BITB260116C00046000 互動股市圖表 | BITB Jan 2026 46.000 call 股市 Yahoo 財經

周一美元与华尔街股指期货下跌、黄金跳涨首次突破4600美元大关。此前，美联储主席鲍威尔表示，特朗普政府曾就美联储总部翻修工程问题威胁对其提出刑事起诉，这一表态将市场对美联储“免受政治影响的独立性”的担忧推升到新高度，也使得2026年开年以来本就动荡的局面更趋紧张。此前美国已“捕获”委内瑞拉的马杜罗，并加大了有关“控制格陵兰”的讨论。 截至发稿，道指期货跌0.71%，标普500指数期货跌0.64%，纳指期货跌0.87%。 欧洲股市从历史高位回落约0.2%。 作为避险资产的黄金（投资者用以对冲动荡与通胀风险）再创历史新高，原因是货币市场对短期美国降息的概率略有上调。 特朗普 vs 鲍威尔 新年第二个完整交易周将迎来美国通胀数据、中国贸易数据，以及一系列美国企业财报——其中 摩根大通 和 纽约梅隆银行 将于周二率先发布。但对交易员而言，这些都要往后排，因为当前市场焦点仍在“特朗普与鲍威尔”事件。 美联储主席鲍威尔回应特朗普政府威胁刑事起诉时称，这只是一个“借口”，意在向央行施压迫使其降息。鲍威尔在声明中表示：“这项前所未有的行动，应当放在政府威胁与持续施压的更大背景下理解。”鲍威尔任期预计将于5月结束。 经济学家称，这些进展意味着鲍威尔与特朗普之间的斗争出现戏剧性升级，而双方矛盾可追溯至鲍威尔2018年上任初期。 悉尼投行 Barrenjoey 首席利率策略师 Andrew Lilley 表示：“特朗普正在拉扯央行独立性这条已经松动的线头。”他补充称：“投资者不会喜欢这种做法，但这也说明特朗普实际上没有更多手段可用。政策利率仍将由FOMC多数成员希望的水平来决定。” 联邦基金利率期货显示，今年市场对降息预期增加约3个基点，幅度虽小，但反映出一种风险：美联储可能被迫采取更激进的宽松立场。 美元当头一棒 美元的反应最为剧烈，甚至对通常更偏风险敏感的澳元、纽元也出现下跌。美元指数在欧洲时段下跌0.4%，结束此前连续五个交易日的上涨，或创下自12月中旬以来最大单日跌幅。 美元在2025年表现低迷：由于美联储降息导致利差收窄，加之市场对美国财政赤字与政治不确定性的担忧上升，美元兑主要货币累计下跌超过9%。 澳大利亚国民银行（NAB）外汇策略主管 Ray Attrill 表示：“美联储与美国政府之间这种公开的‘战争’……显然不利于美元形象。” 三菱日联金融 集团策略师 Lee Har...

Palantir Stock Upgraded to Buy. Its Shares Have ‘Broken’ All the Rules. Barron's Prediction: This Artificial Intelligence (AI) Stock Is Going to Crush Palantir Once Again in 2026 Yahoo Finance Palantir Stock Upgraded to Buy. Why Valuation Is No Problem for This Analyst. Barron's

There has been no shortage of noise around Palantir Technologies stock, particularly concerning its sky-high valuation. Citi Research analyst Tyler Radke upgraded shares to Buy from Neutral and lifted his price target to $235 from $210 in a note Monday. Palantir shares rose 0.8% to $178.94 in premarket trading.

国芯科技公告，公司持股5%以下股东国家集成电路产业投资基金股份有限公司计划自2026年1月16日起至2026年4月15日止，通过集中竞价交易和大宗交易方式减持公司股份不超过796.46万股，即不超过公司总股本的2.37%。减持价格将根据市场价格确定，减持原因为基金退出需要。本次减持计划实施具有不确定性。

