伊朗連日示威，據報超過四十人死亡。美國總統特朗普再次威脅，可能對伊朗嚴厲打擊。伊朗最高領袖哈梅內伊呼籲人民保持團結。伊朗官方傳媒指責，美國同以色列在背後煽動暴力。 伊朗最高領袖哈梅內伊當地周五發表講話，呼籲伊朗人民保持團結。他不點名批評示威者，破壞自己的建築和街道，只為了讓美國總統特朗普開心。他敦促特朗普關注美國自己面臨的問題。 示威者在多個城市，連夜舉行大規模示威，周五清晨，首都德黑蘭街頭遍地瓦礫，一片狼藉。 伊朗官方傳媒拍攝的片段可見，城內多棟建築起火，有公共汽車被燒毀，只剩下車架。 街道上四處可見火光熊熊，煙霧瀰漫，當局出動消防車救火。 報道提到示威出現暴力，有車被人縱火，造成傷亡。又批評是美國同以色列的恐怖分子代理人煽動暴力。 美聯社公開網上流傳片段，有目擊者稱當地周四，首都德黑蘭有大批民眾上街，在示威開始後不久，當地互聯網及電話網絡被中斷。新華社引述民間組織指，伊朗當局實施全國網絡管制。 美國總統特朗普周四再次威脅稱，如果伊朗當局繼續殺害和平示威者，美國將對伊朗進行嚴厲打擊。 伊朗持續有人上街，抗議物價高漲及貨幣貶值，連日來逾50個城鎮有示威集會。 伊朗長期被西方國家制裁，貨幣里亞爾大幅貶值，最高領袖哈梅內伊曾稱，外幣匯率不斷波動是敵人所為，伊朗不會投降。

In recent days, MP Materials has drawn attention as rare earth suppliers gained on renewed U.S. efforts to build non‑China magnet supply chains, amid speculation the company could benefit from potential access to Venezuela’s heavy rare-earth deposits. This interest builds on MP Materials’ ownership of the Mountain Pass mine and long-term contracts with the U.S. Department of Defense and Apple for rare earth magnets, highlighting its role at the center of shifting national security and...

An emerging industry could upend Nvidia's leadership among the Magnificent Seven companies.

The defense industry had a banner year in 2025. The S&P Global Aerospace & Defense Select Industry Index surged 51.5% last year. And if you look at the headlines, it's really no wonder why. The state of the world has left many countries nervous and seeking to bolster their militaries. The U.S. is already the biggest defense spender in the world, with a military budget worth more than the spending of the next nine largest spenders combined at nearly $1 trillion. As such, American defense stocks like Arlington's Leonardo DRS (NASDAQ: DRS) have been perennially good investments. Leonardo was up nearly 24% in the last year, but over the past five years, it has seen a return of nearly 303%. Continue reading

Visteon (VC) is back in focus after CES 2026, where it showed a Snapdragon Cockpit Elite based High Performance Compute platform and an NVIDIA powered AI ADAS module, along with deeper ties with TomTom and Mahindra & Mahindra. See our latest analysis for Visteon. The recent AI cockpit and ADAS launches at CES 2026 appear to have coincided with a sharp short term shift in sentiment, with a 1 day share price return of 2.77% and a 7 day share price return of 9.54%. This follows a softer patch,...

1月9日，伊朗伊斯兰革命卫队情报部门就近期国内发生的骚乱事件发布声明称，当前局势的持续是不可接受的，近期“恐怖袭击”事件中遇难者的鲜血应由其策划者负责。 声明表示，伊朗人民认为，为维护自身安全、防止不安全局势蔓延而采取相应措施，是其正当权利。声明还指出，伊朗伊斯兰革命卫队情报部门将与相关主管部门保持协作，在关注和跟进民生问题的同时，依法处理可能存在的失职行为。 声明强调，维护伊斯兰革命成果和保障社会安全是该组织不可逾越的红线。革命卫队将与伊朗人民并肩战斗，直至彻底挫败敌人阴谋，确保民众安全得到全面保障。（央视）

