格隆汇1月29日丨现货钯金失守1900美元/盎司后反弹，日内跌幅一度扩大至7.41%。现货铂金现跌超6%。

标普500指数跌超1%，道指跌0.5%，纳指跌幅扩大至将近2%，纳斯达克100指数跌1.7%，半导体指数跌1.6%。

由多間媒體舉行的政府施政評選，立法會選舉排第一位。 2025年特區政府施政十大事件評選，首三位分別是立法會選舉，大埔宏福苑火災及粵港澳首次合辦全運會。 這項評選活動，自1998年起每年舉辦，有近15萬人、逾百間學校參加投票。行政長官李家超出席頒獎禮。 行政長官李家超稱：「這一年我們共渡了艱難的時刻，共同在危難中，見證人性的愛心和香港的團結。大埔宏福苑火災是一場令人痛心的事件，在災難面前，特區政府迅速應變，消防、警務、醫療、社會福利等人員奮力營救和支援、全力以赴，我們深刻感受到了中央對香港的關愛、內地同胞對香港的情意，更體會到香港人同舟共濟、守望互助的精神。來到新的一年我們需要砥礪前行，把悲痛轉化為前進的動力。」

Microsoft Stock Is Tumbling Thursday: What's Driving The Sell-Off? Benzinga

Image source: The Motley Fool. Thursday, January 29, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Marc Bitzer Chief Financial Officer — Roxanne Warner President, MDA North America and Global Strategic Sourcing — Juan Carlos Fuente President, MDA Latin America and KitchenAid SDA Global — Ludovic Bouffiz TAKEAWAYS Global Organic Revenue -- Flat, reflecting persistent macroeconomic challenges and the absence of industry-wide pricing adjustments to offset incremental tariff costs. -- Flat, reflecting persistent macroeconomic challenges and the absence of industry-wide pricing adjustments to offset incremental tariff costs. Ongoing EBIT Margin -- 4.7% for the year, with pressure from tariffs and intense North America promotions in Q3 and Q4. -- 4.7% for the year, with pressure from tariffs and intense North America promotions in Q3 and Q4. Ongoing EPS -- $6.23, attributed to operational resilience amid an unfavorable environment. -- $6.23, attributed to operational resilience amid an unfavorable environment. Free Cash Flow -- $78 million, negatively impacted by timing of tariff payments and higher inventory to support new product launches. -- $78 million, negatively impacted by timing of tariff payments and higher inventory to support new product launches. Tariff Costs -- Approximately $300 million absorbed, as industry did not move on pricing in response during the reported period. -- Approximately $300 million absorbed, as industry did not move on pricing in response during the reported period. Cost Takeout Actions -- $200 million delivered, but insufficient to fully mitigate the impact of tariffs due to promotional pressures. -- $200 million delivered, but insufficient to fully mitigate the impact of tariffs due to promotional pressures. MDA North America EBIT Margin -- 2.8% in Q4 and approximately 5% for the full year; margin impact was driven by heightened promotional activity and flat net sales excluding currency. -- 2.8% in Q4 and ...

