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cover of episode Fed Decision, Microsoft, Meta, Tesla Results Ahead

Fed Decision, Microsoft, Meta, Tesla Results Ahead

2025/1/29
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Schwab Market Update Audio

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Keith Lansford
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Keith Lansford: 本期节目主要关注美联储的利率决议以及微软、特斯拉和Meta平台即将发布的财报。市场普遍预期美联储将暂停加息,但投资者更关注这些科技巨头的财报,特别是它们在人工智能领域的支出,以及DeepSeek事件对其的影响。DeepSeek事件引发了人们对人工智能成本的担忧,投资者将密切关注这些公司在人工智能领域的投资策略是否会因此发生改变。此外,节目还分析了其他一些经济指标,例如耐用品订单、消费者信心指数以及GDP等,这些指标都将对市场走势产生影响。 大型科技公司在2024年的盈利增长强劲,但分析师预计2025年增速将放缓。苹果公司的人工智能计划进展不佳,面临来自中国厂商的激烈竞争。数字广告支出也可能下降。然而,DeepSeek事件可能为Meta、苹果和Alphabet等公司带来利好,因为它们可能能够以更低的成本改进人工智能技术。本周和下周的大型科技公司财报将有助于投资者更好地理解DeepSeek事件的影响,但真正的考验可能要等到下个月人工智能相关公司(如AMD和英伟达)发布财报时才能到来。 Cooper Howard: 我认为美联储的声明可能会比较平淡,不会提供太多关于货币政策方向的线索。新闻发布会可能会更有趣一些,因为它可能会提供一些线索,说明美联储是如何看待特朗普总统讨论的各种问题的。我们还预计美联储将更新其资产负债表信息。

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After a solid rebound from Monday's DeepSeek tech sell off, three mega cap earnings follow today's close as Meta, Microsoft, and Tesla report. The Fed is expected to press pause.

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