格隆汇1月12日｜鹏华基金管理有限公司公告，旗下鹏华中证空天一体军工指数证券投资基金（LOF）A类基金份额（场内简称：空天军工LOF；基金代码：160643）二级市场交易价格明显高于基金份额净值。2026年1月9日，本基金基金份额净值为1.5440元，截至2026年1月12日，本基金在二级市场的收盘价为1.785元。特此提示投资者关注二级市场交易价格溢价风险，投资者如果高溢价买入，可能面临较大损失。若本基金2026年1月13日二级市场交易价格溢价幅度未有效回落，本基金有权采取向深圳证券交易所申请盘中临时停牌、延长停牌时间等措施以向市场警示风险，具体以届时公告为准。

财联社1月12日讯（编辑 赵昊） 国际三大信用评级机构之一的穆迪最新表示，未来五年内，至少将有3万亿美元流向与数据中心相关的投资。 3万亿美元这一数目位于微软公司总市值（3.5万亿美元）和亚马逊总市值（2.6万亿美元）之间。穆迪补充道，这些资金将依赖信贷市场多个领域的强大融资能力来提供。 穆迪在周一（1月12日）发布的报告中称，为了支撑人工智能和云计算的爆发式增长，必须在服务器、计算设备、数据中心设施以及新增电力产能等方面投入数万亿美元。 穆迪表示，这些资金大部分将直接来自大型科技公司，因为他们对数据中心及其用电需求持续上升，产能仍在持续扩张。 报告提到，六家美国“超大规模云服务商”（hyperscalers）——微软、亚马逊、Alphabet、甲骨文、Meta Platforms以及CoreWeave——今年的数据中心投资规模有望合计达到5000亿美元。 报告指出，鉴于所需资本规模巨大，银行将继续在融资中扮演“重要角色”，其他机构投资者也将越来越多地与银行一道提供贷款。 穆迪还预计，未来美国数据中心在进行债务再融资时，将更多地转向资产支持证券（ABS）、商业地产抵押贷款支持证券（CMBS）以及私募信贷市场。 报告指出，继2025年创下发行纪录后，新融资的规模和集中度都将进一步上升。 具体到美国ABS市场，2025年发行规模约为150亿美元。穆迪预计今年也将“显著增长”，部分原因是数据中心建设贷款增加。 为支撑AI革命而产生的巨额债务，也引发了一些担忧：如果部分技术表现不及预期，最终将伤及股票和信贷投资者的利益。 不过，建设新数据中心产能的需求仍未显现放缓迹象。穆迪认为，新一轮产能竞赛仍处于“早期阶段”，未来12至18个月全球增长仍将持续。 穆迪高级副总裁John Medina表示：“未来大约10年内，迟早都需要这些产能。”但他也补充说，随着新技术不断出现，采用速度很难预测。 “三年前还不存在的ChatGPT，如今就消耗了大量算力。”

1月12日，有消息称“携程误发全员离职通知”“所有员工都收到了离职信”，更有网友联想到该离职信为“年底大裁员草稿”，相关话题登上微博热搜榜第一。对此，记者从携程内部知情人士处了解到，“实际情况是二级部门失误，短信发给了该二级部门员工，并非全员发送。”此外，误操作的相关员工今天一直在自责，团队已为其申请带薪假期并赠送解压小礼物，待其心情平复后恢复上岗。截至发稿，携程官方未作回应。（21世纪经济报道）

Here are Monday's biggest calls on Wall Street: Morgan Stanley upgrades Datadog to overweight from equal weight Morgan Stanley said it sees robust growth trends for Datadog. "The return of digital transformation & cloud migration initiatives and an emerging opportunity to monitor agentic apps are fueling accelerating core growth which should sustain thru 2027." Wells Fargo upgrades ConocoPhillips to overweight from equal weight Wells said the oil and gas company has a compelling valuation. "We are upgrading COP to Overweight and raising our price target to $132, driven by an increase in dividend growth assumption within the DDM [dividend discount model] component of our valuation." Bernstein upgrades Liberty Formula One to outperform from market perform Bernstein said investors should buy the dip. "We tactically upgrade Liberty F1 (FWONK) to Outperform into this year. The stock had a quiet 2025 (~flat), but we now see multiple avenues to inflect on upward estimate revisions tied to favorable deal-making in the year." Bernstein reiterates Nvidia and Broadcom as top picks Bernstein said both stocks remain best ideas at the firm. "On the long side continue to like NVDA and AVGO as top picks as AI spending currently shows no signs of slowing, and valuations appear extremely attractive particularly as numbers seem to have a clear upward bias." Barclays upgrades Amphenol to overweight from equal weight Barclays sees several tailwinds for the company. "We upgrade APH to Overweight and raise PT to $156 driven by strong tailwinds from APH content in data center AI architectures, the CCS [connectivity and cable solutions] acquisition tracking ahead of guidance, and content gains in all other end markets." Bank of America reiterates Apple as buy Bank of America said it's bullish on Apple ahead of earnings later this month. "As we head into F1Q26 (Dec Q) earnings after market close on Thur Jan 29, we see upside to ST [street] ests given continued strong sales of iPhone & double...