专题：聚焦美股2025年第四季度财报 核心要点 康卡斯特 周四发布第四季度财报，调整后收益超出分析师预期。 这家有线电视巨头的季度营收则略低于华尔街预期。 受竞争对手崛起影响，尤其是 5G 领域的竞争，康卡斯特宽带业务持续承压。 康卡斯特周四发布的第四季度业绩喜忧参半，收益指标超出分析师预期，营收则小幅不及市场预估。 其宽带业务再次显现出有线电视企业面临的激烈竞争态势：该季度康卡斯特流失 18.1 万名美国本土宽带用户，不过公司表示，这一流失量已被国际用户的增长所抵消。 移动业务仍是康卡斯特的业绩亮点，该季度新增用户 36.4 万户，这一新兴业务的移动用户总数突破 930 万户。 由于宽带业务持续承压 —— 主要受 威瑞森 、T-Mobile 等无线运营商的竞争冲击，康卡斯特去年已宣布调整战略，将更多精力放在移动业务的增长上。 康卡斯特首席财务官贾森・阿姆斯特朗在周四的投资者电话会议中表示：“宽带业务的竞争环境依旧激烈，与前几个季度持平，但第四季度末，我们感受到无线业务的竞争压力进一步加大。在此背景下，我们仍在持续推进今年早些时候推出的全新市场拓展战略。” 据伦敦证券交易所集团数据，康卡斯特在截至 12 月 31 日的该季度业绩与分析师平均预期对比如下： 调整后每股收益：0.84 美元（预期 0.75 美元）营收：323.1 亿美元（预期 323.5 亿美元） 康卡斯特股东应占净利润同比大跌 54.6%，从去年同期的 47.8 亿美元（每股 1.24 美元）降至 21.7 亿美元（每股 0.60 美元）。 扣除无形资产价值、投资相关支出、上年税务优惠等一次性项目影响（公司称这些因素导致同比对比存在不利偏差），康卡斯特该季度调整后净利润为 30.6 亿美元，合每股 0.84 美元。 公司调整后息税折旧摊销前利润同比下降 10%，至 79 亿美元。 整体季度营收同比增长逾 1%，达 323.1 亿美元。 旗下通信及平台部门营收同比下降 1%，至 202.4 亿美元，该部门涵盖旗下 Xfinity 品牌的宽带、付费电视、移动等全系列服务。 其中，美国本土宽带业务营收同比下降 1%，至约 63.2 亿美元。公司表示，营收下滑源于宽带用户减少，而平均资费的上调部分抵消了这一负面影响。 除宽带用户流失、移动用户增长外，康卡斯特该季度还流失 24.5 万名付费电视用户，目前付费电...

International Paper Chairman and CEO Andy Silvernail discusses plans to break up and spin off the European packaging business to create two independent, publicly traded companies. (Source: Bloomberg)

Cathie Wood, chief executive officer of Ark Investment Management LLC, during the Federal Reserve's Payments Innovation Conference in Washington, DC, US, on Tuesday, Oct. 21, 2025. The conference brings together industry experts to share perspectives on the evolving landscape of money and payments. Photographer: Aaron Schwartz/Bloomberg

保安局稱，廣東省陽江核電站周三發生操作偏差，翌日接獲他們通報。 廣東省核應急委員會辦公室通報，指陽江核電站3號機組，昨日按計劃處於大修停運狀態，但在保護信號未取消下，工作人員執行蒸汽發生器排水作業，觸發輔助給水泵自動啓動信號，目前輔助給水泵已恢復正常，工作人員繼續按計劃開展機組檢修工作。 這次偏差對機組安全、員工健康、周邊公眾和環境沒有影響。根據國際核事件分級標準及核安全法規，今次情況界定為0級偏差。

straga/iStock via Getty Images Stocks for the week ended January 23 were 2,823 Bcf vs. 3,065 Bcf for the week ended January 16. Net change: -242 Bcf vs. -120 Bcf for the week ended January 16. Consensus: -237B. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( FCG ), ( UNL ), ( HNU:CA ) Click here to read the full EIA Weekly Natural Gas Storage Report. More on Natural Gas Futures Commodities: Oil Trades Higher On Iranian Risk Have U.S. Natural Gas Prices Peaked? Energy Stocks Steady Amid Macro Chaos, With A Sunday Night Earnings Surprise Ahead U.S. natural gas pulls back after more than doubling in previous five sessions U.S. natgas tops $6 for first time since 2022, power plant outages surge as Arctic blast bears down

