Micron and other chip stocks are seeing a big boost after these comments - MarketWatch# Micron and other chip stocks are seeing a big boost after these comments## Seagate says prices could go higher for its storage products as supply remains tight due to AIPublished: Jan. 28, 2026 at 10:14 a.m. ETShareResizeSeagate's stock was up more than 15% on Wednesday. Photo: Getty ImagesMemory stocks were seeing a further boost on Wednesday, as upbeat commentary from two industry players suggested that booming demand ...

市场指数表现 - 标普500指数在周三突破了7000点这一重要心理关口 创下历史新高 [1]

Shares of Starbucks shot to levels not seen in nearly a year in early Wednesday trading after the coffee chain reported quarterly growth in a key sales metric at the fastest rate in two years. ...

A veteran money manager shares his top picks. ...

核心观点 - Citrini Research创始人James Van Geelen识别出潜在的重大资金趋势，并远早于大众进行布局 [1] 研究方法与策略 - 研究机构采用前瞻性策略，致力于在趋势形成早期发现投资机会 [1]

市场表现与美联储利率决策 - 近期股票市场平均表现更好是在美联储决定维持利率不变时，而非降息时 [1]

公司业绩与股价表现 - GE Vernova 股价在公布超预期的盈利业绩并上调展望后上涨 [1] - 公司盈利超出市场预期 [1] 行业需求与公司展望 - 电力网络设备需求持续强劲 [1] - 基于强劲的行业需求，公司上调了业绩展望 [1]

科技行业裁员动态 - 包括Pinterest和Autodesk在内的多家科技公司已宣布在2026年初开始裁员 [1]

核心观点 - 桥水基金前大宗商品主管认为当前市场对美元的恐慌情绪被夸大[1] - 该主管建议同时持有美元和黄金[1]

公司业绩表现 - 公司第四季度光纤用户净增283,000户，超过FactSet一致预期的265,000户 [1] - 公司第四季度后付费电话用户净增421,000户，略低于FactSet一致预期的425,000户 [1] - 公司当季业绩强劲，股价随之上涨 [1] 业务战略与增长 - 公司光纤和无线业务均实现了强劲的用户增长 [1] - 增长反映了公司致力于扩展互联网服务并销售更多捆绑套餐的努力 [1] - 公司推动连接服务的“融合”战略，体现在光纤和后付费电话用户的增长上 [1]