<p>苹果预计将在第一季度报告创纪录的 1384.3 亿美元收入，同比增长 11.4%，这得益于对 iPhone 17 系列的稳定需求。分析师和投资者期待了解公司如何计划将谷歌的 Gemini 技术整合到其设备中。</p>
<p>全球最大的另类资产管理公司黑石集团将公布其第四季度业绩。分析师将关注管理层对 2026 年交易管道的评论。</p>
<p>在美国经济方面，劳工部将发布截至 1 月 24 日的每周初请失业金人数和截至 1 月 17 日的持续失业金人数。初请失业金人数预计将从 20 万上升至 20.5 万，而持续失业金人数预计将从 184.9 万上升至 186 万。同时，来自商务部经济分析局和人口普查局的数据预计显示，11 月份工厂订单在 10 月份下降 1.3% 后反弹 1.6%。美国 11 月份的国际贸易逆差预计将从上个月的 294 亿美元扩大至 405 亿美元。</p>
<p>建筑机械和矿山设备制造商卡特彼勒预计将公布第四季度业绩。根据 LSEG 汇编的数据，分析师平均预计该公司季度收入同比增长，而每股利润预计将下降。</p>
<p>西南航空预计将在第四季度报告更高的利润，得益于更强的收入。分析师关注的关键问题是，这种势头是否能够持续到 2026 年，即使成本压力和更广泛的地缘政治不确定性威胁到利润率，同时该航空公司正在推出对其传统简单商业模式的变更。</p>
<p>康卡斯特预计将在第四季度报告收入增长，得益于其工作室和主题公园部门的强劲需求。</p>
<p>万事达预计将公布第四季度业绩，预计其收入和利润将因持续的网络消费而上升。投资者将关注有关美国消费者健康状况和未来一年展望的评论。</p>
<p>霍尼韦尔和洛克希德·马丁等其他知名公司也将在计划中报告季度收益，为工业和航空航天领域的企业表现提供关键见解。</p>
<p>投资银行 Lazard 预计将公布第四季度业绩，分析师和投资者将关注高管对 2026 年交易前景的评论，因为该公司刚刚结束了一个强劲的年度。</p>
<p>道琼斯预计将在第四季度报告亏损，而去年同期则持平，原因是行业持续低迷和产品需求疲软。投资者还在关注有关进一步潜在成本削减的评论。</p>
<p>国际纸业预计将在第四季度报告收入大幅增长，受益于对 DS Smith 收购的完成及其降低成本的措施。投资者将关注有关特朗普贸易关税和节省成本措施的影响的任何评论。</p>
<p>奥驰亚预计将在季度收入上出现下降，因为该公司面临消费者因健康问题而逐渐远离烟草产品的挑战。投资者将关注有关其电子烟产品的监管批准、消费者情绪和年度预测的评论。</p>
<p>Deckers Outdoor 预计将在第三季度报告收入增长，得益于其鞋类和服装的稳定需求。投资者将关注有关关税影响、消费者需求和成本控制措施的评论。</p>
<p>交易所运营商纳斯达克预计将在开盘前报告第四季度利润增长。</p>
<p>医疗设备制造商 Resmed 预计将公布其第二季度收益。投资者将关注关税评论和任何年度预测的变化。</p>
<p>财产和意外保险公司哈特福德金融将报告季度业绩。华尔街将关注管理层对财产和意外保险定价趋势的评论。</p>
<p>由风险投资公司 Accel 和 Sequoia 支持的 Ethos Technologies 将在定价其美国首次公开募股后在纳斯达克上市，而由亿万富翁巴蒂斯塔家族控制的数字银行 PicPay 则准备在纽约上市，这将是四年来首个巴西 IPO，卫星公司 York Space Systems 也预计将在纽约证券交易所首次亮相。</p>
<p>加拿大通信和媒体公司罗杰斯通讯计划在市场开盘前发布其第四季度收益数字。</p>
<p>在拉丁美洲方面，巴西计划发布其 IGP-M 通胀指数，预计显示 1 月份价格上涨 0.41%，扭转上个月微幅下降 0.01% 的趋势。</p>

<p>苹果预计将报告创纪录的 1384.3 亿美元季度收入，主要受 iPhone 17 需求的推动。黑石集团将发布其第四季度业绩，重点关注 2026 年的交易管道。美国劳工部将公布失业救济申请数据，初次申请人数预计将上升至 205,000。卡特彼勒、西南航空、康卡斯特、万事达等公司将发布财报，市场预期各不相同。Ethos Technologies 和 PicPay 将首次在股票交易所上市。巴西的 IGP-M 通胀指数预计在 1 月份将上涨 0.41%</p>