Shares of Alphabet Inc. (NASDAQ:GOOG - Get Free Report) hit a new 52-week high on Thursday . The stock traded as high as $342.12 and last traded at $340.1570, with a volume of 349658 shares traded. The stock had previously closed at $336.28. Get Alphabet alerts: Sign Up Key Headlines Impacting Alphabet Here are the key news stories impacting Alphabet this week: Wall Street Analyst Weigh In Several equities analysts have recently issued reports on the stock. Morgan Stanley upped their price objective on shares of Alphabet from $210.00 to $270.00 and gave the company an "overweight" rating in a report on Thursday, October 2nd. Rosenblatt Securities set a $279.00 price target on shares of Alphabet in a report on Thursday, October 30th. BMO Capital Markets reissued an "outperform" rating and set a $340.00 price objective on shares of Alphabet in a report on Thursday, October 30th. Oppenheimer raised their target price on Alphabet from $300.00 to $345.00 and gave the stock an "outperform" rating in a research note on Thursday, October 30th. Finally, DA Davidson set a $300.00 price objective on Alphabet in a report on Tuesday, November 25th. Eight equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Alphabet currently has a consensus rating of "Buy" and an average target price of $327.13. Get Our Latest Stock Report on Alphabet Alphabet Stock Performance The company has a market capitalization of $3.98 trillion, a PE ratio of 32.59, a PEG ratio of 1.85 and a beta of 1.09. The firm has a 50-day moving average of $319.16 and a two-hundred day moving average of $264.06. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06. Alphabet (NASDAQ:GOOG - Get Free Report) last issued its quarterly earnings data on Thursday, October 30th. The information services prov...

美国至1月23日当周EIA天然气库存减少2420亿立方英尺 2026-01-29 23:32:27 来源： 同花顺7x24快讯 分享 文章提及标的 天然气 -- 美国至1月23日当周EIA天然气（885430）库存减少2420亿立方英尺，预期减少2320亿立方英尺，前值减少1200亿立方英尺。

Sam Altman-tied WLD token jumps on OpenAI "biometric" rumors World Network's WLD token skyrocketed over 27% on reports that OpenAI is building a "biometric social network." Sam Altman is reportedly eyeing the "World Orb" and Apple's Face ID to verify users. Will humans win this war against AI bots with digital identity? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

Sun Shaocheng. Photo: VCG China’s top anticorruption body said Thursday that it is investigating Sun Shaocheng, a senior Communist Party official long regarded as a political fixer sent to clean up corruption-prone ministries and regions. Sun, 65, is a member of the Communist Party’s Central Committee and formerly the party chief of resource-rich Inner Mongolia. The Central Commission for Discipline Inspection said in a brief statement that he is suspected of “serious violations of discipline and law” — a phrase commonly used to refer to corruption investigations. He joins a growing list of senior cadres targeted this year, including Tian Xuebin, Li Xu, and Gu Jun.

Then They Told Us They Would Increase The Payout By 0.09% Thomas Barwick/DigitalVision via Getty Images We began covering Humana Inc. ( HUM ) two years ago. At the time, we were skeptical that the long term story was intact and gave it a "Sell". Seeking Alpha Our more recent coverage has been neutral as the company sported a mediocre valuation and had higher than average risks. Last time we wrote about it, we gave it a "hold" with the suggestion that the best way to make money, would be to use covered calls. We delve into the recent earnings and news and tell you where we stand. The Big Picture Humana is grappling with two big problems. The first being that their costs continue to go up faster than their revenues. This is reflected in their trailing 12 month profit margins. Data by YCharts They are struggling with rising expenses that keep moving faster than their revenues. The second problem had to do with the unfortunate incident with their Medicare Advantage Star Ratings. These ratings determine the federal bonus payments Humans gets. A drop below 4 stars means losing a 5% revenue bonus per member, which was formerly flowing almost entirely to the bottom line. In 2024 (bonus for year 2025) about 93% of Humana's members were in 4 star or higher rated programs. In 2025 (bonus year 2026) this dropped to 25%. Humana claimed this was due to narrowly missing cutoff points on a single large contract which covers majority of its members. Humana even sued CMS for the alleged errors, but that hasn't worked out. The Next Chapter The bonus payment issue has been well known for a long time and the earnings estimates for 2026 reflect this. Seeking Alpha The latest developments were on the pricing for 2026 revenue changes for Medicare Advantage. Two days back, CMS released the 2027 Advance Notice for Medicare Advantage payment rates. The proposal was a shock to the industry in general and Humana in particular. The "offering" was a net revenue increase of only 0.09%. While some ...

