欧洲主要股指收盘涨跌不一，德国DAX指数涨0.18%报24900.71点，法国CAC40指数跌0.07%报8143.05 点，英国富时100指数跌0.07%报10143.44点。本周，德国DAX指数跌1.57%，法国CAC40指数跌1.4%， 英国富时100指数跌0.9%。 中概股涨跌不一，纳斯达克中国金龙指数跌0.26%。热门中概股方面，腾讯音乐涨超4%，亚玛芬体育涨 超3%，新东方涨超2%。 周五（1月23日），美股三大股指收盘涨跌不一。 截至收盘，道琼斯工业指数跌0.58%报49098.71点，标普500指数涨0.03%报6915.61点，纳斯达克指数涨 0.28%报23501.24点。本周，道琼斯工业指数累计下跌0.53%，标普500指数累计下跌0.35%，纳斯达克指 数累计下跌0.06%。 英特尔大跌超17% 业绩指引低于市场预期，英特尔股价大跌超17%，盘后跌幅仍超1%。 1月23日，英特尔发布了2025年第四季度及全年财报。其中，英特尔在2025年全年营收为529亿美元，与 上年持平。2025年第四季度营收137亿美元，数据中心与AI业务营收同比增长9%。 英特尔首席执行官陈立武表示："公司对C ...

Market Overview - On January 23, U.S. stock indices closed mixed, with the Dow Jones Industrial Average down 0.58% at 49,098.71 points, the S&P 500 up 0.03% at 6,915.61 points, and the Nasdaq up 0.28% at 23,501.24 points. For the week, the Dow Jones fell 0.53%, the S&P 500 fell 0.35%, and the Nasdaq fell 0.06% [2] - European major indices also showed mixed results, with Germany's DAX up 0.18% at 24,900.71 points, France's CAC40 down 0.07% at 8,143.05 points, and the UK's FTSE 100 down 0.07% at 10,143.44 points. For the week, the DAX fell 1.57%, the CAC40 fell 1.4%, and the FTSE 100 fell 0.9% [2] Chinese Stocks - The Nasdaq Golden Dragon China Index fell 0.26%, with notable movements in popular Chinese stocks: Tencent Music rose over 4%, Yamafin Sports rose over 3%, and New Oriental rose over 2% [3] Intel Performance - Intel's stock plummeted over 17% following a disappointing earnings forecast, with a post-market decline exceeding 1%. The company reported a full-year revenue of $52.9 billion for 2025, unchanged from the previous year, and a fourth-quarter revenue of $13.7 billion, with a 9% year-over-year growth in data center and AI business [5] - CEO Pat Gelsinger expressed confidence in the role of CPUs in the AI era and highlighted the launch of products based on Intel's most advanced semiconductor process technology, Intel 18A. The company aims to enhance supply to meet strong customer demand [5] - Intel expects first-quarter 2026 revenue to be between $11.7 billion and $12.7 billion, with CFO David Zinsner noting that despite industry-wide supply shortages, the fourth-quarter revenue, gross margin, and earnings per share exceeded expectations [5] Gold Market - International gold prices reached a new high, with COMEX gold futures rising 1.42% to $4,983.10 per ounce, marking an 8.44% increase for the week. COMEX silver futures rose 7.15% to $103.26 per ounce, also reaching a historical peak with a weekly increase of 16.63% [7] - Analysts from Huaxi Securities noted that gold prices have been on a significant upward trend over the past three years, driven by expectations of U.S. Federal Reserve monetary policy, geopolitical conflicts, and concerns over U.S. dollar credit. Central banks' continued gold purchases provide strong support for gold prices [7] - Shenwan Hongyuan's analysis suggests that the upward trend in gold prices is likely to continue, with short-term focus on geopolitical events that could affect market sentiment [7] Oil Market - The main U.S. oil contract rose 3.23% to $61.28 per barrel, with a weekly increase of 3.27%. The Brent oil contract increased by 3.17% to $65.35 per barrel, with a weekly rise of 2.94% [8] - According to Xinda Futures, the core issue in oil price trends revolves around the divergence between OPEC+ policy and expectations from authoritative institutions. OPEC+ maintains an optimistic outlook, anticipating a tightening market in 2026, while the IEA warns of significant oversupply [8] - Demand concerns persist, with the IEA indicating weak demand from major economies and low consumer confidence, despite marginal benefits from China's economic growth. The first quarter is traditionally a low-demand season, leading to significant inventory pressure [9]

北京时间1月23日，英特尔公布2025年第四季度财务数据及2026年第一季度业绩指引。 本文源自：市场资讯 作者：观察君 财报显示，英特尔2025年第四季度实现营收136.7亿美元，超出市场预期的133.7亿美元，较上年同期的 142.6亿美元同比下滑4.1%；第四季度调整后每股收益0.15美元，高于市场预估的0.09美元，上年同期该 数值为0.13美元。 此前，英特尔股价表现亮眼，2026年年内累计涨幅超47%，1月22日盘中一度触及2022年1月以来的最高 收盘价。公司近期在资本与技术层面动作频繁，已完成向英伟达出售价值50亿美元的英特尔普通股，同 时其Intel 18A制程已在亚利桑那州和俄勒冈州进入大批量制造阶段，首批基于该工艺的产品面向高性能 计算市场。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 针对2026年第一季度，英特尔给出的业绩指引不及市场预期。公司预计该季度营收将处于117亿至127亿 美元区间，低于市场预期的126亿美元；调整后每股收益预计为0.00美元，同样未达市场预估的0.08美 元。 英特尔CEO陈立武表示，当前市场需求相当强劲，但公司正 ...