Market Overview - US stock market showed mixed results as investors digested the latest Federal Reserve interest rate decision, with the Dow Jones increasing by 12.19 points (0.02%) to 49,015.60, and the Nasdaq rising by 0.17% to 23,857.45, while the S&P 500 slightly declined by 0.01% to 6,978.03, marking an intraday historical high above 7,000 points [3] Technology Sector Performance - Star tech stocks exhibited divergence, with Nvidia rising by 1.59%, Google by 0.38%, and Microsoft by 0.22%. In contrast, Tesla fell by 0.10%, while Meta, Amazon, and Apple dropped over 0.6%, with Apple down by 0.7% and Oracle down by 1.20% [4][5] - The Nasdaq China Golden Dragon Index increased by 0.32%, with Alibaba up by 1.70%, NetEase by 1.46%, and Baidu by 0.02%. However, JD.com fell by 0.92% and Pinduoduo dropped by 3.84% [4] Semiconductor Sector Insights - The Philadelphia Semiconductor Index rose by 2.3%, with Intel increasing by 11.04% and Texas Instruments by 9.9%. However, ASML saw a decline of 2.1% despite reporting record net sales of €9.7 billion for Q4 2025, exceeding market expectations [6] - ASML's order volume reached €13.2 billion, double the analysts' average forecast, and the company raised its sales outlook for 2026 to between €34 billion and €39 billion, compared to the analysts' expectation of €35 billion [6] Federal Reserve and Economic Indicators - The Federal Reserve decided to maintain interest rates, citing robust economic expansion and signs of stabilization in the unemployment rate. Fed Chair Jerome Powell indicated that current monetary policy is not significantly tight [6][7] - The current inflation level is slightly above the Fed's target, while unemployment has risen, creating a contradiction that keeps the Fed's policy stance neutral until data changes necessitate a clear choice [7] Commodity Market Movements - Precious metals saw strong gains, with COMEX gold futures for January delivery rising by 4.36% to $5,301.60 per ounce, and silver futures increasing by 7.19% to $113.11 per ounce [8]

Core Viewpoint - The U.S. stock market showed mixed results with the Dow Jones Industrial Average slightly up by 0.02%, the Nasdaq Composite rising by 0.17%, while the S&P 500 Index experienced a minor decline of 0.01% [1] Group 1: Market Performance - The Dow Jones Industrial Average increased by 0.02% [1] - The Nasdaq Composite rose by 0.17% [1] - The S&P 500 Index fell by 0.01% [1] Group 2: Sector Performance - Storage-related stocks saw significant gains, with Seagate Technology rising over 19% [1] - Western Digital experienced an increase of over 10% [1] - SanDisk rose by over 9% [1] - Micron Technology increased by over 6% [1]

Group 1: Interest Rates and Economic Indicators - The central bank's policy rate remains at 2.25%, which was widely expected by economists [1] - The U.S. Federal Reserve has kept its key rate unchanged at approximately 3.6% after three cuts last year, indicating a stabilization in the job market and an upgrade in growth characterization from "modest" to "solid" [1] - Lower interest rates are particularly significant for Canadian homeowners, as many are renewing their mortgages this year [2] Group 2: Commodity Market Performance - Commodity prices positively influenced Canada's main stock index, which rose by 79.67 points to 33,176.07 [2] - The March silver contract increased by US$7.58 to US$113.53 per ounce, while the April gold contract rose by US$219.60 to US$5,340.20 per ounce [2] - Commodities are highlighted as a major sector for Canada, with silver and gold prices showing upward trends [3] Group 3: Stock Market Movements - The U.S. stock and bond markets remained stable, with the U.S. dollar stabilizing after a recent decline [4] - Seagate Technology experienced a significant gain of 19.1% after reporting better-than-expected profits, driven by demand from artificial intelligence applications [4] - Nvidia, a key player in the AI sector, rose by 1.6%, contributing to the S&P 500's performance, supported by a positive report from ASML regarding chip-making machinery [5] Group 4: Currency and Oil Prices - The Canadian dollar traded at 73.69 cents US, up from 73.42 cents US the previous day [5] - The March crude oil contract increased by US$0.82 to US$63.21 per barrel [5]

