点击输入图片描述（最多30字） 点击输入图片描述（最多30字） 【鸣鸣很忙上市大涨88%】中国最大的休闲食品饮料连锁零售商——湖南鸣鸣很忙商业连锁股份有限公司在港交所主板挂 牌上市，开盘大涨88.08%，截至收盘，涨幅回落至69.06%，报400港元/股，总市值达862.04亿港元。鸣鸣很忙此次全球发 售1410.1万股H股，公开发售阶段认购倍数超过1500倍，8家基石投资者合计认购15亿港元，包括腾讯、淡马锡与贝莱德 等。公司预计净筹资30亿港元以上，发行市值约500亿港元。鸣鸣很忙旗下拥有零食很忙、赵一鸣零食两大品牌，最新数据 显示，截至2025年11月30日，鸣鸣很忙门店数达21041家。（更多内容，点击查看《两位85后卖零食，开店两万家，身价均 超200亿港元，鸣鸣很忙刚刚IPO》）（中国基金报） 点击输入图片描述（最多30字） 【英伟达员工晒年会最牛年终奖：黄仁勋亲笔签名皮衣】近日，英伟达CEO黄仁勋陆续到访上海、北京、深圳，分别参加 了三地分公司举办的新年活动。1月27日，有网友在社交媒体晒出一件黄仁勋亲笔签名的皮衣。该网友表示，自己本来想签 在胸前，结果黄仁勋直接把他翻个身按住并称"Don't ...

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【美联储宣布维持基准利率不变】 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。 会议纪要显示，现有指标表明，就业增长仍处于低位，失业率已显现出趋于稳定的迹象。通胀水平仍处于较高 水平。委员会致力于实现最大就业和长期通胀率达到2%的目标。经济前景的不确定性仍然很高。委员会密切 关注其双重使命面临的风险。为支持其目标，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。 具体表决细节显示，美联储以10票赞成、2票反对的结果，决定将基准利率维持在3.5%至3.75%区间。美联储 理事沃勒以及米兰投下反对票，主张降息25个基点。 在此次利率政策出台前，市场普遍预期美联储将在本周政策会议上维持利率不变，此前该机构已在2025下半年 连续三次降息。 【微软、特斯拉、META公布最新"成绩单"】 微软公司第二财季营收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32 ...

当地时间1月28日，据媒体援引知情人士称，马斯克正计划将SpaceX的IPO时间安排在6月中旬——正值 罕见的行星连珠现象与他的生日期间。SpaceX计划融资规模高达500亿美元，估值约1.5万亿美元，将打 破沙特阿美2019年创下的290亿美元IPO纪录。有分析称，SpaceX公司将IPO日期放在6月份的原因之 一，或许就是马斯克的生日在6月28日，这在一定程度上凸显了马斯克对SpaceX公司的个人影响。另据 知情人士透露，该公司瞄准6月中旬上市，届时木星和金星将出现三年多来首次近距离相合。 点评：SpaceX拟于六月启动巨额IPO，潜在估值创历史新高，将引发全球资本市场高度关注。 NO.3Meta第四季度营收同比增24%，盘后一度涨超11% Meta周三盘后公布财报显示，公司第四季度营收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%。Meta称全年资本支出将达1150亿美元至 1350亿美元，超过分析师平均预期的1106 ...