Citi believes that accelerating enterprise artificial intelligence adoption and government spending could drive further gains for Palantir , even after the stock's sharp run. The bank upgraded the software analytics provider to a buy rating from neutral. Analyst Tyler Radke also raised his price target to $235 from $210. Shares of Palantir have surged 164% over the last 12 months. Radke's revised price forecast implies an additional upside of 32% from here. PLTR 1Y mountain PLTR 1Y chart The analyst noted that Palantir has minted spectacular returns in the last few years, citing "vicious growth acceleration and equally impressive margin expansion" as drivers. However, Palantir's impressive rally seems to have plateaued in the last few months. "Despite our 2025/26 revenue numbers moving up 10%+ since mid-year, the stock is ~flat," Radke wrote. "Our upgrade is premised on our view that 2026 is poised to be another year of significant positive estimate revisions, with recent CIO + industry conversations suggesting AI budget and use cases are accelerating in the enterprise," the analyst added. "We also see significant tailwinds in the Government driven by accelerating defense budgets and modernization urgency." Radke said there could be an upside case for Palantir's total revenue growth to reach between 70% to 80% in 2026. An increased government defense budget also paints a strong upside case, Radke noted, with his government growth estimates for 2026 at 51% year over year. Besides a ramping defense super cycle, other possible tailwinds include lasting ramifications from the 2025 government shutdown and the modernization of U.S. allies. The analyst added that he will be closely watching the Golden Dome missile defense project and other major defense initiative announcements as potential catalysts for Palantir.

格隆汇1月12日｜国芯科技(688262.SH)公告称，股东国家集成电路产业投资基金股份有限公司持有公司796.46万股股份，占公司总股本比例为2.37%，计划通过集中竞价或大宗交易方式减持不超过796.46万股，即不超过公司总股本的2.37%，减持原因为基金退出需要，减持期间为自公告披露之日起3个交易日后的3个月内。

财联社1月12日讯（记者 付静） GEO（生成式引擎优化）这一AI应用细分方向正成为市场关注的最新焦点。周末，马斯克在社交媒体平台X发文称，将在一周内正式开源X平台最新的内容推荐算法，此举被业内解读为“马斯克也要涉足GEO”。 财联社记者采访获悉，用户信息获取入口已被AI重塑，GEO作为一种新的技术中介工具被行业期待。不过，业内亦质疑，GEO技术的低质滥用或使AI成为新时代的“网络水军”，污染中文互联网的语料环境。 “需要辩证地定义GEO。GEO本身是一个中性词，但根据我们的研究，GEO在实践中⾯临诸多挑战，很⼤程度上源于市场上服务⽔平的参差不⻬以及低质GEO操作的泛滥。”沙利文中国主管合伙人兼总裁王晨晖在接受财联社记者采访时表示。 GEO技术何以诞生？ 公开信息显示，GEO即生成式引擎优化，是AI搜索优化的多元拓展，聚焦于生成式AI环境下的内容整合与结构化数据应用。其目标是让AI快速提取内容中的关键信息，并在生成答案时优先引用品牌内容。通过生产或调整内容，当用户通过AI工具提问时，GEO确保品牌的核心信息被AI系统采纳，并直接融入答案中。 二级市场上，今日GEO板块大涨， 易点天下 （301171.SZ）、 中文在线 （300364.SZ）、 天龙集团 （300063.SZ）被市场称为新的“易中天”组合， 利欧股份 （002131.SZ）、 引力传媒 （603598.SH）、 博瑞传播 （600880.SH）、 值得买 （300785.SZ）、 浙文互联 （600986.SH）等纷纷涨停。 港股方面，微盟集团（2013.HK）今日股价涨超20%。其官方微信号今早发送的推文称，公司近日宣布正式上线GEO解决方案微盟星启。 据悉，微盟星启采用基于AI搜索意图的非线性逻辑，通过大模型驱动的全链路数据监控与诊断、智能化内容生成与智能匹配分发等技术，帮助品牌在AI平台中完成“捕捉（Catch）、监测（Monitor）、策略（Strategy）、执行（Execute）”，打造从用户意图捕捉、AI可见度诊断、内容策略规划、创作及分发的GEO全链路营销闭环，让品牌在AGI时代被AI优先看见、推荐，从而让消费者选择。 就在上个月，一份写着百度营销出品的《GEO优化解决方案》PPT在网上流传，介绍了GEO的价值及品牌通过GEO提升在AI助手里出现频率的效果。针对“百度要下场做GEO”...

