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cover of episode After AI Plunge, Stocks Await Mega Cap Results

After AI Plunge, Stocks Await Mega Cap Results

2025/1/28
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Schwab Market Update Audio

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Keith Lansford
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Nathan Peterson
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Keith Lansford: 我是Keith Lansford,这是1月28日周二的Schwab市场更新播客。中国AI初创公司DeepSeek的消息对美国股市造成了冲击,尤其是在微软和Meta等大型科技公司即将公布财报之际。科技股在周一出现大幅下跌,但其他市场表现相对稳定。投资者担心大型科技公司在AI领域的巨额支出及其对未来盈利的影响。DeepSeek事件可能加剧了市场波动,因为许多投资者在积极情绪和高估值的环境下被市场变化打了个措手不及。一些防御性板块,如苹果、医疗保健和消费必需品,在周一上涨。标普500指数周一触及50日均线支撑位,收于6000点附近。本周将公布多家大型公司的财报,包括星巴克、波音、通用汽车和洛克希德·马丁,这些财报将反映消费者和工业需求。此外,本周还将公布美国第四季度GDP数据、个人消费支出物价指数(PCE)和1月份消费者信心指数。 Nathan Peterson: 本周大型科技公司的财报结果,以及他们如何调整最近宣布的AI资本支出增加计划,将在DeepSeek事件之后受到投资者更严格的审查。

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Tech struggles to regain footing after yesterday's sharp China AI-related losses. Investors await Consumer Confidence data and earnings from Lockheed Martin, GM, and Boeing.

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