--- title: "板块更新：消费类股票在下午晚些时候走高" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/274358106.md" description: "消费股在周五晚间上涨，State Street 日常消费品 ETF 上涨 1.5%，而非必需消费品 ETF 上涨 0.2%。特斯拉股价因与 SpaceX 和 xAI 合并的猜测上涨了 4%。威瑞森的股票在超出盈利预期并报告强劲的第四季度业绩后，几乎上涨了 12%。在摩根士丹利上调目标价后，TAL 教育的股票上涨了 0.4%。亿滋国际的股票上涨了 1.8%，根据 RBC Capital Markets 的报告，尽管面临宏观压力，但第四季度表现稳定" datetime: "2026-01-30T20:58:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/274358106.md) - [en](https://longbridge.com/en/news/274358106.md) - [zh-HK](https://longbridge.com/zh-HK/news/274358106.md) --- # 板块更新：消费类股票在下午晚些时候走高 03:58 PM EST, 01/30/2026 (MT Newswires) -- Consumer stocks rose late Friday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) adding 1.5% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) 0.2% higher. In corporate news, Tesla (TSLA) shares climbed 4% after Bloomberg reported that Elon Musk's SpaceX is contemplating a potential merger with Tesla, as well as an alternative combination with AI firm xAI. Verizon (VZ) shares jumped nearly 12%. The company provided a full-year earnings outlook above market estimates on Friday, and it recorded better-than-expected Q4 results amid strong growth in postpaid phone subscribers. TAL Education ( TAL ) shares were up 0.4% following its Q3 results. Morgan Stanley lifted its price target to $16 from $14.60 and kept its overweight rating. Mondelez ( MDLZ ) appears broadly stable in Q4 with little sign of sequential improvement or deterioration despite macro pressures, while the fiscal 2026 setup appears more constructive, RBC Capital Markets said in a note. Mondelez ( MDLZ ) shares added 1.8%. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited. ### 相关股票 - [XLP.US](https://longbridge.com/zh-CN/quote/XLP.US.md) - [XLY.US](https://longbridge.com/zh-CN/quote/XLY.US.md) - [TSLT.US](https://longbridge.com/zh-CN/quote/TSLT.US.md) - [TESL.US](https://longbridge.com/zh-CN/quote/TESL.US.md) - [KXI.US](https://longbridge.com/zh-CN/quote/KXI.US.md) - [MDLZ.US](https://longbridge.com/zh-CN/quote/MDLZ.US.md) - [TSLL.US](https://longbridge.com/zh-CN/quote/TSLL.US.md) - [TSLR.US](https://longbridge.com/zh-CN/quote/TSLR.US.md) - [TSDD.US](https://longbridge.com/zh-CN/quote/TSDD.US.md) - [TSLG.US](https://longbridge.com/zh-CN/quote/TSLG.US.md) - [TSL.US](https://longbridge.com/zh-CN/quote/TSL.US.md) - [WANT.US](https://longbridge.com/zh-CN/quote/WANT.US.md) - [RTH.US](https://longbridge.com/zh-CN/quote/RTH.US.md) - [VZ.US](https://longbridge.com/zh-CN/quote/VZ.US.md) - [VDC.US](https://longbridge.com/zh-CN/quote/VDC.US.md) - [TSLA.US](https://longbridge.com/zh-CN/quote/TSLA.US.md) ## 相关资讯与研究 - [SpaceX 首次公开披露财务数据 首季资本开支 101 亿美元逾七成投入 AI 发展](https://longbridge.com/zh-CN/news/287195255.md) - [欧洲市场遇合规重锤：零食巨头亿滋国际调转航向，在华重构增长逻辑](https://longbridge.com/zh-CN/news/286707121.md) - [28.5 万亿美元——这是 SpaceX 向华尔街递出的 “太空 AI 帝国” 超级蓝图](https://longbridge.com/zh-CN/news/287222719.md) - [燃油成本 “吃掉” 250 个基点利润！沃尔玛业绩指引不及预期 预警商品提价或在所难免](https://longbridge.com/zh-CN/news/287223764.md) - [不是 “特斯拉的学徒”：Figure AI 如何成为机器人的新范本？](https://longbridge.com/zh-CN/news/287040643.md)