Group 1: Market Performance - Nvidia ranked first in trading volume, closing up 1.58% with a transaction volume of $27.873 billion, amid a general rise in the semiconductor sector [1][9] - Tesla ranked second, closing down 0.10% with a transaction volume of $21.42 billion, reporting Q4 earnings per share of $0.24, down from $0.66 year-over-year, and a revenue of $24.9 billion, a 3.1% decrease year-over-year [1][9] - Micron ranked third, closing up 6.10% with a transaction volume of $17.715 billion, as the storage sector saw a general increase [1][9] Group 2: Company-Specific Developments - Apple closed down 0.71% with a transaction volume of $10.176 billion; only 6% of surveyed iPhone buyers chose the iPhone Air, significantly lower than the iPhone 17 series [2][10] - Intel closed up 11.04% with a transaction volume of $9.673 billion, as it announced a new initiative to match federal funds for employees' children [2][10] - Carvana saw a significant drop of 14.17%, closing at $8.062 billion, with allegations of artificially inflating profits by $1 billion, while its reported net profit for 2023-2024 was approximately $550 million [4][13] Group 3: Financial Results and Forecasts - Tesla's Q4 adjusted earnings per share were $0.50, exceeding the estimate of $0.45, while its free cash flow decreased by 30% year-over-year [1][9] - Seagate Technology's Q2 results exceeded expectations, with a 19.14% increase in stock price and a transaction volume of $6.379 billion, providing a positive outlook for the future [6][14] - Amphenol reported a sales figure of $6.43 billion for Q4 2025, a 49% year-over-year increase, surpassing market expectations [6][15]

Federal Reserve - The Federal Reserve maintained the target range for the federal funds rate at 3.5%–3.75% with a vote of 10–2, indicating a slight confidence in the labor market as the statement removed previous concerns about rising downside risks to employment [5][6] - Chairman Jerome Powell faced questions regarding the Fed's independence and the recent decline in the dollar, but he reiterated the commitment to central bank independence and stated that the Fed's decisions will be made on a meeting-by-meeting basis [4][5] Stock Market - Major stock indexes ended mixed, with the Nasdaq closing up 0.2%, while the S&P 500 and Dow Jones Industrial Average closed barely lower and higher, respectively [7] - Seagate Technology saw a significant rally after reporting stronger-than-expected results and issuing guidance above forecasts, with analysts expecting continued revenue and margin gains [10] Corporate Developments - AT&T reported a strong Q4 performance, exceeding expectations on both top and bottom lines, despite weaker subscriber metrics, and provided a full-year profit outlook above expectations [9] - Starbucks recorded its second consecutive quarter of positive comparable sales after a seven-quarter decline, projecting global and U.S. comp sales growth of 3% or more [9] - Amazon announced plans to cut approximately 16,000 corporate jobs as part of efforts to streamline operations, affecting a significant portion of its corporate workforce of around 350,000 [11][12]

Market Overview - Major U.S. stock indexes experienced choppy trading, ending the day mixed with the S&P 500 down 0.57 points to 6,978.03, the Dow up 12.19 points to 49,015.60, and the Nasdaq rising 40.35 points to 23,857.45 [1] - The Federal Reserve announced its decision to keep interest rates unchanged at a target range of 3.50 to 3.75 percent after three consecutive quarter-point cuts [2] - The decision to maintain rates was not unanimous, with two Fed Governors advocating for a further quarter-point cut [2][4] Economic Outlook - The Fed's decision was influenced by elevated uncertainty regarding the economic outlook, emphasizing the dual mandate of maximum employment and maintaining inflation at 2 percent over the long term [3] - A majority of the Federal Open Market Committee (FOMC) appears to favor a pause in rate cuts unless the job market weakens further, with inflation remaining a concern [4] Sector Performance - Gold stocks surged, with the NYSE Arca Gold Bugs Index increasing by 2.7 percent to a new record closing high, driven by rising gold prices [5] - The NYSE Arca Computer Hardware Index rose by 2.6 percent, also reaching a new record closing high, largely due to a 19.1 percent increase in Seagate Technology's shares following better-than-expected fiscal second-quarter results [6] - Semiconductor and networking stocks showed considerable strength, while oil service, pharmaceutical, and biotechnology stocks experienced significant declines [7] International Markets - In the Asia-Pacific region, stock markets mostly moved higher, with Japan's Nikkei 225 Index up 0.1 percent, South Korea's Kospi up 1.7 percent, and Hong Kong's Hang Seng Index up 2.6 percent [7] - Conversely, major European markets declined, with the French CAC 40 Index down 1.1 percent, the U.K.'s FTSE 100 Index down 0.5 percent, and the German DAX Index down 0.3 percent [8] Bond Market - Treasuries saw a decline in prices following the Fed announcement, leading to a rise in the yield on the benchmark ten-year note by 2.8 basis points to 4.251 percent [9] Upcoming Events - Trading on Thursday may be influenced by earnings reports from major tech companies including Microsoft, Meta Platforms, and Tesla [9]