<p>Apple is expected to report a 11.4% rise in its first quarterly revenue to a record $138.43 billion, driven by steady demand for the iPhone 17 series. Analysts and investors expect details on how the company plans to integrate Google's Gemini technology into its devices.</p>
<div class="lb-trans"><p>苹果预计将在第一季度报告创纪录的 1384.3 亿美元收入，同比增长 11.4%，这得益于对 iPhone 17 系列的稳定需求。分析师和投资者期待了解公司如何计划将谷歌的 Gemini 技术整合到其设备中。</p>
</div><p>Blackstone, the world's largest alternative asset manager, will report its fourth-quarter results. Analysts will watch out for the management's commentary on the deal pipeline for 2026.</p>
<div class="lb-trans"><p>全球最大的另类资产管理公司黑石集团将公布其第四季度业绩。分析师将关注管理层对 2026 年交易管道的评论。</p>
</div><p>On the U.S. economic front, the Department of Labor is set to publish weekly initial jobless claims for the week ended January 24 and continuing claims for the week ended January 17. Initial claims for state unemployment benefits likely rose to 205,000 from 200,000, while continuing claims likely rose to 1.86 million from 1.849 million in the prior period. Meanwhile, data from the Commerce Department's Bureau of Economic Analysis and the Census Bureau are expected to show that factory orders rebounded by 1.6% in November, following a 1.3% decline in October. The U.S. international trade deficit for November is also expected to widen to $40.5 billion from $29.4 billion in the previous month.</p>
<div class="lb-trans"><p>在美国经济方面，劳工部将发布截至 1 月 24 日的每周初请失业金人数和截至 1 月 17 日的持续失业金人数。初请失业金人数预计将从 20 万上升至 20.5 万，而持续失业金人数预计将从 184.9 万上升至 186 万。同时，来自商务部经济分析局和人口普查局的数据预计显示，11 月份工厂订单在 10 月份下降 1.3% 后反弹 1.6%。美国 11 月份的国际贸易逆差预计将从上个月的 294 亿美元扩大至 405 亿美元。</p>
</div><p>Construction machinery and mining equipment maker Caterpillar is set to report fourth-quarter results. Analysts on average expect the company to post year-over-year growth in quarterly revenue, while profit per share is seen declining, according to data compiled by LSEG.</p>
<div class="lb-trans"><p>建筑机械和矿山设备制造商卡特彼勒预计将公布第四季度业绩。根据 LSEG 汇编的数据，分析师平均预计该公司季度收入同比增长，而每股利润预计将下降。</p>
</div><p>Southwest Airlines is expected to report higher fourth-quarter profit on stronger revenue. The key question for analysts will be whether this momentum can carry into 2026, even as cost pressures and broader geopolitical uncertainty threaten margins while the carrier rolls out changes to its traditionally simple business model.</p>
<div class="lb-trans"><p>西南航空预计将在第四季度报告更高的利润，得益于更强的收入。分析师关注的关键问题是，这种势头是否能够持续到 2026 年，即使成本压力和更广泛的地缘政治不确定性威胁到利润率，同时该航空公司正在推出对其传统简单商业模式的变更。</p>
</div><p>Comcast is expected to report a rise in revenue in the fourth quarter, driven by strong demand from its studio and theme park segments.</p>
<div class="lb-trans"><p>康卡斯特预计将在第四季度报告收入增长，得益于其工作室和主题公园部门的强劲需求。</p>
</div><p>Mastercard is set to report fourth-quarter results, with its revenue and profit expected to rise on the back of sustained spending on its networks. Investors will look for commentary on the health of the US consumer and the outlook for the year ahead.</p>
<div class="lb-trans"><p>万事达预计将公布第四季度业绩，预计其收入和利润将因持续的网络消费而上升。投资者将关注有关美国消费者健康状况和未来一年展望的评论。</p>
</div><p>Honeywell and Lockheed Martin are among other prominent companies scheduled to report their quarterly earnings, offering key insights into corporate performance across the industrial and aerospace sectors.</p>
<div class="lb-trans"><p>霍尼韦尔和洛克希德·马丁等其他知名公司也将在计划中报告季度收益，为工业和航空航天领域的企业表现提供关键见解。</p>
</div><p>Investment bank Lazard is set to report fourth-quarter results, with analysts and investors watching for executive comments on the outlook for dealmaking in 2026 after the firm capped a strong year.</p>
