--- title: "Summary of US stock investment news on January 31, 2026" type: "Topics" locale: "zh-CN" url: "https://longbridge.com/zh-CN/topics/38305910.md" description: "Part 1: Top 10 most important and hottest news summaries (focusing on hot stock announcements, earnings highlights, and market-driving events) Trump nominates Kevin Warsh as Fed Chairman: Warsh is seen as a hawk, raising market concerns about a more cautious Fed rate cut path, leading to a surge in the US dollar and a crash in precious metals. Stocks are under pressure, with major indices falling. Spot silver plunges 30% (worst single-day performance since 1980), gold slumps: speculative silver trading unwinding, strong dollar, and Warsh's nomination easing Fed independence concerns trigger a sell-off. Major US stock indices close lower..." datetime: "2026-01-30T23:59:12.000Z" locales: - [en](https://longbridge.com/en/topics/38305910.md) - [zh-CN](https://longbridge.com/zh-CN/topics/38305910.md) - [zh-HK](https://longbridge.com/zh-HK/topics/38305910.md) author: "[rogar](https://longbridge.com/zh-CN/profiles/13708015.md)" --- > 支持的语言: [English](https://longbridge.com/en/topics/38305910.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38305910.md) # Summary of US stock investment news on January 31, 2026 **Part 1: Top 10 Most Important and Trending News Summaries** (Focusing on hot stock announcements, earnings highlights, and market-driving events) 1. **Trump Nominates Kevin Warsh as Fed Chair**: Warsh is seen as hawkish, raising market concerns about a more cautious Fed rate-cut path, leading to a surge in the US dollar and a crash in precious metals. Stocks are under pressure, with major indices declining. 2. **Spot Silver Plunges 30% (Worst Single-Day Drop Since 1980), Gold Tumbles**: Speculative silver trading unwinding, a strong dollar, and Warsh's nomination easing Fed independence concerns triggered a sell-off. 3. **Major US Stock Indices Close Lower but Post Positive Returns for January**: The S&P 500 fell for three consecutive days but ended the month higher, while the Dow and Nasdaq declined, dragged down by tech and materials sectors. 4. **Sandisk Earnings Beat Expectations, Stock Soars**: AI demand is driving tight NAND flash supply, with multiple investment banks raising target prices, calling it a "structural shift in the AI storage cycle." 5. **Verizon Reports Strong Earnings, Announces $25B Buyback Plan**: Strong wireless customer growth sent the stock soaring over 10%. 6. **Apple Earnings Highlights**: Strong demand in Greater China, but rising "chip shortage" risks in the supply chain led to minor stock fluctuations. 7. **Partial Government Shutdown Crisis Looms**: The Senate passed a funding bill, but a partial shutdown still occurred after midnight, affecting market sentiment. 8. **Chevron Earnings Beat Expectations**: Energy stocks performed well, with shares rising. 9. **Visa Earnings Top Estimates, but Stock Falls**: Consumer spending was strong, but the good news was already priced in. 10. **US December PPI Rises More Than Expected**: Core PPI rose 0.7% month-on-month, with service costs climbing, indicating persistent inflation pressure. **Part 2: Over 10 Key Global Macroeconomic Indicators and Related Data** (Focusing on major US indices and key macro indicators, latest closing/data) 1. **Dow Jones Industrial Average (DJIA)**: 48,892.47, down 179.09 points (-0.36%). 2. **S&P 500 Index**: 6,939.03, down 29.98 points (-0.43%), but up about 1.2-1.37% for January overall. 3. **Nasdaq Composite Index**: 23,461.82, down 223.30 points (-0.94%). 4. **Russell 2000 Small-Cap Index**: ~2,613.74, down ~1.55%. 5. **Volatility Index (VIX)**: 17.44, up 3.32%. 6. **US Dollar Index**: Strengthened significantly (biggest single-day gain since July). 7. **10-Year Treasury Yield**: ~4.24%, slightly higher. 8. **Unemployment Rate**: Latest 4.4% (December data). 9. **Nonfarm Payrolls**: Added 50K in December (slower than previous). 10. **PPI (Producer Price Index)**: Rose more than expected year-on-year in December, with core up 0.7% month-on-month. 11. **GDP Growth Rate**: +4.4% annualized in Q3 2025. 12. **Consumer Spending**: Strong growth in October-November, with robust retail sales. 13. **Inflation (PCE)**: Core ~2.8%, above the Fed's 2% target but moderating. **Part 3: Summary of Reports and Views from Major Investment Banks/Analysts** (Macro forecasts and stock opinions) - **Wall Street Consensus**: Warsh's nomination reinforces hawkish expectations, making the rate-cut path more cautious, which is short-term positive for the dollar/inflation control but weighs on growth stock valuations. The market is optimistic about 2026 growth but wary of inflation rebound. - **Bank of America**: Market optimism has peaked, with the bull-bear indicator triggering a "sell" signal, advising short-term caution. - **Bernstein**: Maintains "Outperform" on Sandisk, raising the target price to $580, driven by AI demand and supply tightness. - **Citi**: Half of gold's support risks may fade later this year. - **Other Analysts**: New Fed Chair Warsh could lead to fewer rate cuts; focus on inflation and tariff impacts; structural shifts in the AI storage cycle favor Sandisk, etc. **Part 4: Investment Recommendations Based on the Above Analysis** **Short-Term Investment Recommendations (Today/Near-Term)**: - **Sell/Reduce**: Precious metals-related (e.g., gold/silver miners like Newmont, hit by the crash), tech growth stocks (Nasdaq slump, valuation pressure). - **Buy/Watch**: Defensive or dollar-strength beneficiaries, like energy (Chevron strong), telecom (Verizon buyback + growth), financials (dollar positive). Avoid chasing AI storage stocks despite Sandisk's strength due to high market volatility. - Overall: The market is under short-term pressure; watch for government shutdown and next week's data, avoiding aggressive moves. **Long-Term Investment Recommendations**: - Bullish on AI-driven structural opportunities (e.g., Sandisk, semiconductor storage), but wary of Fed hawkishness causing volatility. - Diversify allocations: Increase value stocks, energy, financials; reduce high-valuation tech. With a strong dollar and inflation pressure, focus on tariff/local manufacturing themes. - Overall: 2026 growth expectations are solid (above-trend GDP), but inflation and policy uncertainty remain high, suggesting core holdings + dynamic adjustments, holding quality companies long-term. Investing involves risks. The above is for reference only and not personalized advice. 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