Group 1: Market Performance - The U.S. stock market showed mixed results, with the Dow Jones up 0.02%, Nasdaq up 0.17%, and S&P 500 down 0.01%. Notably, storage stocks surged, with Seagate Technology rising over 19%, Western Digital up over 10%, SanDisk up over 9%, and Micron Technology up over 6% [1] - The Nasdaq Golden Dragon China Index increased by 0.38%, with New Oriental up 5.22%, Haitian Network up 5.14%, Wanwu Xingsheng up 4.99%, Beike up 4.20%, and Fulong Group up 4.12% [2] - International precious metal prices saw significant increases, with spot gold surpassing $5,580 per ounce (up 3.15%), New York futures gold exceeding $5,620 per ounce (up 5.32%), spot silver breaking $119 per ounce (up 1.98%), and palladium futures exceeding $2,100 per ounce (up 11.67%) [3][4][5][6] Group 2: Economic and Market Analysis - The Federal Reserve maintained the federal funds rate target range at 3.5%-3.75%, aligning with market expectations, with a voting result of 10 to 2 against a proposed 25 basis point cut [7][8] - Fed Chairman Jerome Powell indicated that the current policy rate is at the higher end of the neutral range and does not significantly restrict the economy. He noted that inflation remains high, with the core PCE inflation rate projected to reach 3% by December 2025, primarily driven by one-time factors related to tariff-induced price increases [9] - The U.S. Treasury Secretary reiterated a "strong dollar policy," denying any intervention in the yen's exchange rate, stating that a reduction in the trade deficit will support the dollar in the long term [10][11] Group 3: Institutional Perspectives and Market Analysis - Major tech companies reported mixed earnings, with Meta's Q4 revenue at $59.89 billion (estimated $58.42 billion), and Q1 sales guidance of $53.5 billion to $56.5 billion exceeding expectations, leading to a post-market stock increase of over 10% [12] - Tesla's Q4 revenue reached $24.901 billion (estimated $24.790 billion), with adjusted earnings per share surpassing expectations, resulting in a post-market stock increase of over 3% [13] - Microsoft's Q2 revenue was $81.27 billion (estimated $80.31 billion), with Azure cloud business growth at 39%, slightly exceeding expectations, but concerns over AI investments led to a post-market stock decline of 8.1% [14] - IBM's Q4 revenue was $19.7 billion (estimated $19.2 billion), with software business growth at 14%, resulting in a post-market stock increase of approximately 3% [15][16] Group 4: Funding and Liquidity Trends - The yield on the U.S. 10-year Treasury rose by 4 basis points to 4.263% following the Fed's decision, while the 2-year Treasury yield increased by 2.3 basis points to 3.592%. The dollar index closed up 0.5% at 96.38 points [17][18] - As of December 31, Norway's sovereign wealth fund held $199 billion in U.S. Treasuries, an increase from $181 billion on June 30 [19]

Group 1: Tax and Economic Policies - In 2026, the tax authorities will deepen tax system reforms, focusing on expanding local tax sources and increasing local financial autonomy [1] - In 2025, tax revenue reached 33.1 trillion yuan, with tax reductions and refunds exceeding 2.8 trillion yuan to support technological innovation and manufacturing [1] Group 2: State-Owned Enterprises and Mergers - The State-owned Assets Supervision and Administration Commission (SASAC) will promote professional integration among state-owned enterprises (SOEs) to support high-quality mergers and acquisitions [1] - SASAC aims to enhance core functions and competitiveness through restructuring and integration of SOEs [1] Group 3: Company Performance Forecasts - Industrial Fulian expects a net profit of 35.1 billion to 35.7 billion yuan for 2025, a year-on-year increase of 51% to 54%, driven by strong growth in cloud computing [1] - iFlytek anticipates a net profit of 785 million to 950 million yuan for 2025, representing a growth of 40% to 70% [1] - Other companies such as Jingneng Power and Jibite forecast significant profit increases, with Jingneng Power expecting a growth of 89.04% to 118.34% for 2025 [4] Group 4: Market and Economic Indicators - The total telecom business volume in 2025 is projected to grow by 9.1%, with telecom revenue reaching 1.75 trillion yuan, a 0.7% increase [1] - Public fund assets in China reached a record high of 37.71 trillion yuan by the end of December 2025, with significant growth in stock and bond funds [1]

早盘提示 Morning session notice 鉴于美国连续的错误政策，全球经济已越过顶部区域，开始向下运行。 重要事项: 研究员： 于军礼 从业资格： F0247894 交易咨询资格：Z0000112 联系方式：yujunli@greendh.com | 板块 | 品种 多（空） | | | --- | --- | --- | | | | 【重要资讯】 | | | | 1、达利欧发文警告美国正处于"债务大周期"中"现有秩序崩溃"（第六阶段） | | | | 的边缘。在贫富差距悬殊、债务膨胀及真相丧失的背景下，美国已成"火药桶"。 | | | | 达利欧直言"当有疑问时，离开"，警示投资者注意资本管制风险。 | | | | 2、特朗普暗示他可以操纵美元汇率，称"可以让它像溜溜球一样上下波动"，但 | | | | 认为这么做并非好事，还批评日本一直让货币贬值。在市场猜测美日可能联合干预 | | | | 汇市后，日元最近三个交易日累涨 4%。 | | | | 3、高盛表示，纽约联储代表美国财政部进行的美元兑日元汇率询价，向市场传递 | | | | 了强烈信号，显示美国政府对汇率水平的关注程度超过此前。高盛 ...