美股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标普500指数跌0.01%。存储概念股走高， 希捷科技涨超19%，西部数据涨超10%，闪迪涨超9%，美光科技涨超6%。 本文源自：金融界AI电报 ...

每经AI快讯，美股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标普500指数跌0.01%。存储 概念股走高，希捷科技涨超19%，西部数据涨超10%，闪迪涨超9%，美光科技涨超6%。 ...

Core Viewpoint - Seagate Technology Holdings PLC experienced a significant stock increase following strong quarterly results and raised guidance, leading to two firms raising their price forecasts to $500 [1] Group 1: Analyst Price Forecasts - Cantor Fitzgerald analyst C.J. Muse raised the price forecast to $500 from $400, maintaining an Overweight rating, citing gross margins of approximately 70% during the December quarter and a gross margin guide of at least 44% [2] - Rosenblatt Securities analyst Kevin Cassidy also raised the price forecast to $500 from $370, maintaining a Buy rating, and increased the valuation multiple to 25 times from 20 times non-GAAP EPS, highlighting expanding gross margins above 45% and operating margins above 35% [4] Group 2: Earnings Performance - Seagate reported quarterly earnings of $3.11 per share, surpassing the analyst consensus estimate of $2.81, with quarterly revenue reaching $2.83 billion, exceeding the Street estimate of $2.73 billion and up from $2.33 billion in the same period last year [5] - CEO Dave Mosley noted that the December quarter results set new records for gross margin, operating margin, and non-GAAP EPS, reflecting strong operational execution and robust data center demand [6] Group 3: Capacity and Demand Outlook - The company's nearline storage capacity is fully booked through calendar 2026, with orders for the first half of 2027 expected to open soon, indicating strong demand visibility through 2027 [7] - Seagate anticipates third-quarter adjusted EPS of $3.20 to $3.60, compared to the $2.96 analyst estimate, and revenue of $2.8 billion to $3 billion, exceeding the $2.77 billion analyst estimate [8]

Core Viewpoint - Seagate Technology Holdings PLC experienced a significant stock increase following strong quarterly results and raised guidance, leading to two firms raising their price forecasts to $500 [1] Group 1: Analyst Price Forecasts - Cantor Fitzgerald analyst C.J. Muse raised the price forecast to $500 from $400, maintaining an Overweight rating, citing gross margins of approximately 70% during the December quarter and a gross margin guide of at least 44% [2] - Rosenblatt Securities analyst Kevin Cassidy also raised the price forecast to $500 from $370, maintaining a Buy rating, and increased the valuation multiple to 25 times from 20 times non-GAAP EPS, highlighting expanding gross margins above 45% and operating margins above 35% [4] Group 2: Earnings Performance - Seagate reported quarterly earnings of $3.11 per share, surpassing the analyst consensus estimate of $2.81, with quarterly revenue reaching $2.83 billion, exceeding the Street estimate of $2.73 billion and up from $2.33 billion in the same period last year [5][6] - The CEO of Seagate noted that the December quarter results set new records for gross margin, operating margin, and non-GAAP EPS, reflecting strong operational execution and robust data center demand [6] Group 3: Future Outlook - The company indicated that its nearline storage capacity is fully booked through calendar 2026, with orders for the first half of 2027 expected to open soon, and long-term agreements with major cloud customers provide strong demand visibility through 2027 [7] - Seagate expects third-quarter adjusted EPS of $3.20 to $3.60, compared to the $2.96 analyst estimate, and revenue of $2.8 billion to $3 billion, versus the $2.77 billion analyst estimate [8]