The S&P/ASX 200 closed down just 7.70 points Wednesday to 8,933.90. According to the ASX website, the bottom-performing stocks in this index were LIFE360 INC. and CATAPULT SPORTS LTD, down 7.61% and 6.84%, respectively. Data ‌showed that the trimmed mean consumer price index, a policy-relevant measure of This signalled underlying price pressures remain entrenched, adding to the Swaps now imply over a 70% chance of a hike in the key cash rate next week, from around 60% before the data, according to news age ...

李冈峰 欧洲天然资源基金 Commodity Discovery 特约分析师 这是一个主要从美国每周的CFTC数据公布基金(Managed Positions)在当地期货市场的各种部署，继 而反映现时市场对贵金属的情绪和对短/中期的一个价格判断。美国每周五收市后公布的CFTC数据， 记录日为刚过去的周二(如果过去一周原本工作日是假日的话数据出炉会延期)。 记得去年当金价于第四季度在没有特别消息时依然攀升，当时笔者便说有可能是有些内部人士知 道一些事情，因此提前得到消息的人都在悄悄地买入黄金——现在回看，很明显就是有人知道特 朗普要对委内瑞拉总统马杜罗动手，并之后想染指格陵兰。古巴及加拿大的形势也难言安稳。 事实上，这些是极强烈的信号，代表着： 按照传统智慧，当商品市场已经变成大部分人的话题时，往往预示着牛市可能很快会完结，但这 次情况可能完全不同 ， 因为过去几十年全球的规则已经出现重大改变，从全球一体化演变至当前 群龙无首的"战国时代" ，因此今年商品的大方向依然是向上。 | | COMEX黄金 | | | COMEX白银 | Nymex铂金 | | Nymex把金 | | | --- | --- | -- ...

国务院新闻办今天（1月28日）上午举行新闻发布会，介绍国资央企高质量发展情况并答记者问。 国资委相关负责人介绍，人工智能是新一轮科技革命和产业变革的重要驱动力量，是引领未来的战略性 和基础性技术。国务院国资委连续两年开年召开专题会议，全力以赴推进中央企业"AI+"专项行动，在 应用、算力、数据、模型等关键领域取得一系列积极进展。 一是高价值场景应用竞相落地。中央企业聚焦能源、制造、通信等重点行业，联合头部企业打造超千个 应用场景，国家电网、南方电网实现电力调度、故障预测等智能化管理，整车央企试点智能机器人"进 厂打工"，中国中车集团"斫轮"大模型推动轨道交通装备迈向高端智能，人工智能成为传统产业转型升 级的重要驱动。 二是高质量算力供给筑牢产业底座。中央企业主动融入国家算力布局，持续加大算力资源投入力度。比 如，三大运营商建成4个"万卡集群"，有效支撑大模型训练。再比如，"息壤""算网大脑"等智算服务平 台打造"低成本+高智能"优势，积极适配全品类国产芯片，向全社会提供标准化算力服务。 三是高适配大模型加速追赶。对标国际国内先进水平，加快提升大模型全栈能力。目前，中国移动"九 天"、中国电信"星辰"等通用大模 ...

