduo dropped by 3.84% [4] Semiconductor Sector Insights - The Philadelphia Semiconductor Index rose by 2.3%, with Intel increasing by 11.04% and Texas Instruments by 9.9%. However, ASML saw a decline of 2.1% despite reporting record net sales of €9.7 billion for Q4 2025, exceeding market expectations [6] - ASML's order volume reached €13.2 billion, double the analysts' average forecast, and the company raised its sales outlook for 2026 to between €34 billion and €39 billion, compared to the analysts' expectation of €35 billion [6] Federal Reserve and Economic Indicators - The Federal Reserve decided to maintain interest rates, citing robust economic expansion and signs of stabilization in the unemployment rate. Fed Chair Jerome Powell indicated that current monetary policy is not significantly tight [6][7] - The current inflation level is slightly above the Fed's target, while unemployment has risen, creating a contradiction that keeps the Fed's policy stance neutral until data changes necessitate a clear choice [7] Commodity Market Movements - Precious metals saw strong gains, with COMEX gold futures for January delivery rising by 4.36% to $5,301.60 per ounce, and silver futures increasing by 7.19% to $113.11 per ounce [8]

0:00 当地时间周三，美联储宣布将联邦基金利率目标区间维持在3.5%至3.75%之间，符合市场普遍预期。美 股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标普500指数跌0.01%。存储概念股走高，希 捷科技涨超19%，西部数据涨超10%，闪迪涨超9%，美光科技涨超6%。热门中概股涨跌不一，纳斯达 克中国金龙指数收涨0.32%，哔哩哔哩涨超3%，理想汽车涨超2%。现货黄金日内涨幅扩大至4.2%，报 5400美元/盎司，续创新高。 ...

当地时间1月28日，美联储最新的联邦公开市场委员会（FOMC）货币政策会议纪要显示，美联储决定 将联邦基金利率目标区间继续维持在3.5%至3.75%之间。 人民财讯1月29日电，当地时间1月28日，美股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%， 标普500指数跌0.01%。存储概念股走高，希捷科技涨超19%，西部数据涨超10%，闪迪涨超9%，美光 科技涨超6%。大型科技股走势分化，英伟达涨超1%，谷歌、微软小幅上涨；特斯拉、亚马逊、苹果小 幅下跌。 ...

北京时间1月29日，美联储在2026年首场利率决议中如期宣布维持联邦基金利率目标区间在3.5%至3.75%不变，暂停了此前连续三次的降息。本次利率决 议获得10票赞成、2票反对，美联储理事斯蒂芬·米兰和克里斯托弗·沃勒支持降息25个基点。 在新闻发布会上，美联储主席鲍威尔对敏感话题三缄其口，在被问及对继任者的建议时表示"要远离政治"，强调美联储独立性的重要性。与此同时，黄金 白银涨势难挡，现货黄金价格强势站上5400美元/盎司关口，日内暴涨约4.5%。 美股市场方面，三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标普500指数盘中首次触及7000点后收跌0.01%。存储概念股表现亮眼，特斯拉、 Meta在财报后的盘后交易中上涨。美元指数在经历前一交易日重挫后有所企稳，美国财长贝森特强调美国仍在推行"强美元政策"，并否认美国当局正准备 出手干预汇市以提振日元的消息。 美联储如期暂停降息 鲍威尔建议继任者"远离政治" 北京时间1月29日，美联储宣布将联邦基金利率目标区间维持在3.5%至3.75%之间不变，暂停了自去年9月以来的连续三次降息步伐，符合市场预期。 本次利率决议获得10票赞成、2票反对，投出 ...

纳斯达克中国金龙指数收涨0.32%，热门中概股中，新东方收涨4.9%，比亚迪、理想涨超2%，阿里、网 易、小米、美团涨超1%，蔚来跌超0.7%，文远知行跌1.9%，拼多多跌3.8%。 格隆汇1月29日｜美联储维持利率不变，美股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标 普500指数跌0.01%。存储概念股走高，希捷科技涨超19%，西部数据涨超10%，闪迪涨超9%，美光科 技涨超6%。 ...

当地时间1月28日，美股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标普500指数跌0.01%。 存储概念股走高，希捷科技涨超19%，西部数据涨超10%，闪迪涨超9%，美光科技涨超6%。 微软公司第二季度营收812.7亿美元，预估803.1亿美元；第二季度智能云业务营收329.1亿美元，预估 323.9亿美元。微软盘后一度跌超7%。 特斯拉第四季度每股收益0.24美元，上年同期0.66美元；第四季度调整后每股收益0.50美元，上年同期 0.73美元，预估0.45美元；第四季度营收249.0亿美元，同比减少3.1%，预估251.1亿美元；第四季度经 营利润14.1亿美元，同比减少11%，预估13.2亿美元；第四季度自由现金流14.2亿美元，同比减少30%， 预估15.9亿美元；第四季度毛利率20.1％，预估17.1％。特斯拉盘后一度涨超4%。 META第四季度营收598.9亿美元，同比增长24%，预估584.2亿美元；第四季度广告收入581.4亿美元， 同比增长24%，预估567.9亿美元；第四季度每股收益8.88美元，上年同期8.02美元；第四季度经营利润 247.5亿美元，同比增长5.9%。M ...

Group 1: Market Performance - Nvidia ranked first in trading volume, closing up 1.58% with a transaction volume of $27.873 billion, amid a general rise in the semiconductor sector [1][9] - Tesla ranked second, closing down 0.10% with a transaction volume of $21.42 billion, reporting Q4 earnings per share of $0.24, down from $0.66 year-over-year, and a revenue of $24.9 billion, a 3.1% decrease year-over-year [1][9] - Micron ranked third, closing up 6.10% with a transaction volume of $17.715 billion, as the storage sector saw a general increase [1][9] Group 2: Company-Specific Developments - Apple closed down 0.71% with a transaction volume of $10.176 billion; only 6% of surveyed iPhone buyers chose the iPhone Air, significantly lower than the iPhone 17 series [2][10] - Intel closed up 11.04% with a transaction volume of $9.673 billion, as it announced a new initiative to match federal funds for employees' children [2][10] - Carvana saw a significant drop of 14.17%, closing at $8.062 billion, with allegations of artificially inflating profits by $1 billion, while its reported net profit for 2023-2024 was approximately $550 million [4][13] Group 3: Financial Results and Forecasts - Tesla's Q4 adjusted earnings per share were $0.50, exceeding the estimate of $0.45, while its free cash flow decreased by 30% year-over-year [1][9] - Seagate Technology's Q2 results exceeded expectations, with a 19.14% increase in stock price and a transaction volume of $6.379 billion, providing a positive outlook for the future [6][14] - Amphenol reported a sales figure of $6.43 billion for Q4 2025, a 49% year-over-year increase, surpassing market expectations [6][15]