Vanguard is a highly regarded company within the investment management industry. It's been around for five decades. It has trillions of dollars in assets under management. And it has been a leader in pioneering low-cost investment products, democratizing access to the stock market for more people. One of its most well-known offerings is the Vanguard S&P 500 ETF (NYSEMKT: VOO) . It's been around since 2010, and it currently has $1.5 trillion invested in it. Is this exchange-traded fund (ETF) a smart buying opportunity right now? Image source: Getty Images. Continue reading

STX has surged nearly 242% in a year as AI-driven data growth, tight HDD supply and rising HAMR adoption fuel demand for high-capacity drives.

STX has surged nearly 242% in a year as AI-driven data growth, tight HDD supply and rising HAMR adoption fuel demand for high-capacity drives.

(RTTNews) - Bakkt Holdings, Inc. (BKKT), a digital asset technology company, on Monday announced that it has agreed to acquire Distributed Technologies Research Ltd., a stablecoin payment infrastructure provider, in an all-stock transaction.

(RTTNews) - American Eagle Outfitters, Inc. (AEO) announced that fourth quarter-to-date comparable sales, through January 3, 2026, are up in the high single digits. The company increased its fourth quarter operating income guidance to a range of $167 to $170 million, up from the

财联社1月12日讯（编辑 夏军雄） 周一，在美国司法部对美联储主席鲍威尔展开刑事调查后，美股三大股指期货集体走低。欧洲主要指数涨跌互现。 （来源：英为财情） 鲍威尔在周日晚间发表了一段不同寻常的直接视频声明，确认美国哥伦比亚特区联邦检察官办公室已就美联储华盛顿总部翻修相关事宜，对其启动刑事调查。 鲍威尔表示，这项调查是特朗普试图影响美联储货币政策的又一次尝试，他不会屈服于这种压力。 鲍威尔的美联储主席任期将于5月结束。 Freedom Capital Markets首席市场策略师（Jay Woods表示：“市场以前见过这种情况，而且并不喜欢。这已经不仅仅是鲍威尔个人的问题，而是美联储独立性的问题。所以一旦出现这种消息，市场的本能反应就是抛售。” 特朗普周日提出将信用卡利率在一年内上限设为10%的主张，也引发市场不安。批评者担心，这一旨在改善负担能力的计划可能适得其反，限制信贷供给，从而损害消费者利益，并冲击银行盈利能力。 银行股在早盘交易中领跌，花旗集团盘前下跌超3%，摩根大通和美国银行跌幅均跌约2%，第一资本金融（Capital One）盘前一度暴跌11%。 现货黄金向上触及4600美元，日内上涨2.02%，开年以来已经累计大涨6.6%。现货白银向上触及85美元/盎司，日内上涨6.38%，开年以来已经累计大涨18.7%。 地缘政治动荡进一步加剧市场不安。继抓捕委内瑞拉领导人后，特朗普周日表示，正在评估针对伊朗的军事选项。 公司消息 【英国通信管理局对X平台展开调查】 当地时间1月12日，英国通信管理局（Ofcom）表示，根据英国《网络安全法》对美国社交媒体平台X平台展开正式调查，以确定其是否履行了保护英国用户免受非法内容侵害的义务。 英国通信管理局当天发布的新闻公报称，有报道称X平台上的 “格罗克”（Grok）聊天机器人账号被用于生成和传播真实人物的性暴露内容，受害者包括多名成年女性和未成年人，这些行为令人深感担忧。 公报表示，英国通信管理局已决定对X平台展开正式调查，以确定其是否未能履行在《网络安全法》下的法律义务。调查的第一步是收集和分析证据，以确定是否存在违规行为。 【谷歌联合沃尔玛等零售商扩展AI模型购物功能】 美国谷歌公司1月11日表示，将与沃尔玛公司等大型零售商合作，扩展其“双子座”人工智能（AI）模型的购物功能，推动双子座应用从“智能助手”升级为可直...