Core Viewpoint - Tesla, a leading EV maker, is set to report Q4 earnings, with shares experiencing significant volatility since 2020, yet have quadrupled since late 2023, nearing all-time highs as earnings approach [1] Earnings Expectations - Q4 earnings report is scheduled for January 28 after market close, with EPS estimates at $0.45, reflecting a 40% year-over-year decline, and revenue expected to be approximately $24.75 billion [2] - The options market anticipates a post-market move of +/- $29.56 or 6.58%, while Tesla has historically shown an average move of 9.64% over the past eight quarters [2] EPS Surprise History - Tesla has missed Zacks Consensus Analyst Estimates by an average of 11.10% over the past four quarters, indicating a trend of underperformance [3] Legacy EV Business Insights - Tesla's legacy EV business constitutes about three-quarters of its revenue, but investors may not focus heavily on this due to three factors: bad news is already priced in, expected interest rate declines, and diversification beyond the legacy EV business [5][6] Key Earnings Drivers - Analysts predict a slowdown in Q4 EPS, with Tesla shifting focus from EVs to energy, robotaxis, and robots, which will be closely monitored by investors [8] - Tesla's energy segment is experiencing robust growth at 84% year-over-year, with potential for triple-digit growth in the coming years [10] - The Tesla robotaxi network is being tested in San Francisco and Austin, with third-party data suggesting Tesla's full-self-driving service is twice as safe as the average human driver, which could lead to regulatory approval and new revenue streams [11] - The anticipated release of the "Optimus" humanoid robot and the high-volume production of the long-delayed "Semi" truck later this year are also significant developments [12] Long-term Outlook - While facing headwinds in the legacy EV business, Tesla's long-term value will hinge on the success of its energy, self-driving, and humanoid robot initiatives, as investors assess the potential of a diversified tech ecosystem to mitigate current challenges [13]

This week’s Acquirer’s Multiple® Large-Cap screen again clusters around capital-intensive cyclicals, cheap financials, and mature hardware franchises whose realized cash economics continue to be priced as fundamentally fragile.The broader equity tape remains dominated by long-duration growth optionality and thematic scarcity, leaving balance sheet strength and free-cash-flow compounding chronically discounted.Across the top decile, capital returns remain abundant, but the market continues to underwrite dura ...

Brazilian equities are roaring back to life in early 2026, riding a powerful mix of surging commodity prices, a weakening U.S. dollar and a broad rotation into emerging marketsThe iShares MSCI Brazil ETF (NYSE:EWZ) is up roughly 20% month-to-date, sharply outperforming the SPDR S&P 500 ETF Trust (NYSE:SPY) , which has gained just under 3% over the same period. That 17-percentage-point gap marks EWZ's strongest one-month outperformance versus U.S. equities in more than four years.According to CountryETFTrack ...

Core Insights - The company, led by Elon Musk, is facing challenges in selling electric vehicles (EVs) as it once did, indicating a shift in market dynamics [1] - However, the growth of its energy business and advancements in artificial intelligence (AI) are contributing positively to its overall performance [1] Group 1: Sales Challenges - The company is experiencing difficulties in maintaining its previous sales momentum for EVs, suggesting potential market saturation or increased competition [1] Group 2: Growth Areas - The energy business is expanding, providing a new revenue stream that helps mitigate the decline in vehicle sales [1] - Plans related to AI are also in development, which may enhance operational efficiency and product offerings in the future [1]

Key Takeaways UNG jumped as severe winter storms cut nearly 10% of U.S. gas output.PLTM rose as platinum prices soared on tight supply, strong investment demand and trade tensions.Palladium ETF PALL climbed on supply fears and strong inflows despite weak auto demand.Wall Street was downbeat last week amid geopolitical uncertainty. The S&P 500 lost 0.4%, the Dow Jones retreated 0.5%, and the Nasdaq Composite fell 0.1%. U.S. President Donald Trump threatened a new wave of protectionist measures against Europe ...

Company to Centralize AI, Data, Capital Allocation, and Governance, Enabling Modular Expansion Across Its PortfolioKUALA LUMPUR, Malaysia, Jan. 27, 2026 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ: VCIG) (“VCI Global” or the “Company”) today announced a strategic transformation into an AI-native platform, repositioning the Company to enhance scalability, capital efficiency, and execution discipline across its portfolio of businesses. Under the new model, VCI Global will operate as a centralized AI-driven ...

Gold soars past $5,000 as commodity markets bifurcate between macro-risk, physical supply | Invezz false### Choose your country### Choose preferred languagePopular languagesAll available languages# Gold soars past $5,000 as commodity markets bifurcate between macro-risk, physical supplyWritten bySayantan S.Edited byAnanthu C.Written on Jan 27, 2026Reading time 4 minutesGeopolitical risk has sent gold soaring past $5,000 an ounce on investor uncertainty, even as energy markets remain firmly tied to tangible ...