格隆汇1月9日｜数据显示，美国消费者信心指数连续第二个月微升。1月份，低收入消费者的信心有所改善，而高收入消费者的信心则出现下降。总的来看，尽管消费者认为过去两个月经济有小幅好转，但其信心水平仍比去年1月低了近25%。他们继续主要关注与生计息息相关的“餐桌议题”，如高物价和走软的劳动力市场。虽然消费者对关税的担忧似乎正在逐渐消退，但他们对整体商业状况和劳动力市场的强劲程度仍保持警惕。需要注意的是，本次发布的数据中，超过90%的访谈采集于马杜罗在委内瑞拉被捕之前。1月份，一年期通胀预期稳定在4.2%。这是自2025年1月以来的最低读数，但仍远高于该月3.3%的水平。长期通胀预期从12月的3.2%微升至本月的3.4%。

Source: Bloomberg, 32:54

TSMC Stock Moves Higher on Strong Year-End Revenue Growth

Exclusive: In first comments since US attack on Venezuela, Richard Hermer refrained from singling out Trump administration Nations are right to consider diplomatic relations when deciding whether to “call out” breaches of international law, the attorney general has said, after the UK government faced criticism over its reluctance to condemn the US attack on Venezuela. In an interview with the Guardian, Richard Hermer, the government’s most senior law officer and a close ally of Keir Starmer, said that in a “complicated and dangerous” world, leaders should be able to use “statecraft” to consider other factors when establishing whether to hold allies to account. Continue reading...

If you are wondering whether JD.com at around US$29.67 is a bargain or a value trap, you are not alone. The answer is not as simple as looking at the share price in isolation. The stock has posted a 3.4% gain over the last 7 days, is close to flat over 30 days at a 0.1% decline, is up 0.5% year to date, yet is still showing a 12.1% decline over 1 year, 49.6% decline over 3 years and 63.4% decline over 5 years. These mixed returns have come alongside ongoing headlines about competition in...

华尔街最受热议、且足以影响市场走势的分析师研报观点，如今汇总于一处。以下是由 The Fly 整理的、投资者今日需重点关注的研报评级变动信息。 五大评级上调个股 富国银行 将 爱彼迎 （ABNB）的评级从 “低配” 上调至 “持股观望”，目标股价从 118 美元上调至 128 美元。该机构指出，爱彼迎股价已连续两年表现不佳，同时公司手握多项潜在利好契机 —— 酒店客房供应短缺与付费推荐房源业务带来的增长机遇尤为突出，且相对而言受人工智能相关风险的波及较小，当前正是布局良机。巴克莱银行也同步将爱彼迎的评级从 “低配” 上调至 “持股观望”，目标价从 107 美元上调至 120 美元。 萨斯奎汉纳证券将美国航空（AAL）的评级从 “中性” 上调至 “正面”，目标股价从 14 美元上调至 20 美元。该机构认为，进入 2026 财年，航空业的基本面环境将趋于向好。萨斯奎汉纳证券还指出，美国航空推行的营收提升举措与航线网络优化策略，将助力公司在 2027 财年实现利润率改善。 摩根大通 将西南航空（LUV）的评级从 “低配” 大幅上调两级至 “超配”，目标股价从 36 美元上调至 60 美元。该机构表示，西南航空 2026 年每股收益有望达到 5 美元，这一目标 “具备较高的实现可能性，颇具吸引力”。 贝伦贝格银行将克劳德斯特赖克（CRWD）的评级从 “持有” 上调至 “买入”，目标股价维持 600 美元不变。该机构称，鉴于该股近期表现疲软，当前估值已具备吸引力，因此做出评级上调决定。 美国银行 将 联邦快递 （FDX）的评级从 “中性” 上调至 “买入”，目标股价定为 365 美元。该机构认为，“宏伟就业法案” 中加速折旧优惠政策将释放利好，带动基础设施投资增加 —— 未来三年数据中心与电力供应领域的预期支出规模将达 1.4 万亿美元；再叠加利率下行的利好，以及相关政策对房地产市场可能产生的传导效应，联邦快递的市场需求将得到提振。 五大评级下调个股 瑞穗证券将齐洛集团（ZG）的评级从 “跑赢大盘” 下调至 “中性”，目标股价从 100 美元下调至 70 美元。该机构表示，齐洛房地产房源信息分发业务的市场格局不确定性日益增加，相关诉讼的波及范围尚存变数，且可能对公司业务造成潜在冲击，上述因素是此次下调评级的主要原因。 蒙特利尔银行 资本市场将奥多比（ADBE）的评级从 “跑...