美东时间周三，美股三大指数收盘涨跌不一，标普500指数盘中一度突破7000点大关。存储概念股走高，热门中概股涨跌不一。美联储"按兵不 动"，黄金势如破竹站上5400美元，国际油价集体飘红。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49015.60 | 23857.45 | 6978.03 | | +12.19 +0.02% | +40.35 +0.17% | -0.57 -0.01% | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 67018.39 | 4458.88 | 7892.01 | | +125.23 +0.19% | +27.93 +0.63% | +25.40 +0.32% | 具体来看，科技七巨头涨跌互现，英伟达涨超1%，亚马逊、苹果、脸书均下跌约0.7%。 盘后，特斯拉、Meta和微软率先公布财报。 特斯拉第四季度调整后每股收益0.5美元，高于预期；全年营收同比下降3%，这是该公司有史以来首次出现年度营收下滑的情况。截至北京时 间1月29日6:20，其盘后股价涨近4%。 据智通财经报道，马斯克称，预计下季度将开始逐步停 ...

点评：东方甄选在经历管理层更迭与业务调整后，呈现出营收稳步修复、盈利能力企稳的态势。不过， 在竞争加剧的市场环境下，公司也需要考虑未来增长面临的挑战：如何在线下旗舰店等新业务探索与线 上核心业务之间取得平衡，并建立起不依赖于单一IP的持续内容与产品创新能力，这些都是其从阶段性 企稳迈向长期增长的关键。 ｜ 2026年1月29日星期四 ｜ NO.1 东方甄选公布2026财年中期财报 1月28日，东方甄选公布了2026财年中期业绩。2025年6月1日至11月30日，公司总营收23亿元，同比增 长5.7%。若剔除2025财年上半年分拆前产生的部分收入，东方甄选报告期内的总营收同比增加17%。报 告期内，东方甄选净溢利达2.39亿元。在渠道布局方面，东方甄选透露，除在北京设立首家线下体验店 外，还计划开设新的矩阵直播账号并招募新主播，以增强公司的品牌影响力。 点评：阿里云将开源AI助手转化为标准化云服务，试图通过整合自身算力、模型与办公生态，降低用 户部署和使用智能体的技术门槛与前期成本，为其实际业务场景的试用铺平道路。 NO.3 锅圈组建AI事业部 1月28日，锅圈食品宣布，组建独立的AI事业部，聚焦在家吃饭场景， ...

本文源自：金融界AI电报 微软：按固定汇率计算，第三财季Azure及其他云服务收入增长预期为37%至38%。 ...

Group 1 - The Federal Reserve maintains the benchmark interest rate at 3.50%-3.75%, aligning with market expectations after three consecutive 25 basis point cuts [3] - Precious metals and non-ferrous metals continue to surge, with gold futures in New York surpassing $5400 per ounce and domestic gold futures nearing 1200 yuan per gram [3] - A rumor regarding changes in quantitative stock trading rules has been denied by major quantitative private equity firms, stating they have not received any related requirements [3] Group 2 - Tesla's Q4 2025 revenue reached $24.901 billion, meeting market expectations, with earnings per share at $0.50, exceeding the anticipated $0.45 [4] - Tesla plans to release the third generation of its Optimus robot in Q1 this year, aiming for mass production by the end of 2026 with an annual production capacity of 1 million units [4] Group 3 - The Ministry of Foreign Affairs announced that China will host the first senior officials' meeting of the APEC in Guangzhou from February 1 to 10, marking the first official event of "China Year" for APEC [5] - The 2026 National Population and Family Development Work Conference emphasized the need to optimize fertility support policies and promote high-quality population development [5] Group 4 - The A-share market experienced fluctuations, with resource stocks surging and the photovoltaic industry chain adjusting [9] - The Hang Seng Index rose by 2.58%, reaching its highest level since August 2021, while the technology index also saw significant gains [9] Group 5 - The National Energy Administration reported that by the end of 2025, the cumulative installed power generation capacity in China reached 3.89 billion kilowatts, a year-on-year increase of 16.1% [13] - Solar power generation capacity reached 1.2 billion kilowatts, growing by 35.4% [13] Group 6 - The latest data from the China Securities Investment Fund Association shows that by the end of 2025, the total scale of public funds in China reached 37.7 trillion yuan, a record high [10] - The Hong Kong Stock Exchange welcomed its first CSI A500 ETF, which listed on January 28, with a first-day increase of 0.63% [10]