宏观经济指标表现强劲 - 股票市场持续创下历史新高 [1] - 失业率处于低位 [1] - 经济增长速度惊人地快 [1] 消费者情绪与宏观表现背离 - 在新年开始之际 美国民众情绪不佳 [1]

公司运营与战略调整 - Pinterest计划裁员约15%的员工以重新分配资源 [1] - 公司将资源重新配置到专注于人工智能的岗位和产品上 [1] 市场反应 - 在披露裁员计划后 Pinterest股价下跌 [1]

公司财务与资本配置 - 通用汽车计提了72亿美元的费用以应对电动汽车需求下降 [1] - 公司提高了股息 [1] - 公司宣布了新的股票回购计划 [1] 行业与市场趋势 - 消费者对电动汽车的兴趣正在下降 [1]

公司业绩表现 - 波音公司第四季度利润远超预期，表现强劲 [1] - 公司第四季度营收大幅超出市场预期 [1]

This chart tracks the 'single greatest predictor' of stock-market returns — and it's never done this before - MarketWatch## Mark Hulbert# This chart tracks the 'single greatest predictor' of stock-market returns — and it's never done this before## Individual stock ownership is a contrarian indicator. It's flashing a warning.Published: Jan. 27, 2026 at 8:05 a.m. ETShareResizeU.S. individual investors now have more than half of their portfolios in stocks — a troubling sign. Photo: MarketWatch photo illustrati ...

微软云与AI基础设施 - 公司当前无法满足所有人工智能需求 核心原因在于图形处理单元短缺 [1] - 增加云容量是公司的关键举措 [1]

公司业绩与股价表现 - 美国航空季度营收未达市场预期 [1] - 公司股价在财报发布后出现上涨 [1] - 营收未达预期的唯一原因是美国政府停摆 [1]

Opinion: This earnings number is the only one that matters as a gut check on Big Tech's AI spending - MarketWatch## Your Digital Self# Opinion: This earnings number is the only one that matters as a gut check on Big Tech's AI spending## S&P 500 index-fund investors are locked into a big bet that AI capital expenditures will pay offPublished: Jan. 27, 2026 at 7:50 a.m. ETShareResizePhoto: MarketWatch photo illustration/iStockphotoWith four of the "Magnificent Seven†tech companies reporting earnings this week ...

UPS trades on a 30% discount to the S&P 500 on a price-to-earnings basis with a dividend of roughly 6%. ...

德意志银行更新黄金价格预测 - 德意志银行上调了其黄金价格预测，新的年底目标价为每盎司6000美元 [1] - 新的目标价较其先前预测大幅上调了28% [1] 华尔街投行一致看涨黄金 - 德意志银行加入了华尔街同行的行列，在黄金上涨之际纷纷上调预测 [1] - 德意志银行的新目标价与法国兴业银行的预测一致，均为每盎司6000美元 [1] - 高盛和摩根士丹利等其他主要投行也上调了各自的黄金目标价 [1]