Biggest stock movers Thursday: MSFT, META, TSLA, RCL, and more Seeking Alpha

This article first appeared on GuruFocus. Apple Inc. (AAPL, Financials) Chief Executive Tim Cook told employees he was heartbroken by the events in Minneapolis after the fatal shooting of a man by federal agents, adding that he had privately discussed the situation with former President Donald Trump. In a memo that The Wall Street Journal saw, Cook asked for de escalation and said that America is strongest when we live up to our highest ideals and treat people with dignity and respect. He said he liked that Trump was willing to talk about the matter when they talked earlier this week. People were upset that Cook went to a White House banquet just hours after Alex Pretti, a nurse, was killed. This has led to protests and fresh discussions about how accountable the police should be. The statement shows that Cook is still involved in social and political concerns, which is a good balance between Apple's public image as a business leader and investors' expectations that the company will be impartial. Analysts say that what a CEO says about national issues might affect the reputation and market of multinational brands.

格隆汇1月29日丨现货白银一度失守107美元/盎司，日内跌幅8.81%，此前一度升破121美元。

thamerpic/iStock Editorial via Getty Images Glencore ( GLCNF ) ( GLNCY ) +1.8% in London trading Thursday, off earlier gains, after reporting copper production dropped by 11% in FY 2025, but higher copper grades and recoveries at several mines raised output in H2 by nearly 50% from H1. Glencore ( GLCNF ) ( GLNCY ) said it produced 851,600 metric tons of copper in 2025, at the lower end of its earlier forecast of 850K-875K tons, but H2 production of ~500K tons was nearly 50% above H1. FY 2025 g old production fell 18% Y/Y, while steelmaking coal production jumped 63% to 32.5M tons after getting a boost from the Elk Valley Resources business, which the company acquired in July 2024, cobalt output fell 5% to 36,100 tons, nickel fell 7% to 71,900 tons, and zinc production improved 7% to 969,400 tons. The company guided for FY 2026 copper production of 810K-870K tons, in part because of lower ore grades and water constraints at the Collahuasi mine in Chile. Glencore ( GLCNF ) ( GLNCY ) and the copper markets have hit their stride at the right time and will no doubt help the miner's conversations with Rio Tinto on a possible combination of some or all of their businesses, RBC Capital analysts said in a note. More on Glencore Glencore and Venezuelan Oil: Who Wins? Who Loses? Rio Tinto And Glencore: A Merger That Could Change The Investment Case Glencore: Rio Tinto Rumours, But Valuation Catches Up And Execution Risks Rise (Rating Downgrade)