当地时间1月9日，伊朗伊斯兰革命卫队情报部门就近期国内发生的骚乱事件发布声明称，当前局势的持续是不可接受的，近期“恐怖袭击”事件中遇难者的鲜血应由其策划者负责。声明表示，伊朗人民认为，为维护自身安全、防止不安全局势蔓延而采取相应措施，是其正当权利。声明还指出，伊朗伊斯兰革命卫队情报部门将与相关主管部门保持协作，在关注和跟进民生问题的同时，依法处理可能存在的失职行为。声明强调，维护伊斯兰革命成果和保障社会安全是该组织不可逾越的红线。革命卫队将与伊朗人民并肩战斗，直至彻底挫败敌人阴谋，确保民众安全得到全面保障。（央视新闻）

CEBA, the Clean Energy Buyers Association, applauds Meta on its latest commitment to clean energy procurement — one of the largest corporate clean energy purchases in U.S. history. This investment of 6.6 GW of clean, reliable nuclear power onto the grid underscores how CEBA members are stepping up to meet rapidly growing electricity demand — supporting economic growth while strengthening U.S. competitiveness in the global technology race.

白宫国家经济委员会主任凯文·哈塞特表示，若最高法院对某些关税作出不利裁决，美国已准备好可立即启用的替代工具。 哈塞特在福克斯商业频道表示，“我们不仅有后备方案，还有后备方案的后备方案。若最高法院作出不利裁决，我们相信能立即依据301条款等替代授权重新实施现行关税。” 责任编辑：陈钰嘉

Micron Technology stock drops early — what MU traders are watching after a $400 target TechStock²

The tanker, the Olina, is on multiple countries' sanctions list and is "suspected of carrying embargoed oil", US officials said.

Bonds offering 4% yields are losing their purchasing power when real inflation is somewhere between 6% to 12%, according to celebrated economist

Intel jumps 9% after CEO meets Trump breakingthenews.net

US President Donald Trump said on Friday he called off a second wave of attacks on Venezuela after the government, whose leftist president was removed by Washington, began releasing prisoners. Trump made the comments as he prepared to meet major oil corporations that he said will invest at least US$100 billion in Venezuela, which has the world’s largest oil reserves. Trump was implicitly making clear he is ready again to use force to get his way in Venezuela, which he has vowed to force to...

Soybeans are trading with gains of 4 to 5 ½ cents so far on Friday morning. Futures posted Thursday losses of 5 to 6 cents. Open interest rose 4,628 contracts on Thursday. The cmdtyView national average Cash Bean price was 5 3/4 cents lower at $9.88. Soymeal futures were down...

Lean hog futures posted Thursday gains of $1.07 to $1.65 at the close. Preliminary open interest was up 3,520 contracts on Thursday, suggesting new buying interest. USDA’s national base hog price was reported at $69.37 on Thursday afternoon, down $3.24 from the day prior. The CME Lean Hog Index was...

Wheat is showing fractional to 2 cent losses on Friday morning. The wheat complex failed to hold in the gains on Thursday. Chicago SRW futures were steady to a penny higher at the close. Preliminary open interest was up 429 contracts on Thursday. KC HRW futures functionality to 2 cents...

Live cattle futures held onto the Thursday gains, with contracts 75 cents to $1.25 higher. Open interest was down 2,405 contracts on Thursday, mostly in the Feb Cash trade has been quiet so far this week with a few dressed sales of $365 so far in the North and $228-232...

中化装备公告，公司拟向中国化工装备有限公司发行1.96亿股股份购买其持有的益阳橡机100%股权，向北京蓝星节能投资管理有限公司发行1.96亿股股份购买其持有的北化机100%股权。本次交易不设发行价格调整方案。同时，公司拟向不超过35名特定投资者发行股份募集配套资金不超过3亿元，全部用于补充上市公司或标的公司流动资金或偿还债务。

格隆汇1月9日｜现货黄金再次突破4500美元/盎司，日内涨0.51%。

The S&P 500 rose slightly despite markets betting against near-term Federal Reserve rate cuts. Markets also have their eye on the Supreme Court, which may announce its ruling on the constitutionality of some Trump tariffs shortly after 10 a.m., which could have big implications for the federal budget deficit, President Trump's spending plans and the 10-year Treasury yield. The Supreme Court only issued one decision today, but not the tariffs ruling.

koto_feja Stock futures edged up Friday as investors digested an in-line monthly jobs report and eyed a potential White House ruling on aggressive import tariffs. Here are some of Friday's biggest stock movers: Biggest stock gainers Vistra ( VST ) and Oklo (

Key PointsAehr Test Systems is growing AI related orders at an impressive pace.