<div class="lb-trans"><p>投资银行 Lazard 预计将公布第四季度业绩，分析师和投资者将关注高管对 2026 年交易前景的评论，因为该公司刚刚结束了一个强劲的年度。</p>
</div><p>Dow is expected to report a loss in the fourth quarter compared with a break-even in the same quarter last year, amid a prolonged industry downturn and weak demand for its products. Investors are also on the lookout for commentary on further potential cost cuts.</p>
<div class="lb-trans"><p>道琼斯预计将在第四季度报告亏损，而去年同期则持平，原因是行业持续低迷和产品需求疲软。投资者还在关注有关进一步潜在成本削减的评论。</p>
</div><p>International Paper is expected to post a jump in fourth-quarter revenue, boosted by the completion of the acquisition of DS Smith and its measures to reduce costs. Investors will look for any comments on the impact from Trump's trade tariffs and cost-saving efforts.</p>
<div class="lb-trans"><p>国际纸业预计将在第四季度报告收入大幅增长，受益于对 DS Smith 收购的完成及其降低成本的措施。投资者将关注有关特朗普贸易关税和节省成本措施的影响的任何评论。</p>
</div><p>Altria is expected to post a decline in its quarterly revenue as the company deals with consumers moving away from tobacco products due to health concerns. Investors will look for comments on regulatory clearances for their e-cigarette products, consumer sentiment and annual forecasts.</p>
<div class="lb-trans"><p>奥驰亚预计将在季度收入上出现下降，因为该公司面临消费者因健康问题而逐渐远离烟草产品的挑战。投资者将关注有关其电子烟产品的监管批准、消费者情绪和年度预测的评论。</p>
</div><p>Deckers Outdoor is expected to post a rise in third-quarter revenue, helped by steady demand for its footwear and apparel. Investors will watch for comments on tariff impact, consumer demand and cost control efforts.</p>
<div class="lb-trans"><p>Deckers Outdoor 预计将在第三季度报告收入增长，得益于其鞋类和服装的稳定需求。投资者将关注有关关税影响、消费者需求和成本控制措施的评论。</p>
</div><p>Exchange operator Nasdaq is expected to report higher fourth-quarter profit before the opening bell.</p>
<div class="lb-trans"><p>交易所运营商纳斯达克预计将在开盘前报告第四季度利润增长。</p>
</div><p>Medical device maker Resmed is set to report its second-quarter earnings. Investors will focus on tariff commentary and any changes to its annual forecast.</p>
<div class="lb-trans"><p>医疗设备制造商 Resmed 预计将公布其第二季度收益。投资者将关注关税评论和任何年度预测的变化。</p>
</div><p>Property and casualty insurance Hartford Financial will report quarterly results. Wall Street will watch out for management's commentary on the P&amp;C insurance pricing trends.</p>
<div class="lb-trans"><p>财产和意外保险公司哈特福德金融将报告季度业绩。华尔街将关注管理层对财产和意外保险定价趋势的评论。</p>
</div><p>Ethos Technologies, backed by venture capital firms Accel and Sequoia, is set to debut on the Nasdaq after pricing its U.S. initial public offering, while digital bank PicPay, controlled by the billionaire Batista family, is preparing to list in New York in what would be the first Brazilian IPO in four years, and satellite company York Space Systems is also expected to make its debut on the New York Stock Exchange.</p>
<div class="lb-trans"><p>由风险投资公司 Accel 和 Sequoia 支持的 Ethos Technologies 将在定价其美国首次公开募股后在纳斯达克上市，而由亿万富翁巴蒂斯塔家族控制的数字银行 PicPay 则准备在纽约上市，这将是四年来首个巴西 IPO，卫星公司 York Space Systems 也预计将在纽约证券交易所首次亮相。</p>
</div><p>Canadian communication and media company Rogers Communications is scheduled to release its fourth-quarter earnings numbers before the market opens.</p>
<div class="lb-trans"><p>加拿大通信和媒体公司罗杰斯通讯计划在市场开盘前发布其第四季度收益数字。</p>
</div><p>On the Latin American front, Brazil is scheduled to release its IGP-M inflation index, which is expected to show prices rising 0.41% in January, reversing a marginal 0.01% decline in the previous month.</p>
<div class="lb-trans"><p>在拉丁美洲方面，巴西计划发布其 IGP-M 通胀指数，预计显示 1 月份价格上涨 0.41%，扭转上个月微幅下降 0.01% 的趋势。</p>
</div>

What to Watch in the Day Ahead - Thursday, January 29

- 苹果预计第一季度营收将增长 11.4%，达到 1384.3 亿美元，受 iPhone 17 系列需求推动。  
- 劳工部将发布初次申请失业救济人数等经济数据。  
- 巴西预计一月份 IGP-M 通胀指数将上涨 0.41%。

在未来的日子里需要关注的事项 - 星期四，1 月 29 日