核心要点 依托稳定的国内经济与减少的外部不确定性，这一全球第四大经济体将该增速设为发展目标。 印度方面表示，虽对美出口有所放缓，但已为商品找到替代市场，经济增长未受此影响。 一份经济调查报告指出，全球体系问题导致印度的宏观经济向好态势，未能转化为货币稳定与资本流入。 2022 年 1 月 12 日，印度孟买，工人在某滨海公路项目的建筑工地作业。 印度预计，2027 财年其经济增速将在 6.8% 至 7.2% 之间，这一增速将领跑全球多数主要经济体。 印度财政部在 2026 财年经济调查报告中称，凭借稳定的国内经济环境和不断减少的外部不确定性，该国将上述增速定为发展目标，同时印度计划 “今年” 与美国达成一项贸易协议。 国际货币基金组织预计，印度仍将是全球经济增速最快的经济体，2026 年和 2027 年的经济增速均为 6.4%。与之形成对比的是，该组织预测 2026 年全球经济增速为 3.3%，2027 年将小幅回落至 3.2%；德国、英国、日本等主要经济体的增速则大概率徘徊在低个位数区间。 这份报告指出，下一个财年，印度经济的发展前景是 “在全球不确定性中保持稳步增长，虽需审慎应对，但无需悲观”。 增长势头未受冲击 本月早些时候有数据显示，截至 2026 年 3 月的本财年，印度经济预计增长 7.4%，高于上一财年 6.5% 的增速。 自 2025 年 8 月起，印度对美出口商品被征收超 50% 的关税，尽管相关谈判仍在进行，但贸易协议的达成依旧遥遥无期。 不过这份经济调查报告显示，对美出口放缓并未阻碍印度的经济增长。 受美国关税政策影响，印度的纺织品、水产品、珠宝首饰、汽车零部件和皮革制品等核心出口品类均受到冲击，但印度政府公布的数据显示，该国已为这些产品找到了替代市场。 报告称，印度的水产品目前已销往中国、马来西亚等国家，对阿联酋的汽车零部件出口量也呈上升趋势。 印度财政部表示，尽管遭遇关税冲击，但得益于一系列结构性改革和政策举措，本财年印度的经济增长势头 “有所加快”。 2025 年 9 月，印度下调了全品类商品和服务的消费税税率，以此提振国内消费；同时为实现出口市场多元化，印度还宣布达成多项贸易协议。 货币走势承压 尽管在全球经济环境愈发不确定的背景下，印度的经济增长态势得以保持，但本币汇率走弱仍是印度政府的一大担忧。 印度的商品贸易存在逆差，而服务贸易的...

Amazon.com Inc. (NASDAQ:AMZN) founder Jeff Bezos‘ net worth increased by $5.7 billion to $266 billion on Wednesday, according to the Bloomberg Billionaires Index, after the e-commerce giant’s shares rose on plans to shut physical stores. Until last week, six of the top 10 billionaires lost wealth weeks into 2026, but the Amazon founder gained $300 million. Don't Miss: Bezos stands as the world's third-richest person, just behind Google (NASDAQ:GOOG) (NASDAQ:GOOGL) co-founder Larry Page. The top title is still retained by Tesla (NASDAQ:TSLA) CEO Elon Musk with a net worth of $677 billion. Amazon Shifts Grocery Strategy To Delivery Amazon's shares rose after it announced the closure of its Amazon Go and Amazon Fresh stores. The company will shift focus to its online same-day delivery service and plans to open more than 100 new Whole Foods locations in the coming years. The company is not only expanding its fulfillment and delivery initiatives but also accelerating plans to open more physical stores to compete with Walmart (NYSE:WMT), Target (NYSE:TGT), and Costco (NASDAQ:COST). Amazon is already expanding its grocery delivery footprint, putting pressure on competitors like Instacart. Read Next: It’s no wonder Jeff Bezos holds over $250 million in art — this alternative asset has outpaced the S&P 500 since 1995, delivering an average annual return of 11.4%. Here’s how everyday investors are getting started. Why Billionaires Like Warren Buffett Prefer Real Assets Over Speculation—Institutional Real Estate Is Now Accessible to Individuals Image via Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga: This article Jeff Bezos's Net Worth Jumps $5.7 Billion As Amazon Shares Rise On Plans To Shutter Stores originally appeared on Benzinga.com

Shares of Microsoft are down 11.7% in Thursday trading after the company reported fiscal second-quarter results that beat Wall Street estimates but failed to satisfy investor expectations around Azure cloud growth and AI infrastructure spending. Earnings Beat Fails to Impress Microsoft posted non-GAAP EPS of $4.14 on revenue of $81.27 billion for the quarter ended ... What Went Wrong With Microsoft and Why Its Down Big Today

What Went Wrong With Microsoft and Why Its Down Big Today 24/7 Wall St.