As EVs and AVs redefine transportation, BLBD, WKHS, AMZN and WRD are racing ahead with innovations that could shape the future of mobility.

Nvidia VS Palantir: Which One To Buy In 2026? techi.com

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

D3sign | Moment | Getty Images With the start of tax season officially about two weeks away, the IRS has advice about how to get ready — including details about a free tool that could make filing easier this year. The 2026 tax season opens on Jan. 26 , which is the first day the agency will accept and process individual tax returns for 2025, the agency announced last week. The deadline to file federal returns and pay taxes due is April 15 for most taxpayers. To prepare, "one of the most important steps" is accessing your IRS online account , where you can make payments and see key tax information, the agency said in a news release . Read more CNBC personal finance coverage This is one of the 'most important steps' before tax season opens, IRS says How tax-efficient investing could boost your portfolio returns in 2026 and beyond For 2026, these new 401(k) details 'matter more than ever,' advisor says We're in a 'hiring recession,' economist says — how job seekers can stand out War, booze and mopeds: Travel insurance coverage gaps that may surprise you First 2026 Social Security payments bring a bigger check in January Consumer outlook improves despite job worries, New York Fed survey finds IRS will start accepting tax returns Jan. 26 for the 2026 tax season Where Trump's $2,000 tariff dividend checks stand now After a record-breaking holiday shopping season comes a wave of returning What Medicaid changes in Trump's 'big beautiful bill' mean for family caregivers Older workers could use 401(k) money to buy annuities, under bipartisan bill Who could see bigger tax refunds in 2026 from Trump's cuts ACA subsidy cliff may mean 'astronomical tax bills' for many, CFP says CNBC's Financial Advisor 100: Best financial advisors, top firms ranked The reminder comes as the IRS faces tax changes enacted via President Donald Trump 's "big beautiful bill" after staffing cuts from Elon Musk 's Department of Government Efficiency, or DOGE, and other reductions. These cuts didn't sign...

Appoints Medical Technology Veteran Karen N. Prange to Board of Directors Appoints Medical Technology Veteran Karen N. Prange to Board of Directors

As President Donald Trump prepares to travel to Detroit this week to address the Detroit Economic Club and tour a Ford Motor Co. plant during the opening of the North American International Auto Show, new national research from EVs for All America finds that Americans' views on electric vehicles are evolving, with Republican resistance easing but concerns about jobs, China and affordability still shaping the market.

Myriad announced select unaudited preliminary results for the 4th quarter and full year ended Dec. 31, 2025, provided full year 2026 financial guidance.

LOWELL, Mass., Jan. 12, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQ: MTSI), a leading supplier of semiconductor products, today announced the appointment of Bryan Ingram as an independent director to MACOM’s Board to Directors (the “Board”), effective January 12, 2026. Mr. Ingram has had a distinguished career, spanning engineering, operations, technical management and executive roles and has successfully managed complex semiconductor businesses in excess

Throughout 2025, it was fashionable for crypto market participants and top Silicon Valley insiders to predict that Bitcoin (CRYPTO: BTC) would hit a price of $1 million by the year 2030. But it ended last year under the psychologically important $100,000 price level, and analysts are now busy cutting back their price targets for 2026. Even Cathie Wood of Ark Invest -- who famously predicted back in 2022 that Bitcoin would reach $1 million by 2030 -- has pared back her future growth estimates for Bitcoin. As a result, I'm predicting that Bitcoin will not be worth $1 million in five years. Continue reading