由 jpichiban Thu, 30 Jan 2025 14:13:10 GMT
1月30日周四，我关注的十大要点如下：
1. Meta在营收和利润两端表现卓越，超出预期。Meta.ai已成为最大的助手，正从人们的互动中不断学习。预计到年底，它将赢得个人代理角色，因其投入远超同行，势不可挡。
2. 微软近期增长虽符合或略低于预期，但CEO萨提亚·纳德拉对Copilot的积极评价及众多企业的采用引人注目。微软能否成为事实上的企业代理？答案是肯定的，但这主要得益于其与OpenAI的合作。微软在周三晚的电话会议中提到，软件价格下降将刺激消费，纳德拉对中国AI初创公司DeepSeek的进步表示热烈欢迎。Meta的马克·扎克伯格未因周一的DeepSeek技术回调而调整上周的资本支出指引。
3. 受Club股票Nvidia压力及美联储维持利率不变、称通胀仍“略高”影响，周三市场下跌后，华尔街预计开盘表现不一。Nvidia本周因DeepSeek进展受挫。美联储的言论暗示利率可能维持一段时间。第四季度GDP增速低于预期。
4. 特朗普强烈批评美联储，指责其过多关注多样性、公平性和包容性，导致通胀失控。美联储主席杰罗姆·鲍威尔在会后新闻发布会上表示，与特朗普无接触，后者上周在达沃斯要求立即降息。
5. 特斯拉季度业绩因折扣而逊色，但财报电话会议聚焦于今年的机器人出租车、卓越制造，尤其是机器人Optimus。CEO埃隆·马斯克旨在赢得成为个人助理的竞争，该助理能在家和办公室执行广泛任务，处理人们不愿做的事。
6. 软银计划向OpenAI投资150亿至250亿美元，具体情况不明。OpenAI的Sam Altman行事难以预测。软银、甲骨文与OpenAI上周宣布了Stargate项目，承诺在美国建设高达5000亿美元的数据中心，特朗普总统在白宫见证了此公告。
7. ServiceNow发布了出色的季度财务报告，但电话会议中关于“由于总统换届，预计美国联邦业务下半年季节性线性将更加显著”的评论令市场恐慌，股价下跌10%。
8. Club持股Dover股价上涨超2%，尽管第四季度业绩参差不齐。订单连续第五个季度正增长，这家涉足数据中心建设的多元化工业公司预计今年调整后每股收益将实现两位数增长。
9. 华尔街分析师在生命科学公司Danaher发布混乱季度业绩和令人失望的指引后，下调了其目标价。我们也下调了对Danaher的目标价。作为一家以业绩著称的公司，Danaher屡次获得市场宽容，令人厌倦。
10. VF Corp.的转型持续进行，其股票上周被加入我们的观察名单。巴克莱提高了对拥有Vans、The North Face、Timberland和Dickies等知名品牌的VF的目标价。VF周三报告了强劲季度业绩，这是最快且将被深入研究的企业转型之一。
免费订阅我的市场十大晨思电子邮件通讯（查看吉姆·克莱默慈善信托基金股票完整列表）。作为CNBC投资俱乐部与吉姆·克莱默的订阅用户，您将在吉姆交易前收到交易提醒。吉姆在发送交易提醒后等待45分钟执行交易。 rt before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.Visitors take pictures by a sign posted in front of Meta headquarters on Jan. 29, 2025 in Menlo Park, California.Justin Sullivan | Getty ImagesMy top 10 things to watch Thursday, Jan. 301. Meta was outstanding both on top and bottom line. I didn’t think a quarter like that would be possible. Meta.ai has already become the largest assistant, and it is learning from all of the interactions people have. It will have won the personal agent role by the end of the year and can’t be stopped because it will outspend everyone.2. Microsoft is problematic because it always seems to be growing these days as expected or a little bit slower. I thought CEO Satya Nadella had good things to say about Copilot and how so many companies are using it. Can Microsoft be the de facto corporate agent? Yes, but only because of its relationship with Open AI.DeepSeek comments from Wednesday night’s conference calls: Microsoft said falling software prices will increase consumption. Nadella embraced the advances made my Chinese AI startup DeepSeek with open arms. Meta CEO Mark Zuckerberg didn’t revise last week’s capital expenditure guidance after Monday’s DeepSeek tech rout.3. Wall Street was looking at a mixed open after a Wednesday decline driven by pressure on Club stock Nvidia and the Fed holding interest rates steady and saying inflation remains “somewhat elevated.” Nvidia has been crushed this week on the DeepSeek developments. The inflation comments from the Fed implied rates may stay on hold for a while. GDP in the fourth quarter grew slower than expected.
原文链接：https://www.cnbc.com/2025/01/30/jim-cramers-top-10-things-to-watch-in-the-stock-market-thursday.html