Quick Read Microsoft fell 11.7% despite beating estimates as Azure’s 39% growth disappointed expectations. Quarterly capex surged 65% to $37B, raising investor concerns about AI infrastructure returns. Nearly half of Microsoft’s $625B backlog is tied to AI model makers including OpenAI. Investors rethink 'hands off' investing and decide to start making real money Shares of Microsoft are down 11.7% in Thursday trading after the company reported fiscal second-quarter results that beat Wall Street estimates but failed to satisfy investor expectations around Azure cloud growth and AI infrastructure spending. Earnings Beat Fails to Impress Microsoft posted non-GAAP EPS of $4.14 on revenue of $81.27 billion for the quarter ended December 31, 2025, topping consensus estimates of $3.92 and $80.28 billion respectively. Net income surged 60% year over year to $38.5 billion. Despite the quantitative beat, shares dropped 7% in after-hours trading Wednesday and extended losses through Thursday morning. The selloff centers on Azure cloud growth, which came in at 39% year over year. While strong in absolute terms, the figure appears to have missed informal Wall Street expectations for continued acceleration. Investors also questioned the company's massive AI infrastructure spending, with capital expenditures hitting $37 billion in the quarter, up 65% year over year. 24/7 Wall St. · 24/7 Wall St. Capex Concerns Weigh on Sentiment Stifel cut its price target from $640 to $520 following the results, citing margin compression from AI infrastructure and talent costs. CFO Amy Hood attempted to reassure investors that GPU depreciation risks are mitigated by pre-contracted useful life agreements, but the message failed to offset concerns about return on investment. Nearly half of Microsoft's $625 billion backlog is tied to AI model makers, including OpenAI, raising questions about whether Azure growth justifies the unprecedented spending. The company's Q2 capex of $37 billion marks the hi...

格隆汇1月29日丨现货黄金失守5200美元/盎司，日内跌幅4.4%。纽约期金向下触及5200美元/盎司，日内跌2.91%。

Image source: The Motley Fool. Thursday, January 29, 2026 at 10 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Alan Shepard Chief Operating Officer — Navneet Behl Chief Financial Officer — Everett Good Vice President, Investor Relations — Tyler Lewis Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Capital Expenditures (CapEx) -- Approximately 60% of annual CapEx scheduled for the first half of the year, providing flexibility to accelerate completion activity in the second half if warranted by market conditions. -- Approximately 60% of annual CapEx scheduled for the first half of the year, providing flexibility to accelerate completion activity in the second half if warranted by market conditions. Production Profile -- Guidance points to flat production across the full year, despite the front-half weighted CapEx deployment. -- Guidance points to flat production across the full year, despite the front-half weighted CapEx deployment. Renewable Natural Gas (RNG) 45Z Tax Credit Revenue -- Current guidance implies an annual run rate of $30 million, pending final regulatory guidance. -- Current guidance implies an annual run rate of $30 million, pending final regulatory guidance. Deep Utica Program Activity -- Five Utica laterals are scheduled for completion this year; three deep Utica wells turned inline in the quarter, with average costs of approximately $1,700 per foot and performance in line with expectations. -- Five Utica laterals are scheduled for completion this year; three deep Utica wells turned inline in the quarter, with average costs of approximately $1,700 per foot and performance in line with expectations. Spacing Evaluation -- Two Utica spacing tests underway, evaluating 1,300-foot and 1,500-foot spacings. -- Two Utica spacing tests underway, evaluating 1,300-foot and 1,500-foot spacings. Coal Mine Methane Volumes -- Slight downtick in volumes compared to the prior year, attributed to underlying mining activity; volume stabil...

美国能源信息署（EIA）：美国上周EIA天然气库存下降2420亿立方英尺，周环比降幅7.90%，至2.82万亿立方英尺。